Fund HoldingsL.M. KOHN & COMPANY

Total Portfolio Value
$313.29M
Total Bought
$69.34M
Total Sold
$39.58M
Net Transaction
+$29.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR TR UNIT(SPY)017,695+17,69508,4112.68%+8,411
APPLE INC COM(AAPL)0187,354+187,354036,07111.51%+36,071
VANGUARD INDEX FDS S&P 500 ETF SHS07,539+7,53903,2931.05%+3,293
WISDOMTREE TR FLOATNG RAT TREA(WT)114,196176,340+62,1445,7468,8592.83%+3,113
AMAZON COM INC COM(AMZN)091,085+91,085013,8394.42%+13,839
ISHARES TR RUSSELL 2000 ETF010,696+10,69602,1470.69%+2,147
MICROSOFT CORP COM(MSFT)023,586+23,58608,8692.83%+8,869
COSTCO WHSL CORP NEW COM(COST)15,42615,731+3058,71510,3843.31%+1,669
SPDR SER TR BBG CONV SEC ETF
ST STR CONV ETF
022,351+22,35101,6130.51%+1,613
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)03,097+3,09701,5710.50%+1,571
GERMAN AMERN BANCORP INC COM(GABC)569,557517,457-52,10015,42916,7715.35%+1,341
INVESCO QQQ TR UNIT SER 103,004+3,00401,2300.39%+1,230
VANGUARD SPECIALIZED FUNDS DIV APP ETF07,127+7,12701,2140.39%+1,214
GLOBAL X FDS 1-3 MONTH T-BILL048,300+48,30001,2080.39%+1,208
NVIDIA CORPORATION COM(NVDA)17,62317,712+897,6668,7712.80%+1,106
HOME DEPOT INC COM(HD)9,14810,915+1,7672,7643,7821.21%+1,018
VANGUARD INDEX FDS REAL ESTATE ETF010,974+10,97409700.31%+970
LEGG MASON ETF INVT FRANKLIN INTL LW
FRANKLIN INTL LW
027,361+27,36107570.24%+757
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF
DORSEY WRT 5 ETF
013,740+13,74007080.23%+708
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX03,780+3,78007050.23%+705
ISHARES TR CORE S&P500 ETF01,400+1,40006690.21%+669
LOCKHEED MARTIN CORP COM(LMT)2,9614,119+1,1581,2111,8670.60%+656
ISHARES TR RUS MD CP GR ETF06,085+6,08506360.20%+636
ISHARES TR CORE S&P SCP ETF05,791+5,79106270.20%+627
ALPHABET INC CAP STK CL A(GOOG)45,56447,079+1,5155,9636,5762.10%+614
VANGUARD WORLD FD MEGA GRWTH IND02,260+2,26005860.19%+586
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF07,293+7,29305840.19%+584
JPMORGAN CHASE & CO COM(JPM)016,249+16,24902,7640.88%+2,764
FIFTH THIRD BANCORP COM(FITB)058,865+58,86502,0300.65%+2,030
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM08,408+8,40805370.17%+537
VISA INC COM CL A(V)018,556+18,55604,8311.54%+4,831
SALESFORCE INC COM(CRM)08,627+8,62702,2700.72%+2,270
VANGUARD INDEX FDS MID CAP ETF02,200+2,20005120.16%+512
SPDR SER TR PRTFLO S&P500 GW
ST STR P500GRW
025,083+25,08301,6320.52%+1,632
GLOBAL X FDS GLOBAL X URANIUM
GLOBAL X URANIUM
9,86127,947+18,0862677740.25%+507
LULULEMON ATHLETICA INC COM(LULU)3,8613,900+391,4891,9940.64%+505
SPDR SER TR BLOOMBERG 1-3 MO
ST STR BLO 1 ETF
121,837127,834+5,99711,18711,6833.73%+496
BLACKSTONE INC COM(BX)11,16912,904+1,7351,1971,6890.54%+493
MASTERCARD INCORPORATED CL A(MA)9,2459,660+4153,6604,1201.32%+460
ISHARES TR 20 YR TR BD ETF04,543+4,54304490.14%+449
VANGUARD INDEX FDS TOTAL STK MKT016,388+16,38803,8881.24%+3,888
QUALCOMM INC COM(QCOM)010,768+10,76801,5570.50%+1,557
VANGUARD INDEX FDS EXTEND MKT ETF02,614+2,61404300.14%+430
PNC FINL SVCS GROUP INC COM(PNC)2,2334,544+2,3112747040.22%+429
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
S&P500 EQL WGT
10,76212,314+1,5521,5251,9430.62%+418
FIRST TR EXCH TRADED FD III PFD SECS INC ETF023,862+23,86204020.13%+402
ISHARES TR CORE S&P MCP ETF01,403+1,40303890.12%+389
