Kc Investment Advisors, LLC Reduced Holdings in Q1 2025

Kc Investment Advisors, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.73K
- 20.27%
$92.45 - $106.69 $160K - $185K
6.82K $632K
ADBE
Adobe Inc.

Technology
-64
- 4.54%
$377.84 - $464.11 $24.2K - $29.7K
1.35K $516K
CRM
Salesforce, Inc.

Technology
-27
- 1.92%
$268.36 - $359.95 $7.25K - $9.72K
1.38K $370K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-26
- 1.37%
$307.43 - $357.48 $7.99K - $9.29K
1.87K $577K
FITB
Fifth Third Bancorp

Financial Services
-1.21K
- 14.12%
$37.48 - $44.96 $45.3K - $54.4K
7.35K $288K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-61
- 3.37%
$497.6 - $606.74 $30.4K - $37K
1.75K $871K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 0.74%
$360.07 - $417.26 $4.32K - $5.01K
1.61K $581K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-607
- 13.34%
$100.32 - $100.76 $60.9K - $61.2K
3.94K $396K
NXPI
Nxp Semiconductors N.V.

Technology
-143
- 8.59%
$189.99 - $245.86 $27.2K - $35.2K
1.52K $289K
VOT
Vanguard Mid Cap Growth Index

ETFs
-98
- 3.85%
$237.72 - $276.98 $23.3K - $27.1K
2.45K $597K
AMGN
Amgen Inc

Healthcare
-464
- 22.29%
$258.59 - $327.36 $120K - $152K
1.62K $504K
MET
Metlife Inc

Financial Services
-386
- 9.55%
$77.7 - $87.0 $30K - $33.6K
3.65K $293K
BAC
Bank Of America Corp

Financial Services
-347
- 4.47%
$39.61 - $47.74 $13.7K - $16.6K
7.41K $309K
IWS
Ishares Russell Midcap Value E

ETFs
-140
- 4.65%
$122.59 - $135.24 $17.2K - $18.9K
2.87K $361K
PLD
Prologis, Inc.

Real Estate
-403
- 14.57%
$103.59 - $124.04 $41.7K - $50K
2.36K $264K
VOE
Vanguard Mid Cap Value Index F

ETFs
-87
- 2.66%
$156.61 - $168.02 $13.6K - $14.6K
3.19K $506K
AMT
American Tower Corp

Real Estate
-369
- 20.31%
$173.46 - $217.6 $64K - $80.3K
1.45K $315K
GLD
Spdr Gold Trust

ETFs
-191
- 21.44%
$243.19 - $288.14 $46.4K - $55K
700 $201K
FTSL
First Trust Senior Ln Fund

ETFs
-226
- 4.24%
$45.65 - $46.48 $10.3K - $10.5K
5.1K $232K
CINF
Cincinnati Financial Corp

Financial Services
-145
- 6.28%
$133.67 - $147.81 $19.4K - $21.4K
2.17K $319K
MGV
Vanguard Mega Cap Value

ETFs
-152
- 4.09%
$123.61 - $133.01 $18.8K - $20.2K
3.57K $454K
MPC
Marathon Petroleum Corp

Energy
-173
- 6.92%
$134.72 - $159.03 $23.3K - $27.5K
2.33K $339K
IEMG
Ishares Inc

ETFs
-174
- 3.05%
N/A
5.52K $296K
VFH
Vanguard Financial ETF

ETFs
-52
- 0.8%
$114.07 - $127.34 $5.93K - $6.62K
6.41K $756K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-38
- 0.64%
$49.78 - $53.19 $1.89K - $2.02K
5.88K $297K
DUK
Duke Energy Corp

Utilities
-284
- 13.15%
$105.87 - $121.97 $30.1K - $34.6K
1.88K $228K
EMB
Ishares Tr

ETFs
-59
- 1.56%
$88.64 - $92.03 $5.23K - $5.43K
3.71K $335K
CME
Cme Group Inc.

Financial Services
-239
- 11.08%
$225.82 - $266.54 $54K - $63.7K
1.92K $508K
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 2.21%
$890.62 - $1076.86 $24K - $29.1K
1.19K $1.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-23
- 0.58%
$58.01 - $64.46 $1.33K - $1.48K
3.96K $247K
KO
Coca Cola CO

Consumer Defensive
-350
- 8.52%
$60.81 - $72.32 $21.3K - $25.3K
3.76K $269K
AWK
American Water Works Company, Inc.

Utilities
-391
- 12.26%
$121.01 - $149.31 $47.3K - $58.4K
2.8K $412K
NOC
Northrop Grumman Corp

Industrials
-54
- 4.81%
$433.45 - $513.82 $23.4K - $27.7K
1.07K $546K
ETR
Entergy Corp

Utilities
-161
- 4.38%
$75.26 - $87.89 $12.1K - $14.2K
3.51K $300K
VZ
Verizon Communications Inc

Communication Services
-124
- 2.26%
$37.81 - $46.49 $4.69K - $5.76K
5.36K $242K
PAYX
Paychex Inc

Industrials
-6
- 0.33%
$136.06 - $154.52 $816 - $927
1.82K $281K
XOM
Exxon Mobil Corp

Energy
-167
- 3.73%
$105.44 - $118.93 $17.6K - $19.9K
4.32K $513K
HCA
Hca Healthcare, Inc.

Healthcare
-90
- 6.49%
$296.7 - $345.55 $26.7K - $31.1K
1.3K $448K
ROP
Roper Technologies Inc

Industrials
-24
- 2.84%
$502.71 - $593.81 $12.1K - $14.3K
821 $484K
AEP
American Electric Power CO Inc

Utilities
-28
- 0.98%
$90.32 - $109.27 $2.53K - $3.06K
2.84K $309K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.12%
$461.52 - $548.18 $1.85K - $2.19K
3.36K $1.76M
CTAS
Cintas Corp

Industrials
-132
- 2.13%
$182.09 - $208.14 $24K - $27.5K
6.07K $1.25M
V
Visa Inc.

Financial Services
-170
- 2.56%
$306.92 - $362.71 $52.2K - $61.7K
6.46K $2.26M
TMUS
T Mobile Us, Inc.

Communication Services
-26
- 0.55%
$211.3 - $272.83 $5.49K - $7.09K
4.74K $1.26M
Activity Summary
Buys All Purchases 101 New Holdings 10 Increased Positions 91 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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