Kcm Investment Advisors LLC Incresed Positions in Q1 2025

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
73
+ 0.43%
$76.77 - $82.22 $5.6K - $6K
16.9K $1.34M
FISV
Fiserv Inc

Technology
244
+ 10.81%
N/A
2.5K $313K
MASI
Masimo Corp

Healthcare
100
+ 4.14%
$163.55 - $190.63 $16.4K - $19.1K
2.52K $418K
VIG
Vanguard Dividend Appreciation

ETFs
58
+ 0.31%
N/A
18.6K $3.39M
TXN
Texas Instruments Inc

Technology
30
+ 0.8%
N/A
3.77K $734K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.02%
N/A
6.6K $1.76M
FNY
First Trust Mid Cap Growth Alp
460
+ 1.2%
N/A
38.8K $0
Wells Fargo CO New
184
+ 1.6%
N/A
11.6K $0
Bank America Corp
101
+ 4.47%
N/A
2.36K $0
KRE
Spdr S&P Regional Banking ETF

ETFs
285
+ 6.23%
$55.11 - $65.5 $15.7K - $18.7K
4.86K $276K
Amplify ETF Tr
180
+ 3.86%
N/A
4.84K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
290
+ 8.9%
$81.62 - $96.63 $23.7K - $28K
3.55K $295K
RSP
Invesco S&P 500 Equal Weight E

ETFs
70
+ 1.1%
$169.43 - $182.84 $11.9K - $12.8K
6.45K $1.12M
SYY
Sysco Corp

Consumer Defensive
166
+ 1.57%
$70.0 - $77.13 $11.6K - $12.8K
10.8K $806K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
159
+ 1.91%
$38.84 - $41.54 $6.18K - $6.6K
8.48K $329K
GLW
Corning Inc

Technology
1.38K
+ 3.19%
$44.91 - $54.25 $61.8K - $74.6K
44.5K $2.04M
ENPH
Enphase Energy, Inc.

Technology
423
+ 6.81%
$52.87 - $73.51 $22.4K - $31.1K
6.63K $411K
PNC
Pnc Financial Services Group, Inc.

Financial Services
49
+ 2.68%
$168.84 - $202.89 $8.27K - $9.94K
1.88K $329K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
93
+ 2.61%
$102.49 - $119.96 $9.53K - $11.2K
3.66K $382K
VO
Vanguard Mid Cap ETF

ETFs
166
+ 1.25%
$251.87 - $277.95 $41.8K - $46.1K
13.4K $3.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 1.46%
$507.05 - $563.67 $14.2K - $15.8K
1.95K $1M
SNPS
Synopsys Inc

Technology
3
+ 0.45%
$428.58 - $551.54 $1.29K - $1.65K
668 $286K
PH
Parker Hannifin Corp

Industrials
60
+ 2.31%
$591.65 - $707.05 $35.5K - $42.4K
2.66K $1.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
140
+ 1.52%
$168.16 - $186.21 $23.5K - $26.1K
9.33K $1.6M
VB
Vanguard Small Cap ETF

ETFs
131
+ 2.66%
$217.89 - $252.64 $28.5K - $33.1K
5.05K $1.12M
IGV
Ishares Expanded Tech Software

ETFs
559
+ 5.21%
$88.3 - $107.83 $49.4K - $60.3K
11.3K $1M
STZ
Constellation Brands, Inc.

Consumer Defensive
333
+ 9.4%
$161.05 - $222.93 $53.6K - $74.2K
3.88K $711K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 3.55%
$4295.4 - $5141.88 $60.1K - $72K
408 $1.88M
ALB
Albemarle Corp

Basic Materials
218
+ 2.44%
$69.95 - $97.49 $15.2K - $21.3K
9.17K $660K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
959
+ 11.11%
$165.25 - $224.62 $158K - $215K
9.59K $1.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
531
+ 1.35%
$57.21 - $65.8 $30.4K - $34.9K
39.9K $2.33M
NOW
Service Now, Inc.

Technology
15
+ 1.69%
$783.83 - $1170.39 $11.8K - $17.6K
901 $717K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39
+ 0.02%
$21.23 - $23.75 $828 - $926
233K $5.01M
HD
Home Depot, Inc.

Consumer Cyclical
6.99K
+ 5.35%
$347.25 - $424.87 $2.43M - $2.97M
137K $50.4M
VIS
Vanguard Industrial ETF

ETFs
331
+ 0.4%
$243.63 - $273.99 $80.6K - $90.7K
84K $20.8M
ORCL
Oracle Corp

Technology
384
+ 1.89%
$139.81 - $186.47 $53.7K - $71.6K
20.7K $2.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
577
+ 1.64%
$123.3 - $154.95 $71.1K - $89.4K
35.8K $4.57M
CRM
Salesforce, Inc.

Technology
74
+ 0.55%
$268.36 - $359.95 $19.9K - $26.6K
13.5K $3.63M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
135
+ 1.45%
$283.06 - $421.16 $38.2K - $56.9K
9.47K $2.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
321
+ 0.75%
$468.34 - $539.52 $150K - $173K
43.4K $20.3M
VGT
Vanguard Information Technolog

ETFs
5.91K
+ 8.15%
$542.38 - $646.34 $3.21M - $3.82M
78.4K $42.5M
VCR
Vanguard Consumer Discretionar

ETFs
2.98K
+ 3.71%
$318.51 - $391.75 $949K - $1.17M
83.3K $27.1M
VTI
Vanguard Total Stock Market Et

ETFs
369
+ 0.17%
$271.18 - $303.12 $100K - $112K
222K $61M
XLY
Select Sector Spdr Consumer Di

ETFs
12.1K
+ 5.32%
$192.6 - $233.2 $2.32M - $2.81M
239K $47.1M
BX
Blackstone Inc.

Financial Services
8.53K
+ 4.23%
$136.53 - $186.74 $1.16M - $1.59M
210K $29.4M
XLK
Technology Sector Spdr

ETFs
19K
+ 2.74%
$206.38 - $242.18 $3.91M - $4.59M
712K $147M
Activity Summary
Buys All Purchases 112 New Holdings 15 Increased Positions 97 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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