Kc Investment Advisors, LLC Portfolio Holdings

Kc Investment Advisors, LLC

  • $223 Million
  • Q3 2024

Kc Investment Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $63.4M, Vanguard Growth ETF with a value of $16.3M, Berkshire Hathaway Inc Class B with a value of $6.04M, J P Morgan ETF Tr U S Quality with a value of $5M, and Microsoft Corp with a value of $4.28M.

Examining the 13F form we can see an increase of $24.4M in the current position value, from $198M to 223M.

Kc Investment Advisors, LLC is based out at Wichita, KS

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

Portfolio value $223 Million
ETFs: $140 Million
Technology: $17.9 Million
Financial Services: $16 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $8.82 Million
Healthcare: $7.27 Million
Communication Services: $6.74 Million
Industrials: $5.83 Million
Other: $10.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.4 Million 28.45% of portfolio
120,112
Q3 2024 Added 1.85%
$0
$16.3 Million 7.31% of portfolio
42,408
Q3 2024 Added 8.17%
$0
$5 Million 2.24% of portfolio
88,341
Q3 2024 Reduced 23.28%
$0
$4.28 Million 1.92% of portfolio
7,412
Q3 2024 Added 180.97%
$0
$4.21 Million 1.89% of portfolio
17,763
Q3 2024 Added 7.9%
$0
$4.04 Million 1.81% of portfolio
119,758
Q3 2024 Added 10.48%
$0
$3.51 Million 1.57% of portfolio
51,717
Q3 2024 Reduced 10.38%
$0
$3.24 Million 1.45% of portfolio
11,437
Q3 2024 Reduced 10.61%
$0
$2.53 Million 1.13% of portfolio
12,798
Q3 2024 Added 13.59%
$0
$2.45 Million 1.1% of portfolio
31,354
Q3 2024 Added 5.97%
$0
$1.88 Million 0.85% of portfolio
27,907
Q3 2024 Reduced 2.23%
$0
$1.72 Million 0.77% of portfolio
19,209
Q3 2024 New
$0
$1.64 Million 0.74% of portfolio
12,167
Q3 2024 Added 3.22%
$0
$1.64 Million 0.73% of portfolio
34,725
Q3 2024 Added 170.51%
$0
$1.31 Million 0.59% of portfolio
28,515
Q3 2024 Added 13.62%
$0
$1.27 Million 0.57% of portfolio
13,275
Q3 2024 Added 291.48%
$0
$1.15 Million 0.52% of portfolio
6,414
Q3 2024 Added 237.22%
$0
$1.04 Million 0.47% of portfolio
21,028
Q3 2024 Added 245.57%
$0
$1.02 Million 0.46% of portfolio
12,243
Q3 2024 Reduced 1.22%
$0
$926,000 0.42% of portfolio
11,544
Q3 2024 Reduced 10.61%
$0
$913,000 0.41% of portfolio
21,046
Q3 2024 Added 6.49%
$0
$872,000 0.39% of portfolio
17,205
Q3 2024 Added 1.34%
$0
$681,000 0.31% of portfolio
1,815
Q3 2024 Added 8.1%
$0
$659,000 0.3% of portfolio
2,049
Q3 2024 Reduced 1.11%
$0
$616,000 0.28% of portfolio
3,125
Q3 2024 New
$0
$632,000 0.28% of portfolio
2,597
Q3 2024 Added 0.5%
$0
$607,000 0.27% of portfolio
12,881
Q3 2024 Added 15.64%
$0
$559,000 0.25% of portfolio
3,336
Q3 2024 Added 0.79%
$0
$524,000 0.24% of portfolio
6,210
Q1 2024 New
$0
$536,000 0.24% of portfolio
5,147
Q3 2024 Added 0.1%
$0
$539,000 0.24% of portfolio
23,006
Q3 2024 Added 59.77%
$0
$501,000 0.22% of portfolio
5,231
Q3 2024 New
$0
$481,000 0.22% of portfolio
8,361
Q3 2024 New
$0
$499,000 0.22% of portfolio
3,894
Q3 2024 Added 0.49%
$0
$461,000 0.21% of portfolio
4,291
Q3 2024 New
$0
$458,000 0.21% of portfolio
4,550
Q3 2024 Added 5.35%
$0
$449,000 0.2% of portfolio
8,131
Q3 2024 Added 1.54%
$0
$416,000 0.19% of portfolio
7,761
Q3 2024 Added 8.76%
$0
$428,000 0.19% of portfolio
2,823
Q3 2024 New
$0
$414,000 0.19% of portfolio
3,134
Q3 2024 Added 5.74%
$0
$382,000 0.17% of portfolio
8,851
Q3 2024 Reduced 90.84%
$0
$325,000 0.15% of portfolio
4,886
Q3 2024 Reduced 6.34%
$0
$342,000 0.15% of portfolio
3,660
Q3 2024 Added 4.57%
$0
$312,000 0.14% of portfolio
5,918
Q1 2024 New
$0
$322,000 0.14% of portfolio
3,290
Q3 2024 New
$0
$304,000 0.14% of portfolio
7,297
Q3 2024 Added 2.54%
$0
$293,000 0.13% of portfolio
4,339
Q3 2024 Reduced 21.24%
$0
$266,000 0.12% of portfolio
4,121
Q3 2024 Added 0.05%
$0
$262,000 0.12% of portfolio
4,955
Q3 2024 Reduced 11.34%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $223 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Kc Investment Advisors, LLC Portfolio

Follow Kc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kc Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email