The Analysis of Kuhn & Co Investment Counsel's Holdings
Currently, Kuhn & Co Investment Counsel holds 126 types of securities in its portfolio with a total value $126.4M. In the most recent quarter, they have increased their positions in BIV (+15.6K shares, valued at $1.2M), VCSH (+10.1K shares, valued at $804.1K), VGSH (+11.3K shares, valued at $666.7K); decreased their positions in VYM (-9.8K shares, valued at $1.4M), AAPL (-4.7K shares, valued at $1.2M), VUG (-2.3K shares, valued at $1.1M); initiated new positions in AVGO (+1.4K shares, valued at $457.8K), J (+1.5K shares, valued at $227.5K), WCBR (+7.0K shares, valued at $218.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FNDF SCHWAB STRATEGIC TR128.1K shares-0.24%2025-09-302025-10-28
NVDA NVIDIA CORPORATION29.3K shares-0.66%2025-09-302025-10-28 CGGR CAPITAL GROUP GROWTH ETF115.2K shares-6.18%2025-09-302025-10-28 VTV VANGUARD INDEX FDS26.1K shares6.94%2025-09-302025-10-28 AAPL APPLE INC15.1K shares-23.62%2025-09-302025-10-28 VUG VANGUARD INDEX FDS7.6K shares-22.83%2025-09-302025-10-28 CGDV CAPITAL GROUP DIVIDEND VALUE75.9K shares-1.68%2025-09-302025-10-28 AMZN AMAZON COM INC11.7K shares-9.24%2025-09-302025-10-28 LRCX LAM RESEARCH CORP19.1K shares-0.31%2025-09-302025-10-28 SPYG SPDR SERIES TRUST24.2K shares0.77%2025-09-302025-10-28 LLY ELI LILLY & CO3.3K shares-1.35%2025-09-302025-10-28 MODL VICTORY PORTFOLIOS II51.5K shares-1.12%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS27.2K shares58.77%2025-09-302025-10-28 V VISA INC6.1K shares-0.52%2025-09-302025-10-28 FBND FIDELITY MERRIMACK STR TR42.5K shares8.68%2025-09-302025-10-28 VTEB VANGUARD MUN BD FDS39.2K shares-13.77%2025-09-302025-10-28 VGSH VANGUARD SCOTTSDALE FDS33.3K shares51.65%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC2.4K shares-3.38%2025-09-302025-10-28 VYMI VANGUARD WHITEHALL FDS20.7K shares-2.38%2025-09-302025-10-28 MSFT MICROSOFT CORP3.3K shares-0.24%2025-09-302025-10-28 BIV VANGUARD BD INDEX FDS21.0K shares291.22%2025-09-302025-10-28 LIN LINDE PLC3.4K shares-20.38%2025-09-302025-10-28 MMIT NEW YORK LIFE INVTS ACTIVE E61.6K shares-20.15%2025-09-302025-10-28 RTX RTX CORPORATION8.6K shares-7.55%2025-09-302025-10-28 NEE NEXTERA ENERGY INC18.9K shares-0.11%2025-09-302025-10-28 ITW ILLINOIS TOOL WKS INC5.4K shares-6.71%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR2.1K shares-18.12%2025-09-302025-10-28 GOOGL ALPHABET INC5.6K shares0.61%2025-09-302025-10-28 ACN ACCENTURE PLC IRELAND4.9K shares-17.19%2025-09-302025-10-28 FSMD FIDELITY COVINGTON TRUST26.8K shares11.78%2025-09-302025-10-28 MUNI PIMCO ETF TR22.3K shares14.13%2025-09-302025-10-28 PDBC INVESCO ACTVELY MNGD ETC FD78.2K shares5.98%2025-09-302025-10-28 GWW GRAINGER W W INC1.1K shares0.00%2025-09-302025-10-28 VB VANGUARD INDEX FDS4.1K