KCS Wealth Advisory - Q4 2022 holdings

$241 Million is the total value of KCS Wealth Advisory's 143 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
NewJANUS DETROIT STR TRb-bbb clo etf$863,93119,375
+100.0%
0.36%
PBR NewPETROLEO BRASILEIRO SA PETROsponsored adr$642,15260,296
+100.0%
0.27%
FMHI NewFIRST TR EXCH TRADED FD IIImuni hi incm etf$333,1497,197
+100.0%
0.14%
JSCP NewJ P MORGAN EXCHANGE TRADED Fshort dura core$292,4806,400
+100.0%
0.12%
OC NewOWENS CORNING NEW$212,9092,496
+100.0%
0.09%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-08
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC24Q3 202312.4%
ISHARES TR24Q3 20234.8%
ISHARES TR24Q3 20233.8%
ISHARES TR24Q3 20232.8%
BERKSHIRE HATHAWAY INC DEL24Q3 20232.5%
ALPHABET INC24Q3 20231.9%
MORGAN STANLEY24Q3 20231.9%
COMCAST CORP NEW24Q3 20232.1%
MERCADOLIBRE INC24Q3 20232.2%
APPLIED MATLS INC24Q3 20231.9%

View KCS Wealth Advisory's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-11-03
13F-HR2023-07-18
13F-HR2023-04-18
13F-HR2023-02-08
13F-HR2022-10-21
13F-HR2022-07-22
13F-HR2022-04-13
13F-HR2022-01-26
13F-HR2021-10-20
13F-HR2021-07-27

View KCS Wealth Advisory's complete filings history.

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