Kc Investment Advisors, LLC Reduced Holdings in Q3 2024

Kc Investment Advisors, LLC

  • $223 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-87.8K
- 90.84%
$41.34 - $43.55 $3.63M - $3.82M
8.85K $382K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-26.8K
- 23.28%
$51.29 - $56.57 $1.37M - $1.52M
88.3K $5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.99K
- 10.38%
$61.11 - $67.85 $366K - $406K
51.7K $3.51M
VTI
Vanguard Total Stock Market Et

ETFs
-1.36K
- 10.61%
$255.18 - $283.2 $346K - $384K
11.4K $3.24M
VEA
Vanguard Ftse Developed Market

ETFs
-4K
- 14.89%
$47.6 - $53.31 $190K - $213K
22.9K $1.21M
DIS
Walt Disney CO

Communication Services
-775
- 11.01%
$85.6 - $98.61 $66.3K - $76.4K
6.26K $602K
NXPI
Nxp Semiconductors N.V.

Technology
-51
- 2.15%
$225.14 - $290.78 $11.5K - $14.8K
2.32K $556K
HYG
Ishares Tr

ETFs
-1.37K
- 10.61%
$76.72 - $80.36 $105K - $110K
11.5K $926K
COST
Costco Wholesale Corp

Consumer Defensive
-120
- 8.86%
$801.83 - $917.05 $96.2K - $110K
1.24K $1.09M
VZ
Verizon Communications Inc

Communication Services
-1.86K
- 23.1%
$38.89 - $45.0 $72.5K - $83.8K
6.2K $278K
EOG
Eog Resources Inc

Energy
-216
- 5.05%
$117.9 - $132.65 $25.5K - $28.7K
4.06K $499K
ROP
Roper Technologies Inc

Industrials
-49
- 5.45%
$515.25 - $576.55 $25.2K - $28.3K
850 $472K
OMFL
Invesco Exchange Traded Self I

ETFs
-634
- 11.34%
$47.65 - $52.99 $30.2K - $33.6K
4.96K $262K
PWR
Quanta Services, Inc.

Industrials
-325
- 17.87%
$239.58 - $298.23 $77.9K - $96.9K
1.49K $445K
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 12.13%
$517.38 - $573.86 $25.4K - $28.1K
355 $203K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.29K
- 14.18%
$58.35 - $66.29 $75.3K - $85.5K
7.81K $517K
KO
Coca Cola CO

Consumer Defensive
-668
- 13.32%
$62.69 - $73.01 $41.9K - $48.8K
4.35K $312K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-331
- 6.34%
$59.93 - $66.52 $19.8K - $22K
4.89K $325K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-104
- 0.67%
$19.94 - $22.45 $2.07K - $2.33K
15.3K $330K
Dimensional ETF Trust
-1.46K
- 11.52%
N/A
11.2K $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-23
- 1.11%
$285.48 - $330.24 $6.57K - $7.6K
2.05K $659K
ACN
Accenture PLC

Technology
-60
- 8.77%
$295.44 - $355.81 $17.7K - $21.3K
624 $220K
SPYG
Spdr Portfolio

ETFs
-151
- 1.22%
$73.38 - $84.1 $11.1K - $12.7K
12.2K $1.02M
PLD
Prologis, Inc.

Real Estate
-165
- 5.04%
$111.95 - $132.43 $18.5K - $21.9K
3.11K $392K
GIS
General Mills Inc

Consumer Defensive
-164
- 4.68%
$62.5 - $75.15 $10.3K - $12.3K
3.34K $246K
CINF
Cincinnati Financial Corp

Financial Services
-134
- 5.48%
$115.7 - $138.2 $15.5K - $18.5K
2.31K $314K
DUK
Duke Energy Corp

Utilities
-65
- 2.82%
$99.35 - $117.71 $6.46K - $7.65K
2.24K $258K
HCA
Hca Healthcare, Inc.

Healthcare
-267
- 16.14%
$315.12 - $406.43 $84.1K - $109K
1.39K $563K
MET
Metlife Inc

Financial Services
-4
- 0.1%
$67.96 - $82.48 $272 - $330
4.12K $339K
FITB
Fifth Third Bancorp

Financial Services
-20
- 0.23%
$36.01 - $43.64 $720 - $873
8.58K $367K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-636
- 2.23%
$60.84 - $67.51 $38.7K - $42.9K
27.9K $1.88M
TMUS
T Mobile Us, Inc.

Communication Services
-80
- 1.59%
$175.14 - $206.36 $14K - $16.5K
4.96K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-101
- 0.76%
$405.19 - $478.57 $40.9K - $48.3K
13.1K $6.04M
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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