KC Investment Advisors, LLC
KC Investment Advisors, LLC is based out of WICHITA, KS. Their last reported 13F filing for 2020-12-31 included $95,069,000,000 in managed 13F securities and a top 10 holdings concentration of 0.04%. KC Investment Advisors, LLC's largest holding is J P MORGAN EXCHANGE-TRADED F with shares held of 258,666 with total value $13,138,000. KC Investment Advisors, LLC has met the qualifications for inclusion in our system.
| Quarter | # of Investments | Portofolio Value (Million USD) |
|---|
Current Quarter | 2020-12-31 | 135 | 95,069 | Previous Quarter | 2020-09-30 | 117 | 1,044,833 |
New Buys
| Ticker | Name | Shares | Value | Total Asset Value % |
|---|
| ADBE | ADOBE SYSTEMS INCORPORATED | 1,902 | $951,000 | 0.00% |
| GLD | SPDR GOLD TR | 3,570 | $637,000 | 0.00% |
| BKLN | INVESCO EXCH TRADED FD TR II | 27,157 | $605,000 | 0.00% |
| TRU | TRANSUNION | 5,038 | $500,000 | 0.00% |
| HCA | HCA HEALTHCARE INC | 3,010 | $495,000 | 0.00% |
| SBUX | STARBUCKS CORP | 3,823 | $409,000 | 0.00% |
| LHX | L3HARRIS TECHNOLOGIES INC | 2,151 | $407,000 | 0.00% |
| CIEN | CIENA CORP | 7,207 | $381,000 | 0.00% |
| MET | METLIFE INC | 7,547 | $354,000 | 0.00% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2,662 | $352,000 | 0.00% |
Top Buys
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
| AAPL | APPLE INC | 15,601 | $2,070,000 | 3,662 | $1,336,000 | 326.02% | 54.94% | 0.00% |
| NEE | NEXTERA ENERGY INC | 10,305 | $795,000 | 2,988 | $718,000 | 244.88% | 10.72% | 0.00% |
| JPST | J P MORGAN EXCHANGE-TRADED F | 258,666 | $13,138,000 | 82,697 | $4,195,000 | 212.79% | 213.18% | 0.01% |
| SPGI | S&P GLOBAL INC | 1,654 | $544,000 | 1,029 | $339,000 | 60.74% | 60.47% | 0.00% |
| ASML | ASML HOLDING N V | 1,425 | $695,000 | 915 | $337,000 | 55.74% | 106.23% | 0.00% |
| AGG | ISHARES TR | 11,289 | $1,334,000 | 7,777 | $919,000 | 45.16% | 45.16% | 0.00% |
| AMZN | AMAZON COM INC | 450 | $1,466,000 | 319 | $880,000 | 41.07% | 66.59% | 0.00% |
| BABA | ALIBABA GROUP HLDG LTD | 3,149 | $733,000 | 2,246 | $484,000 | 40.20% | 51.45% | 0.00% |
| VBK | VANGUARD INDEX FDS | 2,207 | $591,000 | 1,606 | $321,000 | 37.42% | 84.11% | 0.00% |
| DGRO | ISHARES TR | 17,502 | $784,000 | 12,744 | $479,000 | 37.34% | 63.67% | 0.00% |
Sold Out
| Ticker | Name | Previous Shares | Previous Value | previous Asset Value % |
|---|
| ADBE | ADOBE INC | 1,859 | $809,000 | 0.00% |
| BKLN | INVESCO EXCHANGE-TRADED FD T | 27,157 | $580,000 | 0.00% |
| SYK | STRYKER CORPORATION | 3,001 | $541,000 | 0.00% |
| XSLV | INVESCO EXCHANGE-TRADED FD T | 15,431 | $522,000 | 0.00% |
| KMB | KIMBERLY CLARK CORP | 2,885 | $408,000 | 0.00% |
