$211 Million is the total value of KCS Wealth Advisory's 148 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 8.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $24,678,000 | +3.0% | 174,400 | -0.3% | 11.67% | +3.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,990,000 | +2.1% | 20,868 | +1.9% | 4.25% | +2.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $5,914,000 | +2.1% | 53,732 | +4.3% | 2.80% | +2.5% |
| MSFT | Buy | MICROSOFT CORP | $4,468,000 | +6.6% | 15,848 | +2.4% | 2.11% | +7.1% |
| MS | Sell | MORGAN STANLEY | $4,122,000 | +2.5% | 42,357 | -3.4% | 1.95% | +3.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,891,000 | -0.5% | 14,255 | +1.3% | 1.84% | 0.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,739,000 | -0.9% | 66,850 | +1.0% | 1.77% | -0.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,694,000 | +2.8% | 1,386 | -3.3% | 1.75% | +3.3% |
| MELI | Sell | MERCADOLIBRE INC | $3,491,000 | +7.1% | 2,079 | -0.7% | 1.65% | +7.6% |
| FB | Sell | FACEBOOK INCcl a | $3,383,000 | -4.7% | 9,967 | -2.3% | 1.60% | -4.2% |
| IEUR | Sell | ISHARES TRcore msci euro | $3,323,000 | -2.4% | 59,270 | -0.3% | 1.57% | -1.9% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $3,281,000 | +6.3% | 58,239 | +7.3% | 1.55% | +6.8% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $3,188,000 | +43.3% | 51,919 | +43.4% | 1.51% | +43.9% |
| AMAT | Sell | APPLIED MATLS INC | $3,164,000 | -10.7% | 24,575 | -1.2% | 1.50% | -10.3% |
| IGEB | Buy | ISHARES TRinvestment grade | $3,122,000 | +55.0% | 58,111 | +56.3% | 1.48% | +55.7% |
| BK | Sell | BANK NEW YORK MELLON CORP | $2,983,000 | -1.0% | 57,533 | -2.2% | 1.41% | -0.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,822,000 | -8.0% | 25,271 | -0.9% | 1.33% | -7.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,751,000 | -0.8% | 37,057 | +0.1% | 1.30% | -0.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,638,000 | +21.0% | 27,478 | +5.5% | 1.25% | +21.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,630,000 | +7.0% | 48,703 | +11.0% | 1.24% | +7.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,557,000 | +2.4% | 15,624 | -2.7% | 1.21% | +2.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,426,000 | +11.7% | 5,400 | -1.6% | 1.15% | +12.2% |
| V | Buy | VISA INC | $2,377,000 | +2.7% | 10,671 | +7.8% | 1.12% | +3.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,297,000 | -0.5% | 5,878 | +1.9% | 1.09% | -0.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $2,274,000 | +9.0% | 15,020 | +1.2% | 1.08% | +9.5% |
| KR | Buy | KROGER CO | $2,233,000 | +9.3% | 55,224 | +3.5% | 1.06% | +9.8% |
| NWS | Buy | NEWS CORP NEWcl b | $2,061,000 | -1.9% | 88,701 | +2.8% | 0.98% | -1.4% |
| AVB | Sell | AVALONBAY CMNTYS INC | $2,061,000 | -5.8% | 9,301 | -11.3% | 0.98% | -5.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,991,000 | -9.5% | 32,233 | -1.8% | 0.94% | -9.1% |
| SU | Buy | SUNCOR ENERGY INC NEW | $1,979,000 | +6.6% | 95,436 | +23.2% | 0.94% | +7.1% |
| IGIB | Buy | ISHARES TR | $1,971,000 | +0.2% | 32,815 | +0.9% | 0.93% | +0.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,958,000 | +6.3% | 14,008 | +2.6% | 0.93% | +6.8% |
| EIX | Buy | EDISON INTL | $1,872,000 | -2.3% | 33,746 | +1.8% | 0.88% | -1.9% |
| FDX | Buy | FEDEX CORP | $1,864,000 | -25.8% | 8,501 | +1.0% | 0.88% | -25.5% |
| PKG | Buy | PACKAGING CORP AMER | $1,863,000 | +13.8% | 13,555 | +12.2% | 0.88% | +14.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,712,000 | +2.0% | 8,871 | +1.3% | 0.81% | +2.4% |
| BDX | Buy | BECTON DICKINSON & CO | $1,689,000 | +12.8% | 6,872 | +11.6% | 0.80% | +13.3% |
