$94.8 Million is the total value of KCS Wealth Advisory's 147 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 20.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GIM | Buy | TEMPLETON GLOBAL INCOME FD | $2,362,000 | +39.0% | 391,698 | +41.1% | 2.49% | +58.0% |
SLQD | Sell | ISHARES TR0-5yr invt gr cp | $2,017,000 | -43.2% | 40,730 | -43.0% | 2.13% | -35.5% |
IEUR | Sell | ISHARES TRcore msci euro | $1,793,000 | -28.4% | 43,377 | -16.9% | 1.89% | -18.6% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $1,732,000 | -27.6% | 16,664 | -24.9% | 1.83% | -17.7% |
IGSB | New | ISHARES TRsh tr crport etf | $1,606,000 | – | 31,104 | +100.0% | 1.69% | – |
AAPL | Buy | APPLE INC | $1,508,000 | -20.1% | 9,562 | +14.3% | 1.59% | -9.3% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,506,000 | +17.4% | 31,788 | +17.0% | 1.59% | +33.3% |
TPYP | Sell | MANAGED PORTFOLIO SERtortoise nram pi | $1,404,000 | -57.3% | 70,518 | -50.1% | 1.48% | -51.5% |
COST | Sell | COSTCO WHSL CORP NEW | $1,208,000 | -17.1% | 5,930 | -4.5% | 1.27% | -5.8% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,194,000 | -11.6% | 1,153 | +1.9% | 1.26% | +0.5% |
SHPG | Buy | SHIRE PLCsponsored adr | $1,188,000 | +4.8% | 6,823 | +9.0% | 1.25% | +19.0% |
UNH | Buy | UNITEDHEALTH GROUP INC | $1,168,000 | -6.3% | 4,690 | +0.1% | 1.23% | +6.4% |
IGIB | New | ISHARES TRintrm tr crp etf | $1,156,000 | – | 22,047 | +100.0% | 1.22% | – |
CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $1,108,000 | -22.7% | 23,690 | -10.9% | 1.17% | -12.2% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,099,000 | +7.6% | 5,382 | +12.9% | 1.16% | +22.3% |
MELI | Buy | MERCADOLIBRE INC | $1,072,000 | -13.8% | 3,662 | +0.2% | 1.13% | -2.2% |
VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $1,062,000 | +85.3% | 14,242 | +88.4% | 1.12% | +110.5% |
PCAR | Buy | PACCAR INC | $1,054,000 | -1.4% | 18,441 | +17.6% | 1.11% | +12.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $1,053,000 | -14.4% | 28,541 | +2.4% | 1.11% | -2.8% |
V | Sell | VISA INC | $1,042,000 | -14.1% | 7,894 | -2.3% | 1.10% | -2.4% |
MS | Buy | MORGAN STANLEY | $988,000 | -1.9% | 24,911 | +15.2% | 1.04% | +11.4% |
DEO | Buy | DIAGEO P L Cspon adr new | $962,000 | +3.2% | 6,783 | +3.1% | 1.01% | +17.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $954,000 | -1.1% | 28,006 | +2.8% | 1.01% | +12.3% |
ERJ | Buy | EMBRAER S A | $950,000 | +33.1% | 42,944 | +17.8% | 1.00% | +51.1% |
BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $949,000 | +61.9% | 95,908 | +15.8% | 1.00% | +84.0% |
IVV | Sell | ISHARES TRcore s&p500 etf | $947,000 | -24.2% | 3,763 | -11.9% | 1.00% | -13.9% |
TTE | Buy | TOTAL S Asponsored adr | $922,000 | -17.7% | 17,669 | +1.6% | 0.97% | -6.5% |
MGA | Buy | MAGNA INTL INC | $911,000 | -7.7% | 20,035 | +6.7% | 0.96% | +4.9% |
HON | Buy | HONEYWELL INTL INC | $909,000 | -20.0% | 6,880 | +0.8% | 0.96% | -9.1% |
CSCO | Buy | CISCO SYS INC | $909,000 | -10.1% | 20,985 | +1.0% | 0.96% | +2.1% |
