Kcm Investment Advisors LLC Purchases in Q4 2024

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
831
+ 58.23%
N/A
2.26K $282K
IAU
Ishares Gold Trust

ETFs
2.13K
+ 15.47%
$48.37 - $52.65 $103K - $112K
15.9K $787K
NAT
Nordic American Tankers LTD

Industrials
25.7K
New
N/A
25.7K $102K
HUBB
Hubbell Inc

Industrials
260
+ 26.0%
$418.89 - $472.12 $109K - $123K
1.26K $527K
XOM
Exxon Mobil Corp

Energy
3.68K
+ 11.11%
$105.51 - $125.37 $388K - $461K
36.8K $3.96M
COP
Conocophillips

Energy
1.35K
+ 13.16%
$95.12 - $114.72 $129K - $155K
11.6K $1.15M
SYY
Sysco Corp

Consumer Defensive
1.11K
+ 11.66%
$73.63 - $81.77 $81.4K - $90.4K
10.6K $809K
C
Citigroup Inc

Financial Services
59
+ 0.77%
$61.31 - $72.5 $3.62K - $4.28K
7.68K $540K
GLD
Spdr Gold Trust

ETFs
262
+ 11.29%
$236.59 - $257.5 $62K - $67.5K
2.58K $625K
CMI
Cummins Inc

Industrials
23
+ 1.08%
$324.93 - $383.42 $7.47K - $8.82K
2.15K $749K
ROST
Ross Stores, Inc.

Consumer Cyclical
201
+ 0.57%
$138.59 - $156.61 $27.9K - $31.5K
35.2K $5.32M
F
Ford Motor CO

Consumer Cyclical
7.5K
+ 32.63%
$9.69 - $11.4 $72.7K - $85.5K
30.5K $301K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 3.73%
$521.84 - $558.82 $36K - $38.6K
1.92K $1.03M
FDX
Fedex Corp

Industrials
17
+ 0.26%
$260.5 - $305.15 $4.43K - $5.19K
6.63K $1.87M
NSC
Norfolk Southern Corp

Industrials
298
+ 21.8%
$230.6 - $277.0 $68.7K - $82.5K
1.67K $390K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.3K
+ 25.61%
$56.08 - $68.53 $72.9K - $89.1K
6.38K $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
394
+ 2.95%
$126.68 - $134.74 $49.9K - $53.1K
13.7K $1.75M
IYT
Ishares Tr U.S. Transportation

ETFs
646
+ 18.24%
$66.79 - $75.4 $43.1K - $48.7K
4.19K $282K
EW
Edwards Lifesciences Corp

Healthcare
51
+ 1.26%
$64.54 - $75.92 $3.29K - $3.87K
4.1K $303K
ETN
Eaton Corp PLC

Industrials
70
+ 0.39%
$326.96 - $377.52 $22.9K - $26.4K
18.1K $6.01M
TXN
Texas Instruments Inc

Technology
168
+ 4.7%
N/A
3.74K $728K
IBM
International Business Machines Corp

Technology
189
+ 2.17%
$204.9 - $238.04 $38.7K - $45K
8.92K $1.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
68
+ 3.86%
$178.39 - $215.0 $12.1K - $14.6K
1.83K $352K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.6K
+ 200.2%
$22.4 - $68.28 $685K - $2.09M
45.8K $1.06M
VB
Vanguard Small Cap ETF

ETFs
38
+ 0.78%
$233.76 - $261.58 $8.88K - $9.94K
4.92K $1.18M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 4.72%
$311.11 - $335.64 $14.3K - $15.4K
1.02K $328K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 0.91%
$112.15 - $127.2 $4.71K - $5.34K
4.64K $560K
ACN
Accenture PLC

Technology
174
+ 0.66%
$343.9 - $376.86 $59.8K - $65.6K
26.6K $9.34M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
120
+ 3.09%
$238.25 - $261.28 $28.6K - $31.4K
4.01K $970K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
173
+ 5.1%
$113.92 - $127.38 $19.7K - $22K
3.56K $410K
INTU
Intuit Inc

Technology
12
+ 1.65%
$602.01 - $706.25 $7.22K - $8.48K
739 $464K
DGRO
Ishares Core Dividend Growth E

ETFs
1.08K
+ 2.67%
$60.73 - $64.94 $65.6K - $70.1K
41.5K $2.55M
EVRG
Evergy, Inc.

Utilities
210
+ 3.66%
$59.06 - $65.0 $12.4K - $13.7K
5.95K $365K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
117
+ 0.3%
$61.68 - $67.87 $7.22K - $7.94K
39.4K $2.45M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.86K
+ 100.0%
$27.45 - $55.56 $133K - $270K
9.71K $274K
ED
Consolidated Edison Inc

Utilities
545
+ 19.06%
$88.87 - $107.38 $48.4K - $58.5K
3.41K $303K
SYK
Stryker Corp

Healthcare
16
+ 0.9%
$345.14 - $392.15 $5.52K - $6.27K
1.8K $647K
PM
Philip Morris International Inc.

Consumer Defensive
61
+ 1.38%
$118.38 - $133.06 $7.22K - $8.12K
4.47K $537K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
43.7K
+ 200.0%
$27.54 - $83.04 $1.2M - $3.63M
65.6K $1.82M
FNY
First Trust Mid Cap Growth Alp
688
+ 1.83%
N/A
38.4K $0
Ge Vernova Inc
550
+ 63.22%
N/A
1.42K $0
Blackrock Inc
2.42K
New
N/A
2.42K $0
Arm Holdings PLC
875
+ 40.05%
N/A
3.06K $0
Bank America Corp
12
+ 0.53%
N/A
2.26K $0
Linde PLC
51
+ 0.34%
N/A
15K $0
Amplify ETF Tr
70
+ 1.53%
N/A
4.66K $0
Ishares Bitcoin Trust ETF
11.6K
New
N/A
11.6K $0
SHEL
Shell PLC

Energy
131
+ 2.26%
$60.63 - $70.23 $7.94K - $9.2K
5.92K $370K
CSX
Csx Corp

Industrials
52
+ 0.7%
$31.58 - $36.88 $1.64K - $1.92K
7.44K $239K
Activity Summary
Buys All Purchases 136 New Holdings 17 Increased Positions 119 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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