Sponsored

The Analysis of L.M. KOHN & COMPANY's Holdings & P&L

Currently, L.M. KOHN & COMPANY holds 121 types of securities in its portfolio with a total value $83.2M. In the most recent quarter, they have increased their positions in PANW (+1.8K shares, valued at $356.3K), CGCP (+9.6K shares, valued at $218.1K), FAPR (+4.6K shares, valued at $200.8K); decreased their positions in AAPL (-125.2K shares, valued at $31.9M), NVDA (-145.0K shares, valued at $27.1M), AMZN (-64.6K shares, valued at $14.2M); initiated new positions in PANW (+1.8K shares, valued at $356.3K), CGCP (+9.6K shares, valued at $218.1K), FAPR (+4.6K shares, valued at $200.8K).

1M P&L

+5.2M+6.54%

3M P&L

+1.8M+2.19%

HY P&L

+3.8M+4.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A32.6M

39.2%

2Software - Infrastructure5.8M

7.0%

3Consumer Electronics5.0M

6.0%

Top Industries by Stock Count

1N/A58 stocks

47.9%

2Drug Manufacturers - General5 stocks

4.1%

3Utilities - Regulated Electric4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM19.6K shares-86.45%2025-09-302025-11-04

MSFT MICROSOFT CORP COM7.8K shares-69.05%2025-09-302025-11-04

PG PROCTER AND GAMBLE CO COM23.0K shares-24.58%2025-09-302025-11-04

AMZN AMAZON COM INC COM13.2K shares-82.98%2025-09-302025-11-04

JPM JPMORGAN CHASE & CO. COM8.0K shares-55.08%2025-09-302025-11-04

GOOGL ALPHABET INC CAP STK CL A9.5K shares-75.40%2025-09-302025-11-04

NVDA NVIDIA CORPORATION COM11.6K shares-92.59%2025-09-302025-11-04

VOO VANGUARD INDEX FDS S&P 500 ETF SHS3.5K shares-70.63%2025-09-302025-11-04

Sponsored

COST COSTCO WHSL CORP NEW COM2.0K shares-85.63%2025-09-302025-11-04

BX BLACKSTONE INC COM9.6K shares-25.52%2025-09-302025-11-04

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW3.0K shares-80.52%2025-09-302025-11-04

XLK SELECT SECTOR SPDR TR TECHNOLOGY4.9K shares-11.01%2025-09-302025-11-04

SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL24.0K shares10.86%2025-09-302025-11-04

QQQ INVESCO QQQ TR UNIT SER 12.0K shares-78.62%2025-09-302025-11-04

CWB SPDR SER TR BBG CONV SEC ETF12.6K shares-3.41%2025-09-302025-11-04

ORCL ORACLE CORP COM4.0K shares-78.13%2025-09-302025-11-04

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW18.7K shares-8.39%2025-09-302025-11-04

XLV SELECT SECTOR SPDR TR SBI HEALTHCARE7.9K shares18.61%2025-09-302025-11-04

XLU SELECT SECTOR SPDR TR SBI INT-UTILS12.6K shares3.07%2025-09-302025-11-04

XOM EXXON MOBIL CORP COM9.7K shares-44.59%2025-09-302025-11-04

BUFR FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED32.6K shares-79.83%2025-09-302025-11-04

VTI VANGUARD INDEX FDS TOTAL STK MKT3.0K shares-87.14%2025-09-302025-11-04

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF4.4K shares-9.81%2025-09-302025-11-04

ABBV ABBVIE INC COM4.0K shares-43.89%2025-09-302025-11-04

Sponsored

SPY SPDR S&P 500 ETF TR TR UNIT1.4K shares-92.60%2025-09-302025-11-04

PH PARKER-HANNIFIN CORP COM1.2K shares0.00%2025-09-302025-11-04

REGL PROSHARES TR S&P MDCP 400 DIV10.3K shares20.37%2025-09-302025-11-04

XLP SELECT SECTOR SPDR TR SBI CONS STPLS11.2K shares-0.67%2025-09-302025-11-04

JNJ JOHNSON & JOHNSON COM4.6K shares-26.44%2025-09-302025-11-04

CAT CATERPILLAR INC COM1.7K shares-22.74%2025-09-302025-11-04

LMT LOCKHEED MARTIN CORP COM1.6K shares-40.25%2025-09-302025-11-04

WMT WALMART INC COM7.5K shares-74.98%2025-09-302025-11-04

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED27.6K shares-2.27%2025-09-302025-11-04

