Kcs Wealth Advisory Incresed Positions in Q3 2023

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.9K
+ 66.04%
$45.64 - $47.75 $727K - $761K
40.1K $1.9M
PFE
Pfizer Inc

Healthcare
10.5K
+ 84.22%
$32.09 - $37.51 $336K - $393K
22.9K $759K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
11.9K
+ 55.11%
$25.21 - $25.36 $300K - $301K
33.5K $848K
JD
Jd.Com, Inc.

Consumer Cyclical
6.36K
+ 60.3%
$28.55 - $41.31 $182K - $263K
16.9K $492K
DEO
Diageo PLC

Consumer Defensive
1.39K
+ 39.38%
$148.63 - $179.68 $206K - $249K
4.91K $732K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.31K
+ 56.63%
$49.94 - $50.25 $116K - $116K
6.4K $321K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
3.74K
+ 12.84%
$28.9 - $31.12 $108K - $116K
32.9K $949K
INFY
Infosys LTD

Technology
2.08K
+ 3.96%
$16.01 - $18.11 $33.3K - $37.7K
54.5K $933K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
12.1K
+ 58.86%
$39.46 - $65.29 $479K - $793K
32.8K $1.34M
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
19.3K
+ 23.06%
$6.81 - $7.59 $132K - $147K
103K $702K
ELV
Elevance Health, Inc.

Healthcare
248
+ 3.83%
$414.13 - $475.93 $103K - $118K
6.73K $2.93M
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 8.48%
$301.82 - $333.84 $35.6K - $39.4K
1.51K $455K
NVO
Novo Nordisk A S

Healthcare
18.1K
+ 78.79%
$90.94 - $199.54 $1.64M - $3.6M
41K $3.73M
RVNU
Xtrackers Municipal Infrastruc

ETFs
1.31K
+ 13.87%
$23.61 - $25.4 $30.9K - $33.2K
10.7K $254K
DHR
Danaher Corp

Healthcare
4
+ 0.44%
$233.08 - $265.59 $932 - $1.06K
916 $227K
Gsk PLC
314
+ 1.49%
N/A
21.4K $0
SEDG
Solaredge Technologies, Inc.

Technology
1.04K
+ 100.48%
$127.27 - $283.85 $133K - $296K
2.08K $269K
SONY
Sony Group Corp

Technology
537
+ 6.44%
$81.05 - $95.1 $43.5K - $51.1K
8.87K $731K
PARAP
Paramouint Global 5.75% Series

Communication Services
666
+ 3.62%
$17.1 - $23.76 $11.4K - $15.8K
19K $338K
MBB
Ishares Tr

ETFs
1.2K
+ 2.15%
$88.51 - $93.81 $106K - $113K
56.9K $5.06M
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory 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 Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email