PFF | Buy | ISHARES TRs&p us pfd stk | $909,000 | +77.2% | 26,570 | +92.4% | 0.96% | +101.5% |
IXN | Sell | ISHARES TRglobal tech etf | $905,000 | -21.2% | 6,282 | -4.2% | 0.95% | -10.6% |
FDX | Buy | FEDEX CORP | $901,000 | -31.8% | 5,587 | +1.8% | 0.95% | -22.6% |
IXG | Buy | ISHARES TRglobal finls etf | $885,000 | -7.0% | 15,557 | +7.6% | 0.93% | +5.5% |
PKX | Buy | POSCOsponsored adr | $871,000 | -11.7% | 15,849 | +6.1% | 0.92% | +0.3% |
PG | Buy | PROCTER AND GAMBLE CO | $866,000 | +12.6% | 9,423 | +2.0% | 0.91% | +27.9% |
EPRPRE | Buy | EPR PPTYSconv pfd 9% sr e | $860,000 | +10.5% | 25,290 | +16.7% | 0.91% | +25.6% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $857,000 | +4.5% | 22,427 | +9.8% | 0.90% | +18.8% |
IX | Buy | ORIX CORPsponsored adr | $817,000 | -6.6% | 11,418 | +5.8% | 0.86% | +6.2% |
RXI | Buy | ISHARES TRglb cns disc etf | $817,000 | -15.6% | 8,096 | +0.5% | 0.86% | -4.1% |
CHL | Buy | CHINA MOBILE LIMITEDsponsored adr | $808,000 | +1.9% | 16,831 | +3.8% | 0.85% | +15.8% |
BP | Buy | BP PLCsponsored adr | $808,000 | -14.7% | 21,304 | +3.7% | 0.85% | -3.1% |
EIX | Buy | EDISON INTL | $789,000 | -15.2% | 13,896 | +1.1% | 0.83% | -3.6% |
MRK | Buy | MERCK & CO INC | $785,000 | +8.7% | 10,275 | +1.0% | 0.83% | +23.6% |
WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $772,000 | +9.5% | 612 | +12.1% | 0.81% | +24.5% |
TRP | Buy | TRANSCANADA CORP | $771,000 | -7.6% | 21,592 | +4.8% | 0.81% | +5.0% |
PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $770,000 | -19.7% | 21,943 | +4.2% | 0.81% | -8.8% |
RE | Buy | EVEREST RE GROUP LTD | $766,000 | -1.8% | 3,516 | +3.0% | 0.81% | +11.6% |
AMAT | Buy | APPLIED MATLS INC | $765,000 | +3.9% | 23,356 | +22.7% | 0.81% | +18.2% |
LXPPRC | Buy | LEXINGTON REALTY TRUSTpfd conv ser c | $749,000 | +8.9% | 15,204 | +8.9% | 0.79% | +23.6% |
GM | Buy | GENERAL MTRS CO | $722,000 | +9.7% | 21,597 | +10.5% | 0.76% | +24.5% |
VRP | Sell | INVESCO EXCHNG TRADED FD TRvar rate pfd | $693,000 | -44.7% | 30,362 | -39.8% | 0.73% | -37.2% |
VLO | Sell | VALERO ENERGY CORP NEW | $686,000 | -34.6% | 9,153 | -0.8% | 0.72% | -25.8% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $683,000 | -15.2% | 10,757 | +3.0% | 0.72% | -3.6% |
SSL | Buy | SASOL LTDsponsored adr | $683,000 | -11.9% | 23,330 | +16.3% | 0.72% | +0.1% |
EMHY | New | ISHARES INCem hghyl bd etf | $681,000 | – | 15,357 | +100.0% | 0.72% | – |
FB | Buy | FACEBOOK INCcl a | $670,000 | +24.1% | 5,111 | +55.8% | 0.71% | +41.1% |
SU | Sell | SUNCOR ENERGY INC NEW | $670,000 | -28.3% | 23,958 | -0.8% | 0.71% | -18.5% |
BK | Buy | BANK NEW YORK MELLON CORP | $668,000 | -1.6% | 14,201 | +6.7% | 0.70% | +11.7% |
NYCBPRU | Buy | NEW YORK CMNTY CAP TR Vunit 11/01/2051 | $666,000 | +3.7% | 14,883 | +14.1% | 0.70% | +17.8% |
RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $664,000 | -23.1% | 6,793 | +2.2% | 0.70% | -12.7% |
UBPPRG | Buy | URSTADT BIDDLE PPTYS INCpfd-g cv 6.75% | $661,000 | -0.8% | 26,722 | +2.0% | 0.70% | +12.8% |
LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $660,000 | -2.9% | 257,702 | +15.2% | 0.70% | +10.3% |
WFC | Sell | WELLS FARGO CO NEW | $659,000 | -14.1% | 14,300 | -2.0% | 0.70% | -2.4% |
INFY | Sell | INFOSYS LTDsponsored adr | $659,000 | -10.7% | 69,262 | -4.6% | 0.70% | +1.5% |
GS | Buy | GOLDMAN SACHS GROUP INC | $655,000 | +22.7% | 3,920 | +64.6% | 0.69% | +39.3% |
LXP | Buy | LEXINGTON REALTY TRUST | $641,000 | +5.3% | 78,074 | +6.4% | 0.68% | +19.6% |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $640,000 | -2.4% | 13,339 | +5.5% | 0.68% | +10.8% |
VNO | Sell | VORNADO RLTY TRsh ben int | $629,000 | -36.3% | 10,141 | -25.0% | 0.66% | -27.6% |
MMC | Buy | MARSH & MCLENNAN COS INC | $624,000 | +7.4% | 7,825 | +11.4% | 0.66% | +22.1% |
MHO | Buy | M/I HOMES INC | $611,000 | -2.6% | 29,091 | +11.0% | 0.64% | +10.7% |
NWS | Buy | NEWS CORP NEWcl b | $604,000 | -6.6% | 52,305 | +9.9% | 0.64% | +6.0% |
BIDU | Buy | BAIDU INCspon adr rep a | $596,000 | -30.5% | 3,761 | +0.3% | 0.63% | -21.1% |
IXJ | Buy | ISHARES TRglob hlthcre etf | $584,000 | -7.4% | 10,317 | +3.0% | 0.62% | +5.1% |
FLOT | Buy | ISHARES TRfltg rate nt etf | $582,000 | +162.2% | 11,557 | +165.3% | 0.61% | +198.1% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $580,000 | +2.5% | 10,324 | -2.6% | 0.61% | +16.6% |
EZU | Buy | ISHARES INCmsci eurzone etf | $578,000 | -12.7% | 16,484 | +2.2% | 0.61% | -0.8% |
LEMB | Sell | ISHARES INCjp morgan em etf | $562,000 | -28.5% | 13,051 | -28.4% | 0.59% | -18.8% |
UNP | Buy | UNION PAC CORP | $560,000 | -12.5% | 4,048 | +3.0% | 0.59% | -0.5% |
JOBS | Buy | 51JOB INC | $560,000 | -17.8% | 8,968 | +1.4% | 0.59% | -6.5% |
CSX | Sell | CSX CORP | $552,000 | -17.9% | 8,878 | -2.2% | 0.58% | -6.7% |
IP | Sell | INTL PAPER CO | $551,000 | -48.1% | 13,664 | -36.8% | 0.58% | -41.1% |
OC | New | OWENS CORNING NEW | $548,000 | – | 12,465 | +100.0% | 0.58% | – |
C | Buy | CITIGROUP INC | $545,000 | -25.7% | 10,461 | +2.2% | 0.58% | -15.6% |
JPM | Sell | JPMORGAN CHASE & CO | $544,000 | -26.8% | 5,575 | -15.4% | 0.57% | -16.8% |
FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $535,000 | -17.2% | 23,756 | -1.3% | 0.56% | -6.0% |
HD | Sell | HOME DEPOT INC | $510,000 | -25.8% | 2,971 | -10.4% | 0.54% | -15.7% |
NXPI | New | NXP SEMICONDUCTORS N V | $498,000 | – | 6,793 | +100.0% | 0.52% | – |
STIP | Sell | ISHARES TR0-5 yr tips etf | $498,000 | -9.3% | 5,076 | -8.7% | 0.52% | +2.9% |
AER | Buy | AERCAP HOLDINGS NV | $489,000 | -28.4% | 12,338 | +4.0% | 0.52% | -18.6% |
EXI | Buy | ISHARES TRglob indstrl etf | $483,000 | -12.7% | 6,193 | +4.8% | 0.51% | -0.8% |
MCK | Sell | MCKESSON CORP | $473,000 | -50.3% | 4,279 | -40.4% | 0.50% | -43.6% |
IBN | Sell | ICICI BK LTDadr | $471,000 | +20.2% | 45,752 | -0.8% | 0.50% | +36.5% |
ICVT | New | ISHARES TRconv bd etf | $456,000 | – | 8,689 | +100.0% | 0.48% | – |
KLAC | Buy | KLA-TENCOR CORP | $446,000 | -5.3% | 4,984 | +7.7% | 0.47% | +7.6% |
