Kcs Wealth Advisory Purchases in Q3 2023

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.9K
+ 66.04%
$45.64 - $47.75 $727K - $761K
40.1K $1.9M
PFE
Pfizer Inc

Healthcare
10.5K
+ 84.22%
$32.09 - $37.51 $336K - $393K
22.9K $759K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
11.9K
+ 55.11%
$25.21 - $25.36 $300K - $301K
33.5K $848K
XOM
Exxon Mobil Corp

Energy
2K
New
$100.92 - $120.2 $202K - $241K
2K $235K
DVY
Ishares Tr

ETFs
1.9K
New
$107.44 - $118.16 $204K - $224K
1.9K $204K
PBRA
Petroleo Bras Ads (Ea Reptg 2
12.8K
New
N/A
12.8K $168K
JD
Jd.Com, Inc.

Consumer Cyclical
6.36K
+ 60.3%
$28.55 - $41.31 $182K - $263K
16.9K $492K
DEO
Diageo PLC

Consumer Defensive
1.39K
+ 39.38%
$148.63 - $179.68 $206K - $249K
4.91K $732K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.31K
+ 56.63%
$49.94 - $50.25 $116K - $116K
6.4K $321K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
3.74K
+ 12.84%
$28.9 - $31.12 $108K - $116K
32.9K $949K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
12.1K
+ 58.86%
$39.46 - $65.29 $479K - $793K
32.8K $1.34M
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
19.3K
+ 23.06%
$6.81 - $7.59 $132K - $147K
103K $702K
SYY
Sysco Corp

Consumer Defensive
1.4K
+ 39.74%
$65.21 - $76.31 $91.1K - $107K
4.91K $324K
ELV
Elevance Health, Inc.

Healthcare
248
+ 3.83%
$414.13 - $475.93 $103K - $118K
6.73K $2.93M
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 8.48%
$301.82 - $333.84 $35.6K - $39.4K
1.51K $455K
NVO
Novo Nordisk A S

Healthcare
18.1K
+ 78.79%
$90.94 - $199.54 $1.64M - $3.6M
41K $3.73M
RVNU
Xtrackers Municipal Infrastruc

ETFs
1.31K
+ 13.87%
$23.61 - $25.4 $30.9K - $33.2K
10.7K $254K
DHR
Danaher Corp

Healthcare
4
+ 0.44%
$233.08 - $265.59 $932 - $1.06K
916 $227K
Gsk PLC
314
+ 1.49%
N/A
21.4K $0
SEDG
Solaredge Technologies, Inc.

Technology
1.04K
+ 100.48%
$127.27 - $283.85 $133K - $296K
2.08K $269K
SONY
Sony Group Corp

Technology
537
+ 6.44%
$81.05 - $95.1 $43.5K - $51.1K
8.87K $731K
PARAP
Paramouint Global 5.75% Series

Communication Services
666
+ 3.62%
$17.1 - $23.76 $11.4K - $15.8K
19K $338K
MBB
Ishares Tr

ETFs
1.2K
+ 2.15%
$88.51 - $93.81 $106K - $113K
56.9K $5.06M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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