Kc Investment Advisors, LLC Purchases in Q4 2024

Kc Investment Advisors, LLC

  • $238 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
1
+ 0.05%
$135.86 - $148.73 $136 - $149
1.83K $256K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.45K
+ 9.45%
$20.04 - $22.53 $29.1K - $32.7K
16.8K $339K
Dimensional ETF Trust
2.62K
+ 23.27%
N/A
13.9K $0
Blackrock ETF Trust Ii
3.31K
+ 54.01%
N/A
9.44K $0
Kenvue Inc
216
+ 0.69%
N/A
31.7K $0
IBM
International Business Machines Corp

Technology
4
+ 0.35%
$204.9 - $238.04 $820 - $952
1.14K $249K
PG
Procter & Gamble CO

Consumer Defensive
147
+ 2.62%
$161.05 - $179.7 $23.7K - $26.4K
5.77K $967K
EMB
Ishares Tr

ETFs
111
+ 3.03%
$88.94 - $93.46 $9.87K - $10.4K
3.77K $335K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.5K
+ 200.89%
$26.93 - $84.95 $336K - $1.06M
18.7K $510K
OHI
Omega Healthcare Investors Inc

Real Estate
109
+ 0.61%
$37.51 - $42.56 $4.09K - $4.64K
17.9K $678K
VICI
Vici Properties Inc.

Real Estate
749
+ 4.32%
$28.27 - $33.19 $21.2K - $24.9K
18.1K $527K
ABBV
Abb Vie Inc.

Healthcare
143
+ 3.52%
$164.99 - $203.87 $23.6K - $29.2K
4.21K $747K
PFG
Principal Financial Group Inc

Financial Services
297
+ 3.04%
$74.91 - $91.26 $22.2K - $27.1K
10.1K $780K
UL
Unilever PLC

Consumer Defensive
177
+ 1.95%
$56.7 - $64.64 $10K - $11.4K
9.25K $524K
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.54%
$288.47 - $316.54 $7.79K - $8.55K
5K $1.45M
CTAS
Cintas Corp

Industrials
18
+ 0.29%
$182.7 - $226.47 $3.29K - $4.08K
6.21K $1.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.11%
$501.29 - $612.85 $1K - $1.23K
1.81K $942K
SCHX
Schwab Strategic Tr Us Large C

ETFs
91.1K
+ 176.1%
$22.4 - $68.28 $2.04M - $6.22M
143K $3.31M
Activity Summary
Buys All Purchases 69 New Holdings 13 Increased Positions 56 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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