$217 Million is the total value of KCS Wealth Advisory's 143 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 21.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $24,904,000 | +2.2% | 180,202 | +1.1% | 11.49% | +6.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $7,880,000 | -7.9% | 21,972 | -2.6% | 3.64% | -4.5% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $5,918,000 | +23.1% | 102,406 | +25.4% | 2.73% | +27.7% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $5,482,000 | +212.0% | 110,294 | +212.9% | 2.53% | +223.8% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $4,882,000 | – | 99,435 | +100.0% | 2.25% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,748,000 | – | 62,733 | +100.0% | 2.19% | – |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $4,303,000 | +81.9% | 148,847 | +85.3% | 1.98% | +88.7% |
| MSFT | MICROSOFT CORP | $4,058,000 | -9.3% | 17,423 | 0.0% | 1.87% | -5.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,022,000 | -4.0% | 15,062 | -1.8% | 1.86% | -0.4% |
| MS | Sell | MORGAN STANLEY | $3,347,000 | -2.7% | 42,362 | -6.3% | 1.54% | +1.0% |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $3,179,000 | +4.3% | 106,160 | +3.0% | 1.47% | +8.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,972,000 | -13.1% | 30,915 | +1877.9% | 1.37% | -9.9% |
| EPPRC | Buy | EL PASO ENERGY CAP TR Ipfd cv tr sec 28 | $2,890,000 | +7.0% | 63,009 | +8.4% | 1.33% | +11.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,887,000 | -11.9% | 76,033 | +17.8% | 1.33% | -8.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,821,000 | -13.3% | 96,165 | +16.0% | 1.30% | -10.1% |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,676,000 | -20.2% | 26,861 | -10.8% | 1.23% | -17.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,601,000 | +5.7% | 49,389 | +18.1% | 1.20% | +9.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,563,000 | -40.3% | 32,284 | -35.9% | 1.18% | -38.1% |
| IEUR | Buy | ISHARES TRcore msci euro | $2,505,000 | -11.8% | 63,353 | +0.3% | 1.16% | -8.5% |
| PCAR | Buy | PACCAR INC | $2,501,000 | +14.7% | 29,888 | +12.9% | 1.15% | +19.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,496,000 | -10.0% | 5,285 | -8.6% | 1.15% | -6.7% |
| FB | Buy | META PLATFORMS INCcl a | $2,470,000 | +0.8% | 18,204 | +19.8% | 1.14% | +4.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,413,000 | +16.1% | 23,094 | +25.2% | 1.11% | +20.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,402,000 | -15.2% | 4,756 | -13.7% | 1.11% | -12.1% |
| V | Buy | VISA INC | $2,376,000 | -3.7% | 13,376 | +6.7% | 1.10% | -0.2% |
| FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $2,375,000 | +33.3% | 57,197 | +41.9% | 1.10% | +38.2% |
| ANTM | Buy | ELEVANCE HEALTH INC | $2,359,000 | +4.5% | 5,193 | +11.0% | 1.09% | +8.4% |
| KR | Sell | KROGER CO | $2,348,000 | -14.6% | 53,662 | -7.6% | 1.08% | -11.4% |
| AIV | Buy | APARTMENT INVT & MGMT COcl a | $2,325,000 | +20.1% | 318,462 | +5.3% | 1.07% | +24.6% |
| CVEWS | Buy | CENOVUS ENERGY INC*w exp 01/01/202 | $2,319,000 | -2.1% | 218,253 | +27.9% | 1.07% | +1.5% |
