Fund HoldingsL.M. KOHN & COMPANY

Total Portfolio Value
$370.97M
Total Bought
$32.12M
Total Sold
$75.17M
Net Transaction
-$43.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)0156,625+156,625024,7456.67%+24,745
SPDR SER TR BLOOMBERG 1-3 MO
ST STR BLO 1 ETF
042,177+42,17703,8691.04%+3,869
MICROSOFT CORP COM(MSFT)025,329+25,329012,5993.40%+12,599
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM044,165+44,16503,1270.84%+3,127
VANGUARD INDEX FDS TOTAL STK MKT023,601+23,60107,1731.93%+7,173
SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY
HEDGED EQUITY
049,195+49,19501,4780.40%+1,478
ORACLE CORP COM(ORCL)018,429+18,42904,0291.09%+4,029
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US8,88528,010+19,1255391,8830.51%+1,344
VANGUARD STAR FDS VG TL INTL STK F018,935+18,93501,3080.35%+1,308
ISHARES TR CORE US AGGBD ET012,815+12,81501,2710.34%+1,271
ALPHABET INC CAP STK CL C(GOOG)07,037+7,03701,2480.34%+1,248
EA SERIES TRUST STRIVE ENHANCED
STRIVE ENHANCED
099,649+99,64902,0250.55%+2,025
VANGUARD WORLD FD MEGA GRWTH IND02,049+2,04907500.20%+750
AMAZON COM INC COM(AMZN)077,836+77,836017,0764.60%+17,076
JPMORGAN CHASE & CO. COM(JPM)18,37017,895-4754,5065,1881.40%+682
ISHARES GOLD TR ISHARES NEW(IAU)18,72428,082+9,3581,1041,7510.47%+647
SCHWAB STRATEGIC TR FUNDAMENTAL EMER018,697+18,69706170.17%+617
BOOKING HOLDINGS INC COM(BKNG)0497+49702,8770.78%+2,877
AGF INVTS TR US MARKET NETRL032,183+32,18305700.15%+570
SERIES PORTFOLIOS TR ELDRIDGE AAA CLO
ELDR AAA CLO ETF
46,93968,889+21,9501,1971,7640.48%+566
GOLDMAN SACHS PHYSICAL GOLD UNIT(AAAU)017,137+17,13705600.15%+560
SERVICENOW INC COM(NOW)02,009+2,00902,0650.56%+2,065
ISHARES TR EXPANDED TECH04,634+4,63405070.14%+507
GERMAN AMERN BANCORP INC COM(GABC)490,458490,458018,39218,8885.09%+495
FIDELITY WISE ORIGIN BITCOIN SHS(FBTC)8,24511,470+3,2255931,0780.29%+485
VANGUARD WORLD FD UTILITIES ETF
UTILITIES ETF
02,574+2,57404540.12%+454
ISHARES TR IBONDS DEC2026
IBONDS DEC2026
017,338+17,33804200.11%+420
WISDOMTREE TR US QUALITY GROW(WT)38,23139,614+1,3831,6782,0820.56%+403
PALANTIR TECHNOLOGIES INC CL A(PLTR)07,342+7,34201,0010.27%+1,001
INVESCO QQQ TR UNIT SER 109,194+9,19405,0721.37%+5,072
INTUITIVE SURGICAL INC COM NEW0705+70503830.10%+383
CAMBRIA ETF TR TAIL RISK031,307+31,30703750.10%+375
BROADCOM INC COM(AVGO)05,475+5,47501,5090.41%+1,509
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD
FST TR GLB FD
17,83333,004+15,1714558140.22%+359
COINBASE GLOBAL INC COM CL A(COIN)01,020+1,02003580.10%+358
CASEYS GEN STORES INC COM(CASY)5221,099+5772275610.15%+334
FIRST TR EXCHANGE-TRADED FD FT VEST RIS
FT VEST RIS
013,520+13,52003340.09%+334
INNOVATOR ETFS TRUST S&P INVT GRD PFD
S&P INVT GRD PFD
018,676+18,67603290.09%+329
SNOWFLAKE INC CL A(SNOW)01,467+1,46703280.09%+328
SPDR GOLD TR GOLD SHS(GLD)3,7974,663+8661,0941,4210.38%+327
VANGUARD WORLD FD ENERGY ETF
ENERGY ETF
02,718+2,71803240.09%+324
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED
FT LADD BUFF ETF
162,303161,655-6484,8195,1411.39%+322
UBER TECHNOLOGIES INC COM(UBER)16,18316,000-1831,1791,4930.40%+314
SPDR S&P 500 ETF TR TR UNIT(SPY)20,21418,805-1,40911,30811,6193.13%+311
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY B
VEST US EQUITY B
09,825+9,82503070.08%+307
NETFLIX INC COM(NFLX)735731-46859790.26%+293
FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT
VEST INVESTMENT
014,300+14,30002910.08%+291
ISHARES TR 0-5YR INVT GR CP
0-5YR INVT GR CP
05,715+5,71502890.08%+289
