$235 Million is the total value of KCS Wealth Advisory's 133 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $29,084,299 | -14.8% | 169,875 | -3.5% | 12.40% | +4.9% |
| JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $12,595,863 | -16.9% | 250,266 | -17.7% | 5.37% | +2.2% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $11,698,532 | -12.9% | 203,100 | -12.7% | 4.99% | +7.1% |
| GSST | Sell | GOLDMAN SACHS ETF TRaces ultra shr | $8,290,790 | -0.2% | 166,015 | -0.2% | 3.54% | +22.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,560,718 | -38.2% | 12,949 | -35.9% | 2.37% | -24.0% |
| MBB | Buy | ISHARES TRmbs etf | $5,057,072 | -2.7% | 56,949 | +2.2% | 2.16% | +19.7% |
| FB | Sell | META PLATFORMS INCcl a | $4,679,074 | -23.5% | 15,586 | -26.9% | 2.00% | -5.9% |
| MSFT | Sell | MICROSOFT CORP | $4,551,852 | -32.9% | 14,416 | -27.7% | 1.94% | -17.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,343,020 | -16.0% | 12,398 | -18.3% | 1.85% | +3.3% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $4,073,972 | -11.9% | 53,619 | -8.3% | 1.74% | +8.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,926,230 | -5.9% | 29,778 | -13.7% | 1.67% | +15.8% |
| NVO | Buy | NOVO-NORDISK A Sadr | $3,726,176 | +0.5% | 40,974 | +78.8% | 1.59% | +23.7% |
| AMAT | Sell | APPLIED MATLS INC | $3,266,728 | -14.3% | 23,595 | -10.6% | 1.39% | +5.5% |
| EPPRC | Sell | EL PASO ENERGY CAP TR Ipfd cv tr sec 28 | $3,236,190 | -17.5% | 71,266 | -15.7% | 1.38% | +1.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,122,157 | -7.2% | 70,414 | -13.1% | 1.33% | +14.2% |
| PCAR | Sell | PACCAR INC | $3,064,206 | -21.8% | 36,041 | -23.1% | 1.31% | -3.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,022,072 | -13.3% | 20,839 | -13.1% | 1.29% | +6.6% |
| CVEWS | Sell | CENOVUS ENERGY INC*w exp 01/01/202 | $2,964,966 | +5.1% | 184,533 | -20.7% | 1.26% | +29.4% |
| KR | Sell | KROGER CO | $2,956,499 | -16.8% | 66,067 | -12.6% | 1.26% | +2.4% |
| MS | Sell | MORGAN STANLEY | $2,942,816 | -17.1% | 36,033 | -13.3% | 1.26% | +2.1% |
| ANTM | Buy | ELEVANCE HEALTH INC | $2,929,071 | +1.8% | 6,727 | +3.8% | 1.25% | +25.3% |
| V | Sell | VISA INC | $2,920,897 | -14.4% | 12,699 | -11.7% | 1.24% | +5.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,825,365 | -4.2% | 5,001 | -8.7% | 1.20% | +17.9% |
| NWS | Sell | NEWS CORP NEWcl b | $2,784,893 | -7.7% | 133,440 | -12.7% | 1.19% | +13.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,760,555 | -15.6% | 85,176 | -3.2% | 1.18% | +3.9% |
| MELI | Sell | MERCADOLIBRE INC | $2,755,104 | +2.9% | 2,173 | -3.9% | 1.18% | +26.6% |
| UBS | Sell | UBS GROUP AG | $2,537,866 | +2.7% | 102,956 | -15.6% | 1.08% | +26.3% |
| PKG | Sell | PACKAGING CORP AMER | $2,498,105 | -5.3% | 16,269 | -18.5% | 1.06% | +16.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,392,444 | -17.1% | 27,531 | -3.8% | 1.02% | +2.0% |
| SU | Sell | SUNCOR ENERGY INC NEW | $2,301,741 | +7.7% | 66,950 | -8.2% | 0.98% | +32.4% |
| AMZN | Sell | AMAZON COM INC | $2,234,770 | -20.0% | 17,580 | -17.9% | 0.95% | -1.4% |