CVX CHEVRON CORP NEW COM4.9K shares-29.11%2025-09-302025-11-04

XLE SELECT SECTOR SPDR TR ENERGY7.8K shares-4.15%2025-09-302025-11-04

MCD MCDONALDS CORP COM2.3K shares-54.70%2025-09-302025-11-04

SMDV PROSHARES TR RUSS 2000 DIVD10.3K shares5.03%2025-09-302025-11-04

VNQ VANGUARD INDEX FDS REAL ESTATE ETF7.5K shares-44.94%2025-09-302025-11-04

PEP PEPSICO INC COM4.4K shares-63.70%2025-09-302025-11-04

NOBL PROSHARES TR S&P 500 DV ARIST5.9K shares23.54%2025-09-302025-11-04

Sponsored

VZ VERIZON COMMUNICATIONS INC COM12.7K shares-32.01%2025-09-302025-11-04

PM PHILIP MORRIS INTL INC COM3.4K shares-55.33%2025-09-302025-11-04

MA MASTERCARD INCORPORATED CL A945 shares-89.61%2025-09-302025-11-04

DIA SPDR DOW JONES INDL AVERAGE UT SER 11.1K shares-37.65%2025-09-302025-11-04

IBM INTERNATIONAL BUSINESS MACHS COM1.8K shares2.05%2025-09-302025-11-04

AMD ADVANCED MICRO DEVICES INC COM3.2K shares-38.20%2025-09-302025-11-04

SHW SHERWIN WILLIAMS CO COM1.5K shares-36.27%2025-09-302025-11-04

T AT&T INC COM18.1K shares-13.48%2025-09-302025-11-04

Sponsored

PFE PFIZER INC COM19.3K shares-43.47%2025-09-302025-11-04

EMR EMERSON ELEC CO COM3.7K shares-18.99%2025-09-302025-11-04

UNP UNION PAC CORP COM2.0K shares-57.21%2025-09-302025-11-04

HD HOME DEPOT INC COM1.1K shares-85.97%2025-09-302025-11-04

BIL SPDR SER TR BLOOMBERG 1-3 MO5.0K shares-88.16%2025-09-302025-11-04

MO ALTRIA GROUP INC COM6.7K shares-36.85%2025-09-302025-11-04

BLK BLACKROCK INC COM ADDED375 shares-58.65%2025-09-302025-11-04

QCOM QUALCOMM INC COM2.6K shares-35.71%2025-09-302025-11-04

Sponsored

GDX VANECK ETF TRUST GOLD MINERS ETF5.6K shares-18.96%2025-09-302025-11-04

CSCO CISCO SYS INC COM6.2K shares-52.22%2025-09-302025-11-04

V VISA INC COM CL A1.2K shares-91.96%2025-09-302025-11-04

XLY SELECT SECTOR SPDR TR SBI CONS DISCR1.7K shares-22.70%2025-09-302025-11-04

SO SOUTHERN CO COM4.4K shares-33.54%2025-09-302025-11-04

EIPI FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME20.9K shares-0.48%2025-09-302025-11-04

RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS15.9K shares17.46%2025-09-302025-11-04

IBDR ISHARES TR IBONDS DEC202616.8K shares-2.92%2025-09-302025-11-04

Sponsored

SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR9.8K shares0.12%2025-09-302025-11-04

