KC Investment Advisors, LLC
Q3 2022 13F Holdings
- Locationwichita, KS
- Num holdings
148
- Value ($000)
$114,423
- Date Filed11/14/2022
- Form type13F-HR
- CIK0001738738
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | $12.89M | 11 % | 256,940 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.81M | 10 % | 32,940 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.45M | 3 % | 12,916 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $3.31M | 3 % | 78,201 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.83M | 3 % | 12,169 | ||
AAPL APPLE INC | COM | 037833100 | $2.45M | 2 % | 17,724 | ||
AMZN AMAZON COM INC | COM | 023135106 | $1.86M | 2 % | 16,431 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $1.68M | 2 % | 17,579 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $1.59M | 1 % | 3,154 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $1.45M | 1 % | 6,797 |
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