Fund Holdings — L.M. KOHN & COMPANY

Total Portfolio Value
$370.97M
Total Bought
$26.17M
Total Sold
$70.48M
Net Transaction
-$44.31M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION COM(NVDA)181,859156,625-25,23419,71024,7456.67%+5,035
MICROSOFT CORP COM(MSFT)26,23725,329-9089,84912,5993.40%+2,750
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM20,44744,165+23,7181,0273,1270.84%+2,100
VANGUARD INDEX FDS TOTAL STK MKT20,14523,601+3,4565,5377,1731.93%+1,636
SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY
HEDGED EQUITY
049,195+49,19501,4780.40%+1,478
ORACLE CORP COM(ORCL)18,72818,429-2992,6184,0291.09%+1,411
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
EA SERIES TRUST STRIVE ENHANCED
STRIVE ENHANCED
54,48999,649+45,1601,1072,0250.55%+918
VANGUARD WORLD FD MEGA GRWTH IND02,049+2,04907500.20%+750
AMAZON COM INC COM(AMZN)86,14577,836-8,30916,39017,0764.60%+686
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)49749702,2902,8770.78%+588
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)1,9422,009+671,5462,0650.56%+519
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)7,0827,342+2605981,0010.27%+403
INVESCO QQQ TR UNIT SER 19,9709,194-7764,6755,0721.37%+397
CAMBRIA ETF TR TAIL RISK031,307+31,30703750.10%+375
BROADCOM INC COM(AVGO)6,8555,475-1,3801,1481,5090.41%+362
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
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
36,08136,114+332,3022,5720.69%+270
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
8,4888,469-194045950.16%+191
APPLIED MATLS INC COM4,6064,592-146688410.23%+172
CROWDSTRIKE HLDGS INC CL A(CRWD)2,8232,273-5509951,1580.31%+162
ADVENT CONV & INCOME FD COM(AVK)013,165+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
13,48121,022+7,5412744150.11%+141
BLACKSTONE INC COM(BX)12,92012,929+91,8061,9340.52%+128
SPDR SER TR PORTFOLIO S&P500
ST STR P500ETF
11,38012,037+6577488750.24%+127
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID
DJ GLBL DIVID
45,18044,086-1,0941,0931,2140.33%+121
ALPHABET INC CAP STK CL C(GOOG)7,2487,037-2111,1321,2480.34%+116
ISHARES TR MSCI USA MMENTM
MSCI USA MMENTM
1,2341,492+2582493590.10%+109
VANECK ETF TRUST GOLD MINERS ETF
GOLD MINERS ETF
5,4886,866+1,3782523570.10%+105
FIFTH THIRD BANCORP COM(FITB)54,36554,300-652,1312,2330.60%+102
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)4,6634,540-1235116050.16%+94
EATON VANCE TAX-MANAGED DIVE COM
COM
14,24418,964+4,7202032930.08%+90
GLOBAL X FDS ARTIFICIAL ETF
ARTIFICIAL ETF
9,79610,221+4253564470.12%+90
CHEWY INC CL A(CHWY)10,44410,064-3803404290.12%+89
CHIPOTLE MEXICAN GRILL INC COM(CMG)13,54913,625+766807650.21%+85
SPDR SER TR BBG CONV SEC ETF
ST STR CONV ETF
13,00213,00209961,0750.29%+79
DEERE & CO COM(DE)2,0842,068-169781,0510.28%+73
CANADIAN IMPERIAL BK COMM COM(CM)3,8604,090+2302172900.08%+72
PROSHARES TR RUSS 2000 DIVD
RUSS 2000 DIVD
8,6159,789+1,1745656370.17%+72
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT(GBTC)3,7753,733-422463170.09%+71
COLUMBIA SELIGM PREM TECH GR COM(STK)11,93513,257+1,3223344030.11%+69
SSGA ACTIVE ETF TR BLACKSTONE SENR
ST STR BL LN ETF
8,2499,765+1,5163394060.11%+67
IRON MTN INC DEL COM(IRM)4,1724,147-253594250.11%+66
GLOBAL X FDS RBTCS ARTFL INTE
RBTCS ARTFL INTE
10,91711,506+5893113760.10%+65
GE AEROSPACE COM NEW(GE)1,1861,158-282372980.08%+61
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF
DORSEY WRT 5 ETF
14,04413,971-737708280.22%+57
BLACKROCK INC COM ADDED(BLK)945907-388949520.26%+57
BOEING CO COM(BA)2,6362,415-2214505060.14%+56
GOLDMAN SACHS GROUP INC COM(GS)2,3021,849-4531,2571,3090.35%+51
CISCO SYS INC COM(CSCO)13,77812,983-7958509010.24%+51
FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR
NASDQ SEMCNDTR
4,3933,977-4163323820.10%+50
SPDR SER TR PRTFLO S&P500 GW
ST STR P500GRW
19,09616,621-2,4751,5351,5840.43%+50
CALAMOS CONV OPPORTUNITIES & SH BEN INT(CHI)51,52951,629+1004945430.15%+49
TRANE TECHNOLOGIES PLC SHS(TT)709655-542392870.08%+48
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L.M. KOHN & COMPANY — 13F Holdings — Q2 2025 | TickerTrail