Kuhn & Co Investment Counsel Top Holdings and 13F Report (2025) About Kuhn & Co Investment CounselInvestment ActivityKuhn & Co Investment Counsel has $118.63 million in total holdings as of March 31, 2025.Kuhn & Co Investment Counsel owns shares of 127 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 5.01% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Kuhn & Co Investment Counsel has purchased 128 new stocks and bought additional shares in 42 stocks.Kuhn & Co Investment Counsel sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab Fundamental International Equity ETF $4,593,861Apple $4,363,800Capital Group Growth ETF $3,770,617Vanguard Value ETF $3,594,724NVIDIA $3,507,070 Largest New Holdings this Quarter 14019W109 - Capital Group International Focus Equity ETF $415,720 Holding025072604 - Avantis Emerging Markets Equity ETF $367,218 Holding81369Y209 - Health Care Select Sector SPDR Fund $267,637 Holding363576109 - Arthur J. Gallagher & Co. $236,835 Holding97717W307 - WisdomTree U.S. LargeCap Dividend Fund $216,284 Holding Largest Purchases this Quarter VictoryShares WestEnd US Sector ETF 11,227 shares (about $435.83K)Capital Group International Focus Equity ETF 16,982 shares (about $415.72K)Avantis Emerging Markets Equity ETF 6,103 shares (about $367.22K)JPMorgan Chase & Co. 1,482 shares (about $363.57K)Fidelity Total Bond ETF 7,458 shares (about $340.46K) Largest Sales this Quarter NVIDIA 3,111 shares (about $337.17K)Eli Lilly and Company 231 shares (about $190.79K)Visa 524 shares (about $183.64K)LAM RESEARCH CORP 1,726 shares (about $125.48K)JPMorgan Active Growth ETF 614 shares (about $45.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKuhn & Co Investment Counsel Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNDFSchwab Fundamental International Equity ETF$4,593,861$198,408 ▲4.5%127,1133.9%ETFAAPLApple$4,363,800$44,427 ▲1.0%19,6453.7%Computer and TechnologyCGGRCapital Group Growth ETF$3,770,617$189,026 ▲5.3%110,0913.2%ETFVTVVanguard Value ETF$3,594,724$260,665 ▲7.8%20,8103.0%ETFNVDANVIDIA$3,507,070$337,170 ▼-8.8%32,3593.0%Computer and TechnologyVUGVanguard Growth ETF$3,381,605$27,812 ▲0.8%9,1192.9%ETFWFCWells Fargo & Company$3,230,766$4,379 ▲0.1%45,0032.7%FinanceLLYEli Lilly and Company$2,762,669$190,785 ▼-6.5%3,3452.3%MedicalAMZNAmazon.com$2,451,3100.0%12,8842.1%Retail/WholesaleCGDVCapital Group Dividend Value ETF$2,412,009$244,205 ▲11.3%67,6772.0%ETFVYMVanguard High Dividend Yield ETF$2,163,595$9,156 ▲0.4%16,7771.8%ETFVVisa$2,136,405$183,641 ▼-7.9%6,0961.8%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$2,020,527$113,183 ▲5.9%40,7201.7%ETFLINDE PLC$1,996,6650.0%4,2881.7%SHSACNAccenture$1,923,1030.0%6,1631.6%Computer and TechnologyMODLVictoryShares WestEnd US Sector ETF$1,808,547$435,832 ▲31.7%46,5881.5%ETFFBNDFidelity Total Bond ETF$1,786,057$340,458 ▲23.6%39,1251.5%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$1,780,492$55,107 ▲3.2%74,2801.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,663,258$129,798 ▲8.5%20,6951.4%ETFVYMIVanguard International High Dividend Yield ETF$1,559,797$11,938 ▼-0.8%21,1671.3%ETFITWIllinois Tool Works$1,484,3400.0%5,9851.3%IndustrialsSPYSPDR S&P 500 ETF Trust$1,420,993$160,002 ▲12.7%2,5401.2%FinanceLAM RESEARCH CORP$1,389,588$125,480 ▼-8.3%19,1141.2%COM NEWGSThe Goldman Sachs Group$1,377,1980.0%2,5211.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,341,158$140,510 ▲11.7%16,9901.1%ETFNEENextEra Energy$1,340,3890.0%18,9081.1%UtilitiesRTXRTX$1,238,9300.0%9,3531.0%AerospaceMSFTMicrosoft$1,233,6970.0%3,2861.0%Computer and TechnologyDHRDanaher$1,215,6500.0%5,9301.0%MedicalPGProcter & Gamble$1,208,1620.0%7,0891.0%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$1,197,042$77,236 ▲6.9%20,3961.0%ETFGWWW.W. Grainger$1,084,6380.0%1,0980.9%IndustrialsPEPPepsiCo$1,015,263$600 ▲0.1%6,7710.9%Consumer StaplesSOSouthern$1,011,3590.0%10,9990.9%UtilitiesJAVAJPMorgan Active Value ETF$988,619$79,107 ▲8.7%15,5590.8%ETFVOVanguard Mid-Cap ETF$970,7910.0%3,7540.