Kcm Investment Advisors LLC Purchases in Q4 2024

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.19K
+ 1.25%
$180.88 - $232.93 $758K - $976K
341K $74.8M
GOOGL
Alphabet Inc.

Communication Services
801
+ 0.28%
$161.86 - $196.66 $130K - $158K
284K $53.7M
JPM
Jpmorgan Chase & CO

Financial Services
2.25K
+ 1.28%
$205.18 - $250.29 $461K - $562K
178K $42.7M
BX
Blackstone Inc.

Financial Services
10.6K
+ 5.57%
$148.45 - $199.05 $1.58M - $2.12M
202K $34.8M
XLC
Select Sector Spdr Tr Communic

ETFs
3.73K
+ 0.58%
$89.66 - $102.16 $335K - $381K
645K $62.5M
XLF
Financial Sector Spdr

ETFs
2.69K
+ 0.31%
$44.89 - $51.34 $121K - $138K
880K $42.5M
VRT
Vertiv Holdings CO

Industrials
15.1K
+ 52.56%
N/A
43.8K $3.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
110
+ 1.19%
$260.53 - $404.79 $28.7K - $44.5K
9.33K $3.57M
ISRG
Intuitive Surgical Inc

Healthcare
1.82K
+ 84.06%
$471.27 - $550.62 $857K - $1M
3.98K $2.08M
TRV
Travelers Companies, Inc.

Financial Services
3.1K
+ 16.94%
$225.97 - $266.66 $699K - $825K
21.4K $5.15M
WFC
Wells Fargo & Company

Financial Services
2.46K
+ 6.16%
$54.98 - $77.35 $135K - $191K
42.5K $2.98M
GS
Goldman Sachs Group Inc

Financial Services
163
+ 2.54%
$486.1 - $608.57 $79.2K - $99.2K
6.57K $3.76M
COIN
Coinbase Global, Inc.

Technology
2.04K
New
$163.17 - $343.62 $333K - $701K
2.04K $506K
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 6.78%
$4100.99 - $5300.34 $103K - $133K
394 $1.96M
SOXX
Ishares Semiconductor ETF

ETFs
1.9K
+ 109.31%
$211.27 - $239.8 $402K - $456K
3.64K $784K
VUG
Vanguard Growth ETF

ETFs
175
+ 1.58%
$378.79 - $428.11 $66.3K - $74.9K
11.3K $4.62M
T
At&T Inc.

Communication Services
12.1K
+ 32.9%
$21.22 - $23.88 $258K - $290K
49.1K $1.12M
DDOG
Datadog, Inc.

Technology
2K
New
$113.98 - $168.65 $228K - $337K
2K $285K
GLW
Corning Inc

Technology
3.9K
+ 9.93%
$44.11 - $49.76 $172K - $194K
43.2K $2.05M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.58K
New
$54.6 - $68.9 $250K - $315K
4.58K $276K
IAT
Ishares Tr

ETFs
2.46K
+ 4.76%
$46.07 - $56.9 $113K - $140K
54.2K $2.73M
OKE
Oneok Inc

Energy
2.26K
+ 90.71%
$92.28 - $117.05 $208K - $264K
4.74K $476K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 2.64%
$172.07 - $207.36 $38.2K - $46K
8.63K $1.7M
BMRC
Bank Of Marin Bancorp

Financial Services
10.3K
New
$19.26 - $26.57 $198K - $274K
10.3K $244K
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 1.46%
$570.51 - $610.59 $98.1K - $105K
12K $7.04M
META
Meta Platforms, Inc.

Communication Services
186
+ 2.76%
$554.08 - $632.68 $103K - $118K
6.94K $4.09M
LHX
L3 Harris Technologies, Inc.

Industrials
3.6K
+ 18.69%
$208.94 - $264.22 $753K - $952K
22.9K $4.81M
BK
Bank Of New York Mellon Corp

Financial Services
2.89K
New
$70.82 - $81.87 $205K - $237K
2.89K $222K
CHKP
Check Point Software Technologies LTD

Technology
1.19K
New
$170.18 - $209.01 $203K - $249K
1.19K $222K
GM
General Motors CO

Consumer Cyclical
4.14K
New
$44.82 - $60.2 $186K - $249K
4.14K $220K
CAH
Cardinal Health Inc

Healthcare
820
+ 5.27%
$107.89 - $125.33 $88.5K - $103K
16.4K $1.94M
EMR
Emerson Electric CO

Industrials
109
+ 0.78%
$108.13 - $134.33 $11.8K - $14.6K
14.1K $1.75M
LNG
Cheniere Energy, Inc.

Energy
993
New
$181.07 - $225.92 $180K - $224K
993 $213K
DFS
Discover Financial Services

Financial Services
1.22K
New
$136.3 - $182.67 $167K - $223K
1.22K $211K
TM
Toyota Motor Corp

Consumer Cyclical
1.09K
New
$169.2 - $199.52 $184K - $217K
1.09K $211K
MGK
Vanguard Mega Cap Growth ETF

ETFs
609
New
$316.94 - $357.88 $193K - $218K
609 $209K
SHOP
Shopify Inc.

Technology
1.95K
New
$78.14 - $119.49 $153K - $233K
1.95K $207K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.28K
New
$89.01 - $96.24 $203K - $219K
2.28K $204K
EPD
Enterprise Products Partners L.P.

Energy
3.73K
+ 16.27%
$28.66 - $34.43 $107K - $128K
26.6K $835K
NOW
Service Now, Inc.

Technology
15
+ 1.72%
$867.18 - $1148.42 $13K - $17.2K
886 $939K
GOLD
Barrick Gold Corp

Basic Materials
10.3K
New
$15.23 - $21.19 $157K - $218K
10.3K $159K
ALL
Allstate Corp

Financial Services
611
+ 5.19%
$181.25 - $208.2 $111K - $127K
12.4K $2.39M
JCI
Johnson Controls International PLC

Industrials
1.38K
+ 6.09%
$74.23 - $86.6 $103K - $120K
24.1K $1.9M
IGV
Ishares Expanded Tech Software

ETFs
245
+ 2.34%
$87.5 - $110.17 $21.4K - $27K
10.7K $1.07M
MA
Mastercard Inc

Financial Services
20
+ 0.52%
$491.3 - $536.15 $9.83K - $10.7K
3.85K $2.03M
ROP
Roper Technologies Inc

Industrials
611
+ 12.02%
$519.85 - $575.95 $318K - $352K
5.7K $2.96M
KMI
Kinder Morgan, Inc.

Energy
1.67K
+ 10.75%
$22.59 - $28.54 $37.8K - $47.7K
17.2K $472K
DLR
Digital Realty Trust, Inc.

Real Estate
405
+ 11.94%
$156.46 - $195.69 $63.4K - $79.3K
3.8K $673K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
155K
+ 199.96%
$22.01 - $66.82 $3.42M - $10.4M
233K $5.29M
Activity Summary
Buys All Purchases 136 New Holdings 17 Increased Positions 119 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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