$115 Million is the total value of KCS Wealth Advisory's 149 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $3,183,000 | +57.8% | 63,086 | +54.9% | 2.78% | +30.5% |
| GIM | Buy | TEMPLETON GLOBAL INCOME FD | $3,161,000 | +33.8% | 501,772 | +28.1% | 2.76% | +10.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $2,597,000 | +49.9% | 23,600 | +41.6% | 2.26% | +24.0% |
| IEUR | Buy | ISHARES TRcore msci euro | $2,324,000 | +29.6% | 50,663 | +16.8% | 2.03% | +7.1% |
| TPYP | Buy | MANAGED PORTFOLIO SERtortoise nram pi | $1,823,000 | +29.8% | 76,356 | +8.3% | 1.59% | +7.3% |
| AAPL | Sell | APPLE INC | $1,792,000 | +18.8% | 9,436 | -1.3% | 1.56% | -1.8% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,743,000 | +15.7% | 36,047 | +13.4% | 1.52% | -4.3% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $1,660,000 | +43.6% | 30,103 | +36.5% | 1.45% | +18.7% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $1,584,000 | -1.4% | 29,984 | -3.6% | 1.38% | -18.5% |
| MELI | Sell | MERCADOLIBRE INC | $1,533,000 | +43.0% | 3,020 | -17.5% | 1.34% | +18.2% |
| SHV | New | ISHARES TRshort treas bd | $1,481,000 | – | 13,395 | +100.0% | 1.29% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $1,468,000 | +21.5% | 6,063 | +2.2% | 1.28% | +0.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,362,000 | +14.1% | 1,161 | +0.7% | 1.19% | -5.7% |
| PCAR | Buy | PACCAR INC | $1,351,000 | +28.2% | 19,832 | +7.5% | 1.18% | +6.0% |
| V | Buy | VISA INC | $1,301,000 | +24.9% | 8,332 | +5.5% | 1.13% | +3.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,257,000 | +14.4% | 6,258 | +16.3% | 1.10% | -5.4% |
| FDX | Buy | FEDEX CORP | $1,201,000 | +33.3% | 6,621 | +18.5% | 1.05% | +10.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,196,000 | +13.6% | 29,194 | +2.3% | 1.04% | -6.0% |
| AMAT | Buy | APPLIED MATLS INC | $1,180,000 | +54.2% | 29,751 | +27.4% | 1.03% | +27.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,173,000 | +23.0% | 29,331 | +4.7% | 1.02% | +1.7% |
| MS | Buy | MORGAN STANLEY | $1,154,000 | +16.8% | 27,346 | +9.8% | 1.01% | -3.5% |
| DEO | Buy | DIAGEO P L Cspon adr new | $1,148,000 | +19.3% | 7,017 | +3.4% | 1.00% | -1.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,143,000 | -2.1% | 4,624 | -1.4% | 1.00% | -19.2% |
| FB | Buy | FACEBOOK INCcl a | $1,137,000 | +69.7% | 6,824 | +33.5% | 0.99% | +40.2% |
| EPRPRE | Buy | EPR PPTYSconv pfd 9% sr e | $1,129,000 | +31.3% | 29,801 | +17.8% | 0.98% | +8.5% |
| HON | Buy | HONEYWELL INTL INC | $1,107,000 | +21.8% | 6,966 | +1.2% | 0.96% | +0.6% |
| CSCO | Sell | CISCO SYS INC | $1,100,000 | +21.0% | 20,367 | -2.9% | 0.96% | 0.0% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $1,096,000 | +42.0% | 848 | +38.6% | 0.96% | +17.3% |
| VWOB | Sell | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $1,088,000 | +2.4% | 13,900 | -2.4% | 0.95% | -15.4% |
| SPHY | New | SPDR SER TRice bofaml etf | $1,088,000 | – | 41,794 | +100.0% | 0.95% | – |