| NYCBPRU | Buy | NEW YORK CMNTY CAP TR Vunit 11/01/2051 | $1,676,000 | +3.3% | 31,442 | +0.7% | 0.79% | +3.8% |
| PCAR | Buy | PACCAR INC | $1,671,000 | +44.9% | 21,179 | +63.9% | 0.79% | +45.5% |
| FLBL | Sell | FRANKLIN TEMPLETON ETF TRliberty sr ln | $1,671,000 | -8.8% | 66,851 | -9.0% | 0.79% | -8.4% |
| ICVT | Sell | ISHARES TRconv bd etf | $1,663,000 | -2.9% | 16,675 | -0.7% | 0.79% | -2.5% |
| HON | Buy | HONEYWELL INTL INC | $1,577,000 | -2.0% | 7,427 | +1.2% | 0.75% | -1.5% |
| MCK | Buy | MCKESSON CORP | $1,564,000 | +8.5% | 7,845 | +4.1% | 0.74% | +9.1% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,563,000 | +2.7% | 10,553 | -5.3% | 0.74% | +3.2% |
| JPHY | Sell | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $1,544,000 | -1.3% | 29,651 | -0.9% | 0.73% | -0.9% |
| AER | Buy | AERCAP HOLDINGS NV | $1,493,000 | +33.3% | 25,832 | +18.2% | 0.71% | +34.0% |
| KLAC | Sell | KLA CORP | $1,475,000 | +0.4% | 4,410 | -2.7% | 0.70% | +0.9% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $1,443,000 | -27.4% | 7,367 | -23.7% | 0.68% | -27.1% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $1,441,000 | -9.3% | 32,434 | +1.5% | 0.68% | -8.8% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,381,000 | +11.8% | 18,616 | +4.4% | 0.65% | +12.4% |
| INFY | Buy | INFOSYS LTDsponsored adr | $1,379,000 | +5.6% | 61,985 | +0.5% | 0.65% | +6.0% |
| FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $1,362,000 | +4.0% | 44,094 | -0.0% | 0.64% | +4.4% |
| JD | Buy | JD.COM INCspon adr cl a | $1,341,000 | -0.5% | 18,562 | +9.9% | 0.63% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $1,322,000 | -9.3% | 25,086 | +1.9% | 0.62% | -8.9% |
| TRP | Buy | TC ENERGY CORP | $1,310,000 | -1.9% | 27,229 | +1.0% | 0.62% | -1.4% |
| ALX | Buy | ALEXANDERS INC | $1,283,000 | +209.2% | 4,924 | +218.3% | 0.61% | +211.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,271,000 | -13.4% | 3,362 | -13.0% | 0.60% | -12.9% |
| CSCO | Sell | CISCO SYS INC | $1,268,000 | +1.8% | 23,296 | -0.9% | 0.60% | +2.4% |
| FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $1,262,000 | +1.3% | 25,372 | +0.6% | 0.60% | +1.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,260,000 | -2.9% | 21,297 | +9.7% | 0.60% | -2.3% |
| SAP | Buy | SAP SEspon adr | $1,218,000 | +0.2% | 9,023 | +4.2% | 0.58% | +0.7% |
| ANTM | Buy | ANTHEM INC | $1,177,000 | +0.8% | 3,157 | +3.2% | 0.56% | +1.3% |
| MHO | Buy | M/I HOMES INC | $1,140,000 | -0.4% | 19,718 | +1.1% | 0.54% | 0.0% |
| RXI | Sell | ISHARES TRglb cns disc etf | $1,140,000 | -5.8% | 6,913 | -2.1% | 0.54% | -5.3% |
| BBCA | Sell | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $1,122,000 | -3.2% | 17,820 | -0.5% | 0.53% | -2.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,094,000 | -28.7% | 7,389 | +9.2% | 0.52% | -28.4% |
| IMO | Sell | IMPERIAL OIL LTD | $1,082,000 | -15.5% | 34,286 | -18.6% | 0.51% | -15.0% |
| MRK | Buy | MERCK & CO INC | $1,074,000 | +2.1% | 14,300 | +5.7% | 0.51% | +2.6% |
| IGSB | Sell | ISHARES TR | $1,054,000 | -0.8% | 19,297 | -0.5% | 0.50% | -0.4% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,050,000 | – | 19,700 | +100.0% | 0.50% | – |
| AON | Sell | AON PLC | $1,043,000 | +16.9% | 3,651 | -2.3% | 0.49% | +17.4% |
| PEP | Buy | PEPSICO INC | $1,009,000 | +13.2% | 6,706 | +11.5% | 0.48% | +13.8% |
| UBS | Buy | UBS GROUP AG | $981,000 | +177.1% | 61,557 | +166.9% | 0.46% | +177.8% |
| AIV | Buy | APARTMENT INVT & MGMT COcl a | $980,000 | +12.6% | 143,123 | +10.4% | 0.46% | +13.2% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $973,000 | -8.2% | 14,837 | -5.8% | 0.46% | -7.8% |