| IBTH | Sell | ISHARES TRibonds 27 trm ts | $2,178,107 | -11.2% | 99,685 | -10.0% | 0.93% | +9.3% |
| AIV | Sell | APARTMENT INVT & MGMT COcl a | $2,154,023 | -32.5% | 316,768 | -15.4% | 0.92% | -16.9% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,147,575 | -15.2% | 26,025 | -11.0% | 0.92% | +4.4% |
| PEP | Sell | PEPSICO INC | $1,957,541 | -18.6% | 11,553 | -11.0% | 0.84% | +0.2% |
| MCK | Sell | MCKESSON CORP | $1,924,212 | -8.5% | 4,425 | -10.1% | 0.82% | +12.5% |
| Buy | JANUS DETROIT STR TRb-bbb clo etf | $1,902,352 | +71.8% | 40,050 | +66.0% | 0.81% | +111.2% | |
| IEUR | Sell | ISHARES TRcore msci euro | $1,887,503 | -44.4% | 38,009 | -41.1% | 0.80% | -31.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,850,378 | -20.9% | 3,670 | -24.5% | 0.79% | -2.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,843,837 | -46.6% | 28,653 | -44.0% | 0.79% | -34.3% |
| RPTPRD | Sell | RPT REALTY7.25 pfd d conv | $1,741,116 | -9.5% | 34,234 | -12.8% | 0.74% | +11.4% |
| BDX | Sell | BECTON DICKINSON & CO | $1,709,659 | -7.5% | 6,613 | -5.5% | 0.73% | +13.9% |
| KLAC | Sell | KLA CORP | $1,699,336 | -13.2% | 3,705 | -8.2% | 0.72% | +6.9% |
| BK | Sell | BANK NEW YORK MELLON CORP | $1,681,136 | -11.0% | 39,417 | -7.1% | 0.72% | +9.5% |
| GM | Sell | GENERAL MTRS CO | $1,603,266 | -28.3% | 48,628 | -16.2% | 0.68% | -11.7% |
| FQAL | Sell | FIDELITY COVINGTON TRUSTqlty fctor etf | $1,504,629 | -50.0% | 30,523 | -48.8% | 0.64% | -38.5% |
| BLK | Sell | BLACKROCK INC | $1,436,501 | -19.5% | 2,222 | -14.0% | 0.61% | -1.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,395,166 | -17.7% | 24,038 | -9.3% | 0.60% | +1.4% |
| RUSHA | Buy | RUSH ENTERPRISES INCcl a | $1,338,163 | +6.8% | 32,774 | +58.9% | 0.57% | +31.6% |
| VST | Sell | VISTRA CORP | $1,331,315 | +12.0% | 40,124 | -11.4% | 0.57% | +37.9% |
| MRK | Sell | MERCK & CO INC | $1,301,700 | -19.3% | 12,644 | -9.5% | 0.56% | -0.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,292,340 | +2.9% | 14,899 | -1.1% | 0.55% | +26.7% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $1,221,188 | -5.5% | 19,189 | -5.2% | 0.52% | +16.3% |
| ACI | Sell | ALBERTSONS COS INC | $1,219,469 | -16.3% | 53,603 | -19.7% | 0.52% | +3.0% |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $1,204,357 | -16.1% | 60,399 | -8.8% | 0.51% | +3.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,198,606 | -26.6% | 20,503 | -16.3% | 0.51% | -9.7% |
| OPY | Sell | OPPENHEIMER HLDGS INCcl a non vtg | $1,192,629 | -12.4% | 31,131 | -8.2% | 0.51% | +7.6% |
| SF | Sell | STIFEL FINL CORP | $1,175,532 | -14.5% | 19,133 | -17.0% | 0.50% | +5.3% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,142,407 | -1.4% | 5,812 | -7.9% | 0.49% | +21.1% |
| AER | Sell | AERCAP HOLDINGS NV | $1,125,867 | -12.0% | 17,965 | -10.8% | 0.48% | +8.4% |
| SAP | Sell | SAP SEspon adr | $1,108,402 | -12.2% | 8,571 | -7.1% | 0.47% | +8.2% |
| HYZD | Sell | WISDOMTREE TRhedged hi yld bd | $1,099,032 | -11.4% | 52,038 | -11.8% | 0.47% | +9.1% |
| ALLY | Sell | ALLY FINL INC | $1,038,653 | -23.0% | 38,930 | -22.0% | 0.44% | -5.1% |