| PKG | Buy | PACKAGING CORP AMER | $2,266,000 | -0.1% | 20,176 | +22.3% | 1.04% | +3.6% |
| NWS | Buy | NEWS CORP NEWcl b | $2,241,000 | +35.3% | 145,332 | +39.5% | 1.03% | +40.5% |
| AMAT | Buy | APPLIED MATLS INC | $2,182,000 | -6.2% | 26,629 | +4.2% | 1.01% | -2.6% |
| SU | Sell | SUNCOR ENERGY INC NEW | $2,158,000 | -35.5% | 76,677 | -19.6% | 1.00% | -33.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,139,000 | -6.3% | 31,203 | +11.7% | 0.99% | -2.9% |
| BK | Sell | BANK NEW YORK MELLON CORP | $2,065,000 | -11.5% | 53,616 | -4.2% | 0.95% | -8.2% |
| PEP | Buy | PEPSICO INC | $2,021,000 | +4.7% | 12,376 | +6.8% | 0.93% | +8.5% |
| AMZN | Buy | AMAZON COM INC | $1,965,000 | +61.7% | 17,392 | +52.0% | 0.91% | +67.8% |
| MELI | Buy | MERCADOLIBRE INC | $1,959,000 | +30.9% | 2,367 | +0.7% | 0.90% | +35.7% |
| BDX | Sell | BECTON DICKINSON & CO | $1,808,000 | -9.7% | 8,114 | -0.1% | 0.83% | -6.4% |
| IGIB | Buy | ISHARES TR | $1,780,000 | +2.7% | 36,863 | +8.6% | 0.82% | +6.5% |
| GTXAP | Buy | GARRETT MOTION INCpfd conv ser a | $1,742,000 | +9.6% | 245,075 | +26.7% | 0.80% | +13.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,721,000 | -11.4% | 24,206 | -4.1% | 0.79% | -8.1% |
| MCK | Sell | MCKESSON CORP | $1,719,000 | -35.6% | 5,058 | -38.2% | 0.79% | -33.2% |
| UBS | Buy | UBS GROUP AG | $1,668,000 | +8.3% | 114,924 | +21.1% | 0.77% | +12.3% |
| LXPPRC | Sell | LXP INDUSTRIAL TRUSTpfd conv ser c | $1,648,000 | -7.0% | 34,048 | -0.6% | 0.76% | -3.6% |
| GM | Buy | GENERAL MTRS CO | $1,593,000 | +15.4% | 49,642 | +14.2% | 0.74% | +19.7% |
| RPTPRD | Buy | RPT REALTY7.25 pfd d conv | $1,576,000 | +6.3% | 35,956 | +15.7% | 0.73% | +10.2% |
| FDX | Buy | FEDEX CORP | $1,575,000 | -26.5% | 10,609 | +12.2% | 0.73% | -23.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,452,000 | -11.2% | 18,156 | +26.2% | 0.67% | -7.8% |
| ALX | Sell | ALEXANDERS INC | $1,451,000 | -6.7% | 6,942 | -0.9% | 0.67% | -3.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,431,000 | +27.2% | 16,625 | +3.2% | 0.66% | +32.0% |
| NYCBPRU | Sell | NEW YORK CMNTY CAP TR Vunit 05/07/2051 | $1,390,000 | -6.6% | 31,172 | -3.2% | 0.64% | -3.2% |
| CEMB | New | ISHARES INCjp mrg em crp bd | $1,375,000 | – | 33,287 | +100.0% | 0.63% | – |
| IGSB | New | ISHARES TR | $1,356,000 | – | 27,513 | +100.0% | 0.63% | – |
| BLK | Buy | BLACKROCK INC | $1,296,000 | -8.1% | 2,356 | +1.8% | 0.60% | -4.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,271,000 | +14.7% | 4,337 | +16.2% | 0.59% | +18.9% |
| KLAC | Sell | KLA CORP | $1,228,000 | -15.8% | 4,058 | -11.2% | 0.57% | -12.8% |
| EPRPRE | Sell | EPR PPTYSconv pfd 9% sr e | $1,201,000 | -14.8% | 46,785 | -0.5% | 0.55% | -11.6% |
| MRK | Sell | MERCK & CO INC | $1,192,000 | -14.4% | 13,842 | -9.4% | 0.55% | -11.1% |
| OPY | Buy | OPPENHEIMER HLDGS INCcl a non vtg | $1,192,000 | +22.3% | 38,468 | +30.4% | 0.55% | +26.7% |
| BBCA | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $1,155,000 | +7.5% | 21,608 | +18.2% | 0.53% | +11.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,150,000 | -35.8% | 9,106 | -26.9% | 0.53% | -33.4% |
