Kc Investment Advisors, LLC Incresed Positions in Q2 2025

Kc Investment Advisors, LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25K
+ 441.01%
$100.35 - $100.71 $2.51M - $2.52M
30.6K $3.09M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.61%
$210.28 - $289.91 $12.8K - $17.7K
10K $2.91M
ISRG
Intuitive Surgical Inc

Healthcare
662
+ 41.64%
$451.58 - $565.94 $299K - $375K
2.25K $1.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.79K
+ 69.45%
$97.29 - $105.63 $369K - $400K
9.25K $939K
META
Meta Platforms, Inc.

Communication Services
64
+ 3.82%
$484.66 - $738.09 $31K - $47.2K
1.74K $1.28M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.93%
$462.22 - $707.75 $5.55K - $8.49K
1.3K $920K
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
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
100
+ 1.58%
$157.66 - $172.39 $15.8K - $17.2K
6.42K $1.02M
ABBV
Abb Vie Inc.

Healthcare
167
+ 3.56%
$170.16 - $206.27 $28.4K - $34.4K
4.86K $902K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 1.11%
$285.55 - $321.23 $16.8K - $19K
5.38K $1.57M
PEP
Pepsico Inc

Consumer Defensive
243
+ 3.28%
$128.02 - $151.37 $31.1K - $36.8K
7.65K $1.01M
CVX
Chevron Corp

Energy
232
+ 4.1%
$133.73 - $168.51 $31K - $39.1K
5.89K $843K
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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