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
BMY
Bristol Myers Squibb CO

Healthcare
-324
- 1.51%
$53.9 - $63.11 $17.5K - $20.4K
21.2K $1.29M
MMM
3 M CO

Industrials
-2.11K
- 9.66%
$129.7 - $155.12 $274K - $328K
19.8K $2.9M
NEM
Newmont Corp

Basic Materials
-587
- 5.46%
$37.79 - $48.39 $22.2K - $28.4K
10.2K $490K
VDE
Vanguard Energy ETF

ETFs
-3.31K
- 5.32%
$119.14 - $132.76 $394K - $439K
58.9K $7.64M
BSX
Boston Scientific Corp

Healthcare
-4
- 0.04%
$89.38 - $106.18 $358 - $425
9.05K $913K
GLD
Spdr Gold Trust

ETFs
-8
- 0.31%
$243.19 - $288.14 $1.95K - $2.31K
2.58K $741K
GD
General Dynamics Corp

Industrials
-236
- 1.18%
$241.94 - $272.58 $57.1K - $64.3K
19.7K $5.37M
DVY
Ishares Tr

ETFs
-112
- 0.21%
$128.58 - $138.1 $14.4K - $15.5K
52.8K $7.09M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-5.53K
- 2.99%
$23.24 - $26.16 $128K - $145K
180K $4.59M
UNH
Unitedhealth Group Inc

Healthcare
-42
- 0.34%
$461.52 - $548.18 $19.4K - $23K
12.4K $6.49M
MP
Mp Materials Corp.

Basic Materials
-550
- 2.24%
$16.39 - $26.93 $9.01K - $14.8K
24K $586K
CVS
Cvs Health Corp

Healthcare
-2.06K
- 12.44%
$44.22 - $68.64 $91.2K - $142K
14.5K $982K
WEC
Wec Energy Group, Inc.

Utilities
-319
- 1.57%
$92.12 - $108.98 $29.4K - $34.8K
20K $2.18M
CAH
Cardinal Health Inc

Healthcare
-137
- 0.84%
$118.02 - $137.77 $16.2K - $18.9K
16.3K $2.24M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-167
- 0.18%
$128.74 - $138.67 $21.5K - $23.2K
94.5K $12.8M
CB
Chubb LTD

Financial Services
-254
- 1.53%
$257.71 - $301.99 $65.5K - $76.7K
16.4K $4.94M
ROP
Roper Technologies Inc

Industrials
-33
- 0.58%
$502.71 - $593.81 $16.6K - $19.6K
5.66K $3.34M
DE
Deere & CO

Industrials
-208
- 1.99%
$408.57 - $509.27 $85K - $106K
10.3K $4.81M
O
Realty Income Corp

Real Estate
-10.2K
- 4.79%
$51.67 - $58.49 $525K - $594K
202K $11.7M
KO
Coca Cola CO

Consumer Defensive
-981
- 1.89%
$60.81 - $72.32 $59.7K - $70.9K
50.9K $3.64M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.98K
- 4.3%
$124.46 - $147.4 $495K - $587K
88.5K $12.6M
AZO
Autozone Inc

Consumer Cyclical
-8
- 0.68%
$3193.96 - $3828.11 $25.6K - $30.6K
1.17K $4.44M
CTAS
Cintas Corp

Industrials
-402
- 1.18%
$182.09 - $208.14 $73.2K - $83.7K
33.6K $6.91M
KLAC
Kla Corp

Technology
-114
- 0.72%
$636.62 - $777.63 $72.6K - $88.6K
15.8K $10.8M
SBUX
Starbucks Corp

Consumer Cyclical
-2.07K
- 1.55%
$91.75 - $115.81 $190K - $240K
132K $12.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.99K
- 3.76%
$279.74 - $321.29 $837K - $962K
76.5K $23.9M
ADP
Automatic Data Processing Inc

Industrials
-4.76K
- 2.62%
$286.85 - $318.64 $1.37M - $1.52M
177K $54.1M
VZ
Verizon Communications Inc

Communication Services
-13.8K
- 4.66%
$37.81 - $46.49 $523K - $643K
283K $12.9M
ECL
Ecolab Inc.

Basic Materials
-1.84K
- 2.44%
$229.72 - $269.82 $423K - $497K
73.6K $18.7M
COST
Costco Wholesale Corp

Consumer Defensive
-2.7K
- 2.25%
$890.62 - $1076.86 $2.4M - $2.9M
117K $111M
XLF
Financial Sector Spdr

ETFs
-869
- 0.1%
$47.32 - $52.19 $41.1K - $45.4K
879K $43.8M
ABBV
Abb Vie Inc.

Healthcare
-2.39K
- 3.06%
$169.2 - $216.66 $405K - $518K
75.7K $15.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-231
- 0.79%
$442.66 - $534.52 $102K - $123K
29K $15.5M
ABT
Abbott Laboratories

Healthcare
-3.1K
- 2.17%
$111.1 - $140.22 $344K - $434K
140K $18.5M
CORT
Corcept Therapeutics Inc

Healthcare
-7K
- 12.81%
$49.85 - $114.22 $349K - $800K
47.7K $5.44M
XLE
Energy Sector Spdr

ETFs
-8
- -0.0%
$85.7 - $93.96 $686 - $752
353K $33M
JNJ
Johnson & Johnson

Healthcare
-9.88K
- 4.71%
$142.06 - $167.7 $1.4M - $1.66M
200K $33.2M
V
Visa Inc.

Financial Services
-4.6K
- 2.86%
$306.92 - $362.71 $1.41M - $1.67M
156K $54.7M
AMGN
Amgen Inc

Healthcare
-1.13K
- 1.24%
$258.59 - $327.36 $291K - $369K
90K $28M
WM
Waste Management Inc

Industrials
-1.84K
- 0.94%
$200.54 - $233.78 $368K - $429K
193K $44.7M
CVX
Chevron Corp

Energy
-9.79K
- 2.93%
$146.71 - $167.97 $1.44M - $1.64M
324K $54.3M
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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