Kcm Investment Advisors LLC Reduced Holdings in Q2 2025

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-30
- 1.03%
$80.28 - $91.78 $2.41K - $2.75K
2.89K $254K
IR
Ingersoll Rand Inc.

Industrials
-232
- 6.94%
$66.75 - $84.94 $15.5K - $19.7K
3.11K $258K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-543
- 10.72%
$62.73 - $78.42 $34.1K - $42.6K
4.52K $350K
ENB
Enbridge Inc

Energy
-233
- 2.99%
$41.09 - $47.16 $9.57K - $11K
7.55K $342K
ADBE
Adobe Inc.

Technology
-80
- 0.92%
$340.0 - $420.68 $27.2K - $33.7K
8.63K $3.34M
Wells Fargo CO New
-12
- 0.1%
N/A
11.6K $0
Te Connectivity PLC
-2.6K
- 35.6%
N/A
4.71K $0
Lam Research Corp
-1.88K
- 14.38%
N/A
11.2K $0
Labcorp Holdings Inc
-153
- 0.48%
N/A
32K $0
Linde PLC
-133
- 0.91%
N/A
14.4K $0
Blackrock Inc
-161
- 6.72%
N/A
2.24K $0
Jacobs Solutions Inc
-300
- 3.23%
N/A
8.99K $0
VLO
Valero Energy Corp

Energy
-40
- 0.87%
$104.69 - $141.77 $4.19K - $5.67K
4.54K $610K
DLR
Digital Realty Trust, Inc.

Real Estate
-603
- 16.03%
$136.11 - $177.69 $82.1K - $107K
3.16K $550K
BK
Bank Of New York Mellon Corp

Financial Services
-106
- 3.25%
$73.31 - $91.62 $7.77K - $9.71K
3.15K $287K
IYT
Ishares Tr U.S. Transportation

ETFs
-42
- 1.0%
$55.22 - $68.54 $2.32K - $2.88K
4.15K $284K
UL
Unilever PLC

Consumer Defensive
-474
- 1.66%
$57.9 - $65.43 $27.4K - $31K
28K $1.71M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-324
- 3.82%
$34.29 - $43.33 $11.1K - $14K
8.15K $346K
AMP
Ameriprise Financial Inc

Financial Services
-11
- 2.14%
$422.19 - $533.73 $4.64K - $5.87K
503 $268K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-640
- 10.04%
$70.56 - $92.75 $45.2K - $59.4K
5.74K $515K
FNDX
Schwab Fundamental U S Large C

ETFs
-744
- 1.73%
$20.84 - $24.54 $15.5K - $18.3K
42.3K $1.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-170
- 2.64%
$152.93 - $181.74 $26K - $30.9K
6.28K $1.14M
ADM
Archer Daniels Midland CO

Consumer Defensive
-43
- 0.71%
$41.79 - $54.16 $1.8K - $2.33K
6.05K $319K
MCK
Mckesson Corp

Healthcare
-70
- 4.65%
$652.83 - $732.78 $45.7K - $51.3K
1.44K $1.05M
LMT
Lockheed Martin Corp

Industrials
-42
- 1.09%
$430.82 - $486.45 $18.1K - $20.4K
3.82K $1.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-101
- 0.75%
$114.78 - $133.31 $11.6K - $13.5K
13.4K $1.79M
NUE
Nucor Corp

Basic Materials
-321
- 3.25%
$103.22 - $131.43 $33.1K - $42.2K
9.57K $1.24M
V
Visa Inc.

Financial Services
-1.88K
- 1.2%
$308.27 - $373.31 $578K - $700K
154K $54.7M
AMD
Advanced Micro Devices Inc

Technology
-281
- 11.17%
$78.21 - $143.81 $22K - $40.4K
2.24K $317K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-11
- 0.33%
$376.48 - $440.65 $4.14K - $4.85K
3.32K $1.46M
WMB
Williams Companies, Inc.

Energy
-212
- 0.8%
$54.33 - $62.87 $11.5K - $13.3K
26.4K $1.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-493
- 10.78%
$320.42 - $424.58 $158K - $209K
4.08K $1.73M
MAR
Marriott International Inc

Consumer Cyclical
-600
- 8.39%
$211.12 - $274.14 $127K - $164K
6.55K $1.79M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-113
- 3.64%
$139.8 - $197.22 $15.8K - $22.3K
2.99K $589K
MPC
Marathon Petroleum Corp

Energy
-200
- 2.44%
$118.55 - $170.08 $23.7K - $34K
8K $1.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-427
- 2.95%
$468.22 - $566.51 $200K - $242K
14K $7.95M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.7K
- 2.91%
$29.15 - $44.46 $49.6K - $75.6K
56.7K $2.46M
HON
Honeywell International Inc

Industrials
-270
- 1.8%
$182.86 - $232.88 $49.4K - $62.9K
14.7K $3.43M
EMR
Emerson Electric CO

Industrials
-235
- 1.87%
$94.15 - $133.33 $22.1K - $31.3K
12.3K $1.64M
MS
Morgan Stanley

Financial Services
-1.98K
- 8.77%
$99.83 - $140.86 $197K - $278K
20.6K $2.9M
WFC
Wells Fargo & Company

Financial Services
-871
- 2.11%
$60.98 - $80.12 $53.1K - $69.8K
40.4K $3.23M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.08K
- 3.23%
$40.94 - $52.1 $85.2K - $108K
62.3K $3.24M
BA
Boeing CO

Industrials
-17
- 0.21%
$136.59 - $217.51 $2.32K - $3.7K
8.23K $1.73M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-45
- 0.09%
$75.33 - $94.56 $3.39K - $4.26K
50.6K $4.76M
AXP
American Express CO

Financial Services
-42
- 0.37%
$231.39 - $318.98 $9.72K - $13.4K
11.2K $3.57M
DIS
Walt Disney CO

Communication Services
-1.58K
- 4.49%
$81.72 - $124.01 $129K - $196K
33.5K $4.16M
ECL
Ecolab Inc.

Basic Materials
-841
- 1.14%
$225.65 - $270.95 $190K - $228K
72.8K $19.6M
SCHW
Schwab Charles Corp

Financial Services
-1.29K
- 1.35%
$69.06 - $91.24 $88.7K - $117K
93.8K $8.56M
AMAT
Applied Materials Inc

Technology
-148
- 0.32%
$126.95 - $183.52 $18.8K - $27.2K
45.8K $8.38M
Activity Summary
Buys All Purchases 161 New Holdings 30 Increased Positions 131 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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