| Sell | CBL & ASSOC PPTYS INC | $1,035,070 | -7.6% | 49,336 | -2.9% | 0.44% | +13.7% | |
| GTX | Sell | GARRETT MOTION INC | $978,846 | -37.4% | 124,219 | -39.8% | 0.42% | -23.1% |
| NVDA | NVIDIA CORPORATION | $966,548 | +2.8% | 2,222 | 0.0% | 0.41% | +26.4% | |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $949,452 | +12.3% | 32,853 | +12.8% | 0.40% | +38.2% |
| INFY | Buy | INFOSYS LTDsponsored adr | $933,283 | +10.7% | 54,546 | +4.0% | 0.40% | +36.3% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $931,138 | -13.7% | 4,893 | -14.7% | 0.40% | +6.1% |
| AON | Sell | AON PLC | $929,215 | -12.4% | 2,866 | -6.7% | 0.40% | +7.6% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $848,343 | +55.5% | 33,452 | +55.1% | 0.36% | +91.5% |
| HPQ | Sell | HP INC | $840,390 | -24.7% | 32,700 | -10.0% | 0.36% | -7.3% |
| ERJ | Sell | EMBRAER S.A.sponsored ads | $797,709 | -18.8% | 58,142 | -8.5% | 0.34% | 0.0% |
| Buy | GSK PLCsponsored adr | $775,424 | +3.2% | 21,391 | +1.5% | 0.33% | +27.3% | |
| PFE | Buy | PFIZER INC | $759,593 | +66.6% | 22,900 | +84.2% | 0.32% | +105.1% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $741,961 | -9.2% | 49,497 | -16.2% | 0.32% | +11.7% |
| KB | Sell | KB FINL GROUP INCsponsored adr | $738,048 | +4.9% | 17,953 | -7.2% | 0.32% | +29.1% |
| SONY | Buy | SONY GROUP CORPsponsored adr | $731,307 | -2.6% | 8,874 | +6.4% | 0.31% | +20.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $732,922 | +19.9% | 4,913 | +39.4% | 0.31% | +47.2% |
| CEMB | Sell | ISHARES INCjp mrg em crp bd | $724,999 | -16.5% | 17,144 | -14.4% | 0.31% | +2.7% |
| BBCA | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $707,963 | -46.5% | 12,175 | -43.6% | 0.30% | -34.1% |
| IHIT | Buy | INVESCO HIG INCM 2023 TARG T | $702,343 | +12.9% | 103,134 | +23.1% | 0.30% | +39.1% |
| TFLO | Sell | ISHARES TRtrs flt rt bd | $699,554 | -77.5% | 13,787 | -77.5% | 0.30% | -72.4% |
| LXPPRC | Sell | LXP INDUSTRIAL TRUSTpfd conv ser c | $659,510 | -37.2% | 14,633 | -30.9% | 0.28% | -22.8% |
| FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $654,127 | -40.3% | 24,731 | -39.0% | 0.28% | -26.6% |
| NYCBPRU | Sell | NEW YORK CMNTY CAP TR Vunit 05/07/2051 | $648,729 | -29.3% | 17,788 | -21.6% | 0.28% | -12.9% |
| JPEM | Sell | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $621,570 | -48.4% | 12,340 | -48.3% | 0.26% | -36.5% |
| EIX | Sell | EDISON INTL | $584,863 | -20.9% | 9,241 | -13.2% | 0.25% | -2.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $566,860 | -25.9% | 11,911 | -23.2% | 0.24% | -8.7% |
| Sell | SPECIAL OPPORTUNITIES FD INC2.75% cnv pfd c | $560,827 | -19.0% | 24,706 | -18.3% | 0.24% | -0.4% | |
| DDEC | Sell | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $511,104 | -50.0% | 15,225 | -49.7% | 0.22% | -38.4% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $503,905 | -33.7% | 8,699 | -29.3% | 0.22% | -18.3% |
| FDX | Sell | FEDEX CORP | $501,759 | -3.0% | 1,894 | -9.2% | 0.21% | +19.6% |
| FISV | Sell | FISERV INC | $495,782 | -10.7% | 4,389 | -0.3% | 0.21% | +9.9% |