shares0.92%2025-09-302025-10-28 SO SOUTHERN CO10.9K shares-0.33%2025-09-302025-10-28 GOOG ALPHABET INC4.2K shares-1.79%2025-09-302025-10-28 CGXU CAPITAL GROUP INTL FOCUS EQT33.9K shares13.08%2025-09-302025-10-28 FNDX SCHWAB STRATEGIC TR38.2K shares0.00%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON5.3K shares-3.72%2025-09-302025-10-28 DHR DANAHER CORPORATION5.0K shares-9.17%2025-09-302025-10-28 VYM VANGUARD WHITEHALL FDS7.0K shares-58.35%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO6.2K shares-3.72%2025-09-302025-10-28 JCPB J P MORGAN EXCHANGE TRADED F19.3K shares8.78%2025-09-302025-10-28 WMT WALMART INC8.5K shares-1.11%2025-09-302025-10-28 SCHO SCHWAB STRATEGIC TR33.6K shares2.80%2025-09-302025-10-28 NAD NUVEEN QUALITY MUNCP INCOME69.9K shares22.20%2025-09-302025-10-28 PEP PEPSICO INC5.8K shares-13.93%2025-09-302025-10-28 JAVA J P MORGAN EXCHANGE TRADED F11.8K shares-13.03%2025-09-302025-10-28 NFLX NETFLIX INC654 shares-5.08%2025-09-302025-10-28 AMGN AMGEN INC2.8K shares-0.65%2025-09-302025-10-28 PNW PINNACLE WEST CAP CORP8.6K shares0.00%2025-09-302025-10-28 MCD MCDONALDS CORP2.5K shares-48.30%2025-09-302025-10-28 GTO INVESCO ACTIVELY MANAGED EXC15.7K shares0.00%2025-09-302025-10-28 AMT AMERICAN TOWER CORP NEW3.9K shares-0.44%2025-09-302025-10-28 AEP AMERICAN ELEC PWR CO INC6.6K shares-0.15%2025-09-302025-10-28 AMRC AMERESCO INC21.6K shares-15.59%2025-09-302025-10-28 BLK BLACKROCK INC615 shares-0.49%2025-09-302025-10-28 HYGV FLEXSHARES TR17.3K shares71.00%2025-09-302025-10-28 PAYX PAYCHEX INC5.6K shares0.00%2025-09-302025-10-28 DUK DUKE ENERGY CORP NEW5.6K shares-0.55%2025-09-302025-10-28 JMST J P MORGAN EXCHANGE TRADED F13.4K shares-18.16%2025-09-302025-10-28 LAMR LAMAR ADVERTISING CO NEW5.5K shares0.00%2025-09-302025-10-28 AVEM AMERICAN CENTY ETF TR8.9K shares6.95%2025-09-302025-10-28 PGR PROGRESSIVE CORP2.7K shares-0.49%2025-09-302025-10-28 META META PLATFORMS INC891 shares-39.80%2025-09-302025-10-28 SMMU PIMCO ETF TR12.9K shares-11.20%2025-09-302025-10-28 ADBE ADOBE INC1.8K shares0.78%2025-09-302025-10-28 FELG FIDELITY COVINGTON TRUST15.4K shares0.00%2025-09-302025-10-28 MET METLIFE INC7.6K shares0.00%2025-09-302025-10-28 TMUS T-MOBILE US INC2.6K shares-0.12%2025-09-302025-10-28 HYMB SPDR SERIES TRUST23.5K shares-28.16%2025-09-302025-10-28 WM WASTE MGMT INC DEL2.6K shares-0.60%2025-09-302025-10-28 CRM SALESFORCE INC2.4K shares-0.89%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS2.0K shares-0.80%2025-09-302025-10-28 HON HONEYWELL INTL INC2.6K shares-1.24%2025-09-302025-10-28 SYK STRYKER CORPORATION1.4K shares-0.96%2025-09-302025-10-28 CPAY CORPAY INC1.8K shares0.00%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.1.6K shares-41.45%2025-09-302025-10-28 PSX PHILLIPS 663.8K shares-22.80%2025-09-302025-10-28 NOC NORTHROP GRUMMAN