| MTUM | ISHARES TR | 2,456 | $322,000 | 0.00% |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 6,100 | $275,000 | 0.00% |
| NA | AON PLC | 1,402 | $270,000 | 0.00% |
| ORCL | ORACLE CORP | 4,124 | $228,000 | 0.00% |
| LQD | ISHARES TR | 1,612 | $217,000 | 0.00% |
Top Sells
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
| SCHM | SCHWAB STRATEGIC TR | 4,909 | $335,000 | 11,017 | $580,000 | -55.44% | -42.24% | 0.00% |
| HYG | ISHARES TR | 6,106 | $533,000 | 9,825 | $802,000 | -37.85% | -33.54% | 0.00% |
| HYD | VANECK VECTORS ETF TR | 10,504 | $646,000 | 15,553 | $922,000 | -32.46% | -29.93% | 0.00% |
| VBR | VANGUARD INDEX FDS | 1,690 | $240,000 | 2,407 | $257,000 | -29.79% | -6.61% | 0.00% |
| MGV | VANGUARD WORLD FD | 6,610 | $574,000 | 9,189 | $673,000 | -28.07% | -14.71% | 0.00% |
| VOT | VANGUARD INDEX FDS | 1,186 | $252,000 | 1,619 | $267,000 | -26.74% | -5.62% | 0.00% |
| MGK | VANGUARD WORLD FD | 3,537 | $721,000 | 4,793 | $784,000 | -26.20% | -8.04% | 0.00% |
| IEMG | ISHARES INC | 3,345 | $208,000 | 4,405 | $210,000 | -24.06% | -0.95% | 0.00% |
| VOE | VANGUARD INDEX FDS | 1,840 | $219,000 | 2,294 | $220,000 | -19.79% | -0.45% | 0.00% |
| BMY | BRISTOL-MYERS SQUIBB CO | 4,619 | $287,000 | 5,442 | $320,000 | -15.12% | -10.31% | 0.00% |
2020-12-31 13F Holdings Details
| Stock |
Sector |
Shares Held |
Market Value |
% of Portfolio |
Previous % of Portfolio |
Rank |
Change in Shares |
% Change in Shares |
| JPST | | 258,666 | $13,138,000 | 0.01% | 0.00% | 1 | 175,969 | 212.79% |
| NA | | 13,418 | $3,111,000 | 0.00% | 0.00% | 2 | 468 | 3.61% |
| SCHX | | 32,428 | $2,949,000 | 0.00% | 0.00% | 3 | 6,224 | 23.75% |
| VOO | | 7,772 | $2,671,000 | 0.00% | 0.00% | 4 | -626 | -7.45% |
| MSFT | | 9,402 | $2,091,000 | 0.00% | 0.00% | 5 | 656 | 7.50% |
| AAPL | | 15,601 | $2,070,000 | 0.00% | 0.00% | 6 | 11,939 | 326.02% |
| ARKK | | 13,373 | $1,665,000 | 0.00% | 0.00% | 7 | 1,687 | 14.44% |
| AMZN | | 450 | $1,466,000 | 0.00% | 0.00% | 8 | 131 | 41.07% |
| GOOGL | | 829 | $1,453,000 | 0.00% | 0.00% | 9 | 40 | 5.07% |
| SPLG | | 32,880 | $1,445,000 | 0.00% | 0.00% | 10 | -417 | -1.25% |
| AGG | | 11,289 | $1,334,000 | 0.00% | 0.00% | 11 | 3,512 | 45.16% |
| FB | | 4,235 | $1,157,000 | 0.00% | 0.00% | 12 | -534 | -11.20% |
| V | | 5,078 | $1,111,000 | 0.00% | 0.00% | 13 | 350 | 7.40% |
| TMO | | 2,350 | $1,095,000 | 0.00% | 0.00% | 14 | -155 | -6.19% |
| UNH | | 3,094 | $1,085,000 | 0.00% | 0.00% | 15 | -68 | -2.15% |
| JPM | | 8,317 | $1,057,000 | 0.00% | 0.00% | 16 | 390 | 4.92% |
| MA | | 2,912 | $1,039,000 | 0.00% | 0.00% | 17 | 455 | 18.52% |
| HD | | 3,594 | $955,000 | 0.00% | 0.00% | 18 | 68 | 1.93% |
