Kc Investment Advisors, LLC Purchases in Q3 2025

Kc Investment Advisors, LLC

  • $325 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.7K
+ 13.07%
$567.77 - $614.76 $8.94M - $9.68M
136K $83.4M
IVV
Ishares Core S&P 500 ETF

ETFs
6.93K
+ 25.28%
$620.67 - $670.08 $4.3M - $4.65M
34.4K $23M
IEFA
Ishares Tr

ETFs
35.5K
+ 37.38%
$81.7 - $87.53 $2.9M - $3.1M
130K $11.4M
JPIE
J P Morgan Exchange Traded Fd
73K
+ 165.95%
$46.01 - $46.55 $3.36M - $3.4M
117K $5.43M
VUG
Vanguard Growth ETF

ETFs
1.88K
+ 4.66%
$433.97 - $484.08 $817K - $912K
42.3K $20.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.6K
+ 70.61%
$100.37 - $100.74 $2.17M - $2.18M
52.3K $5.26M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
5.94K
+ 45.75%
$231.32 - $272.35 $1.37M - $1.62M
18.9K $5.15M
OEF
Ishares S&P 100 ETF

ETFs
7.32K
+ 147.79%
N/A
12.3K $3.27M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27.1K
+ 45.68%
$54.35 - $59.32 $1.47M - $1.6M
86.3K $5.11M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
43.5K
+ 113.11%
$32.29 - $38.12 $1.4M - $1.66M
81.9K $3.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
38.4K
+ 66.82%
$45.6 - $46.92 $1.75M - $1.8M
95.8K $4.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.85K
+ 564.33%
$617.65 - $666.84 $1.14M - $1.23M
2.18K $1.45M
PANW
Palo Alto Networks Inc

Technology
5.79K
+ 564.62%
$167.06 - $208.19 $968K - $1.21M
6.82K $1.39M
NVDA
Nvidia Corp

Technology
2.38K
+ 9.31%
$153.3 - $186.58 $364K - $443K
27.9K $5.21M
GOOGL
Alphabet Inc.

Communication Services
81
+ 0.48%
$174.36 - $254.72 $14.1K - $20.6K
17K $4.13M
COIN
Coinbase Global, Inc.

Technology
3.05K
New
$297.99 - $419.78 $909K - $1.28M
3.05K $1.03M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.9K
+ 36.32%
$75.26 - $80.19 $898K - $957K
44.8K $3.58M
DLR
Digital Realty Trust, Inc.

Real Estate
4.48K
New
$161.21 - $180.02 $722K - $806K
4.48K $773K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.65K
+ 12.02%
$182.33 - $194.5 $482K - $515K
24.7K $4.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.79K
+ 73.42%
$98.52 - $103.93 $669K - $706K
16K $1.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.8K
+ 93.15%
$28.92 - $32.19 $571K - $636K
41K $1.31M
SPIB
Spdr Portfolio Intermediate Te

ETFs
15.1K
+ 5.72%
$33.26 - $34.01 $504K - $515K
280K $9.49M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.5K
+ 167.79%
$50.85 - $51.35 $535K - $540K
16.8K $860K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24.2K
+ 222.82%
$20.84 - $21.03 $505K - $509K
35.1K $734K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
21K
New
$22.9 - $23.58 $480K - $494K
21K $492K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.3K
+ 95.33%
$26.38 - $27.95 $457K - $484K
35.5K $968K
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.7K
+ 214.9%
$27.61 - $29.15 $434K - $458K
23K $670K
PLTR
Palantir Technologies Inc.

Technology
1.37K
+ 39.45%
$130.68 - $186.97 $179K - $256K
4.84K $883K
MSFT
Microsoft Corp

Technology
277
+ 2.67%
$491.09 - $535.64 $136K - $148K
10.6K $5.51M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.29K
+ 79.44%
$102.4 - $103.88 $337K - $342K
7.43K $768K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.6K
+ 40.11%
$22.64 - $23.22 $330K - $338K
50.9K $1.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.82K
+ 2.15%
$24.46 - $26.5 $68.9K - $74.6K
134K $3.53M
PFE
Pfizer Inc

Healthcare
12.6K
New
$23.29 - $25.88 $293K - $326K
12.6K $321K
ABBV
Abb Vie Inc.

Healthcare
321
+ 6.6%
$184.85 - $231.54 $59.3K - $74.3K
5.18K $1.2M
CSCO
Cisco Systems, Inc.

Technology
4.54K
+ 27.41%
$66.2 - $71.79 $300K - $326K
21.1K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.14K
New
$87.29 - $93.61 $274K - $294K
3.14K $293K
VLO
Valero Energy Corp

Energy
814
+ 19.53%
$131.77 - $175.63 $107K - $143K
4.98K $848K
ORCL
Oracle Corp

Technology
404
+ 15.74%
$218.96 - $328.33 $88.5K - $133K
2.97K $835K
MRK
Merck & Co., Inc.

Healthcare
2.63K
+ 28.56%
$77.6 - $87.37 $204K - $230K
11.8K $993K
GS
Goldman Sachs Group Inc

Financial Services
185
+ 14.23%
$696.56 - $806.32 $129K - $149K
1.49K $1.18M
GOOG
Alphabet Inc.

Communication Services
509
+ 29.49%
$175.16 - $255.24 $89.2K - $130K
2.24K $544K
META
Meta Platforms, Inc.

Communication Services
333
+ 19.15%
$695.21 - $791.73 $232K - $264K
2.07K $1.52M
DHT
Dht Holdings, Inc.

Energy
14K
+ 24.42%
$10.72 - $12.95 $150K - $181K
71.1K $849K
PEP
Pepsico Inc

Consumer Defensive
1.19K
+ 15.49%
$133.81 - $152.16 $159K - $180K
8.84K $1.24M
ASML
Asml Holding Nv

Technology
234
New
$689.63 - $968.09 $161K - $227K
234 $226K
SYK
Stryker Corp

Healthcare
589
New
$368.57 - $403.53 $217K - $238K
589 $217K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.46K
New
$135.0 - $146.02 $198K - $214K
1.46K $213K
GVI
Ishares Tr

ETFs
1.96K
New
$105.8 - $107.81 $207K - $211K
1.96K $210K
MO
Altria Group, Inc.

Consumer Defensive
947
+ 4.89%
$57.75 - $67.68 $54.7K - $64.1K
20.3K $1.34M
Activity Summary
Buys All Purchases 105 New Holdings 16 Increased Positions 89 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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