| MGA | Buy | MAGNA INTL INC | $946,000 | -17.5% | 12,570 | +1.6% | 0.45% | -17.1% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $945,000 | -3.4% | 24,738 | +0.7% | 0.45% | -2.8% |
| DIS | Sell | DISNEY WALT CO | $877,000 | -4.3% | 5,184 | -0.6% | 0.42% | -3.7% |
| ERJ | Sell | EMBRAER S.A.sponsored ads | $846,000 | -2.4% | 49,761 | -13.1% | 0.40% | -2.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $823,000 | +9.0% | 308 | -0.3% | 0.39% | +9.6% |
| JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $798,000 | +0.1% | 13,855 | +3.0% | 0.38% | +0.5% |
| BIDU | Buy | BAIDU INCspon adr rep a | $770,000 | -24.1% | 5,007 | +0.7% | 0.36% | -23.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $762,000 | +27.6% | 5,281 | +27.7% | 0.36% | +28.1% |
| PSK | Sell | SPDR SER TRice pfd sec etf | $751,000 | -30.7% | 17,283 | -29.5% | 0.36% | -30.4% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
| NVDA | Buy | NVIDIA CORPORATION | $697,000 | -4.1% | 3,364 | +270.1% | 0.33% | -3.5% |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $628,000 | -5.4% | 2,701 | -6.4% | 0.30% | -5.1% |
| HD | Sell | HOME DEPOT INC | $629,000 | -2.0% | 1,917 | -4.8% | 0.30% | -1.7% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $601,000 | -5.5% | 18,179 | -5.9% | 0.28% | -5.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $590,000 | -5.4% | 10,413 | +463.5% | 0.28% | -5.1% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $589,000 | -20.1% | 153,701 | +7.1% | 0.28% | -19.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $586,000 | +22.9% | 7,149 | +23.2% | 0.28% | +23.7% |
| SLG | Sell | SL GREEN RLTY CORP | $567,000 | -56.0% | 8,008 | -50.3% | 0.27% | -55.8% |
| PFE | Sell | PFIZER INC | $546,000 | +9.0% | 12,685 | -0.8% | 0.26% | +9.3% |
| FISV | FISERV INC | $475,000 | +1.5% | 4,380 | 0.0% | 0.22% | +2.3% | |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $473,000 | -4.8% | 5,541 | -3.3% | 0.22% | -4.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $470,000 | +0.6% | 1,096 | +0.5% | 0.22% | +0.9% |
| WPP | Sell | WPP PLC NEWadr | $462,000 | -3.1% | 6,884 | -2.1% | 0.22% | -2.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $440,000 | -2.2% | 765 | -0.5% | 0.21% | -1.9% |
| SSL | Sell | SASOL LTDsponsored adr | $433,000 | +13.6% | 22,973 | -7.7% | 0.20% | +14.5% |
| IXC | Sell | ISHARES TRglobal energ etf | $427,000 | -0.5% | 15,893 | -1.6% | 0.20% | 0.0% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $412,000 | -19.1% | 6,172 | +1.8% | 0.20% | -18.8% |
| EXI | Sell | ISHARES TRglob indstrl etf | $411,000 | -5.9% | 3,494 | -4.5% | 0.19% | -5.8% |
| IBN | Sell | ICICI BANK LIMITEDadr | $410,000 | -47.3% | 21,724 | -52.3% | 0.19% | -47.0% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $387,000 | +1.0% | 17,496 | +1.2% | 0.18% | +1.7% |
| TPH | Sell | TRI POINTE HOMES INC | $386,000 | -61.2% | 18,347 | -60.5% | 0.18% | -61.0% |
| ADNT | Buy | ADIENT PLC | $382,000 | -6.6% | 9,210 | +1.7% | 0.18% | -5.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $381,000 | -2.1% | 2,357 | -0.2% | 0.18% | -1.6% |
| TFLO | Sell | ISHARES TRtrs flt rt bd | $374,000 | -77.0% | 7,448 | -77.0% | 0.18% | -76.9% |
| AMGN | AMGEN INC | $375,000 | -12.8% | 1,764 | 0.0% | 0.18% | -12.4% | |
| FLKR | Sell | FRANKLIN TEMPLETON ETF TRftse south korea | $375,000 | -14.0% | 13,025 | -0.6% | 0.18% | -13.7% |
| CSX | Sell | CSX CORP | $372,000 | -8.6% | 12,521 | -1.3% | 0.18% | -8.3% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $367,000 | +13.6% | 4,186 | +13.6% | 0.17% | +14.5% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $344,000 | +10.3% | 3,114 | -3.1% | 0.16% | +10.9% |
| OC | Sell | OWENS CORNING NEW | $330,000 | -19.5% | 3,858 | -8.0% | 0.16% | -19.2% |
