Kc Investment Advisors, LLC Purchases in Q3 2024

Kc Investment Advisors, LLC

  • $223 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.18K
+ 1.85%
$475.2 - $527.7 $1.03M - $1.15M
120K $63.4M
IVV
Ishares Core S&P 500 ETF

ETFs
4.77K
+ 180.97%
$520.18 - $576.82 $2.48M - $2.75M
7.41K $4.28M
VTWO
Vanguard Russell 2000 ETF

ETFs
19.2K
New
$81.17 - $90.77 $1.56M - $1.74M
19.2K $1.72M
VUG
Vanguard Growth ETF

ETFs
3.2K
+ 8.17%
$341.08 - $391.94 $1.09M - $1.26M
42.4K $16.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.9K
+ 170.51%
$44.83 - $47.42 $981K - $1.04M
34.7K $1.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.88K
+ 291.48%
$84.77 - $97.13 $838K - $960K
13.3K $1.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.51K
+ 237.22%
$162.64 - $179.3 $734K - $809K
6.41K $1.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.9K
+ 245.57%
$44.24 - $49.47 $661K - $739K
21K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
70
+ 0.67%
$191.76 - $263.26 $13.4K - $18.4K
10.6K $2.77M
AAPL
Apple Inc.

Technology
1.38K
+ 10.11%
$207.23 - $234.82 $286K - $324K
15K $3.5M
IVE
Ishares S&P 500 Value ETF

ETFs
3.13K
New
$181.06 - $197.17 $566K - $616K
3.13K $616K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.4K
+ 10.48%
$32.36 - $33.78 $368K - $384K
120K $4.04M
MBB
Ishares Tr

ETFs
5.23K
New
$90.85 - $96.66 $475K - $506K
5.23K $501K
EFV
Msci Eafe Value ETF

ETFs
8.36K
New
$51.72 - $57.96 $432K - $485K
8.36K $481K
EFG
Msci Eafe Growth ETF

ETFs
4.29K
New
$96.84 - $108.77 $416K - $467K
4.29K $461K
IYW
Ishares Dj Us Tech ETF

ETFs
2.82K
New
$133.16 - $158.73 $376K - $448K
2.82K $428K
WMT
Walmart Inc.

Consumer Defensive
729
+ 3.15%
$66.91 - $81.4 $48.8K - $59.3K
23.9K $1.93M
V
Visa Inc.

Financial Services
996
+ 17.55%
$253.74 - $291.56 $253K - $290K
6.67K $1.83M
MCD
Mcdonalds Corp

Consumer Cyclical
331
+ 7.13%
$245.82 - $304.51 $81.4K - $101K
4.97K $1.51M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.53K
+ 13.59%
$169.73 - $204.18 $260K - $313K
12.8K $2.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.29K
New
$89.91 - $101.33 $296K - $333K
3.29K $322K
UNH
Unitedhealth Group Inc

Healthcare
120
+ 3.63%
$488.01 - $604.18 $58.6K - $72.5K
3.43K $2M
AVGO
Broadcom Inc.

Technology
14.5K
+ 951.58%
$136.27 - $1745.86 $1.97M - $25.3M
16K $2.76M
BAC
Bank Of America Corp

Financial Services
7.75K
New
$36.65 - $44.13 $284K - $342K
7.75K $307K
IEFA
Ishares Tr

ETFs
1.77K
+ 5.97%
$70.09 - $78.74 $124K - $139K
31.4K $2.45M
LMT
Lockheed Martin Corp

Industrials
103
+ 5.18%
$460.3 - $584.56 $47.4K - $60.2K
2.09K $1.22M
NVDA
Nvidia Corp

Technology
2.69K
+ 14.66%
$98.91 - $134.91 $266K - $363K
21K $2.55M
MO
Altria Group, Inc.

Consumer Defensive
3.26K
+ 20.7%
$45.95 - $54.71 $150K - $179K
19K $971K
IBM
International Business Machines Corp

Technology
1.13K
New
$175.1 - $223.38 $198K - $253K
1.13K $250K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.01K
New
$56.04 - $62.99 $225K - $253K
4.01K $245K
EEM
Ishares Msci Emerging Markets

ETFs
3.42K
+ 13.62%
$40.42 - $46.7 $138K - $160K
28.5K $1.31M
PEG
Public Service Enterprise Group Inc

Utilities
2.56K
New
$73.58 - $89.21 $188K - $228K
2.56K $227K
DVY
Ishares Tr

ETFs
380
+ 3.22%
$119.99 - $135.74 $45.6K - $51.6K
12.2K $1.64M
GLD
Spdr Gold Trust

ETFs
892
New
$215.56 - $246.98 $192K - $220K
892 $216K
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
New
$179.99 - $201.6 $194K - $218K
1.08K $216K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.61K
+ 59.77%
$22.38 - $23.66 $193K - $204K
23K $539K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.05K
New
$27.15 - $30.78 $191K - $217K
7.05K $214K
T
At&T Inc.

Communication Services
3.31K
+ 7.2%
$18.21 - $22.28 $60.2K - $73.7K
49.2K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 3.62%
$333.64 - $405.2 $32K - $38.9K
2.75K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
514
+ 7.65%
$101.25 - $127.45 $52K - $65.5K
7.23K $877K
ABBV
Abb Vie Inc.

Healthcare
405
+ 11.07%
$163.84 - $199.33 $66.4K - $80.7K
4.06K $802K
JPM
Jpmorgan Chase & CO

Financial Services
447
+ 4.71%
$194.9 - $224.8 $87.1K - $100K
9.94K $2.09M
TT
Trane Technologies PLC

Industrials
113
+ 5.22%
$314.21 - $388.71 $35.5K - $43.9K
2.28K $885K
OHI
Omega Healthcare Investors Inc

Real Estate
1.62K
+ 9.99%
$33.55 - $41.29 $54.3K - $66.8K
17.8K $724K
IP
International Paper CO

Consumer Cyclical
1.1K
+ 5.63%
$42.55 - $49.98 $46.8K - $55K
20.7K $1.01M
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 11.55%
$44.74 - $53.22 $71.3K - $84.8K
15.4K $818K
PFG
Principal Financial Group Inc

Financial Services
993
+ 11.3%
$72.94 - $87.46 $72.4K - $86.8K
9.78K $840K
OKE
Oneok Inc

Energy
817
+ 10.22%
$78.62 - $95.27 $64.2K - $77.8K
8.81K $803K
UL
Unilever PLC

Consumer Defensive
986
+ 12.19%
$54.7 - $65.59 $53.9K - $64.7K
9.07K $589K
Activity Summary
Buys All Purchases 111 New Holdings 16 Increased Positions 95 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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