Kc Investment Advisors, LLC Incresed Positions in Q1 2025

Kc Investment Advisors, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126K
+ 102.38%
$507.05 - $563.67 $63.9M - $71M
249K $128M
VUG
Vanguard Growth ETF

ETFs
41.9K
+ 98.11%
$369.1 - $427.61 $15.4M - $17.9M
84.5K $31.3M
IVV
Ishares Core S&P 500 ETF

ETFs
20.3K
+ 135.36%
$554.06 - $615.85 $11.2M - $12.5M
35.3K $19.8M
IEFA
Ishares Tr

ETFs
103K
+ 223.28%
$69.57 - $78.65 $7.2M - $8.14M
150K $11.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
234K
+ 118.1%
$32.5 - $33.3 $7.6M - $7.78M
432K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.1K
+ 82.06%
$442.66 - $534.52 $4.45M - $5.38M
22.3K $11.9M
MSFT
Microsoft Corp

Technology
10.4K
+ 101.46%
$375.39 - $447.2 $3.91M - $4.66M
20.7K $7.77M
VB
Vanguard Small Cap ETF

ETFs
16.3K
+ 81.61%
$217.89 - $252.64 $3.54M - $4.11M
36.2K $8.02M
AAPL
Apple Inc.

Technology
15.2K
+ 98.86%
$209.68 - $247.1 $3.19M - $3.76M
30.6K $6.79M
VTI
Vanguard Total Stock Market Et

ETFs
10.8K
+ 95.83%
$271.18 - $303.12 $2.93M - $3.28M
22.1K $6.04M
NVDA
Nvidia Corp

Technology
30.4K
+ 150.29%
$106.98 - $149.43 $3.25M - $4.54M
50.6K $5.49M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
133K
+ 506.17%
$20.7 - $21.15 $2.76M - $2.82M
159K $3.3M
TSLA
Tesla, Inc.

Consumer Cyclical
16.6K
+ 141.13%
$222.15 - $428.22 $3.7M - $7.13M
28.4K $7.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
123K
+ 86.39%
$21.75 - $24.28 $2.68M - $2.99M
266K $5.84M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
13.6K
+ 102.74%
$191.06 - $228.87 $2.59M - $3.1M
26.7K $5.15M
DVY
Ishares Tr

ETFs
16.8K
+ 96.73%
$128.58 - $138.1 $2.16M - $2.31M
34.1K $4.53M
AMZN
Amazon Com Inc

Consumer Cyclical
13.8K
+ 97.03%
$190.26 - $242.06 $2.63M - $3.35M
28.1K $5.34M
WMB
Williams Companies, Inc.

Energy
32.1K
+ 107.25%
$54.02 - $61.09 $1.73M - $1.96M
62K $3.71M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
44K
+ 161.57%
$48.06 - $53.73 $2.12M - $2.37M
71.3K $3.47M
GOOGL
Alphabet Inc.

Communication Services
16.8K
+ 100.6%
$154.33 - $206.19 $2.59M - $3.47M
33.5K $5.18M
WMT
Walmart Inc.

Consumer Defensive
22.2K
+ 94.14%
$84.5 - $105.05 $1.88M - $2.33M
45.8K $4.02M
T
At&T Inc.

Communication Services
53.2K
+ 102.4%
$21.56 - $28.28 $1.15M - $1.5M
105K $2.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.7K
+ 92.68%
$64.88 - $72.1 $1.67M - $1.85M
53.4K $3.49M
AVGO
Broadcom Inc.

Technology
14.8K
+ 97.34%
$167.43 - $244.7 $2.48M - $3.62M
30K $5.02M
MO
Altria Group, Inc.

Consumer Defensive
20.8K
+ 116.49%
$50.81 - $60.02 $1.06M - $1.25M
38.6K $2.32M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
26.7K
+ 44.57%
$44.72 - $46.25 $1.19M - $1.23M
86.6K $3.99M
OKE
Oneok Inc

Energy
12.9K
+ 116.61%
$89.57 - $109.85 $1.16M - $1.42M
24K $2.38M
PFG
Principal Financial Group Inc

Financial Services
13K
+ 128.59%
$76.34 - $89.04 $990K - $1.15M
23K $1.94M
IP
International Paper CO

Consumer Cyclical
21.5K
+ 112.05%
$49.38 - $60.09 $1.06M - $1.29M
40.8K $2.17M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.8K
+ 107.99%
$42.38 - $43.28 $1.09M - $1.12M
49.7K $2.11M
CSCO
Cisco Systems, Inc.

Technology
17K
+ 109.48%
$58.74 - $64.87 $1M - $1.11M
32.6K $2.01M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.7K
+ 135.52%
$48.65 - $53.06 $862K - $940K
30.8K $1.6M
ARCC
Ares Capital Corp

Financial Services
38.8K
+ 125.75%
$21.28 - $23.81 $825K - $923K
69.6K $1.54M
SON
Sonoco Products CO

Consumer Cyclical
17.6K
+ 161.5%
$44.71 - $49.22 $786K - $865K
28.5K $1.34M
HYG
Ishares Tr

ETFs
10.3K
+ 96.71%
$78.51 - $80.11 $807K - $823K
20.9K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
14.2K
+ 66.66%
$47.4 - $52.99 $672K - $752K
35.5K $1.82M
UL
Unilever PLC

Consumer Defensive
12.9K
+ 139.37%
$54.72 - $60.29 $705K - $777K
22.1K $1.32M
OHI
Omega Healthcare Investors Inc

Real Estate
20.3K
+ 113.02%
$35.7 - $38.33 $723K - $777K
38.2K $1.45M
DHT
Dht Holdings, Inc.

Energy
67.8K
+ 154.94%
$9.33 - $11.85 $633K - $804K
112K $1.17M
VICI
Vici Properties Inc.

Real Estate
21.5K
+ 118.75%
$28.21 - $32.68 $605K - $701K
39.5K $1.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.9K
+ 92.69%
$50.39 - $50.66 $750K - $754K
30.9K $1.57M
FSK
Fs Kkr Capital Corp

Financial Services
36.7K
+ 132.46%
$20.47 - $24.06 $752K - $884K
64.5K $1.35M
SPYG
Spdr Portfolio

ETFs
10.3K
+ 88.85%
$80.05 - $92.39 $828K - $956K
22K $1.76M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
31.6K
+ 121.64%
$22.25 - $23.0 $704K - $728K
57.6K $1.32M
STWD
Starwood Property Trust, Inc.

Real Estate
30.9K
+ 120.86%
$18.41 - $20.53 $569K - $635K
56.5K $1.12M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
75K
+ 100.0%
$12.74 - $21.53 $956K - $1.61M
150K $1.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.8K
+ 95.33%
$27.01 - $28.54 $481K - $508K
36.5K $1.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 93.37%
$24.91 - $29.02 $482K - $561K
40.1K $1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
16.4K
+ 100.61%
$26.53 - $29.63 $435K - $486K
32.7K $876K
Activity Summary
Buys All Purchases 101 New Holdings 10 Increased Positions 91 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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