Kc Investment Advisors, LLC Purchases and Sells in Q1 2025

Kc Investment Advisors, LLC

$416 Million
Q1 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	126K + 102.38%	$507.05 - $563.67 $63.9M - $71M	249K $128M
VUG	41.9K + 98.11%	$369.1 - $427.61 $15.4M - $17.9M	84.5K $31.3M
IVV	20.3K + 135.36%	$554.06 - $615.85 $11.2M - $12.5M	35.3K $19.8M
IEFA	103K + 223.28%	$69.57 - $78.65 $7.2M - $8.14M	150K $11.3M
SPIB	234K + 118.1%	$32.5 - $33.3 $7.6M - $7.78M	432K $14.3M
BRK-B	10.1K + 82.06%	$442.66 - $534.52 $4.45M - $5.38M	22.3K $11.9M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	60.2K New	$45.46 - $46.18 $2.74M - $2.78M	60.2K $2.77M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
ISRG	1.59K New	$476.63 - $610.45 $758K - $971K	1.59K $787K
SGOV	5.66K New	$100.34 - $100.68 $568K - $570K	5.66K $570K
TLH	5.46K New	$97.25 - $104.79 $531K - $572K	5.46K $566K
ICVT	3.54K New	$83.18 - $89.27 $294K - $316K	3.54K $295K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-1.73K - 20.27%	$92.45 - $106.69 $160K - $185K	6.82K $632K
ADBE	-64 - 4.54%	$377.84 - $464.11 $24.2K - $29.7K	1.35K $516K
CRM	-27 - 1.92%	$268.36 - $359.95 $7.25K - $9.72K	1.38K $370K
MGK	-26 - 1.37%	$307.43 - $357.48 $7.99K - $9.29K	1.87K $577K
FITB	-1.21K - 14.12%	$37.48 - $44.96 $45.3K - $54.4K	7.35K $288K
TMO	-61 - 3.37%	$497.6 - $606.74 $30.4K - $37K	1.75K $871K

Activity Summary All Purchases 101 New Holdings 10 Increased Positions 91 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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