Kc Investment Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Million distributed in 155 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 $66.3M, Vanguard Growth ETF with a value of $17.5M, Ishares Core S&P 500 ETF with a value of $8.83M, Spdr Portfolio Intermediate Te with a value of $6.48M, and Berkshire Hathaway Inc Class B with a value of $5.55M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $223M to 238M.

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 $238 Million
ETFs: $151 Million
Technology: $18.5 Million
Financial Services: $17.7 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $7.97 Million
Communication Services: $7.5 Million
Healthcare: $7.14 Million
Industrials: $5.67 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 155
  • Current Value $238 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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