Kcm Investment Advisors LLC Reduced Holdings in Q1 2025

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-23.2K
- 2.53%
$209.68 - $247.1 $4.87M - $5.74M
896K $199M
MSFT
Microsoft Corp

Technology
-5.96K
- 1.92%
$375.39 - $447.2 $2.24M - $2.66M
304K $114M
EIX
Edison International

Utilities
-135K
- 96.54%
$50.06 - $80.01 $6.74M - $10.8M
4.82K $284K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.98K
- 1.17%
$190.26 - $242.06 $757K - $963K
337K $64.1M
GOOGL
Alphabet Inc.

Communication Services
-5.47K
- 1.93%
$154.33 - $206.19 $843K - $1.13M
278K $43M
NVDA
Nvidia Corp

Technology
-6.11K
- 1.59%
$106.98 - $149.43 $654K - $913K
379K $41.1M
CCI
Crown Castle International Corp

Real Estate
-96.1K
- 74.62%
$84.33 - $106.39 $8.11M - $10.2M
32.7K $3.41M
AVGO
Broadcom Inc.

Technology
-4.12K
- 5.68%
$167.43 - $244.7 $690K - $1.01M
68.5K $11.5M
GOOG
Alphabet Inc.

Communication Services
-175
- 0.12%
$156.06 - $207.71 $27.3K - $36.3K
150K $23.4M
UPS
United Parcel Service Inc

Industrials
-27K
- 23.31%
$109.66 - $136.26 $2.96M - $3.68M
88.8K $9.77M
TT
Trane Technologies PLC

Industrials
-1.45K
- 1.43%
$332.0 - $400.86 $480K - $580K
99.9K $33.7M
DHR
Danaher Corp

Healthcare
-6.29K
- 7.87%
$201.62 - $250.59 $1.27M - $1.58M
73.6K $15.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.67K
- 15.43%
$222.15 - $428.22 $593K - $1.14M
14.6K $3.79M
CAT
Caterpillar Inc

Industrials
-1.59K
- 2.95%
$326.75 - $407.63 $518K - $647K
52.2K $17.2M
WMT
Walmart Inc.

Consumer Defensive
-8.75K
- 1.5%
$84.5 - $105.05 $739K - $919K
576K $50.6M
NKE
Nike, Inc.

Consumer Cyclical
-8.63K
- 6.71%
$63.29 - $81.72 $546K - $705K
120K $7.62M
BAC
Bank Of America Corp

Financial Services
-27.1K
- 6.97%
$39.61 - $47.74 $1.07M - $1.29M
362K $15.1M
MRK
Merck & Co., Inc.

Healthcare
-14.1K
- 19.68%
$83.01 - $101.02 $1.17M - $1.43M
57.7K $5.18M
USB
Us Bancorp \De\

Financial Services
-28K
- 52.76%
$40.92 - $50.9 $1.15M - $1.42M
25.1K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-353
- 0.78%
$551.42 - $612.93 $195K - $216K
45.1K $25.2M
ETN
Eaton Corp PLC

Industrials
-252
- 1.39%
$271.83 - $371.23 $68.5K - $93.5K
17.9K $4.85M
ACN
Accenture PLC

Technology
-302
- 1.14%
$300.91 - $398.25 $90.9K - $120K
26.2K $8.19M
PG
Procter & Gamble CO

Consumer Defensive
-10.2K
- 4.8%
$158.56 - $176.26 $1.62M - $1.8M
202K $34.5M
SRE
Sempra Energy

Utilities
-9.18K
- 31.75%
$67.85 - $87.67 $623K - $805K
19.7K $1.41M
AMT
American Tower Corp

Real Estate
-6.52K
- 75.85%
$173.46 - $217.6 $1.13M - $1.42M
2.08K $451K
DIS
Walt Disney CO

Communication Services
-5.51K
- 13.57%
$96.87 - $114.0 $534K - $628K
35.1K $3.46M
AMAT
Applied Materials Inc

Technology
-1.19K
- 2.53%
$145.06 - $195.51 $173K - $233K
45.9K $6.66M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-574
- 3.82%
$522.96 - $601.18 $300K - $345K
14.5K $7.71M
CLX
Clorox CO

Consumer Defensive
-1.37K
- 3.32%
$141.76 - $162.89 $195K - $224K
40K $5.89M
CARR
Carrier Global Corp

Industrials
-11.4K
- 54.12%
$62.07 - $70.55 $709K - $806K
9.68K $613K
LMT
Lockheed Martin Corp

Industrials
-1.31K
- 25.39%
$423.19 - $506.29 $556K - $665K
3.86K $1.72M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-60K
- 17.45%
$11.22 - $11.8 $673K - $708K
284K $3.18M
TGT
Target Corp

Consumer Defensive
-3.19K
- 24.34%
$103.65 - $142.5 $331K - $454K
9.91K $1.03M
OMC
Omnicom Group Inc.

Communication Services
-7.89K
- 32.38%
$79.43 - $88.34 $627K - $697K
16.5K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
-702
- 1.7%
$222.66 - $268.42 $156K - $188K
40.5K $9.45M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.32K
- 8.57%
$85.55 - $94.34 $797K - $879K
99.4K $9M
XLP
Consumer Staples Sector Spdr

ETFs
-8.56K
- 2.04%
N/A
411K $31.2M
ADBE
Adobe Inc.

Technology
-243
- 2.72%
$377.84 - $464.11 $91.8K - $113K
8.71K $3.34M
QCOM
Qualcomm Inc

Technology
-3.88K
- 8.72%
$151.94 - $175.86 $589K - $682K
40.6K $6.24M
NEE
Nextera Energy Inc

Utilities
-4.28K
- 1.21%
$66.96 - $76.16 $286K - $326K
350K $24.8M
GPC
Genuine Parts CO

Consumer Cyclical
-5.52K
- 8.96%
$115.91 - $129.02 $640K - $713K
56.1K $6.69M
UNP
Union Pacific Corp

Industrials
-2.94K
- 9.96%
$225.21 - $254.42 $663K - $749K
26.6K $6.28M
VUG
Vanguard Growth ETF

ETFs
-8
- 0.07%
$369.1 - $427.61 $2.95K - $3.42K
11.2K $4.17M
AXP
American Express CO

Financial Services
-418
- 3.59%
$255.39 - $325.87 $107K - $136K
11.2K $3.02M
ISRG
Intuitive Surgical Inc

Healthcare
-656
- 16.47%
$476.63 - $610.45 $313K - $400K
3.33K $1.65M
PFE
Pfizer Inc

Healthcare
-9.99K
- 7.46%
$25.01 - $27.13 $250K - $271K
124K $3.14M
TRV
Travelers Companies, Inc.

Financial Services
-3.4K
- 15.92%
$232.43 - $265.13 $790K - $902K
18K $4.75M
MAR
Marriott International Inc

Consumer Cyclical
-349
- 4.65%
$237.01 - $304.45 $82.7K - $106K
7.15K $1.7M
CDNS
Cadence Design Systems Inc

Technology
-555
- 10.8%
$233.96 - $324.52 $130K - $180K
4.58K $1.17M
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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