Kcm Investment Advisors LLC Sells in Q4 2024

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
-4.56K
- 6.84%
$116.67 - $136.78 $532K - $624K
62.2K $7.54M
LEN
Lennar Corp

Consumer Cyclical
-440
- 3.97%
$136.2 - $188.96 $59.9K - $83.1K
10.7K $1.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
-710
- 1.54%
$285.5 - $335.62 $203K - $238K
45.3K $13.1M
SWK
Stanley Black & Decker, Inc.

Industrials
-1.44K
- 10.46%
$79.07 - $109.36 $114K - $157K
12.3K $986K
ALB
Albemarle Corp

Basic Materials
-4.45K
- 33.2%
$86.08 - $111.3 $383K - $495K
8.95K $770K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-15.5K
- 4.31%
$11.42 - $12.5 $177K - $193K
344K $3.96M
SO
Southern CO

Utilities
-2.51K
- 7.45%
$81.5 - $94.15 $205K - $237K
31.2K $2.57M
CVS
Cvs Health Corp

Healthcare
-2.66K
- 13.85%
$43.78 - $67.46 $117K - $180K
16.6K $743K
MMM
3 M CO

Industrials
-2.17K
- 9.01%
$124.74 - $137.12 $270K - $297K
21.9K $2.83M
SLQT
Select Quote, Inc.

Financial Services
-232K
- 83.0%
$1.84 - $3.83 $428K - $890K
47.6K $177K
MDT
Medtronic PLC

Healthcare
-2.79K
- 16.32%
$79.61 - $92.24 $222K - $258K
14.3K $1.14M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-13.7K
- 6.91%
$23.14 - $26.91 $318K - $370K
185K $4.41M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.32K
- 5.91%
$101.77 - $113.02 $236K - $262K
36.8K $3.89M
IRM
Iron Mountain Inc

Real Estate
-248
- 1.15%
$101.62 - $128.14 $25.2K - $31.8K
21.3K $2.24M
CE
Celanese Corp

Basic Materials
-745
- 18.49%
$67.03 - $136.68 $49.9K - $102K
3.28K $227K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.39K
- 3.92%
$73.97 - $84.09 $103K - $117K
33.9K $2.59M
PEG
Public Service Enterprise Group Inc

Utilities
-126
- 0.19%
$81.87 - $94.51 $10.3K - $11.9K
65.1K $5.5M
MPC
Marathon Petroleum Corp

Energy
-430
- 3.99%
$131.65 - $174.84 $56.6K - $75.2K
10.3K $1.44M
UL
Unilever PLC

Consumer Defensive
-782
- 2.5%
$56.7 - $64.64 $44.3K - $50.5K
30.5K $1.73M
ABT
Abbott Laboratories

Healthcare
-1.5K
- 1.04%
$111.93 - $119.39 $168K - $180K
143K $16.2M
IBB
Ishares Biotechnology ETF

ETFs
-196
- 0.96%
$131.21 - $148.85 $25.7K - $29.2K
20.2K $2.67M
SPGI
S&P Global Inc.

Financial Services
-96
- 0.73%
$480.36 - $529.17 $46.1K - $50.8K
13K $6.47M
BDX
Becton Dickinson & CO

Healthcare
-1.05K
- 31.61%
$220.02 - $243.75 $231K - $255K
2.27K $514K
CARR
Carrier Global Corp

Industrials
-256
- 1.2%
$66.69 - $82.65 $17.1K - $21.2K
21.1K $1.44M
SHW
Sherwin Williams CO

Basic Materials
-79
- 1.42%
$338.75 - $399.71 $26.8K - $31.6K
5.5K $1.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.14K
- 47.62%
$183.23 - $199.79 $209K - $228K
1.26K $232K
INTC
Intel Corp

Technology
-5.24K
- 15.48%
$19.07 - $26.23 $99.8K - $137K
28.6K $572K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-373
- 2.42%
$563.99 - $620.12 $210K - $231K
15K $8.56M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.42K
- 12.56%
$77.23 - $82.11 $187K - $199K
16.9K $1.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-406
- 3.56%
$59.25 - $72.99 $24.1K - $29.6K
11K $656K
NVS
Novartis Ag

Healthcare
-102
- 1.05%
$96.78 - $117.18 $9.87K - $12K
9.65K $938K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.07K
- 13.61%
$31.23 - $33.51 $127K - $136K
25.8K $812K
CI
Cigna Corp

Healthcare
-92
- 4.24%
$265.59 - $358.58 $24.4K - $33K
2.08K $573K
XYL
Xylem Inc.

Industrials
-250
- 3.25%
$116.02 - $137.45 $29K - $34.4K
7.43K $862K
PPL
Ppl Corp

Utilities
-3.56K
- 3.89%
$31.47 - $35.0 $112K - $124K
87.9K $2.85M
CLX
Clorox CO

Consumer Defensive
-874
- 2.07%
$156.51 - $169.74 $137K - $148K
41.4K $6.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-760
- 10.64%
$174.22 - $187.62 $132K - $143K
6.38K $1.12M
MP
Mp Materials Corp.

Basic Materials
-5.38K
- 17.97%
$15.6 - $23.11 $83.9K - $124K
24.6K $383K
A
Agilent Technologies, Inc.

Healthcare
-409
- 6.72%
$125.69 - $146.56 $51.4K - $59.9K
5.68K $762K
DOW
Dow Inc.

Basic Materials
-1.04K
- 15.09%
$39.1 - $55.34 $40.7K - $57.6K
5.86K $235K
ORCL
Oracle Corp

Technology
-367
- 1.77%
$165.41 - $192.43 $60.7K - $70.6K
20.3K $3.39M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-432
- 8.86%
$72.97 - $96.75 $31.5K - $41.8K
4.44K $330K
CMCSA
Comcast Corp

Communication Services
-816
- 3.53%
$37.39 - $45.14 $30.5K - $36.8K
22.3K $836K
AWK
American Water Works Company, Inc.

Utilities
-567
- 21.58%
$123.83 - $146.07 $70.2K - $82.8K
2.06K $256K
MAR
Marriott International Inc

Consumer Cyclical
-1.41K
- 15.85%
$246.06 - $292.59 $348K - $413K
7.5K $2.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-641
- 11.84%
$370.24 - $418.94 $237K - $269K
4.78K $1.92M
RTX
Raytheon Technologies Corp

Industrials
-271
- 1.78%
$114.45 - $127.21 $31K - $34.5K
14.9K $1.73M
VIG
Vanguard Dividend Appreciation

ETFs
-599
- 3.13%
N/A
18.5K $3.38M
AZN
Astrazeneca PLC

Healthcare
-562
- 9.91%
$63.2 - $79.58 $35.5K - $44.7K
5.11K $334K
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
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm 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 Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email