| MHO | Buy | M/I HOMES INC | $1,095,000 | -4.0% | 30,224 | +5.1% | 0.50% | -0.4% |
| AER | Buy | AERCAP HOLDINGS NV | $1,087,000 | +8.1% | 25,674 | +4.5% | 0.50% | +12.1% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $1,069,000 | -47.1% | 7,158 | -45.0% | 0.49% | -45.1% |
| JPEM | Buy | J P MORGAN EXCHANGE TRADED Fdiv rtn em eqt | $1,054,000 | +12.1% | 23,640 | +24.3% | 0.49% | +16.3% |
| BACPRL | Sell | BK OF AMERICA CORP7.25%cnv pfd l | $1,004,000 | -42.4% | 856 | -40.8% | 0.46% | -40.3% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $995,000 | +27.4% | 18,080 | +41.2% | 0.46% | +32.3% |
| INFY | Sell | INFOSYS LTDsponsored adr | $945,000 | -20.3% | 55,709 | -13.0% | 0.44% | -17.3% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $909,000 | -36.5% | 6,489 | -38.4% | 0.42% | -34.2% |
| IGEB | Sell | ISHARES TRinvestment grade | $895,000 | -78.1% | 21,160 | -76.9% | 0.41% | -77.3% |
| FLJP | Buy | FRANKLIN TEMPLETON ETF TRftse japan etf | $866,000 | -6.8% | 39,958 | +0.6% | 0.40% | -3.4% |
| SAP | Sell | SAP SEspon adr | $857,000 | -12.0% | 10,546 | -1.8% | 0.40% | -8.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $853,000 | +1.7% | 11,402 | +4.4% | 0.39% | +5.4% |
| HPQ | Buy | HP INC | $848,000 | +309.7% | 34,035 | +440.1% | 0.39% | +325.0% |
| EIX | Sell | EDISON INTL | $827,000 | -57.4% | 14,612 | -52.4% | 0.38% | -55.8% |
| AON | Sell | AON PLC | $810,000 | -16.9% | 3,024 | -16.4% | 0.37% | -13.8% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $769,000 | +1.7% | 49,959 | +42.2% | 0.36% | +5.7% |
| IGLB | New | ISHARES TR10+ yr invst grd | $748,000 | – | 15,504 | +100.0% | 0.34% | – |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $748,000 | -35.8% | 13,020 | -24.6% | 0.34% | -33.5% |
| New | SPECIAL OPPORTUNITIES FD INC2.75% cnv pfd c | $742,000 | – | 31,995 | +100.0% | 0.34% | – | |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $734,000 | -5.7% | 45,362 | +5.2% | 0.34% | -2.0% |
| MGA | Buy | MAGNA INTL INC | $726,000 | -5.0% | 15,320 | +10.1% | 0.34% | -1.5% |
| New | GSK PLCsponsored adr | $706,000 | – | 24,006 | +100.0% | 0.33% | – | |
| JPHY | Buy | J P MORGAN EXCHANGE TRADED Fhigh yld resrch | $686,000 | +0.9% | 16,188 | +3.8% | 0.32% | +4.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $675,000 | -15.5% | 14,628 | -3.2% | 0.31% | -12.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $667,000 | +3.7% | 4,523 | +4.1% | 0.31% | +7.7% |
| QLTA | Sell | ISHARES TRa rate cp bd etf | $664,000 | -81.0% | 14,635 | -79.8% | 0.31% | -80.3% |
| ALLY | New | ALLY FINL INC | $660,000 | – | 23,704 | +100.0% | 0.30% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $657,000 | -12.9% | 6,868 | +1885.0% | 0.30% | -9.6% |
| ICVT | Sell | ISHARES TRconv bd etf | $622,000 | -22.6% | 9,023 | -22.1% | 0.29% | -19.8% |
| JD | Sell | JD.COM INCspon adr cl a | $605,000 | -56.2% | 12,021 | -44.1% | 0.28% | -54.6% |
| DEO | Sell | DIAGEO PLCspon adr new | $592,000 | -46.5% | 3,487 | -45.2% | 0.27% | -44.5% |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $562,000 | -11.9% | 152,587 | -22.3% | 0.26% | -8.8% |