DUK DUKE ENERGY CORP NEW COM NEW3.2K shares-51.87%2025-09-302025-11-04

KO COCA COLA CO COM5.9K shares-58.93%2025-09-302025-11-04

IVV ISHARES TR CORE S&P500 ETF582 shares-31.85%2025-09-302025-11-04

SPYD SPDR SER TR PRTFLO S&P500 HI8.6K shares4.36%2025-09-302025-11-04

IBDQ ISHARES TR IBONDS DEC25 ETF14.6K shares-12.60%2025-09-302025-11-04

XLF SELECT SECTOR SPDR TR FINANCIAL6.7K shares-47.81%2025-09-302025-11-04

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2025-09-302025-11-04

Sponsored

LLY ELI LILLY & CO COM460 shares-81.77%2025-09-302025-11-04

CMI CUMMINS INC COM820 shares0.00%2025-09-302025-11-04

LQTI FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT16.8K shares17.48%2025-09-302025-11-04

VXUS VANGUARD STAR FDS VG TL INTL STK F4.6K shares-75.65%2025-09-302025-11-04

TDG TRANSDIGM GROUP INC COM250 shares0.00%2025-09-302025-11-04

GBTC GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT3.7K shares-1.96%2025-09-302025-11-04

MTB M & T BK CORP COM1.7K shares-35.91%2025-09-302025-11-04

RTX RTX CORPORATION COM1.9K shares-45.12%2025-09-302025-11-04

Sponsored

VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS5.4K shares-15.15%2025-09-302025-11-04

META META PLATFORMS INC CL A434 shares-84.30%2025-09-302025-11-04

JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM5.5K shares-0.55%2025-09-302025-11-04

IHDG WISDOMTREE TR ITL HDG QTLY DIV6.7K shares-2.53%2025-09-302025-11-04

VTV VANGUARD INDEX FDS VALUE ETF1.6K shares-38.98%2025-09-302025-11-04

EPRF INNOVATOR ETFS TRUST S&P INVT GRD PFD15.8K shares-15.23%2025-09-302025-11-04

MRK MERCK & CO INC COM3.3K shares-57.23%2025-09-302025-11-04

FDL FIRST TR MORNINGSTAR DIVID L SHS6.3K shares0.00%2025-09-302025-11-04

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP5.4K shares0.00%2025-09-302025-11-04

XIMR FIRST TR EXCHNG TRADED FD VI VEST US EQUITY B8.6K shares-12.21%2025-09-302025-11-04

PLTR PALANTIR TECHNOLOGIES INC CL A1.5K shares-79.99%2025-09-302025-11-04

XBI SPDR SER TR S&P BIOTECH2.6K shares-4.56%2025-09-302025-11-04

MLPA GLOBAL X FDS GLBL X MLP ETF5.4K shares0.00%2025-09-302025-11-04

LHX L3HARRIS TECHNOLOGIES INC COM850 shares0.00%2025-09-302025-11-04

ENB ENBRIDGE INC COM5.1K shares-19.33%2025-09-302025-11-04

NSC NORFOLK SOUTHN CORP COM850 shares-12.82%2025-09-302025-11-04

Sponsored

RDVY FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV3.7K shares-92.16%2025-09-302025-11-04

FTXL FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR2.2K shares-44.28%2025-09-302025-11-04

GS GOLDMAN SACHS GROUP INC COM309 shares-83.29%2025-09-302025-11-04

SLQD ISHARES TR 0-5YR INVT GR CP4.8K shares-15.75%2025-09-302025-11-04

GOOG ALPHABET INC CAP STK CL C990 shares-85.93%2025-09-302025-11-04

RSJN FIRST TR EXCHNG TRADED FD VI VEST U S EQUITY7.0K shares0.00%2025-09-302025-11-04

DE DEERE & CO COM501 shares-75.77%2025-09-302025-11-04

ABT ABBOTT LABS COM1.7K shares-19.68%2025-09-302025-11-04

Sponsored

MPC MARATHON PETE CORP COM1.2K shares-8.74%2025-09-302025-11-04

BOND PIMCO ETF TR ACTIVE BD ETF2.3K shares-1.52%2025-09-302025-11-04

CGCP CAPITAL GROUP FIXED INCOME ETF9.6K sharesnew addition2025-09-302025-11-04

JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM3.7K shares-5.82%2025-09-302025-11-04