| IXN | Buy | ISHARES TRglobal tech etf | $1,075,000 | +18.8% | 6,286 | +0.1% | 0.94% | -1.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,058,000 | +11.7% | 3,720 | -1.1% | 0.92% | -7.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,046,000 | +22.1% | 25,041 | +11.7% | 0.91% | +0.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,040,000 | +58.8% | 5,418 | +38.2% | 0.91% | +31.3% |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $1,016,000 | -8.3% | 19,446 | -17.9% | 0.89% | -24.1% |
| MGA | Buy | MAGNA INTL INC | $1,013,000 | +11.2% | 20,797 | +3.8% | 0.88% | -8.1% |
| TTE | Buy | TOTAL S Asponsored ads | $1,013,000 | +9.9% | 18,195 | +3.0% | 0.88% | -9.2% |
| MRK | Buy | MERCK & CO INC | $1,006,000 | +28.2% | 12,092 | +17.7% | 0.88% | +5.9% |
| ICVT | Buy | ISHARES TRconv bd etf | $1,000,000 | +119.3% | 17,260 | +98.6% | 0.87% | +81.3% |
| BP | Buy | BP PLCsponsored adr | $994,000 | +23.0% | 22,741 | +6.7% | 0.87% | +1.8% |
| TRP | Buy | TRANSCANADA CORP | $990,000 | +28.4% | 22,021 | +2.0% | 0.86% | +6.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $987,000 | +14.0% | 9,489 | +0.7% | 0.86% | -5.8% |
| IXG | Buy | ISHARES TRglobal finls etf | $984,000 | +11.2% | 16,006 | +2.9% | 0.86% | -8.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $983,000 | +27.7% | 24,067 | +9.7% | 0.86% | +5.5% |
| NYCBPRU | Buy | NEW YORK CMNTY CAP TR Vunit 11/01/2051 | $941,000 | +41.3% | 19,503 | +31.0% | 0.82% | +16.8% |
| PKX | Buy | POSCOsponsored adr | $928,000 | +6.5% | 16,812 | +6.1% | 0.81% | -11.9% |
| RXI | Buy | ISHARES TRglb cns disc etf | $917,000 | +12.2% | 8,100 | +0.0% | 0.80% | -7.3% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $902,000 | +36.7% | 280,931 | +9.0% | 0.79% | +12.9% |
| LXPPRC | Buy | LEXINGTON REALTY TRUSTpfd conv ser c | $900,000 | +20.2% | 16,711 | +9.9% | 0.78% | -0.6% |
| ERJ | Buy | EMBRAER S Asponsored ads | $900,000 | -5.3% | 47,359 | +10.3% | 0.78% | -21.7% |
| GM | Buy | GENERAL MTRS CO | $872,000 | +20.8% | 23,514 | +8.9% | 0.76% | -0.1% |
| EIX | Buy | EDISON INTL | $862,000 | +9.3% | 13,929 | +0.2% | 0.75% | -9.7% |
| CHL | Buy | CHINA MOBILE LIMITEDsponsored adr | $859,000 | +6.3% | 16,842 | +0.1% | 0.75% | -12.1% |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $835,000 | -12.0% | 76,547 | -20.2% | 0.73% | -27.3% |
| MHO | Buy | M/I HOMES INC | $834,000 | +36.5% | 31,327 | +7.7% | 0.73% | +12.9% |
| SSL | Buy | SASOL LTDsponsored adr | $829,000 | +21.4% | 26,800 | +14.9% | 0.72% | +0.4% |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $825,000 | +24.2% | 7,200 | +6.0% | 0.72% | +2.7% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $822,000 | +20.4% | 11,344 | +5.5% | 0.72% | -0.4% |
| AER | Buy | AERCAP HOLDINGS NV | $821,000 | +67.9% | 17,631 | +42.9% | 0.72% | +38.8% |
| UBPPRG | Buy | URSTADT BIDDLE PPTYS INCpfd-g cv 6.75% | $819,000 | +23.9% | 31,660 | +18.5% | 0.71% | +2.4% |
