Fund Holdings

L.M. KOHN & COMPANY

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)01,750+1,7500356,3350.43%+356,335
CAPITAL GROUP FIXED INCOME ETF09,600+9,6000218,1120.26%+218,112
SELECT SECTOR SPDR TR SBI HEALTHCARE6,6427,878+1,236895,2751,096,3811.32%+201,106
FIRST TR EXCHANGE TRADED FD04,616+4,6160200,8140.24%+200,814
PROSHARES TR S&P MDCP 400 DIV8,58910,339+1,750700,294882,3701.06%+182,076
PROSHARES TR S&P 500 DV ARIST4,7575,877+1,120478,987605,7810.73%+126,794
SELECT SECTOR SPDR TR SBI INT-UTILS12,19112,565+374995,4911,095,7501.32%+100,259
CUMMINS INC COM(CMI)8208200268,550346,3430.42%+77,793
FIRST TR EXCHANGE-TRADED FD FT VEST RIS13,52015,880+2,360334,079410,4980.49%+76,419
PARKER-HANNIFIN CORP COM(PH)1,2001,2000838,164909,7801.09%+71,616
VANECK ETF TRUST GOLD MINERS ETF6,8665,564-1,302357,444425,0900.51%+67,646
SPDR SER TR BBG CONV SEC ETF13,00212,558-4441,074,7701,136,4791.37%+61,709
FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT14,30016,800+2,500290,632342,8190.41%+52,187
PROSHARES TR RUSS 2000 DIVD9,78910,281+492636,874685,1350.82%+48,261
L3HARRIS TECHNOLOGIES INC COM(LHX)8508500213,214259,5990.31%+46,385
SPDR SER TR S&P BIOTECH2,7662,640-126229,399264,5480.32%+35,149
SPDR SER TR PRTFLO S&P500 HI8,2528,612+360350,223378,9280.46%+28,705
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED28,22627,586-640749,683762,4770.92%+12,794
MARATHON PETE CORP COM(MPC)1,2811,169-112212,787225,3130.27%+12,526
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT(GBTC)3,7333,660-73316,670328,5580.39%+11,888
FIRST TR MORNINGSTAR DIVID L SHS6,2756,2750262,734272,3980.33%+9,664
FIRST TR EXCHNG TRADED FD VI VEST U S EQUITY7,0007,0000229,251236,7040.28%+7,453
SELECT SECTOR SPDR TR ENERGY8,1287,791-337689,349696,0790.84%+6,730
NORFOLK SOUTHN CORP COM(NSC)975850-125249,571255,3490.31%+5,778
SSGA ACTIVE ETF TR BLACKSTONE SENR9,7659,777+12406,116406,5130.49%+397
FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME21,02220,921-101414,546414,6510.50%+105
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM5,4865,456-30311,887311,5150.37%-372
PIMCO ETF TR ACTIVE BD ETF2,3752,339-36218,928218,3460.26%-582
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM3,9713,740-231216,030215,1480.26%-882
WISDOMTREE TR ITL HDG QTLY DIV(WT)6,9246,749-175311,926310,9940.37%-932
CALAMOS GBL DYN INCOME FUND COM24,34522,836-1,509173,579172,1840.21%-1,395
BLACKROCK HEALTH SCIENCES TR COM5,9485,688-260216,864211,7640.25%-5,100
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT31,90425,904-6,000140,059133,5360.16%-6,523
GLOBAL X FDS GLBL X MLP ETF5,4455,4450273,339263,6470.32%-9,692
ISHARES TR IBONDS DEC202617,33816,831-507420,447408,9930.49%-11,454
INTERNATIONAL BUSINESS MACHS COM(IBM)1,8071,844+37532,789520,4200.63%-12,369
SELECT SECTOR SPDR TR TECHNOLOGY5,5574,945-6121,407,2101,393,8121.68%-13,398
VANECK ETF TRUST BDC INCOME ETF13,31913,384+65216,827199,9500.24%-16,877
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP(SUN)5,4005,4000289,386270,0540.32%-19,332
ENBRIDGE INC COM(ENB)6,3155,094-1,221286,196257,0430.31%-29,153
SELECT SECTOR SPDR TR SBI CONS STPLS11,27311,198-75912,793877,5791.05%-35,214
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY B9,8258,625-1,200306,625269,3490.32%-37,276
INNOVATOR ETFS TRUST S&P INVT GRD PFD18,67615,831-2,845329,252289,4000.35%-39,852
CATERPILLAR INC COM(CAT)2,1551,665-490836,593794,4550.95%-42,138
AMERICAN ELEC PWR CO INC COM2,3781,800-578246,752202,5260.24%-44,226
ISHARES TR 0-5YR INVT GR CP5,7154,815-900289,122244,7460.29%-44,376
VANGUARD SPECIALIZED FUNDS DIV APP ETF4,8634,386-477995,324946,4831.14%-48,841
