Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: L.M. KOHN & COMPANY
  City: CINCINNATI
  State: OH
  Zip: 45242
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $355,867,000
  Total Value Change : $42,577,000
  Securities Held Change : 27
   
All Securities Held : 273
  New Positions : 36
  Closed Positions : 9
  Increased Positions : 136
  Unchanged Positions : 30
  Decreased Positions : 71

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 36     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 56 New $59.69 $1,212,000 20,321 0.34% 1,212,000 20,321 0.002    N/A
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 67 New $83.35 $1,055,000 12,025 0.3% 1,055,000 12,025 0.047    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 72 New $0.00 $1,021,000 5,452 0.29% 1,021,000 5,452 0.001    N/A
   (BUFD)1 Year Chart         BUFD Ft Cboe Vest Fund Of Deep B... 115 New $0.00 $682,000 28,918 0.19% 682,000 28,918 0.041    N/A
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 126 New $42.71 $608,000 13,946 0.17% 608,000 13,946 0.014    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 142 New $297.47 $484,000 1,703 0.14% 484,000 1,703 0.001    Networking & Communic...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 150 New $259.92 $457,000 1,689 0.13% 457,000 1,689 0.004    Closed - End Fund - E...
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 153 New $0.00 $450,000 12,916 0.13% 450,000 12,916 0.014    N/A
   (FXI)1 Year Chart         FXI iShares FTSE/Xinhua China 25 154 New $27.77 $444,000 18,440 0.12% 444,000 18,440 0.001    Closed - End Fund - E...
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... 170 New $0.00 $398,000 3,442 0.11% 398,000 3,442 0.009    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 171 New $81.28 $381,000 4,654 0.11% 381,000 4,654 0.001    Closed - End Fund - E...
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 177 New $0.00 $371,000 6,586 0.1% 371,000 6,586 0.01    N/A
   (EWH)1 Year Chart         EWH iShares MSCI-Hong Kong 182 New $17.41 $354,000 22,788 0.1% 354,000 22,788 0.044    Closed - End Fund - E...
   (BOTZ)1 Year Chart         BOTZ Global X Robotics & Artific... 186 New $31.27 $338,000 10,634 0.09% 338,000 10,634 0.016    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 190 New $343.81 $336,000 976 0.09% 336,000 976 0    Closed - End Fund - E...
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 191 New $24.75 $336,000 13,523 0.09% 336,000 13,523 0    N/A
   (FEM)1 Year Chart         FEM First Trust Emerging Market... 203 New $24.52 $300,000 13,128 0.08% 300,000 13,128 0.075    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 211 New $336.67 $267,000 791 0.08% 267,000 791 0    Closed - End Fund - E...
   (AZO)1 Year Chart         AZO Autozone Inc 214 New $2,979.32 $262,000 83 0.07% 262,000 83 0    Auto Parts Stores
   (FXG)1 Year Chart         FXG First Trust Exchange-Traded... 216 New $67.81 $258,000 3,774 0.07% 258,000 3,774 0    Closed - End Fund - Debt
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 221 New $84.71 $249,000 2,952 0.07% 249,000 2,952 0    Closed - End Fund - E...
   (EWN)1 Year Chart         EWN iShares Netherlands Index Fd 225 New $50.65 $244,000 4,936 0.07% 244,000 4,936 0.074    Closed - End Fund - E...
   (ETN)1 Year Chart         ETN Eaton Corp 231 New $330.57 $236,000 755 0.07% 236,000 755 0    Diversified Machinery
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 234 New $320.76 $230,000 718 0.06% 230,000 718 0.024    N/A
   (CAH)1 Year Chart         CAH Cardinal Health Inc 240 New $99.53 $217,000 1,940 0.06% 217,000 1,940 0.001    Drugs Wholesale
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 241 New $96.24 $216,000 2,203 0.06% 216,000 2,203 0    Closed - End Fund - E...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 242 New $331.98 $213,000 709 0.06% 213,000 709 0.001    Diversified Machinery
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 243 New $91.61 $213,000 2,470 0.06% 213,000 2,470 0    Electric Utilities
   (QGRW)1 Year Chart         QGRW Wisdomtree Us Quality Growt... 244 New $0.00 $210,000 5,109 0.06% 210,000 5,109 0.057    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 246 New $95.10 $208,000 2,308 0.06% 208,000 2,308 0    Personal Products
   (EMLP)1 Year Chart         EMLP First Trust North American ... 247 New $30.62 $207,000 7,000 0.06% 207,000 7,000 0.008    N/A
   (CI)1 Year Chart         CI Cigna Corporation 248 New $348.39 $204,000 562 0.06% 204,000 562 0.004    Health Care Plans
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 249 New $0.00 $204,000 4,150 0.06% 204,000 4,150 0    N/A
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 250 New $0.00 $203,000 10,048 0.06% 203,000 10,048 0.012    N/A
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 252 New $93.23 $200,000 2,096 0.06% 200,000 2,096 0.003    N/A
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 255 New $19.08 $184,000 10,035 0.05% 184,000 10,035 0    Gas Utilities

      36 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results