| JD | Buy | JD.COM INCspon adr cl a | $492,764 | +36.8% | 16,916 | +60.3% | 0.21% | +68.0% |
| JPHY | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $464,200 | -38.3% | 10,579 | -37.3% | 0.20% | -24.1% |
| HD | Buy | HOME DEPOT INC | $455,960 | +5.5% | 1,509 | +8.5% | 0.19% | +29.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $413,452 | -4.7% | 7,531 | -1.7% | 0.18% | +17.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $403,704 | -44.0% | 3,085 | -48.8% | 0.17% | -31.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $394,758 | -21.7% | 6,825 | -15.8% | 0.17% | -4.0% |
| MHO | Sell | M/I HOMES INC | $390,955 | -61.5% | 4,652 | -60.1% | 0.17% | -52.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $384,732 | -5.8% | 900 | -2.3% | 0.16% | +16.3% |
| ADBE | Sell | ADOBE INC | $373,757 | +3.2% | 733 | -1.1% | 0.16% | +26.2% |
| IGEB | Sell | ISHARES TRinvestment grade | $355,770 | -19.3% | 8,389 | -15.9% | 0.15% | -0.7% |
| CSX | Sell | CSX CORP | $354,025 | -13.4% | 11,513 | -4.0% | 0.15% | +6.3% |
| NTG | Sell | TORTOISE MIDSTRM ENERGY FD I | $340,132 | -13.1% | 9,957 | -11.9% | 0.14% | +6.6% |
| VIACP | Buy | PARAMOUNT GLOBAL5.75% conv pfd a | $338,085 | -18.8% | 19,047 | +3.6% | 0.14% | 0.0% |
| IMO | Sell | IMPERIAL OIL LTD | $333,141 | -10.0% | 5,409 | -25.2% | 0.14% | +10.9% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $333,167 | -55.3% | 2,710 | -52.5% | 0.14% | -45.0% |
| CVE | Sell | CENOVUS ENERGY INC | $333,849 | -5.1% | 16,035 | -22.6% | 0.14% | +16.4% |
| DIS | Sell | DISNEY WALT CO | $328,982 | -15.1% | 4,059 | -6.4% | 0.14% | +4.5% |
| SYY | Buy | SYSCO CORP | $324,438 | +24.4% | 4,912 | +39.7% | 0.14% | +53.3% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $321,152 | +56.8% | 6,400 | +56.6% | 0.14% | +93.0% |
| AVB | Sell | AVALONBAY CMNTYS INC | $319,952 | -17.3% | 1,863 | -8.9% | 0.14% | +1.5% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $301,503 | -16.6% | 10,498 | -16.4% | 0.13% | +3.2% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $298,062 | -49.8% | 5,565 | -48.1% | 0.13% | -38.3% |
| HUM | HUMANA INC | $277,803 | +8.8% | 571 | 0.0% | 0.12% | +34.1% | |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $271,637 | -8.0% | 6,027 | -3.8% | 0.12% | +13.7% |
| AMGN | Sell | AMGEN INC | $273,061 | -30.9% | 1,016 | -42.9% | 0.12% | -15.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $268,669 | -12.7% | 1,725 | -7.2% | 0.12% | +7.5% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $269,511 | -3.5% | 2,081 | +100.5% | 0.12% | +18.6% |
| EWW | Sell | ISHARES INCmsci mexico etf | $265,122 | -49.6% | 4,553 | -46.2% | 0.11% | -37.9% |
| RVNU | Buy | DBX ETF TRxtrack mun infra | $254,659 | +7.2% | 10,727 | +13.9% | 0.11% | +32.9% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $251,439 | -51.6% | 3,051 | -50.1% | 0.11% | -40.6% |
| NFLX | Sell | NETFLIX INC | $237,888 | -37.6% | 630 | -27.2% | 0.10% | -23.5% |
| XOM | New | EXXON MOBIL CORP | $235,631 | – | 2,004 | +100.0% | 0.10% | – |
| DHR | Buy | DANAHER CORPORATION | $227,260 | +3.8% | 916 | +0.4% | 0.10% | +27.6% |