| ADBE | | 1,902 | $951,000 | 0.00% | 0.00% | 19 | 43 | 2.31% |
| WMT | | 6,039 | $871,000 | 0.00% | 0.00% | 20 | 247 | 4.26% |
| DHR | | 3,898 | $866,000 | 0.00% | 0.00% | 21 | -240 | -5.80% |
| VB | | 4,386 | $854,000 | 0.00% | 0.00% | 22 | 1,145 | 35.33% |
| CMCSA | | 15,725 | $824,000 | 0.00% | 0.00% | 23 | -347 | -2.16% |
| MCD | | 3,834 | $823,000 | 0.00% | 0.00% | 24 | 658 | 20.72% |
| VZ | | 13,974 | $821,000 | 0.00% | 0.00% | 25 | 1,156 | 9.02% |
| ACN | | 3,104 | $811,000 | 0.00% | 0.00% | 26 | -121 | -3.75% |
| NEE | | 10,305 | $795,000 | 0.00% | 0.00% | 27 | 7,317 | 244.88% |
| DGRO | | 17,502 | $784,000 | 0.00% | 0.00% | 28 | 4,758 | 37.34% |
| JNJ | | 4,900 | $771,000 | 0.00% | 0.00% | 29 | 166 | 3.51% |
| TMUS | | 5,530 | $746,000 | 0.00% | 0.00% | 30 | 1,300 | 30.73% |
| BABA | | 3,149 | $733,000 | 0.00% | 0.00% | 31 | 903 | 40.20% |
| MRK | | 8,870 | $726,000 | 0.00% | 0.00% | 32 | 939 | 11.84% |
| SCHB | | 7,978 | $726,000 | 0.00% | 0.00% | 33 | -74 | -0.92% |
| MGK | | 3,537 | $721,000 | 0.00% | 0.00% | 34 | -1,256 | -26.20% |
| AWK | | 4,670 | $717,000 | 0.00% | 0.00% | 35 | -235 | -4.79% |
| ZTS | | 4,323 | $715,000 | 0.00% | 0.00% | 36 | 116 | 2.76% |
| IEFA | | 10,106 | $698,000 | 0.00% | 0.00% | 37 | 2,396 | 31.08% |
| ASML | | 1,425 | $695,000 | 0.00% | 0.00% | 38 | 510 | 55.74% |
| EFAV | | 9,390 | $689,000 | 0.00% | 0.00% | 39 | 81 | 0.87% |
| DIS | | 3,792 | $687,000 | 0.00% | 0.00% | 40 | -115 | -2.94% |
| PEP | | 4,566 | $677,000 | 0.00% | 0.00% | 41 | 145 | 3.28% |
| PLD | | 6,782 | $676,000 | 0.00% | 0.00% | 42 | -833 | -10.94% |
| KO | | 12,186 | $668,000 | 0.00% | 0.00% | 43 | -1,493 | -10.91% |
| COST | | 1,765 | $665,000 | 0.00% | 0.00% | 44 | -4 | -0.23% |
| INTC | | 13,273 | $661,000 | 0.00% | 0.00% | 45 | 58 | 0.44% |
| QCOM | | 4,324 | $659,000 | 0.00% | 0.00% | 46 | 825 | 23.58% |
| HYD | | 10,504 | $646,000 | 0.00% | 0.00% | 47 | -5,049 | -32.46% |
| GLD | | 3,570 | $637,000 | 0.00% | | 48 | 3,570 | New |
| CTAS | | 1,790 | $633,000 | 0.00% | 0.00% | 49 | -25 | -1.38% |
| LMT | | 1,782 | $633,000 | 0.00% | 0.00% | 50 | 211 | 13.43% |
| LMBS | | 12,285 | $632,000 | 0.00% | 0.00% | 51 | -71 | -0.57% |
| BKLN | | 27,157 | $605,000 | 0.00% | 0.00% | 52 | 0 | 0.00% |
| VBK | | 2,207 | $591,000 | 0.00% | 0.00% | 53 | 601 | 37.42% |
| T | | 20,026 | $576,000 | 0.00% | 0.00% | 54 | 2,121 | 11.85% |
| MGV | | 6,610 | $574,000 | 0.00% | 0.00% | 55 | -2,579 | -28.07% |
| OMFL | | 13,810 | $549,000 | 0.00% | 0.00% | 56 | -301 | -2.13% |
| SPGI | | 1,654 | $544,000 | 0.00% | 0.00% | 57 | 625 | 60.74% |
| HYG | | 6,106 | $533,000 | 0.00% | 0.00% | 58 | -3,719 | -37.85% |
| CME | | 2,869 | $522,000 | 0.00% | 0.00% | 59 | 322 | 12.64% |