| AVB | Sell | AVALONBAY CMNTYS INC | $556,000 | -27.2% | 3,017 | -23.3% | 0.26% | -24.7% |
| PFE | Sell | PFIZER INC | $542,000 | -17.1% | 12,376 | -0.8% | 0.25% | -14.1% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $520,000 | +26.2% | 8,123 | +61.3% | 0.24% | +31.1% |
| ERJ | Buy | EMBRAER S.A.sponsored ads | $517,000 | +7.0% | 60,120 | +9.3% | 0.24% | +10.7% |
| NTG | Buy | TORTOISE MIDSTRM ENERGY FD I | $489,000 | +6.8% | 15,133 | +6.4% | 0.23% | +10.8% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $490,000 | +10.4% | 5,386 | +17.0% | 0.23% | +14.7% |
| DIS | Sell | DISNEY WALT CO | $467,000 | -5.5% | 4,956 | -5.3% | 0.22% | -2.3% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $459,000 | -12.4% | 2,809 | -7.5% | 0.21% | -9.0% |
| NFLX | Buy | NETFLIX INC | $446,000 | +99.1% | 1,896 | +47.9% | 0.21% | +106.0% |
| KB | Buy | KB FINL GROUP INCsponsored adr | $438,000 | +54.8% | 14,528 | +90.9% | 0.20% | +60.3% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $435,000 | +7.7% | 5,772 | +15.9% | 0.20% | +11.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $432,000 | -72.4% | 10,053 | -68.4% | 0.20% | -71.4% |
| FISV | FISERV INC | $410,000 | +5.1% | 4,380 | 0.0% | 0.19% | +9.2% | |
| AMGN | Buy | AMGEN INC | $401,000 | -6.7% | 1,779 | +0.6% | 0.18% | -3.1% |
| HD | Sell | HOME DEPOT INC | $400,000 | -20.9% | 1,449 | -21.5% | 0.18% | -17.8% |
| NVDA | Buy | NVIDIA CORPORATION | $389,000 | -19.6% | 3,206 | +0.4% | 0.18% | -16.7% |
| TFLO | New | ISHARES TRtrs flt rt bd | $379,000 | – | 7,500 | +100.0% | 0.18% | – |
| IXN | Sell | ISHARES TRglobal tech etf | $367,000 | -16.2% | 8,706 | -9.1% | 0.17% | -13.3% |
| VIACP | New | PARAMOUNT GLOBAL5.75% conv pfd a | $361,000 | – | 11,680 | +100.0% | 0.17% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $355,000 | -7.3% | 994 | -2.0% | 0.16% | -3.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $353,000 | -8.5% | 2,158 | -0.8% | 0.16% | -5.2% |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $342,000 | -2.0% | 5,396 | -0.3% | 0.16% | +1.9% |
| PSK | Sell | SPDR SER TRice pfd sec etf | $335,000 | -5.4% | 9,599 | -2.7% | 0.16% | -1.3% |
| FCAL | Buy | FIRST TR EXCH TRADED FD IIIcalif mun incm | $337,000 | +43.4% | 7,194 | +47.9% | 0.16% | +47.6% |
| VST | New | VISTRA CORP | $329,000 | – | 15,654 | +100.0% | 0.15% | – |
| IMO | Sell | IMPERIAL OIL LTD | $328,000 | -33.5% | 7,570 | -27.7% | 0.15% | -31.1% |
| CSX | Sell | CSX CORP | $327,000 | -9.9% | 12,260 | -1.8% | 0.15% | -6.2% |
| EWW | New | ISHARES INCmsci mexico etf | $324,000 | – | 7,323 | +100.0% | 0.15% | – |
| HUM | Sell | HUMANA INC | $287,000 | +2.1% | 591 | -1.7% | 0.13% | +5.6% |
| FLKR | Buy | FRANKLIN TEMPLETON ETF TRftse south korea | $277,000 | -11.8% | 16,634 | +9.0% | 0.13% | -8.6% |
| LOW | Buy | LOWES COS INC | $277,000 | +8.2% | 1,477 | +0.8% | 0.13% | +12.3% |
| CSCO | Sell | CISCO SYS INC | $274,000 | -57.9% | 6,858 | -55.1% | 0.13% | -56.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $270,000 | -12.9% | 949 | -3.4% | 0.12% | -9.4% |
