Kcm Investment Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.85 Billion distributed in 367 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $230M, Technology Sector Spdr with a value of $161M, Microsoft Corp with a value of $131M, Costco Wholesale Corp with a value of $110M, and Amazon Com Inc with a value of $74.8M.
Examining the 13F form we can see an decrease of $50.8M in the current position value, from $2.91B to 2.85B.
Kcm Investment Advisors LLC is based out at Greenbrae, CA
Below you can find more details about Kcm Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.85 Billion
ETFs: $963 Million
Technology: $500 Million
Consumer Defensive: $244 Million
Industrials: $241 Million
Consumer Cyclical: $217 Million
Financial Services: $208 Million
Healthcare: $175 Million
Communication Services: $111 Million
Other: $194 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
