Kcm Investment Advisors LLC Incresed Positions in Q4 2024

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
298
+ 21.8%
$230.6 - $277.0 $68.7K - $82.5K
1.67K $390K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.3K
+ 25.61%
$56.08 - $68.53 $72.9K - $89.1K
6.38K $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
394
+ 2.95%
$126.68 - $134.74 $49.9K - $53.1K
13.7K $1.75M
IYT
Ishares Tr U.S. Transportation

ETFs
646
+ 18.24%
$66.79 - $75.4 $43.1K - $48.7K
4.19K $282K
EW
Edwards Lifesciences Corp

Healthcare
51
+ 1.26%
$64.54 - $75.92 $3.29K - $3.87K
4.1K $303K
TXN
Texas Instruments Inc

Technology
168
+ 4.7%
N/A
3.74K $728K
ETN
Eaton Corp PLC

Industrials
70
+ 0.39%
$326.96 - $377.52 $22.9K - $26.4K
18.1K $6.01M
IBM
International Business Machines Corp

Technology
189
+ 2.17%
$204.9 - $238.04 $38.7K - $45K
8.92K $1.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
68
+ 3.86%
$178.39 - $215.0 $12.1K - $14.6K
1.83K $352K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.6K
+ 200.2%
$22.4 - $68.28 $685K - $2.09M
45.8K $1.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 4.72%
$311.11 - $335.64 $14.3K - $15.4K
1.02K $328K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 0.91%
$112.15 - $127.2 $4.71K - $5.34K
4.64K $560K
ACN
Accenture PLC

Technology
174
+ 0.66%
$343.9 - $376.86 $59.8K - $65.6K
26.6K $9.34M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
120
+ 3.09%
$238.25 - $261.28 $28.6K - $31.4K
4.01K $970K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
173
+ 5.1%
$113.92 - $127.38 $19.7K - $22K
3.56K $410K
INTU
Intuit Inc

Technology
12
+ 1.65%
$602.01 - $706.25 $7.22K - $8.48K
739 $464K
DGRO
Ishares Core Dividend Growth E

ETFs
1.08K
+ 2.67%
$60.73 - $64.94 $65.6K - $70.1K
41.5K $2.55M
EVRG
Evergy, Inc.

Utilities
210
+ 3.66%
$59.06 - $65.0 $12.4K - $13.7K
5.95K $365K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
117
+ 0.3%
$61.68 - $67.87 $7.22K - $7.94K
39.4K $2.45M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.86K
+ 100.0%
$27.45 - $55.56 $133K - $270K
9.71K $274K
ED
Consolidated Edison Inc

Utilities
545
+ 19.06%
$88.87 - $107.38 $48.4K - $58.5K
3.41K $303K
SYK
Stryker Corp

Healthcare
16
+ 0.9%
$345.14 - $392.15 $5.52K - $6.27K
1.8K $647K
PM
Philip Morris International Inc.

Consumer Defensive
61
+ 1.38%
$118.38 - $133.06 $7.22K - $8.12K
4.47K $537K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
43.7K
+ 200.0%
$27.54 - $83.04 $1.2M - $3.63M
65.6K $1.82M
FNY
First Trust Mid Cap Growth Alp
688
+ 1.83%
N/A
38.4K $0
Arm Holdings PLC
875
+ 40.05%
N/A
3.06K $0
Bank America Corp
12
+ 0.53%
N/A
2.26K $0
Linde PLC
51
+ 0.34%
N/A
15K $0
Amplify ETF Tr
70
+ 1.53%
N/A
4.66K $0
Ge Vernova Inc
550
+ 63.22%
N/A
1.42K $0
SHEL
Shell PLC

Energy
131
+ 2.26%
$60.63 - $70.23 $7.94K - $9.2K
5.92K $370K
CSX
Csx Corp

Industrials
52
+ 0.7%
$31.58 - $36.88 $1.64K - $1.92K
7.44K $239K
GE
General Electric CO

Industrials
447
+ 10.49%
$159.95 - $194.23 $71.5K - $86.8K
4.71K $785K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
317
+ 3.96%
$40.28 - $44.96 $12.8K - $14.3K
8.32K $336K
AEP
American Electric Power CO Inc

Utilities
353
+ 5.52%
$90.91 - $102.21 $32.1K - $36.1K
6.75K $622K
WEC
Wec Energy Group, Inc.

Utilities
33
+ 0.16%
$92.94 - $101.82 $3.07K - $3.36K
20.3K $1.91M
PFE
Pfizer Inc

Healthcare
9.59K
+ 7.72%
$24.8 - $30.19 $238K - $290K
134K $3.55M
VLO
Valero Energy Corp

Energy
99
+ 1.83%
$118.59 - $144.02 $11.7K - $14.3K
5.5K $673K
GIS
General Mills Inc

Consumer Defensive
104
+ 1.55%
$62.78 - $74.62 $6.53K - $7.76K
6.81K $434K
IHF
Ishares Tr

ETFs
13
+ 0.19%
$47.41 - $56.83 $616 - $739
6.9K $330K
SCCO
Southern Copper Corp

Basic Materials
14.2K
+ 25.45%
$91.13 - $117.95 $1.29M - $1.67M
70K $6.37M
DVY
Ishares Tr

ETFs
911
+ 1.75%
$129.55 - $143.41 $118K - $131K
52.9K $6.95M
STZ
Constellation Brands, Inc.

Consumer Defensive
162
+ 4.79%
$219.66 - $257.62 $35.6K - $41.7K
3.54K $783K
VEA
Vanguard Ftse Developed Market

ETFs
497
+ 2.17%
$47.57 - $52.44 $23.6K - $26.1K
23.4K $1.12M
CB
Chubb LTD

Financial Services
299
+ 1.83%
$271.57 - $301.89 $81.2K - $90.3K
16.6K $4.59M
PANW
Palo Alto Networks Inc

Technology
175
+ 17.95%
$181.96 - $405.9 $31.8K - $71K
1.15K $209K
NEM
Newmont Corp

Basic Materials
623
+ 6.15%
$37.0 - $58.68 $23.1K - $36.6K
10.7K $400K
VDC
Vanguard Consumer Staples ETF

ETFs
1.17K
+ 2.03%
$210.96 - $223.62 $247K - $261K
58.9K $12.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 0.17%
$442.29 - $483.08 $22.6K - $24.6K
29.3K $13.3M
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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