Kcm Investment Advisors LLC Top Holdings and 13F Report (2024) → [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (Ad) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $2.71 billion in total holdings as of March 31, 2024.Kcm Investment Advisors LLC owns shares of 376 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 365 new stocks and bought additional shares in 151 stocks.Kcm Investment Advisors LLC sold shares of 152 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $162,758,647Technology Select Sector SPDR Fund $146,147,105Microsoft $134,539,873Costco Wholesale $91,076,646Amazon.com $60,150,056 Largest New Holdings this Quarter Vertiv $1,436,984 HoldingTaiwan Semiconductor Manufacturing $1,005,954 HoldingAtlassian $464,362 HoldingDigital Realty Trust $398,415 HoldingShell $383,067 Holding Largest Purchases this Quarter Walmart 398,705 shares (about $23.99M)Blackstone 90,498 shares (about $11.89M)Financial Select Sector SPDR Fund 69,973 shares (about $2.95M)Consumer Staples Select Sector SPDR Fund 33,960 shares (about $2.59M)iShares Core S&P Mid-Cap ETF 33,086 shares (about $2.01M) Largest Sales this Quarter Technology Select Sector SPDR Fund 23,538 shares (about $4.90M)NVIDIA 4,609 shares (about $4.16M)Wells Fargo & Co. Pfd. Series L 2,283 shares (about $2.78M)Medtronic 28,496 shares (about $2.48M)Hershey 11,889 shares (about $2.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKcm Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$162,758,647$234,928 ▼-0.1%949,1416.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$146,147,105$4,902,262 ▼-3.2%701,7195.4%ETFMSFTMicrosoft$134,539,873$952,510 ▼-0.7%319,7855.0%Computer and TechnologyCOSTCostco Wholesale$91,076,646$1,074,765 ▼-1.2%124,3153.4%Retail/WholesaleAMZNAmazon.com$60,150,056$1,004,897 ▲1.7%333,4632.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$57,766,543$195,185 ▼-0.3%222,2642.1%ETFCVXChevron$52,298,660$1,288,419 ▲2.5%331,5501.9%Oils/EnergyXLCCommunication Services Select Sector SPDR Fund$51,974,726$1,796,765 ▲3.6%636,4771.9%ETFHDHome Depot$50,639,881$169,168 ▼-0.3%132,0121.9%Retail/WholesaleADPAutomatic Data Processing$46,681,066$184,807 ▼-0.4%186,9191.7%Business ServicesXLVHealth Care Select Sector SPDR Fund$45,993,004$688,421 ▼-1.5%311,3321.7%ETFVVisa$45,351,056$281,592 ▲0.6%162,5021.7%Business ServicesVGTVanguard Information Technology ETF$42,604,053$220,746 ▲0.5%81,2531.6%ETFGOOGLAlphabet$42,229,761$1,384,632 ▲3.4%279,7971.6%Computer and TechnologyWMWaste Management$42,006,332$374,505 ▼-0.9%197,0741.6%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$41,202,889$263,514 ▲0.6%224,0631.5%FinanceJNJJohnson & Johnson$37,400,425$224,630 ▼-0.6%236,4271.4%MedicalVFHVanguard Financials ETF$36,548,099$1,367,623 ▲3.9%356,9501.3%ETFPGProcter & Gamble$36,383,792$450,407 ▼-1.2%224,2451.3%Consumer StaplesXLFFinancial Select Sector SPDR Fund$35,943,779$2,947,263 ▲8.9%853,3661.3%ETFNVDANVIDIA$35,468,171$4,164,488 ▼-10.5%39,2541.3%Computer and TechnologyWMTWalmart$35,264,567$23,990,089 ▲212.8%586,0821.3%Retail/WholesaleJPMJPMorgan Chase & Co.