Kc Investment Advisors, LLC Purchases in Q1 2025

Kc Investment Advisors, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.46K
New
$97.25 - $104.79 $531K - $572K
5.46K $566K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
75K
+ 100.0%
$12.74 - $21.53 $956K - $1.61M
150K $1.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.8K
+ 95.33%
$27.01 - $28.54 $481K - $508K
36.5K $1.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 93.37%
$24.91 - $29.02 $482K - $561K
40.1K $1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
16.4K
+ 100.61%
$26.53 - $29.63 $435K - $486K
32.7K $876K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
17.5K
+ 104.5%
$18.61 - $21.28 $326K - $373K
34.3K $651K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.54K
New
$83.18 - $89.27 $294K - $316K
3.54K $295K
PM
Philip Morris International Inc.

Consumer Defensive
53
+ 0.75%
$117.15 - $158.79 $6.21K - $8.42K
7.08K $1.12M
ABBV
Abb Vie Inc.

Healthcare
490
+ 11.65%
$169.2 - $216.66 $82.9K - $106K
4.7K $983K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.3K
+ 73.42%
$21.23 - $23.75 $240K - $268K
26.7K $572K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.98K
New
$27.47 - $30.62 $192K - $214K
6.98K $207K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
841
New
$208.48 - $244.03 $175K - $205K
841 $205K
EPD
Enterprise Products Partners L.P.

Energy
6K
New
$31.75 - $34.14 $191K - $205K
6K $204K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.11K
+ 7.43%
$55.41 - $60.74 $228K - $250K
59.5K $3.36M
PGR
Progressive Corp

Financial Services
273
+ 11.05%
$235.61 - $291.22 $64.3K - $79.5K
2.74K $776K
SO
Southern CO

Utilities
1.13K
+ 17.15%
$80.96 - $92.96 $91.2K - $105K
7.69K $707K
VLO
Valero Energy Corp

Energy
899
+ 28.65%
$121.76 - $142.99 $109K - $129K
4.04K $533K
PEP
Pepsico Inc

Consumer Defensive
1.03K
+ 16.19%
$142.64 - $156.42 $147K - $161K
7.41K $1.11M
CVX
Chevron Corp

Energy
85
+ 1.52%
$146.71 - $167.97 $12.5K - $14.3K
5.66K $947K
JPM
Jpmorgan Chase & CO

Financial Services
227
+ 2.33%
$225.19 - $279.95 $51.1K - $63.5K
9.98K $2.45M
PG
Procter & Gamble CO

Consumer Defensive
550
+ 9.54%
$158.56 - $176.26 $87.2K - $96.9K
6.32K $1.08M
META
Meta Platforms, Inc.

Communication Services
165
+ 10.93%
$576.36 - $736.67 $95.1K - $122K
1.68K $965K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
46
+ 7.34%
$402.49 - $513.76 $18.5K - $23.6K
673 $326K
LMT
Lockheed Martin Corp

Industrials
331
+ 16.35%
$423.19 - $506.29 $140K - $168K
2.36K $1.05M
MA
Mastercard Inc

Financial Services
14
+ 0.63%
$504.67 - $576.31 $7.07K - $8.07K
2.25K $1.24M
GS
Goldman Sachs Group Inc

Financial Services
153
+ 13.48%
$524.81 - $672.19 $80.3K - $103K
1.29K $703K
PLTR
Palantir Technologies Inc.

Technology
136
+ 4.29%
$64.98 - $124.62 $8.84K - $16.9K
3.31K $278K
TJX
Tjx Companies Inc

Consumer Cyclical
293
+ 11.42%
$112.81 - $126.16 $33.1K - $37K
2.86K $348K
IBM
International Business Machines Corp

Technology
22
+ 1.94%
$217.4 - $264.74 $4.78K - $5.82K
1.16K $287K
MRK
Merck & Co., Inc.

Healthcare
1.08K
+ 14.35%
$83.01 - $101.02 $89.8K - $109K
8.62K $774K
EOG
Eog Resources Inc

Energy
8
+ 0.21%
$120.54 - $138.05 $964 - $1.1K
3.83K $490K
KLAC
Kla Corp

Technology
4
+ 1.14%
$636.62 - $777.63 $2.55K - $3.11K
356 $242K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.11%
$478.26 - $543.77 $478 - $544
944 $479K
COF
Capital One Financial Corp

Financial Services
19
+ 1.13%
$163.87 - $209.82 $3.11K - $3.99K
1.71K $306K
ZTS
Zoetis Inc.

Healthcare
4
+ 0.17%
$156.48 - $175.67 $626 - $703
2.35K $386K
Kenvue Inc
39.6K
+ 125.02%
N/A
71.3K $0
SRLN
Ssga Active Trust

ETFs
96
+ 1.34%
$41.02 - $41.99 $3.94K - $4.03K
7.25K $298K
Ea Series Trust
119K
+ 391.43%
N/A
150K $0
Linde PLC
3
+ 0.44%
N/A
680 $0
Dimensional ETF Trust
7.3K
+ 52.68%
N/A
21.2K $0
Morgan Stanley ETF Trust
68.8K
New
N/A
68.8K $0
Vanguard Malvern Fds
80K
+ 81.62%
N/A
178K $0
NEE
Nextera Energy Inc

Utilities
31
+ 0.37%
$66.96 - $76.16 $2.08K - $2.36K
8.52K $603K
PEG
Public Service Enterprise Group Inc

Utilities
11
+ 0.38%
$78.2 - $90.39 $860 - $994
2.88K $236K
CFG
Citizens Financial Group Inc

Financial Services
4
+ 0.08%
$39.73 - $48.36 $159 - $193
4.97K $203K
AXON
Axon Enterprise, Inc.

Industrials
19
+ 3.02%
$496.65 - $710.01 $9.44K - $13.5K
649 $341K
GOOG
Alphabet Inc.

Communication Services
25
+ 1.65%
$156.06 - $207.71 $3.9K - $5.19K
1.54K $240K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.33%
$347.25 - $424.87 $3.13K - $3.82K
2.72K $998K
TT
Trane Technologies PLC

Industrials
30
+ 1.35%
$332.0 - $400.86 $9.96K - $12K
2.25K $756K
Activity Summary
Buys All Purchases 101 New Holdings 10 Increased Positions 91 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kc Investment Advisors, LLC Portfolio

Follow Kc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kc Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email