CVS CVS HEALTH CORP COM2.9K shares-32.59%2025-09-302025-11-04

KNG FIRST TR EXCHANGE-TRADED FD FT VEST S&P 5004.3K shares-33.05%2025-09-302025-11-04

VO VANGUARD INDEX FDS MID CAP ETF725 shares-40.86%2025-09-302025-11-04

BME BLACKROCK HEALTH SCIENCES TR COM5.7K shares-4.37%2025-09-302025-11-04

Sponsored

GIS GENERAL MLS INC COM4.1K shares-33.12%2025-09-302025-11-04

USFR WISDOMTREE TR FLOATNG RAT TREA4.1K shares-95.17%2025-09-302025-11-04

MS MORGAN STANLEY COM NEW1.3K shares-48.78%2025-09-302025-11-04

NEE NEXTERA ENERGY INC COM2.7K shares-65.39%2025-09-302025-11-04

AEP AMERICAN ELEC PWR CO INC COM1.8K shares-24.31%2025-09-302025-11-04

FAPR FIRST TR EXCHANGE TRADED FD4.6K sharesnew addition2025-09-302025-11-04

BIZD VANECK ETF TRUST BDC INCOME ETF13.4K shares0.49%2025-09-302025-11-04

CHW CALAMOS GBL DYN INCOME FUND COM22.8K shares-6.20%2025-09-302025-11-04

Sponsored

GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT25.9K shares-18.81%2025-09-302025-11-04