TRANSDIGM GROUP INC COM(TDG)2502500380,160329,5050.40%-50,655
ISHARES TR IBONDS DEC25 ETF16,66414,564-2,100419,600366,8670.44%-52,733
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS6,3885,420-968375,487318,9670.38%-56,520
NEUBERGER BERMAN REAL ESTATE COM18,5810-18,58159,8310-59,831
ABBOTT LABS COM2,1141,698-416287,533227,4300.27%-60,103
MFS INTER INCOME TR SH BEN INT25,7100-25,71069,6740-69,674
SELECT SECTOR SPDR TR SBI CONS DISCR2,2471,737-510488,341416,2550.50%-72,086
MFS GOVT MKTS INCOME TR SH BEN INT23,4670-23,46773,2170-73,217
CVS HEALTH CORP COM(CVS)4,2282,850-1,378291,659214,8620.26%-76,797
AT&T INC COM(T)20,87618,061-2,815604,142510,0330.61%-94,109
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW20,43218,717-1,7151,223,2641,121,3351.35%-101,929
JOHNSON & JOHNSON COM(JNJ)6,2494,597-1,652954,469852,3021.02%-102,167
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 5006,4824,340-2,142318,266214,0050.26%-104,261
GENERAL MLS INC COM(GIS)6,1544,116-2,038318,821207,5370.25%-111,284
GABELLI CONV & INC SECS FD I COM30,2550-30,255115,8760-115,876
GAMCO NAT RES GOLD & INCOME SH BEN INT18,8120-18,812118,3260-118,326
EMERSON ELEC CO COM(EMR)4,5403,678-862605,318482,4800.58%-122,838
EATON VANCE TAX-MANAGED GLOB COM(ETW)14,6420-14,642126,6530-126,653
VANGUARD INDEX FDS MID CAP ETF1,226725-501343,072212,9620.26%-130,110
XAI MADISON EQUITY PREMIUM I COM20,9940-20,994131,2090-131,209
FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR3,9772,216-1,761381,553247,8230.30%-133,730
ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT34,1640-34,164135,2900-135,290
OXFORD LANE CAP CORP COM32,7000-32,700137,3400-137,340
ISHARES TR CORE S&P500 ETF854582-272530,045389,5330.47%-140,512
NUVEEN AMT FREE QLTY MUN INC COM13,1700-13,170143,8160-143,816
MORGAN STANLEY COM NEW(MS)2,5381,300-1,238357,556206,6480.25%-150,908
ADVENT CONV & INCOME FD COM13,1650-13,165159,4280-159,428
VANGUARD INDEX FDS VALUE ETF2,5731,570-1,003454,733292,8350.35%-161,898
COHEN & STEERS CLOSED-END OP COM13,1170-13,117165,5390-165,539
M & T BK CORP COM(MTB)2,5871,658-929501,852327,6540.39%-174,198
ALTRIA GROUP INC COM(MO)10,5396,655-3,884617,929439,6290.53%-178,300
RTX CORPORATION COM(RTX)3,4861,913-1,573509,026320,1020.38%-188,924
SOUTHERN CO COM(SO)6,6054,390-2,215606,537416,0400.50%-190,497
3M CO COM(MMM)1,3140-1,314200,1050-200,105
FIRST TR EXCH TRADED FD III FT VEST SMID9,9700-9,970204,4850-204,485
GLOBAL X FDS CYBRSCURTY ETF5,5320-5,532205,2370-205,237
ENTERPRISE PRODS PARTNERS L COM(EPD)6,6690-6,669206,7940-206,794
CELSIUS HLDGS INC COM NEW(CELH)4,4640-4,464207,0850-207,085
QUALCOMM INC COM(QCOM)4,0752,620-1,455648,985435,8630.52%-213,122
ADVANCED MICRO DEVICES INC COM(AMD)5,1553,186-1,969731,495515,4630.62%-216,032
SPDR SERIES TRUST AEROSPACE DEF1,0290-1,029217,0570-217,057
ZOETIS INC CL A(ZTS)1,3970-1,397217,8620-217,862
COLGATE PALMOLIVE CO COM(CL)2,4000-2,400218,1600-218,160
MPLX LP COM UNIT REP LTD(MPLX)4,2360-4,236218,1960-218,196
CUBESMART COM(CUBE)5,1340-5,134218,2020-218,202
MFS CHARTER INCOME TR SH BEN INT34,7810-34,781221,2090-221,209
AFLAC INC COM(AFL)2,1000-2,100221,4660-221,466
VENTURE GLOBAL INC COM CL A(VG)14,2930-14,293222,6850-222,685
PIMCO DYNAMIC INCOME FD SHS(PDI)11,7850-11,785223,5610-223,561
CHEVRON CORP NEW COM(CVX)6,8444,852-1,992980,031753,4870.91%-226,544
VANGUARD BD INDEX FDS VANGUARD ULTRA4,5550-4,555227,1350-227,135
KIMBERLY-CLARK CORP COM(KMB)1,8030-1,803232,4430-232,443
GRAINGER W W INC COM(GWW)2290-229238,2150-238,215
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