| ROP | | 1,203 | $519,000 | 0.00% | 0.00% | 60 | -55 | -4.37% |
| CSCO | | 11,603 | $519,000 | 0.00% | 0.00% | 61 | 1,097 | 10.44% |
| EQIX | | 715 | $511,000 | 0.00% | 0.00% | 62 | 156 | 27.91% |
| NNN | | 12,470 | $510,000 | 0.00% | 0.00% | 63 | -55 | -0.44% |
| MAA | | 3,996 | $506,000 | 0.00% | 0.00% | 64 | 51 | 1.29% |
| TRU | | 5,038 | $500,000 | 0.00% | | 65 | 5,038 | New |
| HCA | | 3,010 | $495,000 | 0.00% | | 66 | 3,010 | New |
| PG | | 3,498 | $487,000 | 0.00% | 0.00% | 67 | -204 | -5.51% |
| PAYX | | 5,170 | $482,000 | 0.00% | 0.00% | 68 | -105 | -1.99% |
| AEP | | 5,685 | $473,000 | 0.00% | 0.00% | 69 | 245 | 4.50% |
| CL | | 5,246 | $449,000 | 0.00% | 0.00% | 70 | -25 | -0.47% |
| ES | | 4,981 | $431,000 | 0.00% | 0.00% | 71 | -315 | -5.95% |
| PGX | | 27,780 | $424,000 | 0.00% | 0.00% | 72 | 114 | 0.41% |
| TT | | 2,885 | $419,000 | 0.00% | 0.00% | 73 | 43 | 1.51% |
| PFM | | 12,708 | $418,000 | 0.00% | 0.00% | 74 | 1,495 | 13.33% |
| CCI | | 2,573 | $410,000 | 0.00% | 0.00% | 75 | -110 | -4.10% |
| SBUX | | 3,823 | $409,000 | 0.00% | | 76 | 3,823 | New |
| LHX | | 2,151 | $407,000 | 0.00% | | 77 | 2,151 | New |
| XEL | | 5,940 | $396,000 | 0.00% | 0.00% | 78 | -390 | -6.16% |
| PYPL | | 1,686 | $395,000 | 0.00% | 0.00% | 79 | 412 | 32.34% |
| PFE | | 10,692 | $394,000 | 0.00% | 0.00% | 80 | 638 | 6.35% |
| PM | | 4,716 | $390,000 | 0.00% | 0.00% | 81 | 748 | 18.85% |
| NOC | | 1,253 | $382,000 | 0.00% | 0.00% | 82 | 60 | 5.03% |
| CIEN | | 7,207 | $381,000 | 0.00% | | 83 | 7,207 | New |
| CVS | | 5,446 | $372,000 | 0.00% | 0.00% | 84 | 1,224 | 28.99% |
| UL | | 6,147 | $371,000 | 0.00% | 0.00% | 85 | -97 | -1.55% |
| AGR | | 8,160 | $371,000 | 0.00% | 0.00% | 86 | 125 | 1.56% |
| ESS | | 1,555 | $369,000 | 0.00% | 0.00% | 87 | 230 | 17.36% |
| D | | 4,845 | $364,000 | 0.00% | 0.00% | 88 | 75 | 1.57% |
| SON | | 6,125 | $363,000 | 0.00% | 0.00% | 89 | -40 | -0.65% |
| HTA | | 13,060 | $360,000 | 0.00% | 0.00% | 90 | 200 | 1.56% |
| MET | | 7,547 | $354,000 | 0.00% | | 91 | 7,547 | New |
| KEYS | | 2,662 | $352,000 | 0.00% | | 92 | 2,662 | New |
| DUK | | 3,833 | $351,000 | 0.00% | 0.00% | 93 | -175 | -4.37% |
| CRM | | 1,548 | $344,000 | 0.00% | | 94 | 1,548 | New |
| ARCC | | 20,170 | $341,000 | 0.00% | 0.00% | 95 | 2,790 | 16.05% |
| KMB | | 2,525 | $340,000 | 0.00% | 0.00% | 96 | -360 | -12.48% |
| CINF | | 3,876 | $339,000 | 0.00% | 0.00% | 97 | 500 | 14.81% |
| SCHM | | 4,909 | $335,000 | 0.00% | 0.00% | 98 | -6,108 | -55.44% |
| FITB | | 12,142 | $335,000 | 0.00% | | 99 | 12,142 | New |
| AJG | | 2,700 | $334,000 | 0.00% | 0.00% | 100 | -180 | -6.25% |
