Kc Investment Advisors, LLC Reduced Holdings in Q2 2025

Kc Investment Advisors, LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-129K
- 51.63%
$456.74 - $568.03 $58.7M - $73M
120K $68.4M
VUG
Vanguard Growth ETF

ETFs
-44.1K
- 52.16%
$329.49 - $438.4 $14.5M - $19.3M
40.4K $17.7M
VB
Vanguard Small Cap ETF

ETFs
-35.3K
- 97.61%
$193.73 - $237.37 $6.84M - $8.38M
864 $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.4K
- 55.4%
$483.48 - $539.8 $5.98M - $6.67M
9.95K $4.83M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-167K
- 38.64%
$32.62 - $33.58 $5.44M - $5.6M
265K $8.89M
AAPL
Apple Inc.

Technology
-15K
- 48.91%
$172.42 - $223.89 $2.58M - $3.35M
15.6K $3.21M
IEFA
Ishares Tr

ETFs
-54.9K
- 36.65%
$67.83 - $84.09 $3.72M - $4.62M
94.9K $7.92M
VTI
Vanguard Total Stock Market Et

ETFs
-12.4K
- 56.28%
$243.75 - $303.93 $3.03M - $3.78M
9.66K $2.94M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-149K
- 93.18%
$20.12 - $21.0 $2.99M - $3.12M
10.9K $227K
TSLA
Tesla, Inc.

Consumer Cyclical
-14.2K
- 49.93%
$221.86 - $362.89 $3.15M - $5.15M
14.2K $4.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-135K
- 50.77%
$19.6 - $24.44 $2.65M - $3.3M
131K $3.2M
MSFT
Microsoft Corp

Technology
-10.3K
- 49.9%
$354.56 - $497.45 $3.66M - $5.14M
10.4K $5.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.9K
- 49.32%
$167.32 - $223.3 $2.32M - $3.09M
14.2K $3.12M
GOOGL
Alphabet Inc.

Communication Services
-16.6K
- 49.58%
$144.7 - $178.6 $2.41M - $2.97M
16.9K $2.98M
AVGO
Broadcom Inc.

Technology
-19.4K
- 64.79%
$146.29 - $275.65 $2.84M - $5.36M
10.6K $2.91M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-13.8K
- 51.48%
$164.46 - $237.28 $2.26M - $3.27M
13K $3.08M
WMT
Walmart Inc.

Consumer Defensive
-23.1K
- 50.55%
$81.79 - $99.98 $1.89M - $2.31M
22.6K $2.21M
DVY
Ishares Tr

ETFs
-13.4K
- 39.23%
$118.37 - $134.86 $1.58M - $1.8M
20.7K $2.75M
WMB
Williams Companies, Inc.

Energy
-31.2K
- 50.24%
$54.33 - $62.87 $1.69M - $1.96M
30.9K $1.94M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-31.2K
- 52.39%
$50.39 - $60.05 $1.57M - $1.87M
28.3K $1.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-27.8K
- 52.06%
$58.41 - $72.69 $1.62M - $2.02M
25.6K $1.86M
NVDA
Nvidia Corp

Technology
-25.1K
- 49.59%
$94.31 - $157.99 $2.37M - $3.97M
25.5K $4.03M
T
At&T Inc.

Communication Services
-51.8K
- 49.31%
$26.33 - $28.94 $1.36M - $1.5M
53.3K $1.54M
OKE
Oneok Inc

Energy
-11.6K
- 48.39%
$78.71 - $100.37 $914K - $1.17M
12.4K $1.01M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-29.1K
- 33.64%
$45.12 - $46.23 $1.31M - $1.35M
57.4K $2.66M
MO
Altria Group, Inc.

Consumer Defensive
-19.2K
- 49.82%
$55.56 - $60.91 $1.07M - $1.17M
19.4K $1.14M
IP
International Paper CO

Consumer Cyclical
-19.5K
- 47.95%
$43.89 - $54.46 $858K - $1.06M
21.2K $993K
UNH
Unitedhealth Group Inc

Healthcare
-1.43K
- 42.53%
$274.35 - $599.47 $392K - $857K
1.93K $602K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-20.3K
- 65.48%
$50.36 - $50.68 $1.02M - $1.03M
10.7K $541K
PFG
Principal Financial Group Inc

Financial Services
-11.2K
- 48.43%
$69.56 - $86.19 $776K - $962K
11.9K $943K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-23.1K
- 46.44%
$40.82 - $43.14 $942K - $996K
26.6K $1.15M
CSCO
Cisco Systems, Inc.

Technology
-16.1K
- 49.26%
$53.19 - $69.38 $854K - $1.11M
16.5K $1.15M
HYG
Ishares Tr

ETFs
-11.1K
- 53.02%
$75.75 - $80.65 $839K - $894K
9.82K $791K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-15.3K
- 49.61%
$45.07 - $52.57 $688K - $803K
15.5K $757K
SPYG
Spdr Portfolio

ETFs
-12.2K
- 55.37%
$71.83 - $95.32 $875K - $1.16M
9.82K $935K
VEA
Vanguard Ftse Developed Market

ETFs
-17.3K
- 48.71%
$45.65 - $57.01 $789K - $985K
18.2K $1.04M
ARCC
Ares Capital Corp

Financial Services
-34.2K
- 49.19%
$18.91 - $22.43 $648K - $768K
35.4K $776K
JPIE
J P Morgan Exchange Traded Fd
-16.3K
- 26.98%
$45.12 - $46.32 $733K - $753K
44K $2.04M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-75K
- 50.0%
$9.99 - $16.97 $749K - $1.27M
75K $1.19M
SON
Sonoco Products CO

Consumer Cyclical
-13.9K
- 48.95%
$40.6 - $47.93 $566K - $668K
14.5K $632K
OHI
Omega Healthcare Investors Inc

Real Estate
-17.4K
- 45.56%
$35.55 - $39.05 $618K - $679K
20.8K $762K
FSK
Fs Kkr Capital Corp

Financial Services
-31.6K
- 48.98%
$17.95 - $21.5 $567K - $679K
32.9K $682K
UL
Unilever PLC

Consumer Defensive
-11K
- 49.49%
$57.9 - $65.43 $635K - $717K
11.2K $684K
VICI
Vici Properties Inc.

Real Estate
-17.9K
- 45.21%
$29.41 - $32.97 $526K - $589K
21.7K $706K
DHT
Dht Holdings, Inc.

Energy
-54.5K
- 48.8%
$9.45 - $12.15 $515K - $662K
57.1K $617K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.3K
- 50.25%
$24.32 - $27.87 $446K - $511K
18.2K $481K
STWD
Starwood Property Trust, Inc.

Real Estate
-25.9K
- 45.89%
$17.28 - $20.41 $448K - $529K
30.6K $613K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-21.3K
- 36.96%
$22.54 - $23.17 $480K - $494K
36.3K $834K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-16.3K
- 49.86%
$23.87 - $29.82 $389K - $487K
16.4K $489K
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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