CORP843 shares-0.82%2025-09-302025-10-28 SNA SNAP ON INC1.5K shares0.00%2025-09-302025-10-28 ECL ECOLAB INC1.8K shares-0.11%2025-09-302025-10-28 CEG CONSTELLATION ENERGY CORP1.4K shares-6.72%2025-09-302025-10-28 MKC MCCORMICK & CO INC7.0K shares-0.13%2025-09-302025-10-28 AVGO BROADCOM INC1.4K sharesnew addition2025-09-302025-10-28 SHYM BLACKROCK ETF TRUST II20.1K shares25.98%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC4.5K shares0.00%2025-09-302025-10-28 CSCO CISCO SYS INC6.2K shares-13.25%2025-09-302025-10-28 JGRO J P MORGAN EXCHANGE TRADED F4.5K shares-5.87%2025-09-302025-10-28 IQV IQVIA HLDGS INC2.2K shares0.00%2025-09-302025-10-28 CRWD CROWDSTRIKE HLDGS INC801 shares0.00%2025-09-302025-10-28 WAT WATERS CORP1.3K shares0.00%2025-09-302025-10-28 PFE PFIZER INC14.5K shares-2.23%2025-09-302025-10-28 BA BOEING CO1.6K shares-0.24%2025-09-302025-10-28 INTU INTUIT516 shares-0.77%2025-09-302025-10-28 SBUX STARBUCKS CORP4.1K shares-0.43%2025-09-302025-10-28 PM PHILIP MORRIS INTL INC2.1K shares-1.45%2025-09-302025-10-28 ROP ROPER TECHNOLOGIES INC675 shares0.00%2025-09-302025-10-28 ELV ELEVANCE HEALTH INC FORMERLY1.0K shares0.00%2025-09-302025-10-28 KO COCA COLA CO4.8K shares-1.08%2025-09-302025-10-28 MCHP MICROCHIP TECHNOLOGY INC.4.9K shares-55.31%2025-09-302025-10-28 JEPI J P MORGAN EXCHANGE TRADED F5.4K shares0.00%2025-09-302025-10-28 GPC GENUINE PARTS CO2.0K shares0.00%2025-09-302025-10-28 KMB KIMBERLY-CLARK CORP2.3K shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW1.8K shares-19.52%2025-09-302025-10-28 HD HOME DEPOT INC681 shares-1.45%2025-09-302025-10-28 KMI KINDER MORGAN INC DEL9.3K shares0.00%2025-09-302025-10-28 ABT ABBOTT LABS2.0K shares-1.41%2025-09-302025-10-28 UL UNILEVER PLC4.4K shares0.00%2025-09-302025-10-28 PPL PPL CORP7.0K shares0.00%2025-09-302025-10-28 HCA HCA HEALTHCARE INC591 shares-0.84%2025-09-302025-10-28 BDX BECTON DICKINSON & CO1.3K shares0.00%2025-09-302025-10-28 DLN WISDOMTREE TR2.7K shares0.00%2025-09-302025-10-28 NBB NUVEEN TAXABLE MUNICPAL INM14.5K shares0.00%2025-09-302025-10-28 J JACOBS SOLUTIONS INC1.5K sharesnew addition2025-09-302025-10-28 NEA NUVEEN AMT FREE QLTY MUN INC19.9K shares17.77%2025-09-302025-10-28 TSLA TESLA INC503 shares-81.68%2025-09-302025-10-28 NVO NOVO-NORDISK A S4.0K shares0.00%2025-09-302025-10-28 WCBR WISDOMTREE TR7.0K sharesnew addition2025-09-302025-10-28 ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-10-28 ADSK AUTODESK INC668 sharesnew addition2025-09-302025-10-28 MMM 3M CO1.4K shares0.00%2025-09-302025-10-28 AJG GALLAGHER ARTHUR J & CO678 shares-1.17%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL414 shares-7.59%2025-09-302025-10-28 ADI ANALOG DEVICES INC823 shares-2.37%2025-09-302025-10-28 KEY KEYCORP10.7K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available