Kcm Investment Advisors LLC Reduced Holdings in Q3 2024

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.43K
- 0.45%
$395.15 - $467.56 $567K - $670K
316K $136M
GOOGL
Alphabet Inc.

Communication Services
-1.31K
- 0.46%
$148.65 - $191.18 $195K - $251K
283K $46.9M
CVX
Chevron Corp

Energy
-3.29K
- 0.97%
$137.88 - $161.97 $453K - $532K
334K $49.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.55K
- 0.46%
$161.02 - $200.0 $249K - $310K
337K $62.7M
AMAT
Applied Materials Inc

Technology
-410
- 0.84%
$174.88 - $254.97 $71.7K - $105K
48.5K $9.8M
WM
Waste Management Inc

Industrials
-2.79K
- 1.41%
$196.96 - $223.45 $550K - $624K
195K $40.5M
NVDA
Nvidia Corp

Technology
-3.93K
- 1.01%
$98.91 - $134.91 $389K - $530K
387K $47M
XLE
Energy Sector Spdr

ETFs
-1.2K
- 0.34%
$84.35 - $93.39 $101K - $112K
355K $31.2M
MRK
Merck & Co., Inc.

Healthcare
-573
- 0.75%
$111.15 - $128.97 $63.7K - $73.9K
75.8K $8.61M
UPS
United Parcel Service Inc

Industrials
-5.4K
- 3.73%
$123.32 - $147.38 $666K - $796K
139K $19M
FITB
Fifth Third Bancorp

Financial Services
-17.4K
- 75.35%
$36.01 - $43.64 $626K - $759K
5.69K $243K
INTC
Intel Corp

Technology
-9.2K
- 21.39%
$18.9 - $34.87 $174K - $321K
33.8K $793K
USB
Us Bancorp \De\

Financial Services
-25.7K
- 24.03%
$39.04 - $47.23 $1M - $1.21M
81.2K $3.71M
DIS
Walt Disney CO

Communication Services
-3.35K
- 6.68%
$85.6 - $98.61 $287K - $331K
46.8K $4.5M
ADBE
Adobe Inc.

Technology
-254
- 2.9%
$508.13 - $586.55 $129K - $149K
8.51K $4.4M
BAC
Bank Of America Corp

Financial Services
-10.2K
- 2.44%
$36.65 - $44.13 $373K - $449K
407K $16.1M
VDE
Vanguard Energy ETF

ETFs
-248
- 0.37%
$117.44 - $131.06 $29.1K - $32.5K
66.7K $8.17M
CMCSA
Comcast Corp

Communication Services
-11K
- 32.17%
$37.33 - $41.78 $409K - $458K
23.1K $965K
LRCX
Lam Research Corp

Technology
-40
- 3.14%
$731.56 - $1127.3 $29.3K - $45.1K
1.23K $1.01M
BA
Boeing CO

Industrials
-419
- 4.61%
$152.04 - $190.6 $63.7K - $79.9K
8.66K $1.32M
ELV
Elevance Health, Inc.

Healthcare
-27
- 0.2%
$500.12 - $562.29 $13.5K - $15.2K
13.2K $6.89M
VGT
Vanguard Information Technolog

ETFs
-1.87K
- 2.3%
$514.43 - $606.85 $962K - $1.13M
79.5K $46.6M
NUE
Nucor Corp

Basic Materials
-391
- 1.57%
$137.77 - $166.14 $53.9K - $65K
24.5K $3.68M
MDT
Medtronic PLC

Healthcare
-5.64K
- 24.78%
$76.84 - $91.03 $433K - $513K
17.1K $1.54M
TROW
Price T Rowe Group Inc

Financial Services
-1.59K
- 17.43%
$101.71 - $120.75 $162K - $192K
7.55K $822K
PFE
Pfizer Inc

Healthcare
-11.9K
- 8.73%
$27.7 - $31.39 $329K - $373K
124K $3.6M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-183
- 0.09%
$23.09 - $25.75 $4.23K - $4.71K
199K $4.79M
WFC
Wells Fargo & Company

Financial Services
-744
- 1.83%
$51.58 - $60.97 $38.4K - $45.4K
40K $2.26M
MPC
Marathon Petroleum Corp

Energy
-7
- 0.06%
$158.61 - $180.75 $1.11K - $1.27K
10.8K $1.75M
F
Ford Motor CO

Consumer Cyclical
-3.54K
- 13.33%
$9.71 - $14.55 $34.4K - $51.5K
23K $242K
OXY
Occidental Petroleum Corp

Energy
-65
- 0.93%
$49.91 - $63.73 $3.24K - $4.14K
6.94K $357K
VIG
Vanguard Dividend Appreciation

ETFs
-392
- 2.01%
$182.15 - $182.15 $71.4K - $71.4K
19.1K $3.49M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.98K
- 11.73%
$31.18 - $33.5 $124K - $133K
29.9K $994K
NXPI
Nxp Semiconductors N.V.

Technology
-28
- 1.83%
$225.14 - $290.78 $6.3K - $8.14K
1.5K $360K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-941
- 11.64%
$162.83 - $179.16 $153K - $169K
7.14K $1.28M
XYL
Xylem Inc.

Industrials
-262
- 3.3%
$126.14 - $141.53 $33K - $37.1K
7.68K $1.04M
SYY
Sysco Corp

Consumer Defensive
-1.43K
- 13.12%
$69.16 - $78.98 $99K - $113K
9.48K $740K
EPD
Enterprise Products Partners L.P.

Energy
-1.26K
- 5.21%
$27.88 - $30.0 $35.1K - $37.8K
22.9K $666K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-650
- 16.09%
$105.53 - $118.34 $68.6K - $76.9K
3.39K $396K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-450
- 18.83%
$111.9 - $124.28 $50.4K - $55.9K
1.94K $239K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-201
- 6.09%
$152.9 - $180.39 $30.7K - $36.3K
3.1K $541K
EMR
Emerson Electric CO

Industrials
-84
- 0.6%
$98.19 - $118.87 $8.25K - $9.99K
14K $1.53M
WY
Weyerhaeuser CO

Real Estate
-2.11K
- 21.15%
$27.05 - $33.84 $57.1K - $71.5K
7.87K $266K
AZN
Astrazeneca PLC

Healthcare
-171
- 2.93%
$76.67 - $87.62 $13.1K - $15K
5.67K $441K
ESS
Essex Property Trust, Inc.

Real Estate
-50
- 3.76%
$272.82 - $272.82 $13.6K - $13.6K
1.28K $349K
CVS
Cvs Health Corp

Healthcare
-1.41K
- 6.83%
$55.81 - $63.18 $78.6K - $89K
19.2K $1.21M
WDAY
Workday, Inc.

Technology
-225
- 10.58%
$207.75 - $264.68 $46.7K - $59.6K
1.9K $464K
OEF
Ishares S&P 100 ETF

ETFs
-78
- 1.14%
$266.03 - $266.03 $20.8K - $20.8K
6.76K $1.8M
BDX
Becton Dickinson & CO

Healthcare
-145
- 4.19%
$221.47 - $242.41 $32.1K - $35.1K
3.32K $799K
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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