Kc Investment Advisors, LLC Incresed Positions in Q4 2024

Kc Investment Advisors, LLC

  • $238 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.59K
+ 102.36%
$570.51 - $610.59 $4.33M - $4.63M
15K $8.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.94K
+ 2.44%
$521.84 - $558.82 $1.53M - $1.64M
123K $66.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
78.1K
+ 65.25%
$32.65 - $33.68 $2.55M - $2.63M
198K $6.48M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 11.56%
$213.65 - $479.86 $261K - $586K
11.8K $4.76M
VUG
Vanguard Growth ETF

ETFs
257
+ 0.61%
$378.79 - $428.11 $97.3K - $110K
42.7K $17.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.1K
+ 72.42%
$45.07 - $47.1 $1.13M - $1.18M
59.9K $2.71M
IEFA
Ishares Tr

ETFs
15K
+ 47.77%
$70.06 - $77.43 $1.05M - $1.16M
46.3K $3.26M
DVY
Ishares Tr

ETFs
5.16K
+ 42.42%
$129.55 - $143.41 $669K - $740K
17.3K $2.27M
VB
Vanguard Small Cap ETF

ETFs
2.16K
+ 12.14%
$233.76 - $261.58 $504K - $564K
19.9K $4.79M
WMB
Williams Companies, Inc.

Energy
5.67K
+ 23.38%
$46.37 - $59.74 $263K - $339K
29.9K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 0.78%
$180.88 - $232.93 $19.9K - $25.6K
14.3K $3.13M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.22K
+ 29.56%
$49.03 - $53.35 $305K - $332K
27.2K $1.4M
AAPL
Apple Inc.

Technology
362
+ 2.41%
$221.69 - $259.02 $80.3K - $93.8K
15.4K $3.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.93K
+ 30.04%
$176.42 - $186.91 $340K - $360K
8.34K $1.49M
OKE
Oneok Inc

Energy
2.26K
+ 25.68%
$92.28 - $117.05 $209K - $265K
11.1K $1.11M
MBB
Ishares Tr

ETFs
2.89K
+ 55.19%
$91.26 - $95.82 $263K - $277K
8.12K $744K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
394
+ 3.08%
$194.9 - $214.12 $76.8K - $84.4K
13.2K $2.66M
DIS
Walt Disney CO

Communication Services
115
+ 1.84%
$92.39 - $117.6 $10.6K - $13.5K
6.38K $709K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.85K
+ 13.54%
$42.33 - $43.3 $121K - $123K
23.9K $1.02M
FSK
Fs Kkr Capital Corp

Financial Services
2.49K
+ 9.87%
$19.71 - $22.22 $49.1K - $55.4K
27.7K $602K
CSCO
Cisco Systems, Inc.

Technology
184
+ 1.2%
$52.45 - $60.02 $9.65K - $11K
15.6K $921K
T
At&T Inc.

Communication Services
2.7K
+ 5.48%
$21.22 - $23.88 $57.3K - $64.4K
51.9K $1.18M
VTWO
Vanguard Russell 2000 ETF

ETFs
817
+ 4.25%
$87.42 - $98.06 $71.4K - $80.1K
20K $1.79M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3K
+ 13.04%
$22.39 - $23.45 $67.2K - $70.4K
26K $597K
COF
Capital One Financial Corp

Financial Services
65
+ 4.0%
$145.19 - $192.01 $9.44K - $12.5K
1.69K $301K
META
Meta Platforms, Inc.

Communication Services
56
+ 3.85%
$554.08 - $632.68 $31K - $35.4K
1.51K $890K
MSFT
Microsoft Corp

Technology
323
+ 3.25%
$406.35 - $454.46 $131K - $147K
10.3K $4.33M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 302.49%
$25.93 - $105.3 $404K - $1.64M
20.7K $577K
PWR
Quanta Services, Inc.

Industrials
40
+ 2.68%
$296.05 - $346.6 $11.8K - $13.9K
1.53K $484K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$163.08 - $198.16 $163 - $198
1.51K $288K
BAC
Bank Of America Corp

Financial Services
7
+ 0.09%
$39.22 - $47.77 $275 - $334
7.76K $340K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.5K
+ 214.88%
$22.01 - $66.82 $231K - $702K
15.4K $349K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
189
+ 1.47%
$46.48 - $51.32 $8.78K - $9.7K
13.1K $629K
STWD
Starwood Property Trust, Inc.

Real Estate
2.75K
+ 12.05%
$18.95 - $20.37 $52.1K - $56K
25.6K $484K
PEG
Public Service Enterprise Group Inc

Utilities
312
+ 12.21%
$81.87 - $94.51 $25.5K - $29.5K
2.87K $242K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
8.18K
+ 100.63%
$27.45 - $55.56 $225K - $455K
16.3K $461K
PAYX
Paychex Inc

Industrials
1
+ 0.05%
$135.86 - $148.73 $136 - $149
1.83K $256K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.45K
+ 9.45%
$20.04 - $22.53 $29.1K - $32.7K
16.8K $339K
Kenvue Inc
216
+ 0.69%
N/A
31.7K $0
Blackrock ETF Trust Ii
3.31K
+ 54.01%
N/A
9.44K $0
Dimensional ETF Trust
2.62K
+ 23.27%
N/A
13.9K $0
IBM
International Business Machines Corp

Technology
4
+ 0.35%
$204.9 - $238.04 $820 - $952
1.14K $249K
PG
Procter & Gamble CO

Consumer Defensive
147
+ 2.62%
$161.05 - $179.7 $23.7K - $26.4K
5.77K $967K
EMB
Ishares Tr

ETFs
111
+ 3.03%
$88.94 - $93.46 $9.87K - $10.4K
3.77K $335K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.5K
+ 200.89%
$26.93 - $84.95 $336K - $1.06M
18.7K $510K
OHI
Omega Healthcare Investors Inc

Real Estate
109
+ 0.61%
$37.51 - $42.56 $4.09K - $4.64K
17.9K $678K
SO
Southern CO

Utilities
46
+ 0.71%
$81.5 - $94.15 $3.75K - $4.33K
6.56K $540K
VICI
Vici Properties Inc.

Real Estate
749
+ 4.32%
$28.27 - $33.19 $21.2K - $24.9K
18.1K $527K
ABBV
Abb Vie Inc.

Healthcare
143
+ 3.52%
$164.99 - $203.87 $23.6K - $29.2K
4.21K $747K
Activity Summary
Buys All Purchases 69 New Holdings 13 Increased Positions 56 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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