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
VBR
Vanguard Small Cap Value ETF

ETFs
-27
- 2.5%
$197.36 - $217.3 $5.33K - $5.87K
1.05K $208K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-151
- 7.37%
$316.94 - $357.88 $47.9K - $54K
1.9K $651K
SRLN
Ssga Active Trust

ETFs
-141
- 1.93%
$41.48 - $42.08 $5.85K - $5.93K
7.16K $298K
FITB
Fifth Third Bancorp

Financial Services
-20
- 0.23%
$41.76 - $48.44 $835 - $969
8.56K $362K
GLD
Spdr Gold Trust

ETFs
-1
- 0.11%
$236.59 - $257.5 $237 - $258
891 $215K
Vanguard Malvern Fds
-1.74K
- 1.74%
N/A
98.1K $0
Ea Series Trust
-24.5K
- 44.62%
N/A
30.4K $0
PH
Parker Hannifin Corp

Industrials
-1
- 0.14%
$621.74 - $709.46 $622 - $709
720 $457K
SPYG
Spdr Portfolio

ETFs
-597
- 4.88%
$81.74 - $91.38 $48.8K - $54.6K
11.6K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 1.05%
$264.18 - $304.19 $2.38K - $2.74K
847 $237K
CME
Cme Group Inc.

Financial Services
-41
- 1.87%
$221.17 - $246.02 $9.07K - $10.1K
2.16K $500K
ARCC
Ares Capital Corp

Financial Services
-609
- 1.94%
$20.74 - $22.27 $12.6K - $13.6K
30.8K $675K
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 1.13%
$873.59 - $994.69 $12.2K - $13.9K
1.22K $1.12M
IP
International Paper CO

Consumer Cyclical
-1.44K
- 6.96%
$46.64 - $59.57 $67.1K - $85.7K
19.2K $1.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-179
- 0.64%
$66.77 - $71.52 $12K - $12.8K
27.7K $1.91M
TMUS
T Mobile Us, Inc.

Communication Services
-199
- 4.01%
$206.1 - $246.94 $41K - $49.1K
4.76K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
-154
- 1.35%
$280.04 - $302.45 $43.1K - $46.6K
11.3K $3.27M
MA
Mastercard Inc

Financial Services
-31
- 1.37%
$491.3 - $536.15 $15.2K - $16.6K
2.24K $1.18M
CRM
Salesforce, Inc.

Technology
-64
- 4.35%
$270.87 - $367.87 $17.3K - $23.5K
1.41K $470K
NVDA
Nvidia Corp

Technology
-799
- 3.8%
$117.0 - $148.88 $93.5K - $119K
20.2K $2.72M
WMT
Walmart Inc.

Consumer Defensive
-299
- 1.25%
$79.1 - $95.7 $23.7K - $28.6K
23.6K $2.13M
JPM
Jpmorgan Chase & CO

Financial Services
-184
- 1.85%
$205.18 - $250.29 $37.8K - $46.1K
9.75K $2.34M
V
Visa Inc.

Financial Services
-41
- 0.61%
$273.87 - $320.91 $11.2K - $13.2K
6.63K $2.1M
AVGO
Broadcom Inc.

Technology
-776
- 4.85%
$159.67 - $250.0 $124K - $194K
15.2K $3.53M
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
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