Kc Investment Advisors, LLC Purchases in Q2 2025

Kc Investment Advisors, LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
32.9K
New
$62.73 - $78.42 $2.06M - $2.58M
32.9K $2.55M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25K
+ 441.01%
$100.35 - $100.71 $2.51M - $2.52M
30.6K $3.09M
OEF
Ishares S&P 100 ETF

ETFs
4.96K
New
N/A
4.96K $1.32M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
38.4K
New
$29.44 - $33.91 $1.13M - $1.3M
38.4K $1.26M
ORCL
Oracle Corp

Technology
2.57K
New
$122.82 - $218.63 $315K - $561K
2.57K $561K
CB
Chubb LTD

Financial Services
1.81K
New
$274.32 - $302.46 $496K - $547K
1.81K $523K
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.61%
$210.28 - $289.91 $12.8K - $17.7K
10K $2.91M
IWM
Ishares Russell 2000 ETF

ETFs
2.05K
New
$174.82 - $215.79 $358K - $442K
2.05K $441K
ISRG
Intuitive Surgical Inc

Healthcare
662
+ 41.64%
$451.58 - $565.94 $299K - $375K
2.25K $1.22M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.14K
New
$102.02 - $103.5 $423K - $429K
4.14K $426K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.79K
+ 69.45%
$97.29 - $105.63 $369K - $400K
9.25K $939K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4K
New
$82.21 - $83.12 $329K - $332K
4K $331K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.27K
New
$50.09 - $51.09 $314K - $320K
6.27K $320K
META
Meta Platforms, Inc.

Communication Services
64
+ 3.82%
$484.66 - $738.09 $31K - $47.2K
1.74K $1.28M
LLY
Eli Lilly & CO

Healthcare
354
New
$713.71 - $898.95 $253K - $318K
354 $275K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.17K
New
$51.1 - $53.29 $213K - $222K
4.17K $222K
VBR
Vanguard Small Cap Value ETF

ETFs
1.13K
New
$162.76 - $195.77 $183K - $220K
1.13K $219K
NFLX
Netflix Inc

Communication Services
163
New
$855.86 - $1339.13 $140K - $218K
163 $218K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.93%
$462.22 - $707.75 $5.55K - $8.49K
1.3K $920K
VXF
Vanguard Extended Market ETF

ETFs
1.11K
New
$150.43 - $192.71 $167K - $214K
1.11K $213K
PANW
Palo Alto Networks Inc

Technology
1.03K
New
$152.44 - $204.64 $156K - $210K
1.03K $209K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.32K
New
$23.55 - $27.67 $172K - $202K
7.32K $202K
SPY
Spdr S&P 500 ETF Trust

ETFs
328
New
$496.48 - $617.85 $163K - $203K
328 $202K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.91K
New
$49.73 - $51.44 $195K - $201K
3.91K $201K
PLTR
Palantir Technologies Inc.

Technology
168
+ 5.08%
$74.01 - $144.25 $12.4K - $24.2K
3.47K $473K
MGK
Vanguard Mega Cap Growth ETF

ETFs
146
+ 7.8%
$273.67 - $366.17 $40K - $53.5K
2.02K $738K
VOT
Vanguard Mid Cap Growth Index

ETFs
33
+ 1.35%
$216.28 - $284.39 $7.14K - $9.38K
2.48K $705K
CFG
Citizens Financial Group Inc

Financial Services
1.62K
+ 32.7%
$34.27 - $44.75 $55.7K - $72.7K
6.59K $294K
GOOG
Alphabet Inc.

Communication Services
187
+ 12.15%
$146.58 - $180.01 $27.4K - $33.7K
1.73K $306K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
619
+ 15.7%
$100.04 - $100.54 $61.9K - $62.2K
4.56K $458K
CRM
Salesforce, Inc.

Technology
181
+ 13.12%
$236.26 - $291.15 $42.8K - $52.7K
1.56K $425K
MGV
Vanguard Mega Cap Value

ETFs
275
+ 7.71%
$114.87 - $131.25 $31.6K - $36.1K
3.84K $504K
VZ
Verizon Communications Inc

Communication Services
1.32K
+ 24.63%
$41.67 - $45.62 $55K - $60.2K
6.68K $288K
MA
Mastercard Inc

Financial Services
18
+ 0.8%
$479.92 - $590.74 $8.64K - $10.6K
2.27K $1.28M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
11.3K
New
$1.46 - $3.71 $16.5K - $41.9K
11.3K $40K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.17%
$430.82 - $486.45 $1.72K - $1.95K
2.36K $1.09M
VLO
Valero Energy Corp

Energy
130
+ 3.22%
$104.69 - $141.77 $13.6K - $18.4K
4.17K $560K
TJX
Tjx Companies Inc

Consumer Cyclical
177
+ 6.19%
$119.13 - $135.03 $21.1K - $23.9K
3.04K $374K
IEMG
Ishares Inc

ETFs
262
+ 4.74%
N/A
5.78K $310K
GLD
Spdr Gold Trust

ETFs
2
+ 0.29%
$273.71 - $316.29 $547 - $633
702 $213K
SO
Southern CO

Utilities
78
+ 1.01%
$84.91 - $92.56 $6.62K - $7.22K
7.77K $713K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.17%
$77.13 - $84.18 $386 - $421
2.88K $242K
Linde PLC
8
+ 1.18%
N/A
688 $0
Blackrock ETF Trust
42.3K
New
N/A
42.3K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
87
+ 10.34%
$212.1 - $244.27 $18.5K - $21.3K
928 $202K
AEP
American Electric Power CO Inc

Utilities
11
+ 0.39%
$98.59 - $109.11 $1.08K - $1.2K
2.85K $295K
PAYX
Paychex Inc

Industrials
1
+ 0.05%
$137.01 - $159.78 $137 - $160
1.82K $265K
XOM
Exxon Mobil Corp

Energy
45
+ 1.04%
$99.93 - $119.04 $4.5K - $5.36K
4.36K $470K
MRK
Merck & Co., Inc.

Healthcare
587
+ 6.81%
$73.47 - $87.12 $43.1K - $51.1K
9.21K $729K
Activity Summary
Buys All Purchases 55 New Holdings 21 Increased Positions 34 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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