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
XLC
Select Sector Spdr Tr Communic

ETFs
-237
- 0.04%
$82.16 - $90.4 $19.5K - $21.4K
642K $58M
MCD
Mcdonalds Corp

Consumer Cyclical
-573
- 0.72%
$245.82 - $304.51 $141K - $174K
78.5K $23.9M
NEE
Nextera Energy Inc

Utilities
-9.81K
- 2.66%
$69.9 - $84.97 $686K - $833K
358K $30.3M
TT
Trane Technologies PLC

Industrials
-1.58K
- 1.52%
$314.21 - $388.71 $495K - $612K
102K $39.6M
ADP
Automatic Data Processing Inc

Industrials
-2.8K
- 1.5%
$233.44 - $279.45 $653K - $782K
184K $50.9M
WMT
Walmart Inc.

Consumer Defensive
-6.54K
- 1.1%
$66.91 - $81.4 $438K - $532K
587K $47.4M
HD
Home Depot, Inc.

Consumer Cyclical
-1.9K
- 1.43%
$333.64 - $405.2 $634K - $770K
131K $53M
AAPL
Apple Inc.

Technology
-13.1K
- 1.39%
$207.23 - $234.82 $2.71M - $3.07M
929K $216M
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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