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ
FT LADD BUFF ETF
42,47453,611+11,1371,0401,4240.45%+384
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV
RISNG DIVD ACHIV
039,028+39,02802,0170.64%+2,017
SSGA ACTIVE ETF TR BLACKSTONE SENR
ST STR BL LN ETF
08,827+8,82703700.12%+370
ISHARES TR RUS 1000 ETF01,333+1,33303500.11%+350
SELECT SECTOR SPDR TR SBI INT-UTILS
ST STR UTIL ETF
017,032+17,03201,0790.34%+1,079
INNOVATOR ETFS TR S&P INVT GRD PFD
S&P INVT GRD PFD
018,073+18,07303370.11%+337
GLOBAL X FDS CYBRSCURTY ETF
CYBRSCURTY ETF
011,338+11,33803320.11%+332
META PLATFORMS INC CL A(META)1,2862,019+7333867150.23%+329
UNION PAC CORP COM(UNP)04,795+4,79501,1780.38%+1,178
ADOBE INC COM(ADBE)3,4343,479+451,7512,0760.66%+325
ARK ETF TR INNOVATION ETF
INNOVATION ETF
06,187+6,18703240.10%+324
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF07,800+7,80003210.10%+321
SHERWIN WILLIAMS CO COM(SHW)01,951+1,95106090.19%+609
GOLDMAN SACHS PHYSICAL GOLD UNIT(AAAU)015,350+15,35003140.10%+314
VANGUARD INDEX FDS VALUE ETF01,973+1,97302950.09%+295
VANGUARD INDEX FDS SMALL CP ETF01,361+1,36102900.09%+290
MCDONALDS CORP COM(MCD)05,211+5,21101,5450.49%+1,545
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
TOTAL INT BD ETF
05,454+5,45402690.09%+269
SERVICENOW INC COM(NOW)1,7311,741+109681,2300.39%+262
MORGAN STANLEY COM NEW(MS)02,781+2,78102590.08%+259
BOEING CO COM(BA)03,977+3,97701,0370.33%+1,037
UNITEDHEALTH GROUP INC COM(UNH)3,9284,246+3181,9812,2360.71%+255
CVS HEALTH CORP COM(CVS)19,33420,173+8391,3501,5930.51%+243
BOOKING HOLDINGS INC COM(BKNG)52352301,6131,8550.59%+242
PEPSICO INC COM(PEP)016,991+16,99102,8860.92%+2,886
PPG INDS INC COM(PPG)01,616+1,61602420.08%+242
ISHARES TR US AER DEF ETF01,895+1,89502400.08%+240
ADVANCED MICRO DEVICES INC COM(AMD)05,391+5,39107950.25%+795
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
011,066+11,06602340.07%+234
H & E EQUIPMENT SERVICES INC COM04,450+4,45002330.07%+233
NORFOLK SOUTHN CORP COM(NSC)0977+97702310.07%+231
IDEXX LABS INC COM(IDXX)0416+41602310.07%+231
SPDR INDEX SHS FDS PORTFOLIO EMG MK
ST PORT MARK ETF
06,379+6,37902260.07%+226
ISHARES TR CORE HIGH DV ETF
CORE HIGH DV ETF
02,200+2,20002240.07%+224
PARKER-HANNIFIN CORP COM(PH)1,1621,462+3004536740.21%+221
ISHARES TR MICRO-CAP ETF01,900+1,90002200.07%+220
UBER TECHNOLOGIES INC COM(UBER)7,9309,500+1,5703655850.19%+220
CROWN CASTLE INC COM(CCI)01,902+1,90202190.07%+219
BLACKROCK INC COM(BLK)01,047+1,04708500.27%+850
CUMMINS INC COM(CMI)0873+87302090.07%+209
ENBRIDGE INC COM(ENB)05,765+5,76502080.07%+208
AMEREN CORP COM(AEE)02,831+2,83102050.07%+205
WILLIAMS COS INC COM(WMB)05,828+5,82802030.06%+203
ISHARES TR NATIONAL MUN ETF01,850+1,85002010.06%+201
COCA COLA CO COM(KO)014,414+14,41408490.27%+849
SPDR SER TR PRTFLO S&P500 HI
ST STR SP500DIV
016,933+16,93306640.21%+664
LINDE PLC SHS(LIN)6801,096+4162534500.14%+197
AMERICAN TOWER CORP NEW COM(AMT)02,775+2,77505990.19%+599
WD 40 CO COM(WDFC)5,0545,05401,0271,2080.39%+181
DISNEY WALT CO COM(DIS)017,695+17,69501,5980.51%+1,598
INTEL CORP COM(INTC)7,6428,815+1,1732724430.14%+171
THERMO FISHER SCIENTIFIC INC COM(TMO)0850+85004510.14%+451
ABBVIE INC COM(ABBV)13,57814,102+5242,0242,1850.70%+161
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