SCHWAB STRATEGIC TR INTL EQTY ETF41,76949,959+8,1908261,1040.30%+278
FLEXSHARES TR US QUALITY CAP
US QUALITY CAP
036,114+36,11402,5720.69%+2,572
WALMART INC COM(WMT)30,62630,098-5282,6892,9430.79%+254
GRAINGER W W INC COM(GWW)0229+22902380.06%+238
REPUBLIC SVCS INC COM(RSG)1,1862,117+9312875220.14%+235
VANGUARD BD INDEX FDS VANGUARD ULTRA
VANGUARD ULTRA
04,555+4,55502270.06%+227
VENTURE GLOBAL INC COM CL A(VG)014,293+14,29302230.06%+223
PIMCO ETF TR ACTIVE BD ETF
ACTIVE BD ETF
02,375+2,37502190.06%+219
CUBESMART COM(CUBE)05,134+5,13402180.06%+218
SPDR SERIES TRUST AEROSPACE DEF
ST STR SP AERO
01,029+1,02902170.06%+217
VANECK ETF TRUST BDC INCOME ETF
BDC INCOME ETF
013,319+13,31902170.06%+217
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
NASDAQ EQT PREM
03,971+3,97102160.06%+216
L3HARRIS TECHNOLOGIES INC COM(LHX)0850+85002130.06%+213
CELSIUS HLDGS INC COM NEW(CELH)04,464+4,46402070.06%+207
ENTERPRISE PRODS PARTNERS L COM(EPD)06,669+6,66902070.06%+207
GLOBAL X FDS CYBRSCURTY ETF
CYBRSCURTY ETF
05,532+5,53202050.06%+205
ARK ETF TR INNOVATION ETF
INNOVATION ETF
08,469+8,46905950.16%+595
APPLIED MATLS INC COM04,592+4,59208410.23%+841
CROWDSTRIKE HLDGS INC CL A(CRWD)2,8232,273-5509951,1580.31%+162
ADVENT CONV & INCOME FD COM013,165+13,16501590.04%+159
PHILIP MORRIS INTL INC COM(PM)7,7967,651-1451,2371,3940.38%+156
FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME
FT ENER INCO ETF
021,022+21,02204150.11%+415
XAI MADISON EQUITY PREMIUM I COM020,994+20,99401310.04%+131
BLACKSTONE INC COM(BX)012,929+12,92901,9340.52%+1,934
SPDR SER TR PORTFOLIO S&P500
ST STR P500ETF
012,037+12,03708750.24%+875
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID
DJ GLBL DIVID
45,18044,086-1,0941,0931,2140.33%+121
ISHARES TR MSCI USA MMENTM
MSCI USA MMENTM
01,492+1,49203590.10%+359
VANECK ETF TRUST GOLD MINERS ETF
GOLD MINERS ETF
5,4886,866+1,3782523570.10%+105
FIFTH THIRD BANCORP COM(FITB)054,300+54,30002,2330.60%+2,233
VANGUARD INDEX FDS S&P 500 ETF SHS12,88811,831-1,0576,6236,7201.81%+97
VANGUARD INDEX FDS REAL ESTATE ETF12,25313,543+1,2901,1091,2060.33%+97
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF
NASDAQ CYB ETF
15,12213,863-1,2599531,0480.28%+95
EMERSON ELEC CO COM(EMR)04,540+4,54006050.16%+605
EATON VANCE TAX-MANAGED DIVE COM
COM
018,964+18,96402930.08%+293
GLOBAL X FDS ARTIFICIAL ETF
ARTIFICIAL ETF
9,79610,221+4253564470.12%+90
CHEWY INC CL A(CHWY)010,064+10,06404290.12%+429
CHIPOTLE MEXICAN GRILL INC COM(CMG)013,625+13,62507650.21%+765
SPDR SER TR BBG CONV SEC ETF
ST STR CONV ETF
013,002+13,00201,0750.29%+1,075
DEERE & CO COM(DE)02,068+2,06801,0510.28%+1,051
CANADIAN IMPERIAL BK COMM COM(CM)04,090+4,09002900.08%+290
PROSHARES TR RUSS 2000 DIVD
RUSS 2000 DIVD
09,789+9,78906370.17%+637
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT(GBTC)3,7753,733-422463170.09%+71
COLUMBIA SELIGM PREM TECH GR COM(STK)013,257+13,25704030.11%+403
SSGA ACTIVE ETF TR BLACKSTONE SENR
ST STR BL LN ETF
09,765+9,76504060.11%+406
IRON MTN INC DEL COM(IRM)04,147+4,14704250.11%+425
GLOBAL X FDS RBTCS ARTFL INTE
RBTCS ARTFL INTE
011,506+11,50603760.10%+376
GE AEROSPACE COM NEW(GE)01,158+1,15802980.08%+298
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF
DORSEY WRT 5 ETF
013,971+13,97108280.22%+828
BLACKROCK INC COM ADDED(BLK)0907+90709520.26%+952
BOEING CO COM(BA)02,415+2,41505060.14%+506
GOLDMAN SACHS GROUP INC COM(GS)2,3021,849-4531,2571,3090.35%+51
CISCO SYS INC COM(CSCO)012,983+12,98309010.24%+901
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