Kc Investment Advisors, LLC Purchases and Sells in Q3 2025

Kc Investment Advisors, LLC

$325 Million
Q3 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	15.7K + 13.07%	$567.77 - $614.76 $8.94M - $9.68M	136K $83.4M
IVV	6.93K + 25.28%	$620.67 - $670.08 $4.3M - $4.65M	34.4K $23M
IEFA	35.5K + 37.38%	$81.7 - $87.53 $2.9M - $3.1M	130K $11.4M
JPIE	73K + 165.95%	$46.01 - $46.55 $3.36M - $3.4M	117K $5.43M
VUG	1.88K + 4.66%	$433.97 - $484.08 $817K - $912K	42.3K $20.3M
SGOV	21.6K + 70.61%	$100.37 - $100.74 $2.17M - $2.18M	52.3K $5.26M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	3.05K New	$297.99 - $419.78 $909K - $1.28M	3.05K $1.03M
DLR	4.48K New	$161.21 - $180.02 $722K - $806K	4.48K $773K
SCHZ	21K New	$22.9 - $23.58 $480K - $494K	21K $492K
PFE	12.6K New	$23.29 - $25.88 $293K - $326K	12.6K $321K
EFA	3.14K New	$87.29 - $93.61 $274K - $294K	3.14K $293K
ASML	234 New	$689.63 - $968.09 $161K - $227K	234 $226K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-3.36K - 33.72%	$459.11 - $506.91 $1.54M - $1.7M	6.6K $3.32M
ISRG	-1.66K - 73.58%	$433.66 - $544.47 $719K - $902K	595 $266K
AVGO	-3.88K - 36.76%	$264.74 - $369.57 $1.03M - $1.44M	6.68K $2.2M
V	-976 - 15.22%	$332.09 - $358.86 $324K - $350K	5.44K $1.86M
SPGI	-480 - 50.9%	$484.94 - $564.15 $233K - $271K	463 $225K
TT	-492 - 22.81%	$398.96 - $472.54 $196K - $232K	1.67K $702K

Activity Summary All Purchases 105 New Holdings 16 Increased Positions 89 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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