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
IFF
International Flavors & Fragrances Inc

Basic Materials
-300
- 12.12%
$93.14 - $105.12 $27.9K - $31.5K
2.18K $228K
SYK
Stryker Corp

Healthcare
-125
- 6.55%
$315.94 - $371.96 $39.5K - $46.5K
1.78K $643K
Jacobs Solutions Inc
-600
- 4.98%
N/A
11.4K $0
NEEPRR
Nextera Energy Inc Corporate U
-169
- 0.43%
N/A
39K $0
FNY
First Trust Mid Cap Growth Alp
-1.01K
- 2.6%
N/A
37.7K $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-15
- 0.73%
$111.59 - $129.08 $1.67K - $1.94K
2.05K $243K
IEV
Ishares Tr Europe ETF

ETFs
-220
- 5.39%
$53.25 - $58.78 $11.7K - $12.9K
3.87K $225K
IHF
Ishares Tr

ETFs
-557
- 7.49%
$51.37 - $58.67 $28.6K - $32.7K
6.88K $393K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-316
- 4.02%
$49.09 - $55.08 $15.5K - $17.4K
7.54K $415K
ENB
Enbridge Inc

Energy
-1K
- 11.02%
$35.27 - $41.18 $35.3K - $41.3K
8.09K $328K
ISRG
Intuitive Surgical Inc

Healthcare
-209
- 8.81%
$416.14 - $494.01 $87K - $103K
2.16K $1.06M
PPG
Ppg Industries Inc

Basic Materials
-52
- 2.43%
$118.32 - $134.55 $6.15K - $7K
2.08K $276K
A
Agilent Technologies, Inc.

Healthcare
-803
- 11.65%
$125.42 - $148.48 $101K - $119K
6.09K $903K
OTIS
Otis Worldwide Corp

Industrials
-104
- 3.47%
$91.43 - $104.43 $9.51K - $10.9K
2.89K $300K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-80
- 2.58%
$83.76 - $91.82 $6.7K - $7.35K
3.02K $275K
DEO
Diageo PLC

Consumer Defensive
-70
- 3.91%
$120.02 - $140.77 $8.4K - $9.85K
1.72K $241K
MO
Altria Group, Inc.

Consumer Defensive
-704
- 7.08%
$45.95 - $54.71 $32.3K - $38.5K
9.25K $471K
TTD
Trade Desk, Inc.

Technology
-79
- 3.57%
$83.08 - $110.79 $6.56K - $8.75K
2.13K $233K
AJG
Arthur J. Gallagher & Co.

Financial Services
-25
- 2.25%
$259.22 - $299.75 $6.48K - $7.49K
1.08K $305K
BAX
Baxter International Inc

Healthcare
-295
- 4.36%
$32.85 - $40.26 $9.69K - $11.9K
6.47K $245K
JWN
Nordstrom Inc

Consumer Cyclical
-277
- 1.24%
$21.09 - $23.82 $5.84K - $6.6K
22.1K $497K
NSC
Norfolk Southern Corp

Industrials
-100
- 6.82%
$213.75 - $259.69 $21.4K - $26K
1.37K $339K
STT
State Street Corp

Financial Services
-131
- 4.71%
$73.37 - $89.31 $9.61K - $11.7K
2.65K $234K
EVRG
Evergy, Inc.

Utilities
-386
- 6.31%
$52.46 - $62.01 $20.2K - $23.9K
5.74K $355K
TD
Toronto Dominion Bank

Financial Services
-235
- 3.73%
$54.54 - $64.56 $12.8K - $15.2K
6.06K $383K
PAYX
Paychex Inc

Industrials
-72
- 2.4%
$116.17 - $135.19 $8.36K - $9.73K
2.93K $393K
ED
Consolidated Edison Inc

Utilities
-35
- 1.21%
$88.42 - $104.97 $3.09K - $3.67K
2.86K $297K
GIS
General Mills Inc

Consumer Defensive
-497
- 6.9%
$62.5 - $75.15 $31.1K - $37.3K
6.71K $495K
XEL
Xcel Energy Inc

Utilities
-900
- 10.83%
$52.11 - $65.3 $46.9K - $58.8K
7.41K $483K
T
At&T Inc.

Communication Services
-3.45K
- 8.55%
$18.21 - $22.28 $62.9K - $77K
36.9K $812K
BSX
Boston Scientific Corp

Healthcare
-99
- 1.07%
$72.96 - $84.0 $7.22K - $8.32K
9.13K $764K
GLD
Spdr Gold Trust

ETFs
-40
- 1.69%
$215.56 - $246.98 $8.62K - $9.88K
2.32K $564K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.54K
- 5.92%
$57.47 - $62.76 $146K - $160K
40.4K $2.54M
FCX
Freeport Mcmoran Inc

Basic Materials
-202
- 0.33%
$39.52 - $51.92 $7.98K - $10.5K
61.8K $3.08M
NOW
Service Now, Inc.

Technology
-27
- 3.01%
$730.87 - $937.36 $19.7K - $25.3K
871 $779K
NVS
Novartis Ag

Healthcare
-77
- 0.78%
$106.13 - $120.89 $8.17K - $9.31K
9.75K $1.12M
GPC
Genuine Parts CO

Consumer Cyclical
-94
- 0.14%
$131.04 - $147.11 $12.3K - $13.8K
68.7K $9.6M
WMB
Williams Companies, Inc.

Energy
-153
- 0.54%
$41.24 - $46.22 $6.31K - $7.07K
28.4K $1.3M
PM
Philip Morris International Inc.

Consumer Defensive
-56
- 1.25%
$101.25 - $127.45 $5.67K - $7.14K
4.41K $535K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-175
- 1.51%
$64.35 - $75.71 $11.3K - $13.2K
11.4K $840K
NEM
Newmont Corp

Basic Materials
-695
- 6.42%
$41.65 - $55.85 $28.9K - $38.8K
10.1K $541K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-867
- 2.16%
$57.32 - $62.65 $49.7K - $54.3K
39.3K $2.45M
SRE
Sempra Energy

Utilities
-1.55K
- 5.05%
$74.97 - $84.04 $116K - $130K
29.2K $2.44M
IBB
Ishares Biotechnology ETF

ETFs
-469
- 2.25%
$135.09 - $149.47 $63.4K - $70.1K
20.4K $2.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-156
- 1.16%
$117.9 - $128.2 $18.4K - $20K
13.3K $1.71M
KKR
Kkr & Co. Inc.

Financial Services
-233
- 4.14%
$104.51 - $133.23 $24.4K - $31K
5.4K $705K
MS
Morgan Stanley

Financial Services
-338
- 1.31%
$92.07 - $106.96 $31.1K - $36.2K
25.5K $2.66M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-11.5K
- 3.1%
$11.52 - $12.52 $133K - $144K
359K $4.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-9
- 0.17%
$386.81 - $423.12 $3.48K - $3.81K
5.31K $2.25M
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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