Kcm Investment Advisors LLC Incresed Positions in Q4 2024

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.19K
+ 1.25%
$180.88 - $232.93 $758K - $976K
341K $74.8M
GOOGL
Alphabet Inc.

Communication Services
801
+ 0.28%
$161.86 - $196.66 $130K - $158K
284K $53.7M
JPM
Jpmorgan Chase & CO

Financial Services
2.25K
+ 1.28%
$205.18 - $250.29 $461K - $562K
178K $42.7M
BX
Blackstone Inc.

Financial Services
10.6K
+ 5.57%
$148.45 - $199.05 $1.58M - $2.12M
202K $34.8M
XLC
Select Sector Spdr Tr Communic

ETFs
3.73K
+ 0.58%
$89.66 - $102.16 $335K - $381K
645K $62.5M
XLF
Financial Sector Spdr

ETFs
2.69K
+ 0.31%
$44.89 - $51.34 $121K - $138K
880K $42.5M
VRT
Vertiv Holdings CO

Industrials
15.1K
+ 52.56%
N/A
43.8K $3.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
110
+ 1.19%
$260.53 - $404.79 $28.7K - $44.5K
9.33K $3.57M
ISRG
Intuitive Surgical Inc

Healthcare
1.82K
+ 84.06%
$471.27 - $550.62 $857K - $1M
3.98K $2.08M
TRV
Travelers Companies, Inc.

Financial Services
3.1K
+ 16.94%
$225.97 - $266.66 $699K - $825K
21.4K $5.15M
WFC
Wells Fargo & Company

Financial Services
2.46K
+ 6.16%
$54.98 - $77.35 $135K - $191K
42.5K $2.98M
GS
Goldman Sachs Group Inc

Financial Services
163
+ 2.54%
$486.1 - $608.57 $79.2K - $99.2K
6.57K $3.76M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 6.78%
$4100.99 - $5300.34 $103K - $133K
394 $1.96M
SOXX
Ishares Semiconductor ETF

ETFs
1.9K
+ 109.31%
$211.27 - $239.8 $402K - $456K
3.64K $784K
VUG
Vanguard Growth ETF

ETFs
175
+ 1.58%
$378.79 - $428.11 $66.3K - $74.9K
11.3K $4.62M
T
At&T Inc.

Communication Services
12.1K
+ 32.9%
$21.22 - $23.88 $258K - $290K
49.1K $1.12M
GLW
Corning Inc

Technology
3.9K
+ 9.93%
$44.11 - $49.76 $172K - $194K
43.2K $2.05M
IAT
Ishares Tr

ETFs
2.46K
+ 4.76%
$46.07 - $56.9 $113K - $140K
54.2K $2.73M
OKE
Oneok Inc

Energy
2.26K
+ 90.71%
$92.28 - $117.05 $208K - $264K
4.74K $476K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 2.64%
$172.07 - $207.36 $38.2K - $46K
8.63K $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 1.46%
$570.51 - $610.59 $98.1K - $105K
12K $7.04M
META
Meta Platforms, Inc.

Communication Services
186
+ 2.76%
$554.08 - $632.68 $103K - $118K
6.94K $4.09M
LHX
L3 Harris Technologies, Inc.

Industrials
3.6K
+ 18.69%
$208.94 - $264.22 $753K - $952K
22.9K $4.81M
CAH
Cardinal Health Inc

Healthcare
820
+ 5.27%
$107.89 - $125.33 $88.5K - $103K
16.4K $1.94M
EMR
Emerson Electric CO

Industrials
109
+ 0.78%
$108.13 - $134.33 $11.8K - $14.6K
14.1K $1.75M
EPD
Enterprise Products Partners L.P.

Energy
3.73K
+ 16.27%
$28.66 - $34.43 $107K - $128K
26.6K $835K
NOW
Service Now, Inc.

Technology
15
+ 1.72%
$867.18 - $1148.42 $13K - $17.2K
886 $939K
ALL
Allstate Corp

Financial Services
611
+ 5.19%
$181.25 - $208.2 $111K - $127K
12.4K $2.39M
JCI
Johnson Controls International PLC

Industrials
1.38K
+ 6.09%
$74.23 - $86.6 $103K - $120K
24.1K $1.9M
IGV
Ishares Expanded Tech Software

ETFs
245
+ 2.34%
$87.5 - $110.17 $21.4K - $27K
10.7K $1.07M
MA
Mastercard Inc

Financial Services
20
+ 0.52%
$491.3 - $536.15 $9.83K - $10.7K
3.85K $2.03M
ROP
Roper Technologies Inc

Industrials
611
+ 12.02%
$519.85 - $575.95 $318K - $352K
5.7K $2.96M
KMI
Kinder Morgan, Inc.

Energy
1.67K
+ 10.75%
$22.59 - $28.54 $37.8K - $47.7K
17.2K $472K
DLR
Digital Realty Trust, Inc.

Real Estate
405
+ 11.94%
$156.46 - $195.69 $63.4K - $79.3K
3.8K $673K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
155K
+ 199.96%
$22.01 - $66.82 $3.42M - $10.4M
233K $5.29M
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
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
25K
+ 300.01%
$25.93 - $105.3 $648K - $2.63M
33.3K $927K
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
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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