AAPL

APPLE INC COM

-86.45%

Shares19.6K

Event2025-09-30

Filed2025-11-04

MSFT

MICROSOFT CORP COM

-69.05%

Shares7.8K

Event2025-09-30

Filed2025-11-04

PROCTER AND GAMBLE CO COM

-24.58%

Shares23.0K

Event2025-09-30

Filed2025-11-04

AMZN

AMAZON COM INC COM

-82.98%

Shares13.2K

Event2025-09-30

Filed2025-11-04

JPM

JPMORGAN CHASE & CO. COM

-55.08%

Shares8.0K

Event2025-09-30

Filed2025-11-04

GOOGL

ALPHABET INC CAP STK CL A

-75.40%

Shares9.5K

Event2025-09-30

Filed2025-11-04

NVDA

NVIDIA CORPORATION COM

-92.59%

Shares11.6K

Event2025-09-30

Filed2025-11-04

VOO

VANGUARD INDEX FDS S&P 500 ETF SHS

-70.63%

Shares3.5K

Event2025-09-30

Filed2025-11-04

COST

COSTCO WHSL CORP NEW COM

-85.63%

Shares2.0K

Event2025-09-30

Filed2025-11-04

BLACKSTONE INC COM

-25.52%

Shares9.6K

Event2025-09-30

Filed2025-11-04

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-80.52%

Shares3.0K

Event2025-09-30

Filed2025-11-04

XLK

SELECT SECTOR SPDR TR TECHNOLOGY

-11.01%

Shares4.9K

Event2025-09-30

Filed2025-11-04

SPHD

INVESCO EXCH TRADED FD TR II S&P500 HDL VOL

10.86%

Shares24.0K

Event2025-09-30

Filed2025-11-04

QQQ

INVESCO QQQ TR UNIT SER 1

-78.62%

Shares2.0K

Event2025-09-30

Filed2025-11-04

CWB

SPDR SER TR BBG CONV SEC ETF

-3.41%

Shares12.6K

Event2025-09-30

Filed2025-11-04

ORCL

ORACLE CORP COM

-78.13%

Shares4.0K

Event2025-09-30

Filed2025-11-04

FTSM

FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW

-8.39%

Shares18.7K

Event2025-09-30

Filed2025-11-04

XLV

SELECT SECTOR SPDR TR SBI HEALTHCARE

18.61%

Shares7.9K

Event2025-09-30

Filed2025-11-04

XLU

SELECT SECTOR SPDR TR SBI INT-UTILS

3.07%

Shares12.6K

Event2025-09-30

Filed2025-11-04

XOM

EXXON MOBIL CORP COM

-44.59%

Shares9.7K

Event2025-09-30

Filed2025-11-04

BUFR

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

-79.83%

Shares32.6K

Event2025-09-30

Filed2025-11-04

VTI

VANGUARD INDEX FDS TOTAL STK MKT

-87.14%

Shares3.0K

Event2025-09-30

Filed2025-11-04

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

-9.81%

Shares4.4K

Event2025-09-30

Filed2025-11-04

ABBV

ABBVIE INC COM

-43.89%

Shares4.0K

Event2025-09-30

Filed2025-11-04

SPY

SPDR S&P 500 ETF TR TR UNIT

-92.60%

Shares1.4K

Event2025-09-30

Filed2025-11-04

PARKER-HANNIFIN CORP COM

0.00%

Shares1.2K

Event2025-09-30

Filed2025-11-04

REGL

PROSHARES TR S&P MDCP 400 DIV

20.37%

Shares10.3K

Event2025-09-30

Filed2025-11-04

XLP

SELECT SECTOR SPDR TR SBI CONS STPLS

-0.67%

Shares11.2K

Event2025-09-30

Filed2025-11-04

JNJ

JOHNSON & JOHNSON COM

-26.44%

Shares4.6K

Event2025-09-30

Filed2025-11-04

CAT

CATERPILLAR INC COM

-22.74%

Shares1.7K

Event2025-09-30

Filed2025-11-04

LMT

LOCKHEED MARTIN CORP COM

-40.25%

Shares1.6K

Event2025-09-30

Filed2025-11-04

WMT

WALMART INC COM

-74.98%

Shares7.5K

Event2025-09-30

Filed2025-11-04

BUFD

FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED

-2.27%

Shares27.6K

Event2025-09-30

Filed2025-11-04

CVX

CHEVRON CORP NEW COM

-29.11%

Shares4.9K

Event2025-09-30

Filed2025-11-04

XLE

SELECT SECTOR SPDR TR ENERGY

-4.15%

Shares7.8K

Event2025-09-30

Filed2025-11-04

MCD

MCDONALDS CORP COM

-54.70%

Shares2.3K

Event2025-09-30

Filed2025-11-04

SMDV

PROSHARES TR RUSS 2000 DIVD

5.03%

Shares10.3K

Event2025-09-30

Filed2025-11-04

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

-44.94%

Shares7.5K

Event2025-09-30

Filed2025-11-04

PEP

PEPSICO INC COM

-63.70%

Shares4.4K

Event2025-09-30

Filed2025-11-04

NOBL

PROSHARES TR S&P 500 DV ARIST

23.54%

Shares5.9K

Event2025-09-30

