Kc Investment Advisors, LLC Reduced Holdings in Q4 2024

Kc Investment Advisors, LLC

  • $238 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-33K
- 37.35%
$55.86 - $60.21 $1.84M - $1.99M
55.3K $3.17M
ASML
Asml Holding Nv

Technology
-770
- 52.06%
$658.43 - $872.27 $507K - $672K
709 $491K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-879
- 6.69%
$442.29 - $483.08 $389K - $425K
12.3K $5.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.73K
- 35.61%
$94.43 - $105.47 $446K - $499K
8.55K $867K
PEP
Pepsico Inc

Consumer Defensive
-1.34K
- 17.33%
$151.29 - $176.1 $202K - $235K
6.38K $969K
UNH
Unitedhealth Group Inc

Healthcare
-64
- 1.87%
$485.52 - $625.25 $31.1K - $40K
3.36K $1.7M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.22K
- 41.19%
$49.78 - $66.55 $160K - $214K
4.59K $229K
LMT
Lockheed Martin Corp

Industrials
-66
- 3.16%
$479.66 - $614.62 $31.7K - $40.6K
2.02K $983K
NXPI
Nxp Semiconductors N.V.

Technology
-653
- 28.17%
$207.27 - $255.58 $135K - $167K
1.67K $346K
MRK
Merck & Co., Inc.

Healthcare
-840
- 10.02%
$96.31 - $114.76 $80.9K - $96.4K
7.54K $750K
DHT
Dht Holdings, Inc.

Energy
-9.8K
- 18.29%
$8.89 - $12.06 $87.1K - $118K
43.8K $406K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-208
- 24.91%
$396.64 - $516.74 $82.5K - $107K
627 $252K
SON
Sonoco Products CO

Consumer Cyclical
-1.21K
- 9.97%
$48.6 - $54.89 $58.6K - $66.1K
10.9K $531K
EEM
Ishares Msci Emerging Markets

ETFs
-165
- 0.58%
$41.82 - $47.36 $6.9K - $7.81K
28.4K $1.19M
AWK
American Water Works Company, Inc.

Utilities
-341
- 9.66%
$123.83 - $146.07 $42.2K - $49.8K
3.19K $397K
NEE
Nextera Energy Inc

Utilities
-113
- 1.31%
$69.77 - $85.43 $7.88K - $9.65K
8.49K $608K
IEMG
Ishares Inc

ETFs
-2.07K
- 26.61%
N/A
5.7K $305K
ADBE
Adobe Inc.

Technology
-9
- 0.63%
$437.39 - $552.96 $3.94K - $4.98K
1.41K $626K
AMT
American Tower Corp

Real Estate
-83
- 4.37%
$179.4 - $232.01 $14.9K - $19.3K
1.82K $333K
PLD
Prologis, Inc.

Real Estate
-342
- 11.0%
$101.4 - $126.96 $34.7K - $43.4K
2.77K $292K
HYG
Ishares Tr

ETFs
-920
- 7.97%
$78.09 - $80.04 $71.8K - $73.6K
10.6K $835K
ZTS
Zoetis Inc.

Healthcare
-7
- 0.3%
$162.24 - $194.42 $1.14K - $1.36K
2.35K $382K
VLO
Valero Energy Corp

Energy
-248
- 7.32%
$118.59 - $144.02 $29.4K - $35.7K
3.14K $384K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-421
- 12.8%
$87.1 - $98.49 $36.7K - $41.5K
2.87K $250K
TT
Trane Technologies PLC

Industrials
-63
- 2.77%
$369.35 - $419.14 $23.3K - $26.4K
2.22K $818K
MPC
Marathon Petroleum Corp

Energy
-29
- 1.15%
$131.65 - $174.84 $3.82K - $5.07K
2.5K $348K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.15K
- 6.71%
$50.37 - $50.6 $58.1K - $58.4K
16.1K $808K
AEP
American Electric Power CO Inc

Utilities
-294
- 9.31%
$90.91 - $102.21 $26.7K - $30K
2.87K $264K
VZ
Verizon Communications Inc

Communication Services
-721
- 11.63%
$39.6 - $45.21 $28.6K - $32.6K
5.48K $219K
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 1.27%
$385.02 - $431.37 $13.5K - $15.1K
2.72K $1.06M
KO
Coca Cola CO

Consumer Defensive
-240
- 5.52%
$61.74 - $71.71 $14.8K - $17.2K
4.11K $255K
XOM
Exxon Mobil Corp

Energy
-10
- 0.22%
$105.51 - $125.37 $1.06K - $1.25K
4.48K $482K
CSX
Csx Corp

Industrials
-850
- 11.9%
$31.58 - $36.88 $26.8K - $31.3K
6.29K $203K
MO
Altria Group, Inc.

Consumer Defensive
-1.19K
- 6.24%
$49.06 - $57.74 $58.3K - $68.6K
17.8K $932K
MGV
Vanguard Mega Cap Value

ETFs
-175
- 4.49%
$124.06 - $133.48 $21.7K - $23.4K
3.72K $464K
ROP
Roper Technologies Inc

Industrials
-5
- 0.59%
$519.85 - $575.95 $2.6K - $2.88K
845 $439K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-141
- 3.42%
$58.88 - $64.8 $8.3K - $9.14K
3.98K $234K
EOG
Eog Resources Inc

Energy
-246
- 6.05%
$118.22 - $136.54 $29.1K - $33.6K
3.82K $468K
PM
Philip Morris International Inc.

Consumer Defensive
-199
- 2.75%
$118.38 - $133.06 $23.6K - $26.5K
7.03K $846K
SPGI
S&P Global Inc.

Financial Services
-24
- 2.48%
$480.36 - $529.17 $11.5K - $12.7K
943 $469K
VOE
Vanguard Mid Cap Value Index F

ETFs
-64
- 1.92%
$160.89 - $176.18 $10.3K - $11.3K
3.27K $529K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-190
- 10.47%
$370.24 - $418.94 $70.3K - $79.6K
1.63K $652K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-400
- 8.17%
$45.17 - $47.23 $18.1K - $18.9K
4.49K $203K
DUK
Duke Energy Corp

Utilities
-80
- 3.57%
$105.76 - $120.76 $8.46K - $9.66K
2.16K $232K
IWS
Ishares Russell Midcap Value E

ETFs
-121
- 3.86%
$128.08 - $140.32 $15.5K - $17K
3.01K $389K
CVX
Chevron Corp

Energy
-5
- 0.09%
$141.15 - $162.53 $706 - $813
5.58K $807K
TJX
Tjx Companies Inc

Consumer Cyclical
-178
- 6.49%
$112.15 - $127.2 $20K - $22.6K
2.57K $309K
ACN
Accenture PLC

Technology
-30
- 4.81%
$343.9 - $376.86 $10.3K - $11.3K
594 $208K
MET
Metlife Inc

Financial Services
-76
- 1.85%
$78.15 - $88.25 $5.94K - $6.71K
4.04K $330K
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
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