KC Investment Advisors, LLC

Q3 2022 13F Holdings

  • Location
    wichita, KS
  • Num holdings

    148

  • Value ($000)

    $114,423

  • Date Filed
    11/14/2022
  • Form type
    13F-HR
  • CIK
    0001738738
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT INC
$12.89M
11 %

256,940

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$10.81M
10 %

32,940

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$3.45M
3 %

12,916

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$3.31M
3 %

78,201

MSFT
MSFT

MICROSOFT CORP

COM
$2.83M
3 %

12,169

AAPL
AAPL

APPLE INC

COM
$2.45M
2 %

17,724

AMZN
AMZN

AMAZON COM INC

COM
$1.86M
2 %

16,431

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$1.68M
2 %

17,579

UNH
UNH

UNITEDHEALTH GROUP INC

COM
$1.59M
1 %

3,154

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$1.45M
1 %

6,797

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