Kc Investment Advisors, LLC Portfolio Holdings

Kc Investment Advisors, LLC

  • $198 Million
  • Q2 2024

Kc Investment Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 Million distributed in 141 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 $59M, Vanguard Growth ETF with a value of $14.7M, J P Morgan ETF Tr U S Quality with a value of $6.1M, Berkshire Hathaway Inc Class B with a value of $5.38M, and Microsoft Corp with a value of $4.22M.

Examining the 13F form we can see an increase of $6.95M in the current position value, from $191M to 198M.

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 $198 Million
ETFs: $125 Million
Technology: $16.5 Million
Financial Services: $13.8 Million
Consumer Cyclical: $8.37 Million
Consumer Defensive: $7.7 Million
Healthcare: $6.48 Million
Communication Services: $6.44 Million
Industrials: $5.13 Million
Other: $9.23 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $198 Million
  • Prior Value $191 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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