HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
186,049 | +1,393 | $25,437 |
| AAPL | 186,049 | +1,393 | $25,437 |
| AMAZON COM INC |
83,635 | +79,514 | $8,883 |
| AMZN | 83,635 | +79,514 | $8,883 |
| COSTCO WHSL CORP NEW |
15,179 | +266 | $7,275 |
| COST | 15,179 | +266 | $7,275 |
| ALPHABET INC |
3,089 | +120 | $6,732 |
| GOOGL | 3,089 | +120 | $6,732 |
| MICROSOFT CORP |
18,872 | -124 | $4,847 |
| MSFT | 18,872 | -124 | $4,847 |
 BERKSHIRE HATHAWAY INC DEL |
$3,723 | ||
| BRK.B | 13,633 | +28 | $3,723 |
| TESLA INC |
5,371 | +255 | $3,617 |
| TSLA | 5,371 | +255 | $3,617 |
| VISA INC |
18,186 | +1,181 | $3,581 |
| V | 18,186 | +1,181 | $3,581 |
| VANGUARD INDEX FDS (VOO) |
10,249 | -793 | $3,555 |
| VOO | 10,249 | -793 | $3,555 |
| PEPSICO INC |
17,434 | +909 | $2,906 |
| PEP | 17,434 | +909 | $2,906 |
| MASTERCARD INCORPORATED |
8,693 | -159 | $2,743 |
| MA | 8,693 | -159 | $2,743 |
| SPDR SER TR (SPTS) |
88,610 | -813 | $2,610 |
| SPTS | 88,610 | -813 | $2,610 |
| NVIDIA CORPORATION |
17,091 | +250 | $2,591 |
| NVDA | 17,091 | +250 | $2,591 |
| JOHNSON & JOHNSON |
13,972 | +858 | $2,481 |
| JNJ | 13,972 | +858 | $2,481 |
| VANGUARD INDEX FDS (VTI) |
12,982 | -555 | $2,449 |
| VTI | 12,982 | -555 | $2,449 |
| ABBVIE INC |
15,862 | +1,102 | $2,430 |
| ABBV | 15,862 | +1,102 | $2,430 |
| UNITED PARCEL SERVICE INC |
12,666 | +1,171 | $2,313 |
| UPS | 12,666 | +1,171 | $2,313 |
| PROCTER AND GAMBLE CO |
14,971 | +503 | $2,153 |
| PG | 14,971 | +503 | $2,153 |
| HOME DEPOT INC |
7,405 | +81 | $2,031 |
| HD | 7,405 | +81 | $2,031 |
| SPDR SER TR (BIL) |
22,165 | +6,082 | $2,028 |
| BIL | 22,165 | +6,082 | $2,028 |
| FIFTH THIRD BANCORP |
56,671 | +1,671 | $1,905 |
| FITB | 56,671 | +1,671 | $1,905 |
| SPDR GOLD TR (GLD) |
10,442 | +1,615 | $1,760 |
| GLD | 10,442 | +1,615 | $1,760 |
| INVESCO EXCH TRADED FD TR II (SPHD) |
39,403 | -6,647 | $1,740 |
| SPHD | 39,403 | -6,647 | $1,740 |
| SPDR S&P 500 ETF TR (SPY) |
4,610 | -229 | $1,739 |
| SPY | 4,610 | -229 | $1,739 |
| BROWN FORMAN CORP |
$1,704 | ||
| BF.B | 24,284 | -762 | $1,704 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
40,370 | -1,746 | $1,652 |
| RDVY | 40,370 | -1,746 | $1,652 |
| CVS HEALTH CORP |
17,608 | +1,438 | $1,632 |
| CVS | 17,608 | +1,438 | $1,632 |
| SALESFORCE INC |
9,779 | -120 | $1,614 |
| CRM | 9,779 | -120 | $1,614 |
| DISNEY WALT CO |
16,144 | +2,735 | $1,524 |
| DIS | 16,144 | +2,735 | $1,524 |
| QUALCOMM INC |
11,495 | +1,012 | $1,469 |
| QCOM | 11,495 | +1,012 | $1,469 |
| ISHARES TR (IEF) |
14,074 | -9,374 | $1,440 |
| IEF | 14,074 | -9,374 | $1,440 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
24,270 | UNCH | $1,429 |
| VGSH | 24,270 | UNCH | $1,429 |
| META PLATFORMS INC |
8,804 | -102 | $1,420 |
| FB | 8,804 | -102 | $1,420 |
| WD 40 CO |
7,010 | -235 | $1,412 |
| WDFC | 7,010 | -235 | $1,412 |
| UNITEDHEALTH GROUP INC |
2,678 | +41 | $1,376 |
| UNH | 2,678 | +41 | $1,376 |
| ADOBE SYSTEMS INCORPORATED |
3,724 | +177 | $1,364 |
| ADBE | 3,724 | +177 | $1,364 |
| RAYTHEON TECHNOLOGIES CORP |
13,841 | +1,669 | $1,331 |
| RTX | 13,841 | +1,669 | $1,331 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
3,186 | -10 | $1,318 |
| MDY | 3,186 | -10 | $1,318 |
| FRANKLIN TEMPLETON ETF TR (FLHY) |
59,520 | +357 | $1,311 |
| FLHY | 59,520 | +357 | $1,311 |
| JPMORGAN CHASE & CO |
11,446 | +176 | $1,289 |
| JPM | 11,446 | +176 | $1,289 |
| PFIZER INC |
24,054 | +1,412 | $1,262 |
| PFE | 24,054 | +1,412 | $1,262 |
| WALMART INC |
10,364 | +3,373 | $1,260 |
| WMT | 10,364 | +3,373 | $1,260 |
| SPDR SER TR (CWB) |
19,145 | -116 | $1,237 |
| CWB | 19,145 | -116 | $1,237 |
| WASTE MGMT INC DEL |
7,905 | +579 | $1,210 |
| WM | 7,905 | +579 | $1,210 |
| ISHARES TR (SHY) |
14,476 | -271 | $1,199 |
| SHY | 14,476 | -271 | $1,199 |
| FLEXSHARES TR (QLC) |
27,774 | +27,774 | $1,166 |
| QLC | 27,774 | +27,774 | $1,166 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
8,360 | -2,551 | $1,123 |
| RSP | 8,360 | -2,551 | $1,123 |
| BOOKING HOLDINGS INC |
631 | +9 | $1,104 |
| BKNG | 631 | +9 | $1,104 |
| DEERE & CO |
3,674 | +769 | $1,101 |
| DE | 3,674 | +769 | $1,101 |
| SPDR SER TR (SPYV) |
29,857 | -917 | $1,100 |
| SPYV | 29,857 | -917 | $1,100 |
See Full List: All Stocks Held By L.M. Kohn & Company
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By L.M. Kohn & Company
|
Size ($ in 1000's)
At 06/30/2022: $213,993 At 03/31/2022: $259,396 L.M. Kohn & Company holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from L.M. Kohn & Company 13F filings. Link to 13F filings: SEC filings |