STWD | Buy | STARWOOD PPTY TR INC | $438,000 | -6.2% | 22,225 | +2.4% | 0.46% | +6.5% |
CVS | Buy | CVS HEALTH CORP | $433,000 | -12.2% | 6,611 | +5.6% | 0.46% | -0.2% |
CELG | Sell | CELGENE CORP | $410,000 | -48.9% | 6,398 | -28.6% | 0.43% | -41.9% |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $406,000 | – | 8,357 | +100.0% | 0.43% | – |
FEI | Sell | FIRST TR MLP & ENERGY INCOME | $406,000 | -69.2% | 41,383 | -60.7% | 0.43% | -65.1% |
IEMG | Buy | ISHARES INCcore msci emkt | $401,000 | +6.9% | 8,506 | +17.5% | 0.42% | +21.6% |
UBS | New | UBS GROUP AG | $393,000 | – | 31,732 | +100.0% | 0.41% | – |
WPP | Sell | WPP PLC NEWadr | $390,000 | -45.8% | 7,121 | -27.5% | 0.41% | -38.4% |
RIO | Sell | RIO TINTO PLCsponsored adr | $368,000 | -6.1% | 7,590 | -1.2% | 0.39% | +6.6% |
IMO | New | IMPERIAL OIL LTD | $367,000 | – | 14,509 | +100.0% | 0.39% | – |
DHR | Sell | DANAHER CORP DEL | $360,000 | -11.5% | 3,491 | -6.9% | 0.38% | +0.5% |
DIS | Sell | DISNEY WALT CO | $358,000 | -6.3% | 3,266 | -0.1% | 0.38% | +6.5% |
ABC | New | AMERISOURCEBERGEN CORP | $357,000 | – | 4,797 | +100.0% | 0.38% | – |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $353,000 | -14.5% | 1,414 | -0.4% | 0.37% | -2.9% |
ANTM | Buy | ANTHEM INC | $353,000 | +4.1% | 1,345 | +8.7% | 0.37% | +18.1% |
EWC | Sell | ISHARES INCmsci cda etf | $344,000 | -18.7% | 14,343 | -2.4% | 0.36% | -7.6% |
PKG | New | PACKAGING CORP AMER | $335,000 | – | 4,014 | +100.0% | 0.35% | – |
FISV | FISERV INC | $322,000 | -10.8% | 4,380 | 0.0% | 0.34% | +1.5% | |
EWJ | Buy | ISHARES INCmsci jpn etf new | $321,000 | -8.5% | 6,339 | +8.7% | 0.34% | +4.0% |
IXC | Buy | ISHARES TRglobal energ etf | $310,000 | -18.8% | 10,574 | +4.4% | 0.33% | -7.9% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $306,000 | -4.4% | 1 | 0.0% | 0.32% | +8.8% | |
TPH | Buy | TRI POINTE GROUP INC | $302,000 | +3.8% | 27,595 | +17.7% | 0.32% | +17.8% |
JNJ | Sell | JOHNSON & JOHNSON | $299,000 | -6.9% | 2,320 | -0.1% | 0.32% | +5.7% |
SAP | Sell | SAP SEspon adr | $293,000 | -38.8% | 2,948 | -24.4% | 0.31% | -30.6% |
CTRP | Sell | CTRIP COM INTL LTD | $292,000 | -32.3% | 10,802 | -6.8% | 0.31% | -23.0% |
SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $287,000 | -39.8% | 6,419 | -36.3% | 0.30% | -31.6% |
MAR | New | MARRIOTT INTL INC NEWcl a | $286,000 | – | 2,637 | +100.0% | 0.30% | – |
HUM | HUMANA INC | $269,000 | -15.4% | 938 | 0.0% | 0.28% | -3.7% | |
EPP | Buy | ISHARES INCmsci pac jp etf | $269,000 | -6.3% | 6,604 | +4.4% | 0.28% | +6.8% |
AMGN | Buy | AMGEN INC | $257,000 | -5.2% | 1,318 | +0.8% | 0.27% | +7.5% |
JD | Sell | JD COM INCspon adr cl a | $250,000 | -40.3% | 11,968 | -25.5% | 0.26% | -32.1% |
ADBE | Sell | ADOBE INC | $247,000 | -40.2% | 1,091 | -28.7% | 0.26% | -32.1% |
NVS | Sell | NOVARTIS A Gsponsored adr | $245,000 | -3.2% | 2,850 | -2.8% | 0.26% | +9.8% |
PEP | Sell | PEPSICO INC | $244,000 | -1.6% | 2,205 | -0.6% | 0.26% | +11.7% |