| OC | Buy | OWENS CORNING NEW | $819,000 | +49.5% | 17,381 | +39.4% | 0.71% | +23.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $818,000 | +31.1% | 8,715 | +11.4% | 0.71% | +8.4% |
| VLO | Buy | VALERO ENERGY CORP NEW | $817,000 | +19.1% | 9,635 | +5.3% | 0.71% | -1.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $806,000 | +20.7% | 15,975 | +12.5% | 0.70% | -0.1% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $802,000 | +61.0% | 9,078 | +33.6% | 0.70% | +33.1% |
| RE | Buy | EVEREST RE GROUP LTD | $794,000 | +3.7% | 3,677 | +4.6% | 0.69% | -14.4% |
| SU | Buy | SUNCOR ENERGY INC NEW | $790,000 | +17.9% | 24,374 | +1.7% | 0.69% | -2.5% |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $782,000 | – | 38,394 | +100.0% | 0.68% | – |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $778,000 | +21.6% | 13,931 | +4.4% | 0.68% | +0.4% |
| C | Buy | CITIGROUP INC | $772,000 | +41.7% | 12,404 | +18.6% | 0.67% | +17.0% |
| WFC | Buy | WELLS FARGO CO NEW | $765,000 | +16.1% | 15,836 | +10.7% | 0.67% | -4.0% |
| INFY | Sell | INFOSYS LTDsponsored adr | $743,000 | +12.7% | 67,953 | -1.9% | 0.65% | -6.8% |
| CELG | Buy | CELGENE CORP | $742,000 | +81.0% | 7,862 | +22.9% | 0.65% | +49.8% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $726,000 | +25.6% | 18,796 | +14.0% | 0.63% | +3.8% |
| UNP | Buy | UNION PACIFIC CORP | $722,000 | +28.9% | 4,315 | +6.6% | 0.63% | +6.4% |
| VNO | Buy | VORNADO RLTY TRsh ben int | $719,000 | +14.3% | 10,659 | +5.1% | 0.63% | -5.4% |
| IP | Buy | INTL PAPER CO | $716,000 | +29.9% | 15,478 | +13.3% | 0.62% | +7.4% |
| BIDU | Buy | BAIDU INCspon adr rep a | $700,000 | +17.4% | 4,248 | +12.9% | 0.61% | -2.9% |
| NWS | Buy | NEWS CORP NEWcl b | $693,000 | +14.7% | 55,474 | +6.1% | 0.60% | -5.2% |
| JOBS | Sell | 51JOB INCsponsored ads | $683,000 | +22.0% | 8,773 | -2.2% | 0.60% | +0.7% |
| KLAC | Buy | KLA-TENCOR CORP | $667,000 | +49.6% | 5,586 | +12.1% | 0.58% | +23.6% |
| FLJP | Buy | FRANKLIN TEMPLETON ETF TRftse japan etf | $666,000 | +24.5% | 27,455 | +15.6% | 0.58% | +3.0% |
| CSX | Sell | CSX CORP | $656,000 | +18.8% | 8,763 | -1.3% | 0.57% | -1.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $652,000 | -28.3% | 17,831 | -32.9% | 0.57% | -40.8% |
| IBN | Buy | ICICI BK LTDadr | $650,000 | +38.0% | 56,738 | +24.0% | 0.57% | +14.1% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $644,000 | +10.3% | 10,543 | +2.2% | 0.56% | -8.9% |
| MCK | Buy | MCKESSON CORP | $641,000 | +35.5% | 5,477 | +28.0% | 0.56% | +12.0% |
| LEMB | Buy | ISHARES INCjp morgan em etf | $632,000 | +12.5% | 14,411 | +10.4% | 0.55% | -7.1% |
| CTRP | Buy | CTRIP COM INTL LTDsponsored ads | $612,000 | +109.6% | 14,015 | +29.7% | 0.53% | +73.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $602,000 | +3.8% | 10,174 | -1.5% | 0.52% | -14.2% |
| EMHY | Sell | ISHARES INCem hghyl bd etf | $582,000 | -14.5% | 12,430 | -19.1% | 0.51% | -29.4% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $564,000 | +97.2% | 4,507 | +70.9% | 0.49% | +62.9% |