$35,190,919$1,060,389 ▲3.1%175,6911.3%FinanceVOXVanguard Communication Services Index Fund ETF Shares$33,095,127$514,382 ▲1.6%252,2111.2%ETFXLEEnergy Select Sector SPDR Fund$32,961,361$643,121 ▲2.0%349,1301.2%ETFXLIIndustrial Select Sector SPDR Fund$31,941,401$213,124 ▼-0.7%253,5841.2%ETFXLPConsumer Staples Select Sector SPDR Fund$31,821,853$2,593,183 ▲8.9%416,7351.2%ETFTTTrane Technologies$30,984,004$316,712 ▼-1.0%103,2111.1%Business ServicesLLYEli Lilly and Company$29,710,886$31,896 ▼-0.1%38,1911.1%MedicalVHTVanguard Health Care ETF$28,450,227$360,061 ▲1.3%105,1691.1%ETFVCRVanguard Consumer Discretionary ETF$26,588,007$672,635 ▲2.6%83,6811.0%ETFAMGNAmgen$25,908,746$97,522 ▲0.4%91,1251.0%MedicalSPYSPDR S&P 500 ETF Trust$25,388,885$200,337 ▼-0.8%48,5380.9%FinanceGOOGAlphabet$23,786,971$654,261 ▲2.8%156,2260.9%Computer and TechnologyNEENextEra Energy$23,652,071$39,305 ▼-0.2%370,0840.9%UtilitiesDHRDanaher$22,640,673$230,492 ▼-1.0%90,6640.8%Multi-Sector ConglomeratesUPSUnited Parcel Service$22,303,473$25,564 ▼-0.1%150,0600.8%TransportationMCDMcDonald's$21,561,895$233,737 ▼-1.1%76,4740.8%Retail/WholesaleBXBlackstone$21,278,726$11,888,688 ▲126.6%161,9760.8%FinanceCATCaterpillar$20,222,465$167,458 ▼-0.8%55,1880.7%Industrial ProductsVISVanguard Industrials ETF$20,065,232$91,312 ▲0.5%82,1840.7%ETFECLEcolab$18,360,284$234,133 ▼-1.3%79,5160.7%Basic MaterialsQQQInvesco QQQ$18,202,161$481,306 ▲2.7%40,9950.7%FinanceABTAbbott Laboratories$16,653,054$130,482 ▼-0.8%146,5160.6%MedicalBACBank of America$16,434,368$1,962,662 ▼-10.7%433,3960.6%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$16,293,013$2,783,786 ▼-14.6%13,3620.6%FinanceCCICrown Castle$15,595,340$537,511 ▼-3.3%147,3620.6%FinanceABBVAbbVie$14,484,256$19,667 ▲0.1%79,5400.5%MedicalNKENIKE$13,343,726$441,047 ▼-3.2%141,9850.5%Consumer DiscretionarySBUXStarbucks$13,334,290$209,832 ▼-1.5%145,9050.5%Retail/WholesaleVZVerizon Communications$12,963,164$129,279 ▼-1.0%308,9410.5%Computer and TechnologySDYSPDR S&P Dividend ETF$12,751,468$352,643 ▼-2.7%97,1610.5%ETFKMBKimberly-Clark$12,697,733$729,402 ▼-5.4%98,1660.5%Consumer StaplesAMDAdvanced Micro Devices$12,625,276$233,374 ▼-1.8%69,9500.5%Computer and TechnologyBRK.BBerkshire Hathaway$12,010,892$1,246,842 ▲11.6%28,5620.4%FinanceORealty Income$11,852,072$36,301 ▲0.3%219,0770.4%FinanceVDCVanguard Consumer Staples ETF$11,606,288$117,992 ▲1.0%56,8550.4%ETFKLACKLA$11,407,079$22,354 ▲0.2%16,3290.4%Computer and TechnologyAPDAir Products and Chemicals$11,185,826$567,637 ▼-4.8%46,1710.4%Basic MaterialsLOWLowe's Companies$10,673,604$38,209 ▼-0.4%41,9020.4%Retail/WholesaleAVGOBroadcom$10,380,374$87,475 ▼-0.8%7,8320.4%Computer and TechnologyGPCGenuine Parts$10,221,197$228,987 ▲2.3%65,9730.4%Auto/Tires/TrucksAMATApplied Materials$10,173,910$204,786 ▲2.1%49,3330.4%Computer and TechnologyEIXEdison International$10,117,084$3,041 ▲0.0%143,0380.4%UtilitiesMRKMerck & Co., Inc.