NVO | Sell | NOVO-NORDISK A Sadr | $240,000 | -14.6% | 5,210 | -12.5% | 0.25% | -3.1% |
SUB | New | ISHARES TRshrt nat mun etf | $237,000 | – | 2,250 | +100.0% | 0.25% | – |
BDX | Sell | BECTON DICKINSON & CO | $233,000 | -17.1% | 1,035 | -3.9% | 0.25% | -5.7% |
GILD | New | GILEAD SCIENCES INC | $232,000 | – | 3,705 | +100.0% | 0.24% | – |
ACN | Sell | ACCENTURE PLC IRELAND | $227,000 | -26.5% | 1,612 | -11.1% | 0.24% | -16.7% |
SYY | Sell | SYSCO CORP | $221,000 | -15.6% | 3,519 | -1.5% | 0.23% | -4.1% |
ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $219,000 | +15.3% | 23,954 | +38.6% | 0.23% | +31.2% |
FLEX | Sell | FLEX LTDord | $219,000 | -65.3% | 28,792 | -40.1% | 0.23% | -60.6% |
KB | Sell | KB FINANCIAL GROUP INCsponsored adr | $218,000 | -17.1% | 5,192 | -4.6% | 0.23% | -5.7% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $217,000 | -7.3% | 2,878 | -7.9% | 0.23% | +5.5% |
WF | Sell | WOORI BKadr | $215,000 | -8.9% | 5,098 | -2.0% | 0.23% | +3.7% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $212,000 | -13.8% | 203 | -0.5% | 0.22% | -1.8% |
MDT | Buy | MEDTRONIC PLC | $209,000 | -0.5% | 2,296 | +7.4% | 0.22% | +12.8% |
IEFA | Sell | ISHARES TRcore msci eafe | $206,000 | -57.3% | 3,741 | -50.3% | 0.22% | -51.5% |
ATNX | Buy | ATHENEX INC | $155,000 | -10.9% | 12,182 | +8.9% | 0.16% | +0.6% |
ING | Buy | ING GROEP N Vsponsored adr | $135,000 | -8.8% | 12,706 | +11.0% | 0.14% | +3.6% |
HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $133,000 | -19.4% | 10,047 | -0.8% | 0.14% | -8.5% |
ECF | ELLSWORTH GRWTH AND INCOME L | $96,000 | -16.5% | 11,119 | 0.0% | 0.10% | -5.6% | |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -15,857 | -100.0% | -0.17% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -2,151 | -100.0% | -0.19% | – |
EEMA | Exit | ISHARES INCmsci em asia etf | $0 | – | -2,977 | -100.0% | -0.19% | – |
T | Exit | AT&T INC | $0 | – | -6,454 | -100.0% | -0.20% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -1,960 | -100.0% | -0.21% | – |
BKR | Exit | BAKER HUGHES A GE COcl a | $0 | – | -6,772 | -100.0% | -0.21% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -657 | -100.0% | -0.22% | – |
SONY | Exit | SONY CORPsponsored adr | $0 | – | -4,017 | -100.0% | -0.23% | – |
NVDA | Exit | NVIDIA CORP | $0 | – | -1,029 | -100.0% | -0.27% | – |
BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -9,730 | -100.0% | -0.30% | – |
FEN | Exit | FIRST TR ENERGY INCOME & GRW | $0 | – | -14,980 | -100.0% | -0.31% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -4,209 | -100.0% | -0.32% | – |
CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -8,703 | -100.0% | -0.47% | – |
ADNT | Exit | ADIENT PLC | $0 | – | -15,068 | -100.0% | -0.55% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -1,627 | -100.0% | -0.71% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -9,115 | -100.0% | -0.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-17
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.