| EXI | Buy | ISHARES TRglob indstrl etf | $552,000 | +14.3% | 6,210 | +0.3% | 0.48% | -5.5% |
| VRP | Sell | INVESCO EXCHNG TRADED FD TRvar rate pfd | $542,000 | -21.8% | 22,056 | -27.4% | 0.47% | -35.4% |
| IMO | Buy | IMPERIAL OIL LTD | $521,000 | +42.0% | 19,041 | +31.2% | 0.45% | +17.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $514,000 | -5.5% | 5,079 | -8.9% | 0.45% | -22.0% |
| HD | Sell | HOME DEPOT INC | $506,000 | -0.8% | 2,638 | -11.2% | 0.44% | -18.0% |
| TPH | Buy | TRI POINTE GROUP INC | $489,000 | +61.9% | 38,693 | +40.2% | 0.43% | +34.0% |
| JD | Buy | JD COM INCspon adr cl a | $476,000 | +90.4% | 15,787 | +31.9% | 0.42% | +57.2% |
| ANTM | Buy | ANTHEM INC | $471,000 | +33.4% | 1,640 | +21.9% | 0.41% | +10.5% |
| WPP | Buy | WPP PLC NEWadr | $459,000 | +17.7% | 8,687 | +22.0% | 0.40% | -2.7% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $443,000 | +20.4% | 7,520 | -0.9% | 0.39% | -0.5% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $440,000 | +8.4% | 8,199 | -1.9% | 0.38% | -10.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $440,000 | +9.7% | 8,516 | +0.1% | 0.38% | -9.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $440,000 | -11.6% | 4,414 | -13.0% | 0.38% | -26.9% |
| FLEX | Buy | FLEX LTDord | $436,000 | +99.1% | 43,604 | +51.4% | 0.38% | +64.5% |
| UBS | Buy | UBS GROUP AG | $418,000 | +6.4% | 34,537 | +8.8% | 0.36% | -12.1% |
| PKG | Buy | PACKAGING CORP AMER | $409,000 | +22.1% | 4,120 | +2.6% | 0.36% | +1.1% |
| EWC | Buy | ISHARES INCmsci cda etf | $404,000 | +17.4% | 14,601 | +1.8% | 0.35% | -3.0% |
| FISV | FISERV INC | $387,000 | +20.2% | 4,380 | 0.0% | 0.34% | -0.9% | |
| DHR | Sell | DANAHER CORPORATION | $384,000 | +6.7% | 2,906 | -16.8% | 0.34% | -11.8% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $384,000 | +7.6% | 4,824 | +0.6% | 0.34% | -10.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $384,000 | +8.8% | 1,360 | -3.8% | 0.34% | -9.9% |
| DIS | Buy | DISNEY WALT CO | $378,000 | +5.6% | 3,406 | +4.3% | 0.33% | -12.7% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $371,000 | +15.6% | 6,783 | +7.0% | 0.32% | -4.7% |
| IXC | Buy | ISHARES TRglobal energ etf | $365,000 | +17.7% | 10,841 | +2.5% | 0.32% | -2.8% |
| CVS | Sell | CVS HEALTH CORP | $341,000 | -21.2% | 6,325 | -4.3% | 0.30% | -35.0% |
| EPP | Buy | ISHARES INCmsci pac jp etf | $313,000 | +16.4% | 6,816 | +3.2% | 0.27% | -3.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $309,000 | +3.3% | 2,207 | -4.9% | 0.27% | -14.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $301,000 | -1.6% | 1 | 0.0% | 0.26% | -18.9% | |
| LXP | Sell | LEXINGTON REALTY TRUST | $298,000 | -53.5% | 32,891 | -57.9% | 0.26% | -61.5% |
| ADBE | ADOBE INC | $291,000 | +17.8% | 1,091 | 0.0% | 0.25% | -2.3% | |
| SAP | Sell | SAP SEspon adr | $279,000 | -4.8% | 2,414 | -18.1% | 0.24% | -21.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $272,000 | +19.8% | 1,547 | -4.0% | 0.24% | -0.8% |
| NVO | Sell | NOVO-NORDISK A Sadr | $263,000 | +9.6% | 5,026 | -3.5% | 0.23% | -9.5% |