$10,098,159$557,622 ▲5.8%76,5300.4%MedicalCLXClorox$9,987,374$384,000 ▼-3.7%65,2300.4%Consumer StaplesUNHUnitedHealth Group$9,847,425$169,186 ▲1.7%19,9060.4%MedicalXLBMaterials Select Sector SPDR Fund$9,326,016$131,068 ▼-1.4%100,3980.3%ETFVNQVanguard Real Estate ETF$9,255,296$1,051,687 ▲12.8%107,0220.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$8,893,431$301,010 ▼-3.3%15,9840.3%ETFVDEVanguard Energy ETF$8,861,171$43,593 ▼-0.5%67,2830.3%ETFVAWVanguard Materials ETF$8,316,197$40,681 ▲0.5%40,6800.3%ETFUNPUnion Pacific$8,117,696$188,629 ▼-2.3%33,0080.3%TransportationACNAccenture$7,990,747$195,835 ▲2.5%23,0540.3%Business ServicesPEPPepsiCo$7,989,572$30,277 ▼-0.4%45,6520.3%Consumer StaplesQCOMQUALCOMM$7,241,170$111,231 ▼-1.5%42,7710.3%Computer and TechnologyLHLaboratory Co. of America$7,217,263$51,338 ▼-0.7%33,0370.3%MedicalSCHWCharles Schwab$6,915,983$1,336,407 ▲24.0%95,6040.3%FinanceELVElevance Health$6,893,471$89,707 ▲1.3%13,2940.3%MedicalIVViShares Core S&P 500 ETF$6,507,074$91,479 ▲1.4%12,3770.2%ETFDVYiShares Select Dividend ETF$6,450,378$55,308 ▼-0.9%52,3650.2%ETFLINDE PLC$6,313,823$118,866 ▼-1.8%13,5980.2%SHSXLUUtilities Select Sector SPDR Fund$6,265,576$900,850 ▼-12.6%95,4390.2%ETFDISWalt Disney$6,253,274$2,237,210 ▼-26.3%51,1060.2%Consumer DiscretionaryCLColgate-Palmolive$6,238,317$168,934 ▼-2.6%69,2760.2%Consumer StaplesTMOThermo Fisher Scientific$5,978,986$170,878 ▼-2.8%10,2870.2%MedicalCTASCintas$5,904,336$142,902 ▼-2.4%8,5940.2%Industrial ProductsCSLCarlisle Companies$5,642,640$19,593 ▲0.3%14,4000.2%Multi-Sector ConglomeratesGDGeneral Dynamics$5,634,659$36,159 ▲0.6%19,9460.2%AerospaceETNEaton$5,480,529$55,968 ▼-1.0%17,5280.2%Industrial ProductsSPGIS&P Global$5,444,909$168,053 ▲3.2%12,7980.2%Business ServicesMDTMedtronic$5,225,601$2,483,426 ▼-32.2%59,9610.2%MedicalSCHDSchwab US Dividend Equity ETF$5,223,767$114,736 ▼-2.1%64,7870.2%ETFFENYFidelity MSCI Energy Index ETF$5,204,081$62,993 ▲1.2%201,1630.2%ETFZBHZimmer Biomet$5,127,873$52,793 ▼-1.0%38,8530.2%MedicalPGXInvesco Preferred ETF$5,126,856$437,195 ▼-7.9%431,5540.2%ETFCSCOCisco Systems$5,073,871$339,938 ▼-6.3%101,6600.2%Computer and TechnologyUSBU.S. Bancorp$4,943,641$107,369 ▼-2.1%110,5960.2%FinanceDEDeere & Company$4,821,569$112,130 ▼-2.3%11,7390.2%Industrial ProductsROSTRoss Stores$4,735,798$183,744 ▲4.0%32,2690.2%Retail/WholesaleShowing largest 100 holdings. 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