Kc Investment Advisors, LLC Purchases and Sells in Q4 2024

Kc Investment Advisors, LLC

$238 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	7.59K + 102.36%	$570.51 - $610.59 $4.33M - $4.63M	15K $8.83M
VOO	2.94K + 2.44%	$521.84 - $558.82 $1.53M - $1.64M	123K $66.3M
SPIB	78.1K + 65.25%	$32.65 - $33.68 $2.55M - $2.63M	198K $6.48M
TSLA	1.22K + 11.56%	$213.65 - $479.86 $261K - $586K	11.8K $4.76M
VUG	257 + 0.61%	$378.79 - $428.11 $97.3K - $110K	42.7K $17.5M
IUSB	25.1K + 72.42%	$45.07 - $47.1 $1.13M - $1.18M	59.9K $2.71M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARWR	75K New	$17.7 - $26.34 $1.33M - $1.98M	75K $1.41M
VFH	6.46K New	$108.87 - $126.2 $704K - $816K	6.46K $763K
GS	1.14K New	$486.1 - $608.57 $552K - $691K	1.14K $649K
PGR	2.47K New	$239.6 - $268.88 $592K - $664K	2.47K $592K
BKLN	26.3K New	$20.98 - $21.19 $552K - $557K	26.3K $554K
AXON	630 New	$399.22 - $689.78 $252K - $435K	630 $374K

Top Sells

Reduced Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	-33K - 37.35%	$55.86 - $60.21 $1.84M - $1.99M	55.3K $3.17M
ASML	-770 - 52.06%	$658.43 - $872.27 $507K - $672K	709 $491K
BRK-B	-879 - 6.69%	$442.29 - $483.08 $389K - $425K	12.3K $5.55M
IVW	-4.73K - 35.61%	$94.43 - $105.47 $446K - $499K	8.55K $867K
PEP	-1.34K - 17.33%	$151.29 - $176.1 $202K - $235K	6.38K $969K
UNH	-64 - 1.87%	$485.52 - $625.25 $31.1K - $40K	3.36K $1.7M

Activity Summary All Purchases 69 New Holdings 13 Increased Positions 56 All Sells 75 Reductions 75 Sold out 0 Calls 0 Puts 0

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