| BCE | | 7,629 | $327,000 | 0.00% | 0.00% | 101 | 302 | 4.12% |
| BIP | | 6,565 | $324,000 | 0.00% | 0.00% | 102 | -775 | -10.56% |
| HIG | | 6,548 | $321,000 | 0.00% | | 103 | 6,548 | New |
| KEY | | 19,528 | $320,000 | 0.00% | | 104 | 19,528 | New |
| IP | | 6,408 | $319,000 | 0.00% | | 105 | 6,408 | New |
| USHY | | 7,450 | $307,000 | 0.00% | | 106 | 7,450 | New |
| NXPI | | 1,884 | $300,000 | 0.00% | | 107 | 1,884 | New |
| EMR | | 3,680 | $296,000 | 0.00% | | 108 | 3,680 | New |
| MO | | 7,100 | $291,000 | 0.00% | 0.00% | 109 | 1,012 | 16.62% |
| IJH | | 1,253 | $288,000 | 0.00% | 0.00% | 110 | 92 | 7.92% |
| PNW | | 3,606 | $288,000 | 0.00% | 0.00% | 111 | 855 | 31.08% |
| BMY | | 4,619 | $287,000 | 0.00% | 0.00% | 112 | -823 | -15.12% |
| SCHK | | 7,649 | $286,000 | 0.00% | 0.00% | 113 | 73 | 0.96% |
| ALLY | | 7,763 | $277,000 | 0.00% | | 114 | 7,763 | New |
| GIS | | 4,495 | $264,000 | 0.00% | 0.00% | 115 | -487 | -9.78% |
| CLX | | 1,293 | $261,000 | 0.00% | 0.00% | 116 | 315 | 32.21% |
| MUB | | 2,202 | $258,000 | 0.00% | | 117 | 2,202 | New |
| DLR | | 1,819 | $254,000 | 0.00% | | 118 | 1,819 | New |
| VOT | | 1,186 | $252,000 | 0.00% | 0.00% | 119 | -433 | -26.74% |
| VBR | | 1,690 | $240,000 | 0.00% | 0.00% | 120 | -717 | -29.79% |
| EA | | 1,653 | $237,000 | 0.00% | | 121 | 1,653 | New |
| ETR | | 2,260 | $226,000 | 0.00% | | 122 | 2,260 | New |
| VOE | | 1,840 | $219,000 | 0.00% | 0.00% | 123 | -454 | -19.79% |
| BUD | | 3,117 | $218,000 | 0.00% | | 124 | 3,117 | New |
| XLE | | 5,710 | $216,000 | 0.00% | | 125 | 5,710 | New |
| NVDA | | 411 | $215,000 | 0.00% | | 126 | 411 | New |
| SO | | 3,469 | $213,000 | 0.00% | | 127 | 3,469 | New |
| SMMV | | 6,257 | $212,000 | 0.00% | | 128 | 6,257 | New |
| SPY | | 566 | $212,000 | 0.00% | | 129 | 566 | New |
| ADX | | 12,222 | $211,000 | 0.00% | 0.00% | 130 | 0 | 0.00% |
| SHW | | 283 | $208,000 | 0.00% | | 131 | 283 | New |
| IEMG | | 3,345 | $208,000 | 0.00% | 0.00% | 132 | -1,060 | -24.06% |
| AAXJ | | 2,322 | $208,000 | 0.00% | | 133 | 2,322 | New |
| PAA | | 25,101 | $207,000 | 0.00% | | 134 | 25,101 | New |
| ADBE | | | | | 0.00% | Sold All | 1,859 | -100% |
| BKLN | | | | | 0.00% | Sold All | 27,157 | -100% |
| SYK | | | | | 0.00% | Sold All | 3,001 | -100% |
| XSLV | | | | | 0.00% | Sold All | 15,431 | -100% |
| KMB | | | | | 0.00% | Sold All | 2,885 | -100% |
| MTUM | | | | | 0.00% | Sold All | 2,456 | -100% |
| FTSL | | | | | 0.00% | Sold All | 6,100 | -100% |
| NA | | | | | 0.00% | Sold All | 1,402 | -100% |
| ORCL | | | | | 0.00% | Sold All | 4,124 | -100% |
| LQD | | | | | 0.00% | Sold All | 1,612 | -100% |
| IEF | | | | | 0.00% | Sold All | 1,666 | -100% |