| GILD | Buy | GILEAD SCIENCES INC | $257,000 | +10.8% | 3,955 | +6.7% | 0.22% | -8.6% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $256,000 | +4.5% | 2,660 | -6.7% | 0.22% | -13.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $254,000 | +19.8% | 216 | +6.4% | 0.22% | -1.3% |
| PEP | Sell | PEPSICO INC | $253,000 | +3.7% | 2,065 | -6.3% | 0.22% | -14.0% |
| BDX | Sell | BECTON DICKINSON & CO | $253,000 | +8.6% | 1,015 | -1.9% | 0.22% | -10.2% |
| AMGN | Buy | AMGEN INC | $254,000 | -1.2% | 1,336 | +1.4% | 0.22% | -18.5% |
| HUM | Sell | HUMANA INC | $246,000 | -8.6% | 923 | -1.6% | 0.21% | -24.6% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $239,000 | +0.8% | 2,251 | +0.0% | 0.21% | -16.8% |
| MDT | Buy | MEDTRONIC PLC | $232,000 | +11.0% | 2,545 | +10.8% | 0.20% | -8.2% |
| MSFT | New | MICROSOFT CORP | $231,000 | – | 1,957 | +100.0% | 0.20% | – |
| SYY | Sell | SYSCO CORP | $227,000 | +2.7% | 3,403 | -3.3% | 0.20% | -15.0% |
| CVX | New | CHEVRON CORP NEW | $223,000 | – | 1,811 | +100.0% | 0.19% | – |
| EEMA | New | ISHARES INCmsci em asia etf | $219,000 | – | 3,237 | +100.0% | 0.19% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $215,000 | – | 1,700 | +100.0% | 0.19% | – |
| ILF | New | ISHARES TRlatn amer 40 etf | $215,000 | – | 6,476 | +100.0% | 0.19% | – |
| IEFA | Sell | ISHARES TRcore msci eafe | $214,000 | +3.9% | 3,521 | -5.9% | 0.19% | -13.8% |
| SLG | New | SL GREEN RLTY CORP | $200,000 | – | 2,223 | +100.0% | 0.17% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $200,000 | – | 578 | +100.0% | 0.17% | – |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $155,000 | +16.5% | 10,038 | -0.1% | 0.14% | -3.6% |
| ITUB | Sell | ITAU UNIBANCO HLDG SAspon adr rep pfd | $151,000 | -31.1% | 17,131 | -28.5% | 0.13% | -42.9% |
| GE | New | GENERAL ELECTRIC CO | $150,000 | – | 14,965 | +100.0% | 0.13% | – |
| ATNX | ATHENEX INC | $149,000 | -3.9% | 12,182 | 0.0% | 0.13% | -20.2% | |
| ING | Sell | ING GROEP N Vsponsored adr | $147,000 | +8.9% | 12,122 | -4.6% | 0.13% | -9.9% |
| ECF | ELLSWORTH GRWTH AND INCOME L | $107,000 | +11.5% | 11,119 | 0.0% | 0.09% | -7.9% | |
| WF | Exit | WOORI BKadr | $0 | – | -5,098 | -100.0% | -0.23% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -2,878 | -100.0% | -0.23% | – |
| KB | Exit | KB FINANCIAL GROUP INCsponsored adr | $0 | – | -5,192 | -100.0% | -0.23% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -6,419 | -100.0% | -0.30% | – |
| FEI | Exit | FIRST TR MLP & ENERGY INCOME | $0 | – | -41,383 | -100.0% | -0.43% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -22,225 | -100.0% | -0.46% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -11,557 | -100.0% | -0.61% | – |
| IX | Exit | ORIX CORPsponsored adr | $0 | – | -11,418 | -100.0% | -0.86% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -6,823 | -100.0% | -1.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-29
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.