| ICVT | Sell | ISHARES TRconv bd etf | $224,634 | -3.1% | 3,027 | -0.3% | 0.10% | +20.0% |
| ABBV | Sell | ABBVIE INC | $219,864 | +4.1% | 1,475 | -5.9% | 0.09% | +28.8% |
| DVY | New | ISHARES TRselect divid etf | $204,194 | – | 1,897 | +100.0% | 0.09% | – |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $188,331 | -24.4% | 11,157 | -24.5% | 0.08% | -7.0% |
| PBRA | New | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $175,571 | – | 12,806 | +100.0% | 0.08% | – |
| BBDO | Sell | BANCO BRADESCO S Asponsored adr | $103,982 | -29.3% | 38,799 | -20.6% | 0.04% | -13.7% |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,167 | -100.0% | -0.07% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -8,761 | -100.0% | -0.07% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -739 | -100.0% | -0.07% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,890 | -100.0% | -0.07% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -685 | -100.0% | -0.07% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,158 | -100.0% | -0.07% | – |
| FM | Exit | ISHARES INCfrontier and sel | $0 | – | -8,114 | -100.0% | -0.07% | – |
| MXI | Exit | ISHARES TRglobal mater etf | $0 | – | -2,608 | -100.0% | -0.07% | – |
| TPH | Exit | TRI POINTE HOMES INC | $0 | – | -7,020 | -100.0% | -0.08% | – |
| ALX | Exit | ALEXANDERS INC | $0 | – | -1,323 | -100.0% | -0.08% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -293 | -100.0% | -0.09% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -670 | -100.0% | -0.09% | – |
| FLAX | Exit | FRANKLIN TEMPLETON ETF TRfranklin asia | $0 | – | -13,711 | -100.0% | -0.10% | – |
| XVV | Exit | ISHARES TResg scrnd s&p500 | $0 | – | -9,346 | -100.0% | -0.11% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,675 | -100.0% | -0.12% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,504 | -100.0% | -0.12% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -3,520 | -100.0% | -0.12% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -6,593 | -100.0% | -0.12% | – |
| FLKR | Exit | FRANKLIN TEMPLETON ETF TRftse south korea | $0 | – | -17,870 | -100.0% | -0.13% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -861 | -100.0% | -0.14% | – |
| IBTE | Exit | ISHARES TRibonds 24 trm ts | $0 | – | -22,130 | -100.0% | -0.18% | – |
| EPRPRE | Exit | EPR PPTYSconv pfd 9% sr e | $0 | – | -44,383 | -100.0% | -0.44% | – |
| GER | Exit | GOLDMAN SACHS MLP ENERGY REN | $0 | – | -161,563 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 12.4% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| ISHARES TR | 24 | Q3 2023 | 3.8% |
| ISHARES TR | 24 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.5% |
| ALPHABET INC | 24 | Q3 2023 | 1.9% |
| MORGAN STANLEY | 24 | Q3 2023 | 1.9% |
| COMCAST CORP NEW | 24 | Q3 2023 | 2.1% |
| MERCADOLIBRE INC | 24 | Q3 2023 | 2.2% |
| APPLIED MATLS INC | 24 | Q3 2023 | 1.9% |
View KCS Wealth Advisory's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-27 |
View KCS Wealth Advisory's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.