Kc Investment Advisors, LLC Purchases and Sells in Q1 2024

Kc Investment Advisors, LLC

$191 Million
Q1 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	10.8K + 11.63%	$429.43 - $481.35 $4.64M - $5.2M	104K $49.8M
VUG	5.59K + 16.07%	$301.05 - $346.61 $1.68M - $1.94M	40.4K $13.9M
BRK-B	1.17K + 7.9%	$359.29 - $420.52 $419K - $490K	15.9K $6.7M
VB	4.49K + 18.11%	$204.0 - $228.59 $917K - $1.03M	29.3K $6.7M
TSLA	8.39K + 466.26%	$162.5 - $248.42 $1.36M - $2.08M	10.2K $1.79M
JQUA	12.8K + 14.89%	$47.06 - $52.87 $602K - $676K	98.7K $5.22M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	3 New	$545250.0 - $634440.0 $1.64M - $1.9M	3 $1.9M
SCHD	6.21K New	$75.25 - $80.63 $467K - $501K	6.21K $500K
MUB	4.21K New	$107.41 - $108.76 $452K - $457K	4.21K $452K
AMT	1.71K New	$186.68 - $218.81 $318K - $373K	1.71K $336K
VOT	1.31K New	$212.21 - $235.79 $278K - $309K	1.31K $308K
SHY	3.68K New	$81.49 - $82.34 $300K - $303K	3.68K $301K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-10.6K - 31.9%	$50.23 - $50.49 $534K - $537K	22.7K $1.14M
AAPL	-11 - 0.08%	$169.0 - $195.18 $1.86K - $2.15K	14.5K $2.48M
AGG	-1.91K - 39.82%	$96.75 - $99.37 $185K - $190K	2.88K $282K
BUD	-2.43K - 21.02%	$59.29 - $66.15 $144K - $161K	9.13K $554K
ACN	-524 - 37.64%	$333.82 - $386.91 $175K - $203K	868 $300K
FTSL	-3.87K - 42.08%	$45.8 - $46.4 $177K - $180K	5.33K $246K

Activity Summary All Purchases 79 New Holdings 14 Increased Positions 65 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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