| FLAX | Buy | FRANKLIN TEMPLETON ETF TRfranklin asia | $268,000 | -10.7% | 14,321 | +5.2% | 0.12% | -6.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $256,000 | +15.3% | 5,569 | +30.7% | 0.12% | +19.2% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $247,000 | -17.1% | 1,068 | -1.8% | 0.11% | -14.3% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $245,000 | +13.4% | 9,117 | +20.0% | 0.11% | +17.7% |
| SYY | Buy | SYSCO CORP | $238,000 | -16.2% | 3,364 | +0.5% | 0.11% | -12.7% |
| TPH | Sell | TRI POINTE HOMES INC | $235,000 | -17.0% | 15,541 | -7.3% | 0.11% | -14.3% |
| DHR | DANAHER CORPORATION | $232,000 | +1.8% | 898 | 0.0% | 0.11% | +5.9% | |
| IBN | Sell | ICICI BANK LIMITEDadr | $216,000 | -25.3% | 10,306 | -36.8% | 0.10% | -22.5% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $211,000 | -24.6% | 765 | 0.0% | 0.10% | -22.4% | |
| FM | Buy | ISHARES INCmsci frontier | $206,000 | -5.5% | 8,444 | +3.9% | 0.10% | -2.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $204,000 | -13.6% | 1,265 | -2.3% | 0.09% | -10.5% |
| ABBV | Buy | ABBVIE INC | $203,000 | -11.7% | 1,512 | +0.7% | 0.09% | -7.8% |
| T | Sell | AT&T INC | $199,000 | -61.2% | 12,952 | -47.1% | 0.09% | -59.6% |
| New | HALEON PLCspon ads | $134,000 | – | 21,998 | +100.0% | 0.06% | – | |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $103,000 | +18.4% | 19,854 | -2.4% | 0.05% | +23.1% |
| OC | Exit | OWENS CORNING NEW | $0 | – | -2,750 | -100.0% | -0.09% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,500 | -100.0% | -0.09% | – |
| SSL | Exit | SASOL LTDsponsored adr | $0 | – | -11,276 | -100.0% | -0.12% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -19,947 | -100.0% | -0.13% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $0 | – | -7,186 | -100.0% | -0.13% | – |
| BKAG | Exit | BNY MELLON ETF TRUSTcore bond etf | $0 | – | -7,055 | -100.0% | -0.14% | – |
| RXI | Exit | ISHARES TRglb cns disc etf | $0 | – | -2,473 | -100.0% | -0.14% | – |
| Exit | SL GREEN RLTY CORP | $0 | – | -6,872 | -100.0% | -0.14% | – | |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,454 | -100.0% | -0.14% | – |
| WPP | Exit | WPP PLC NEWadr | $0 | – | -6,658 | -100.0% | -0.15% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -3,379 | -100.0% | -0.17% | – |
| FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -9,032 | -100.0% | -0.19% | – |
| Exit | ORION OFFICE REIT INC | $0 | – | -43,475 | -100.0% | -0.21% | – | |
| EMBD | Exit | GLOBAL X FDSx emerging mkt | $0 | – | -36,217 | -100.0% | -0.34% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -14,444 | -100.0% | -0.45% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -27,759 | -100.0% | -0.54% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -25,501 | -100.0% | -0.54% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -46,117 | -100.0% | -0.57% | – |
| CMBS | Exit | ISHARES TRcmbs etf | $0 | – | -46,119 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
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.