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$952,335$107,791 ▲12.8%18,4740.8%ETFJNJJohnson & Johnson$913,7790.0%5,5100.8%MedicalNFLXNetflix$871,9160.0%9350.7%Consumer DiscretionaryAMGNAmgen$862,3710.0%2,7680.7%MedicalGOOGLAlphabet$861,683$3,711 ▲0.4%5,5720.7%Computer and TechnologyPAYXPaychex$860,5740.0%5,5780.7%Business ServicesPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$856,033$123,801 ▲16.9%62,8050.7%ManufacturingAMTAmerican Tower$841,4600.0%3,8670.7%FinanceJCPBJPMorgan Core Plus Bond ETF$835,901$564 ▲0.1%17,7700.7%ETFVBVanguard Small-Cap ETF$819,359$26,166 ▼-3.1%3,6950.7%ETFPNWPinnacle West Capital$818,7690.0%8,5960.7%UtilitiesJMSTJPMorgan Ultra-Short Municipal ETF$798,854$160,483 ▲25.1%15,7100.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$795,018$44,421 ▼-5.3%32,6630.7%ETFWMTWalmart$757,9790.0%8,6340.6%Retail/WholesalePGRProgressive$754,5050.0%2,6660.6%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$752,817$75,937 ▲11.2%29,8500.6%ETFGTOInvesco Total Return Bond ETF$735,065$22,808 ▼-3.0%15,6630.6%ETFAEPAmerican Electric Power$717,6860.0%6,5680.6%UtilitiesTSLATesla$711,395$4,924 ▲0.7%2,7450.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$695,978$363,567 ▲109.4%2,8370.6%FinanceDUKDuke Energy$692,3020.0%5,6760.6%UtilitiesADBEAdobe$691,505$1,151 ▲0.2%1,8030.6%Computer and TechnologyTMUST-Mobile US$689,7130.0%2,5860.6%Computer and TechnologyXOMExxon Mobil$683,086$3,687 ▲0.5%5,7440.6%EnergySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$680,423$136,855 ▲25.2%13,6030.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$677,914$13,363 ▲2.0%28,7130.6%ETFGOOGAlphabet$672,2580.0%4,3030.6%Computer and TechnologyCRMSalesforce$662,0450.0%2,4670.6%Computer and TechnologyMETAMeta Platforms$636,302$1,153 ▲0.2%1,1040.5%Computer and TechnologyCORPAY INC$627,6960.0%1,8000.5%COM SHSLAMRLamar Advertising$625,7900.0%5,5000.5%FinanceWMWaste Management$612,5760.0%2,6460.5%Business ServicesMETMetLife$612,2120.0%7,6250.5%FinanceHYGVFlexShares High Yield Value-Scored Bond Index Fund$599,845$62,145 ▲11.6%14,8550.5%ETFBLACKROCK INC$583,979$946 ▼-0.2%6170.5%COMNADNuveen Quality Municipal Income Fund$579,733$84,937 ▲17.2%50,3240.5%Financial ServicesMKCMcCormick & Company, Incorporated$576,9110.0%7,0090.5%Consumer StaplesHONHoneywell International$566,4320.0%2,6750.5%Multi-Sector ConglomeratesSYKStryker$541,2520.0%1,4540.5%MedicalMCHPMicrochip Technology$532,5100.0%11,0000.4%Computer and TechnologySNASnap-on$515,9630.0%1,5310.4%Consumer DiscretionaryFSMDFidelity Small-Mid Multifactor ETF$500,896$163,493 ▲48.5%12,7910.4%ETFIBMInternational Business Machines$499,0610.0%2,0070.4%Computer and TechnologyPSXPhillips 66$490,0080.0%3,9680.4%EnergyWATWaters$483,5640.0%1,3120.4%MedicalFIDELITY COVINGTON TRUST$470,673$38,304 ▲8.9%14,9420.4%ENHANCED LARGEMCDMcDonald's$450,7500.0%1,4430.4%Retail/WholesaleECLEcolab$443,6600.0%1,7500.4%Basic MaterialsCSCOCisco Systems$442,4610.0%7,1700.4%Computer and TechnologyNOCNorthrop Grumman$435,2090.0%8500.4%AerospaceELVElevance Health$434,9600.0%1,0000.4%MedicalXLKTechnology Select Sector SPDR Fund$429,892$21,680 ▼-4.8%2,0820.4%ETFSBUXStarbucks$415,995$98 ▲0.0%4,2410.4%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$415,720$415,720 ▲New Holding16,9820.4%ETFCRWDCrowdStrike$404,057$6,346 ▲1.6%1,1460.3%Computer and TechnologyROPRoper Technologies$397,9670.0%6750.3%Computer and TechnologyCOPConocoPhillips$395,0320.0%3,7610.3%EnergyIQVIQVIA$383,4530.0%2,1750.3%MedicalPFEPfizer$375,0320.0%14,8000.3%MedicalCVXChevron$371,0500.0%2,2180.3%EnergyAVEMAvantis Emerging Markets Equity ETF$367,218$367,218 ▲New Holding6,1030.3%ETFJGROJPMorgan Active Growth ETF$354,783$45,307 ▼-11.3%4,8080.3%ETFKOCoca-Cola$345,7510.0%4,8280.3%Consumer StaplesPMPhilip Morris International$338,2540.0%2,1310.3%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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