| C | Sell | CITIGROUP INC | $330,000 | -62.2% | 4,708 | -61.9% | 0.16% | -62.0% |
| T | Sell | AT&T INC | $322,000 | -11.5% | 11,939 | -5.6% | 0.15% | -11.1% |
| CVS | Sell | CVS HEALTH CORP | $321,000 | -5.6% | 3,788 | -7.1% | 0.15% | -5.0% |
| ITUB | Buy | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $320,000 | -9.3% | 60,785 | +3.3% | 0.15% | -9.0% |
| MBB | Buy | ISHARES TRmbs etf | $319,000 | +32.4% | 2,950 | +32.7% | 0.15% | +33.6% |
| BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $317,000 | -17.9% | 9,647 | -17.0% | 0.15% | -17.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $306,000 | -13.3% | 1,827 | -14.5% | 0.14% | -12.7% |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $300,000 | -4.2% | 1,133 | 0.0% | 0.14% | -3.4% | |
| FLAX | Buy | FRANKLIN TEMPLETON ETF TRfranklin asia | $300,000 | -8.3% | 11,225 | +1.0% | 0.14% | -7.8% |
| LOW | LOWES COS INC | $297,000 | +4.6% | 1,466 | 0.0% | 0.14% | +4.5% | |
| AMZN | Sell | AMAZON COM INC | $283,000 | -20.1% | 86 | -16.5% | 0.13% | -19.8% |
| DHR | Buy | DANAHER CORPORATION | $275,000 | +14.1% | 904 | +0.7% | 0.13% | +15.0% |
| UNP | Sell | UNION PAC CORP | $274,000 | -12.5% | 1,396 | -1.9% | 0.13% | -11.6% |
| MDT | Buy | MEDTRONIC PLC | $272,000 | +1.5% | 2,171 | +0.6% | 0.13% | +2.4% |
| IP | Sell | INTERNATIONAL PAPER CO | $273,000 | -23.7% | 4,874 | -16.5% | 0.13% | -23.2% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $265,000 | +3.1% | 10,274 | +4.6% | 0.12% | +3.3% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $264,000 | +2.7% | 2,227 | +2.0% | 0.12% | +3.3% |
| SYY | SYSCO CORP | $263,000 | +1.2% | 3,348 | 0.0% | 0.12% | +1.6% | |
| TAIL | Sell | CAMBRIA ETF TRtail risk | $257,000 | -61.8% | 13,710 | -61.9% | 0.12% | -61.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $258,000 | -3.0% | 940 | -4.2% | 0.12% | -2.4% |
| FM | Buy | ISHARES INCmsci frontier | $259,000 | +3.2% | 7,634 | +1.0% | 0.12% | +3.4% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $249,000 | +2.9% | 2,976 | +2.0% | 0.12% | +3.5% |
| CVEWS | New | CENOVUS ENERGY INC*w exp 01/01/202 | $248,000 | – | 42,022 | +100.0% | 0.12% | – |
| ING | Buy | ING GROEP N.V.sponsored adr | $245,000 | +20.7% | 16,932 | +10.4% | 0.12% | +20.8% |
| BCS | BARCLAYS PLCadr | $242,000 | +7.1% | 23,441 | 0.0% | 0.11% | +7.5% | |
| HUM | Sell | HUMANA INC | $234,000 | -12.7% | 601 | -0.8% | 0.11% | -11.9% |
| New | GENERAL ELECTRIC CO | $225,000 | – | 2,184 | +100.0% | 0.11% | – | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $215,000 | -14.0% | 4,266 | -12.3% | 0.10% | -13.6% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $211,000 | -0.5% | 1,871 | +2.5% | 0.10% | 0.0% |
| IYW | New | ISHARES TRu.s. tech etf | $204,000 | – | 2,014 | +100.0% | 0.10% | – |
| ASML | New | ASML HOLDING N V | $200,000 | – | 268 | +100.0% | 0.10% | – |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $130,000 | -12.2% | 53,238 | -8.6% | 0.06% | -12.9% |
| ATNX | Buy | ATHENEX INC | $32,000 | -31.9% | 10,582 | +5.0% | 0.02% | -31.8% |
| AL | Exit | AIR LEASE CORPcl a | $0 | – | -4,891 | -100.0% | -0.10% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,034 | -100.0% | -0.10% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -17,492 | -100.0% | -0.11% | – |
| LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -7,323 | -100.0% | -0.15% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -7,925 | -100.0% | -0.15% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -11,179 | -100.0% | -0.25% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FD | $0 | – | -154,042 | -100.0% | -0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-20
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.