Kcm Investment Advisors LLC Incresed Positions in Q3 2024

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
3.97K
+ 2.12%
$120.77 - $159.66 $479K - $633K
191K $29.3M
XLY
Select Sector Spdr Consumer Di

ETFs
3.74K
+ 1.62%
$170.05 - $200.86 $636K - $752K
235K $47.1M
XLF
Financial Sector Spdr

ETFs
5.15K
+ 0.59%
$40.84 - $45.74 $210K - $235K
878K $39.8M
VFH
Vanguard Financial ETF

ETFs
1.71K
+ 0.48%
$99.27 - $111.21 $169K - $190K
359K $39.5M
XLI
Industrial Sector Spdr

ETFs
1.54K
+ 0.6%
$120.56 - $135.44 $186K - $209K
258K $34.9M
VTI
Vanguard Total Stock Market Et

ETFs
179
+ 0.08%
$255.18 - $283.2 $45.7K - $50.7K
223K $63M
VOX
Vanguard Communication Service

ETFs
9.56K
+ 3.69%
$129.82 - $145.39 $1.24M - $1.39M
269K $39.1M
XLV
Select Sector Spdr Fund Health

ETFs
3.85K
+ 1.22%
$143.3 - $157.24 $551K - $605K
319K $49.2M
XLU
Utilities Sector Spdr

ETFs
13.8K
+ 12.86%
$67.67 - $80.78 $934K - $1.12M
121K $9.78M
VIS
Vanguard Industrial ETF

ETFs
1.27K
+ 1.55%
$232.12 - $260.07 $295K - $331K
83.3K $21.7M
VCR
Vanguard Consumer Discretionar

ETFs
137
+ 0.17%
$291.88 - $341.94 $40K - $46.8K
80.9K $27.5M
ABBV
Abb Vie Inc.

Healthcare
981
+ 1.26%
$163.84 - $199.33 $161K - $196K
78.8K $15.6M
UNH
Unitedhealth Group Inc

Healthcare
758
+ 3.84%
$488.01 - $604.18 $370K - $458K
20.5K $12M
VHT
Vanguard Health Care ETF

ETFs
532
+ 0.51%
$261.88 - $288.1 $139K - $153K
105K $29.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
390
+ 0.81%
$517.38 - $573.86 $202K - $224K
48.8K $28M
VNQ
Vanguard Specialized Funds Van

ETFs
526
+ 0.47%
$82.97 - $98.97 $43.6K - $52.1K
113K $11M
LHX
L3 Harris Technologies, Inc.

Industrials
5.87K
+ 43.77%
$221.96 - $243.27 $1.3M - $1.43M
19.3K $4.59M
ACN
Accenture PLC

Technology
840
+ 3.29%
$295.44 - $355.81 $248K - $299K
26.4K $9.32M
TRV
Travelers Companies, Inc.

Financial Services
3.62K
+ 24.71%
$201.87 - $242.35 $731K - $877K
18.3K $4.28M
VPU
Vanguard Utilities ETF

ETFs
2K
+ 5.93%
$146.64 - $174.54 $293K - $349K
35.7K $6.22M
CB
Chubb LTD

Financial Services
2.53K
+ 18.35%
$252.51 - $292.2 $639K - $740K
16.3K $4.71M
AVGO
Broadcom Inc.

Technology
71.4K
+ 915.34%
$136.27 - $1745.86 $9.73M - $125M
79.2K $13.7M
CTAS
Cintas Corp

Industrials
26K
+ 301.95%
$201.38 - $819.83 $5.24M - $21.3M
34.6K $7.13M
VDC
Vanguard Consumer Staples ETF

ETFs
887
+ 1.56%
$201.77 - $221.32 $179K - $196K
57.7K $12.6M
SPGI
S&P Global Inc.

Financial Services
184
+ 1.43%
$446.32 - $527.38 $82.1K - $97K
13.1K $6.76M
XLB
Select Sector Spdr Fd Material

ETFs
2.03K
+ 2.02%
$86.95 - $97.09 $176K - $197K
102K $9.84M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.32K
+ 9.29%
$38.04 - $45.36 $316K - $377K
97.8K $4.37M
VAW
Vanguard Materials ETF

ETFs
184
+ 0.45%
$189.89 - $213.71 $34.9K - $39.3K
41.4K $8.76M
DVY
Ishares Tr

ETFs
2
+ 0.0%
$119.99 - $135.74 $240 - $271
52K $7.02M
ORCL
Oracle Corp

Technology
833
+ 4.19%
$125.9 - $170.35 $105K - $142K
20.7K $3.53M
LMT
Lockheed Martin Corp

Industrials
120
+ 2.27%
$460.3 - $584.56 $55.2K - $70.1K
5.4K $3.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
633
+ 1.49%
$434.77 - $502.96 $275K - $318K
43.1K $21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
65
+ 0.66%
$531.86 - $624.21 $34.6K - $40.6K
9.86K $6.1M
CSL
Carlisle Companies Inc

Industrials
12
+ 0.08%
$376.5 - $449.34 $4.52K - $5.39K
14.6K $6.56M
TMUS
T Mobile Us, Inc.

Communication Services
821
+ 5.44%
$175.14 - $206.36 $144K - $169K
15.9K $3.28M
SCCO
Southern Copper Corp

Basic Materials
1.56K
+ 2.88%
$94.1 - $120.43 $147K - $188K
55.8K $6.45M
PPL
Ppl Corp

Utilities
3.63K
+ 4.13%
$27.36 - $33.08 $99.3K - $120K
91.5K $3.03M
ROP
Roper Technologies Inc

Industrials
1.1K
+ 27.54%
$515.25 - $576.55 $566K - $633K
5.09K $2.83M
OMC
Omnicom Group Inc.

Communication Services
2.74K
+ 13.24%
$87.69 - $103.9 $240K - $284K
23.4K $2.42M
XLP
Consumer Staples Sector Spdr

ETFs
9.7K
+ 2.31%
$76.04 - $76.04 $738K - $738K
430K $32.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
449
+ 0.65%
$77.02 - $85.06 $34.6K - $38.2K
69.2K $5.85M
XLK
Technology Sector Spdr

ETFs
3.69K
+ 0.53%
$197.34 - $237.68 $728K - $876K
705K $159M
AXP
American Express CO

Financial Services
108
+ 0.92%
$225.92 - $271.17 $24.4K - $29.3K
11.9K $3.22M
IBM
International Business Machines Corp

Technology
132
+ 1.54%
$175.1 - $223.38 $23.1K - $29.5K
8.73K $1.93M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.72K
+ 5.17%
$136.06 - $155.24 $234K - $267K
35K $5.27M
PH
Parker Hannifin Corp

Industrials
163
+ 6.64%
$501.01 - $635.92 $81.7K - $104K
2.62K $1.65M
IAT
Ishares Tr

ETFs
2.11K
+ 4.26%
$40.8 - $48.93 $86.2K - $103K
51.8K $2.46M
VRT
Vertiv Holdings CO

Industrials
4.6K
+ 19.04%
$86.66 - $86.66 $398K - $398K
28.7K $2.49M
CARR
Carrier Global Corp

Industrials
297
+ 1.41%
$61.9 - $80.88 $18.4K - $24K
21.4K $1.72M
Activity Summary
Buys All Purchases 143 New Holdings 14 Increased Positions 129 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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