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
EMR
Emerson Electric CO

Industrials
-1.53K
- 10.85%
$108.64 - $131.17 $166K - $201K
12.6K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 0.66%
$554.06 - $615.85 $43.8K - $48.7K
11.9K $6.68M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-391
- 5.93%
$497.6 - $606.74 $195K - $237K
6.2K $3.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.12K
- 55.67%
$56.12 - $68.15 $344K - $417K
4.88K $330K
HON
Honeywell International Inc

Industrials
-482
- 3.12%
$202.75 - $226.52 $97.7K - $109K
15K $3.17M
PEG
Public Service Enterprise Group Inc

Utilities
-1.94K
- 2.98%
$78.2 - $90.39 $152K - $176K
63.2K $5.2M
SWK
Stanley Black & Decker, Inc.

Industrials
-3.18K
- 25.87%
$76.43 - $90.41 $243K - $288K
9.11K $700K
MS
Morgan Stanley

Financial Services
-630
- 2.72%
$111.68 - $141.08 $70.4K - $88.9K
22.5K $2.63M
GS
Goldman Sachs Group Inc

Financial Services
-182
- 2.77%
$524.81 - $672.19 $95.5K - $122K
6.39K $3.49M
FDX
Fedex Corp

Industrials
-87
- 1.31%
$230.33 - $281.53 $20K - $24.5K
6.55K $1.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-200
- 4.19%
$360.07 - $417.26 $72K - $83.5K
4.58K $1.65M
MPC
Marathon Petroleum Corp

Energy
-2.14K
- 20.7%
$134.72 - $159.03 $288K - $340K
8.2K $1.19M
SCHW
Schwab Charles Corp

Financial Services
-8.74K
- 8.42%
$71.24 - $83.64 $622K - $731K
95.1K $7.44M
KKR
Kkr & Co. Inc.

Financial Services
-500
- 9.26%
$108.17 - $167.07 $54.1K - $83.5K
4.9K $566K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-4.43K
- 12.03%
$98.98 - $113.18 $439K - $502K
32.4K $3.67M
FCX
Freeport Mcmoran Inc

Basic Materials
-5.25K
- 8.26%
$34.5 - $43.01 $181K - $226K
58.4K $2.21M
IAT
Ishares Tr

ETFs
-98
- 0.18%
$44.84 - $53.56 $4.39K - $5.25K
54.1K $2.52M
CL
Colgate Palmolive CO

Consumer Defensive
-3.94K
- 6.28%
$85.68 - $97.5 $338K - $384K
58.8K $5.51M
ITW
Illinois Tool Works Inc

Industrials
-565
- 5.83%
$244.9 - $274.48 $138K - $155K
9.13K $2.27M
COIN
Coinbase Global, Inc.

Technology
-150
- 7.35%
$172.23 - $301.3 $25.8K - $45.2K
1.89K $325K
COP
Conocophillips

Energy
-2.34K
- 20.15%
$88.6 - $105.85 $207K - $248K
9.27K $973K
IBB
Ishares Biotechnology ETF

ETFs
-689
- 3.41%
$127.9 - $140.56 $88.1K - $96.8K
19.5K $2.49M
HUBB
Hubbell Inc

Industrials
-150
- 11.9%
$330.91 - $456.86 $49.6K - $68.5K
1.11K $367K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.12K
- 3.24%
$25.58 - $29.24 $54.3K - $62.1K
63.5K $1.66M
JCI
Johnson Controls International PLC

Industrials
-2.15K
- 8.93%
$76.12 - $90.6 $164K - $195K
21.9K $1.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2K
- 6.01%
$24.91 - $29.02 $49.8K - $58K
31.3K $783K
CMI
Cummins Inc

Industrials
-194
- 9.02%
$312.92 - $386.07 $60.7K - $74.9K
1.96K $613K
FRT
Federal Realty Investment Trust

Real Estate
-765
- 17.93%
$94.7 - $111.82 $72.4K - $85.5K
3.5K $342K
IR
Ingersoll Rand Inc.

Industrials
-1.1K
- 24.79%
$79.44 - $94.23 $87.5K - $104K
3.34K $267K
DLR
Digital Realty Trust, Inc.

Real Estate
-35
- 0.92%
$142.1 - $183.56 $4.97K - $6.42K
3.76K $538K
OKE
Oneok Inc

Energy
-1.21K
- 25.47%
$89.57 - $109.85 $108K - $133K
3.54K $350K
XOM
Exxon Mobil Corp

Energy
-4.55K
- 12.36%
$105.44 - $118.93 $480K - $541K
32.2K $3.83M
A
Agilent Technologies, Inc.

Healthcare
-137
- 2.41%
$116.69 - $152.6 $16K - $20.9K
5.54K $648K
BDX
Becton Dickinson & CO

Healthcare
-416
- 18.35%
$222.79 - $249.08 $92.7K - $104K
1.85K $423K
FTNT
Fortinet, Inc.

Technology
-1.65K
- 4.17%
$92.49 - $114.57 $153K - $189K
38K $3.65M
EVRG
Evergy, Inc.

Utilities
-1.89K
- 31.82%
$59.9 - $69.52 $113K - $132K
4.05K $279K
BA
Boeing CO

Industrials
-171
- 2.03%
$148.15 - $186.25 $25.3K - $31.8K
8.25K $1.41M
XYL
Xylem Inc.

Industrials
-900
- 12.11%
$114.02 - $132.04 $103K - $119K
6.53K $780K
EW
Edwards Lifesciences Corp

Healthcare
-999
- 24.37%
$67.95 - $76.19 $67.9K - $76.1K
3.1K $224K
GIS
General Mills Inc

Consumer Defensive
-700
- 10.28%
$57.56 - $65.3 $40.3K - $45.7K
6.11K $365K
VLO
Valero Energy Corp

Energy
-917
- 16.68%
$121.76 - $142.99 $112K - $131K
4.58K $604K
BIIB
Biogen Inc.

Healthcare
-105
- 3.57%
$133.43 - $153.27 $14K - $16.1K
2.84K $388K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-549
- 12.35%
$69.82 - $78.67 $38.3K - $43.2K
3.9K $274K
AMD
Advanced Micro Devices Inc

Technology
-70
- 2.71%
$96.63 - $129.55 $6.76K - $9.07K
2.52K $258K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.44K
- 3.2%
$27.01 - $28.54 $174K - $184K
194K $5.44M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10
- 0.02%
$21.75 - $24.28 $218 - $243
45.8K $1.01M
INTC
Intel Corp

Technology
-5.37K
- 18.79%
$19.1 - $27.39 $103K - $147K
23.2K $526K
OXY
Occidental Petroleum Corp

Energy
-892
- 13.48%
$45.45 - $52.7 $40.5K - $47K
5.73K $282K
SHEL
Shell PLC

Energy
-1.43K
- 24.13%
$62.84 - $73.29 $89.7K - $105K
4.49K $328K
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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