Filed2025-11-04

VERIZON COMMUNICATIONS INC COM

-32.01%

Shares12.7K

Event2025-09-30

Filed2025-11-04

PHILIP MORRIS INTL INC COM

-55.33%

Shares3.4K

Event2025-09-30

Filed2025-11-04

MASTERCARD INCORPORATED CL A

-89.61%

Shares945

Event2025-09-30

Filed2025-11-04

DIA

SPDR DOW JONES INDL AVERAGE UT SER 1

-37.65%

Shares1.1K

Event2025-09-30

Filed2025-11-04

IBM

INTERNATIONAL BUSINESS MACHS COM

2.05%

Shares1.8K

Event2025-09-30

Filed2025-11-04

AMD

ADVANCED MICRO DEVICES INC COM

-38.20%

Shares3.2K

Event2025-09-30

Filed2025-11-04

SHW

SHERWIN WILLIAMS CO COM

-36.27%

Shares1.5K

Event2025-09-30

Filed2025-11-04

AT&T INC COM

-13.48%

Shares18.1K

Event2025-09-30

Filed2025-11-04

PFE

PFIZER INC COM

-43.47%

Shares19.3K

Event2025-09-30

Filed2025-11-04

EMR

EMERSON ELEC CO COM

-18.99%

Shares3.7K

Event2025-09-30

Filed2025-11-04

UNP

UNION PAC CORP COM

-57.21%

Shares2.0K

Event2025-09-30

Filed2025-11-04

HOME DEPOT INC COM

-85.97%

Shares1.1K

Event2025-09-30

Filed2025-11-04

BIL

SPDR SER TR BLOOMBERG 1-3 MO

-88.16%

Shares5.0K

Event2025-09-30

Filed2025-11-04

ALTRIA GROUP INC COM

-36.85%

Shares6.7K

Event2025-09-30

Filed2025-11-04

BLK

BLACKROCK INC COM ADDED

-58.65%

Shares375

Event2025-09-30

Filed2025-11-04

QCOM

QUALCOMM INC COM

-35.71%

Shares2.6K

Event2025-09-30

Filed2025-11-04

GDX

VANECK ETF TRUST GOLD MINERS ETF

-18.96%

Shares5.6K

Event2025-09-30

Filed2025-11-04

CSCO

CISCO SYS INC COM

-52.22%

Shares6.2K

Event2025-09-30

Filed2025-11-04

VISA INC COM CL A

-91.96%

Shares1.2K

Event2025-09-30

Filed2025-11-04

XLY

SELECT SECTOR SPDR TR SBI CONS DISCR

-22.70%

Shares1.7K

Event2025-09-30

Filed2025-11-04

SOUTHERN CO COM

-33.54%

Shares4.4K

Event2025-09-30

Filed2025-11-04

EIPI

FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME

-0.48%

Shares20.9K

Event2025-09-30

Filed2025-11-04

RDVI

FIRST TR EXCHANGE-TRADED FD FT VEST RIS

17.46%

Shares15.9K

Event2025-09-30

Filed2025-11-04

IBDR

ISHARES TR IBONDS DEC2026

-2.92%

Shares16.8K

Event2025-09-30

Filed2025-11-04

SRLN

SSGA ACTIVE ETF TR BLACKSTONE SENR

0.12%

Shares9.8K

Event2025-09-30

Filed2025-11-04

DUK

DUKE ENERGY CORP NEW COM NEW

-51.87%

Shares3.2K

Event2025-09-30

Filed2025-11-04

COCA COLA CO COM

-58.93%

Shares5.9K

Event2025-09-30

Filed2025-11-04

IVV

ISHARES TR CORE S&P500 ETF

-31.85%

Shares582

Event2025-09-30

Filed2025-11-04

SPYD

SPDR SER TR PRTFLO S&P500 HI

4.36%

Shares8.6K

Event2025-09-30

Filed2025-11-04

IBDQ

ISHARES TR IBONDS DEC25 ETF

-12.60%

Shares14.6K

Event2025-09-30

Filed2025-11-04

XLF

SELECT SECTOR SPDR TR FINANCIAL

-47.81%

Shares6.7K

Event2025-09-30

Filed2025-11-04

PANW

PALO ALTO NETWORKS INC

New

Shares1.8K

Event2025-09-30

Filed2025-11-04

LLY

ELI LILLY & CO COM

-81.77%

Shares460

Event2025-09-30

Filed2025-11-04

CMI

CUMMINS INC COM

0.00%

Shares820

Event2025-09-30

Filed2025-11-04

LQTI

FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT

17.48%

Shares16.8K

Event2025-09-30

Filed2025-11-04

VXUS

VANGUARD STAR FDS VG TL INTL STK F

-75.65%

Shares4.6K

Event2025-09-30

Filed2025-11-04

TDG

TRANSDIGM GROUP INC COM

0.00%

Shares250

Event2025-09-30

Filed2025-11-04

GBTC

GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT

-1.96%

Shares3.7K

Event2025-09-30

Filed2025-11-04

MTB

M & T BK CORP COM

-35.91%

Shares1.7K

Event2025-09-30

Filed2025-11-04

RTX

RTX CORPORATION COM

-45.12%

Shares1.9K

Event2025-09-30

Filed2025-11-04

VGSH

VANGUARD SCOTTSDALE FDS SHORT TERM TREAS

-15.15%

Shares5.4K

Event2025-09-30

Filed2025-11-04