Kc Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $63.4M, Vanguard Growth ETF with a value of $16.3M, Berkshire Hathaway Inc Class B with a value of $6.04M, J P Morgan ETF Tr U S Quality with a value of $5M, and Microsoft Corp with a value of $4.28M.

Examining the 13F form we can see an increase of $24.4M in the current position value, from $198M to 223M.

Kc Investment Advisors, LLC is based out at Wichita, KS

Below you can find more details about Kc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
ETFs: $140 Million
Technology: $17.9 Million
Financial Services: $16 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $8.82 Million
Healthcare: $7.27 Million
Communication Services: $6.74 Million
Industrials: $5.83 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $223 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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