Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

Kcm Investment Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 373 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $216M, Technology Sector Spdr with a value of $159M, Microsoft Corp with a value of $136M, Costco Wholesale Corp with a value of $108M, and Vanguard Total Stock Market Et with a value of $63M.

Examining the 13F form we can see an increase of $149M in the current position value, from $2.76B to 2.91B.

Kcm Investment Advisors LLC is based out at Greenbrae, CA

Below you can find more details about Kcm Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.91 Billion
ETFs: $970 Million
Technology: $501 Million
Industrials: $252 Million
Consumer Defensive: $244 Million
Healthcare: $216 Million
Consumer Cyclical: $212 Million
Financial Services: $188 Million
Communication Services: $103 Million
Other: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$4.44 Million 0.15% of portfolio
10,632
Q3 2024 Reduced 3.72%
$60.3B
$4.28 Million 0.15% of portfolio
18,272
Q3 2024 Added 24.71%
$232B
$4.4 Million 0.15% of portfolio
8,507
Q3 2024 Reduced 2.9%
$22.9B
$4.23 Million 0.15% of portfolio
39,157
Q3 2024 Added 0.72%
$0
$4.25 Million 0.15% of portfolio
11,082
Q3 2024 Added 2.08%
$0
$4.48 Million 0.15% of portfolio
50,677
Q1 2024 Added 0.54%
$0
$4.37 Million 0.15% of portfolio
97,797
Q3 2024 Added 9.29%
$38.1B
$3.68 Million 0.13% of portfolio
24,507
Q3 2024 Reduced 1.57%
$75.4B
$3.71 Million 0.13% of portfolio
81,234
Q3 2024 Reduced 24.03%
$501B
$3.88 Million 0.13% of portfolio
33,109
Q3 2024 Added 0.53%
$1.27T
$3.86 Million 0.13% of portfolio
6,751
Q3 2024 Reduced 1.47%
$57.9B
$3.77 Million 0.13% of portfolio
1,198
Q3 2024 Reduced 0.99%
$326B
$3.8 Million 0.13% of portfolio
13,866
Q3 2024 Reduced 1.11%
$272B
$3.66 Million 0.13% of portfolio
50,998
Q3 2024 Reduced 1.02%
$140B
$3.6 Million 0.12% of portfolio
124,227
Q3 2024 Reduced 8.73%
$514B
$3.53 Million 0.12% of portfolio
20,705
Q3 2024 Added 4.19%
$0
$3.6 Million 0.12% of portfolio
13,652
Q2 2024 Reduced 6.83%
$152B
$3.5 Million 0.12% of portfolio
16,938
Q3 2024 Added 0.17%
$199B
$3.17 Million 0.11% of portfolio
6,406
Q3 2024 Added 0.58%
$0
$3.06 Million 0.11% of portfolio
64,356
Q2 2024 Added 0.28%
$293B
$3.28 Million 0.11% of portfolio
15,918
Q3 2024 Added 5.44%
$70.7B
$3.29 Million 0.11% of portfolio
24,052
Q3 2024 Reduced 2.38%
$140B
$3.16 Million 0.11% of portfolio
5,402
Q3 2024 Added 2.27%
$215B
$3.22 Million 0.11% of portfolio
11,878
Q3 2024 Added 0.92%
$72.9B
$3.15 Million 0.11% of portfolio
40,630
Q3 2024 Reduced 5.67%
$62.5B
$3.08 Million 0.11% of portfolio
61,768
Q3 2024 Reduced 0.33%
$25.2B
$3.03 Million 0.1% of portfolio
91,486
Q3 2024 Added 4.13%
$19.3B
$2.91 Million 0.1% of portfolio
35,333
Q3 2024 Reduced 0.35%
$95.8B
$3.04 Million 0.1% of portfolio
33,738
Q3 2024 Reduced 0.02%
$106B
$3.01 Million 0.1% of portfolio
23,842
Q3 2024 Reduced 0.31%
$58.2B
$2.83 Million 0.1% of portfolio
5,085
Q3 2024 Added 27.54%
$0
$2.97 Million 0.1% of portfolio
20,381
Q3 2024 Reduced 2.25%
$33.8B
$2.56 Million 0.09% of portfolio
21,558
Q3 2024 Reduced 2.71%
$32.7B
$2.49 Million 0.09% of portfolio
28,730
Q3 2024 Added 19.04%
$6.01B
$2.66 Million 0.09% of portfolio
57,426
Q2 2024 Added 0.35%
$37.7B
$2.5 Million 0.09% of portfolio
9,220
Q3 2024 Added 4.24%
$223B
$2.66 Million 0.09% of portfolio
25,478
Q3 2024 Reduced 1.31%
$81.8B
$2.55 Million 0.09% of portfolio
9,729
Q3 2024 Added 0.19%
$0
$2.54 Million 0.09% of portfolio
40,438
Q3 2024 Reduced 5.92%
$53.3B
$2.23 Million 0.08% of portfolio
11,767
Q3 2024 Added 0.97%
$0
$2.46 Million 0.08% of portfolio
51,762
Q3 2024 Added 4.26%
$0
$2.45 Million 0.08% of portfolio
39,258
Q3 2024 Reduced 2.16%
$20.2B
$2.42 Million 0.08% of portfolio
23,403
Q3 2024 Added 13.24%
$90.9B
$2.22 Million 0.08% of portfolio
8,914
Q3 2024 Added 0.11%
$279B
$2.26 Million 0.08% of portfolio
39,996
Q3 2024 Reduced 1.83%
$29.3B
$2.44 Million 0.08% of portfolio
29,166
Q3 2024 Reduced 5.05%
$56B
$2.19 Million 0.08% of portfolio
14,077
Q3 2024 Reduced 29.98%
$0
$2.25 Million 0.08% of portfolio
5,307
Q3 2024 Reduced 0.17%
$489B
$1.89 Million 0.07% of portfolio
3,826
Q3 2024 Added 0.68%

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $2.91 Billion
  • Prior Value $2.76 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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