KCS Wealth Advisory
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationlos angeles, CA
- CIK0001697719
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
133 | $234.55M | AAPL, JAAA, VGSH, GSST | 13F-HR | Nov 3, 2023 | 000108514623004067 | ||
153 | $288.63M | AAPL, JAAA, VGSH, IVV | 13F-HR | Jul 18, 2023 | 000108514623002737 | ||
145 | $264.39M | AAPL, JAAA, VGSH, GSST | 13F-HR | Apr 18, 2023 | 000108514623001729 | ||
143 | $240.67M | AAPL, JAAA, VGSH, IVV | 13F-HR | Feb 8, 2023 | 000108514623000755 | ||
143 | $216.78M | AAPL, IVV, VGSH, GSST | 13F-HR | Oct 21, 2022 | 000108514622003532 | ||
149 | $224.85M | AAPL, IVV, VGSH, MSFT | 13F-HR | Jul 22, 2022 | 000108514622002517 | ||
157 | $216.19M | IVV, BRK.B, VGSH, MSFT | 13F-HR | Apr 13, 2022 | 000108514622001373 | ||
161 | $249.10M | AAPL, IVV, MSFT, EMB | 13F-HR | Jan 26, 2022 | 000108514622000322 | ||
148 | $211.49M | AAPL, IVV, EMB, MSFT | 13F-HR | Oct 20, 2021 | 000108514621002844 | ||
150 | $212.48M | AAPL, IVV, EMB, MSFT | 13F-HR | Jul 27, 2021 | 000108514621002080 | ||
149 | $193.71M | AAPL, IVV, EMB, AMAT | 13F-HR | Apr 19, 2021 | 000108514621001203 | ||
147 | $151.45M | IVV, EMB, AAPL, MELI | 13F-HR | Jan 28, 2021 | 000108514621000292 | ||
142 | $125.44M | EMB, AAPL, BRK.B, MBB | 13F-HR | Oct 27, 2020 | 000108514620002663 | ||
141 | $120.84M | EMB, SABA, AAPL, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 16, 2020 | 000108514620001808 | ||
139 | $98.34M | SABA, EMB, VANGUARD SCOTTSDALE FDS, IEUR | 13F-HR | Apr 28, 2020 | 000108514620001229 | ||
149 | $133.60M | EMB, IEUR, AAPL, SABA | 13F-HR | Jan 15, 2020 | 000108514620000146 | ||
454 | $144.62B | SLQD, SHV, SABA, EMB | 13F-HR | Oct 29, 2019 | 000108514619002655 | ||
151 | $126.60M | SHV, SLQD, SABA, EMB | 13F-HR | Jul 29, 2019 | 000108514619001996 | ||
149 | $114.71M | SLQD, SABA, EMB, IEUR | 13F-HR | Apr 29, 2019 | 000108514619001273 | ||
147 | $94.83M | SABA, SLQD, IEUR, EMB | 13F-HR | Jan 17, 2019 | 000108514619000178 | ||
149 | $107.72M | SLQD, TPYP, IEUR, EMB | 13F-HR | Nov 6, 2018 | 000108514618002508 | ||
151 | $107.37M | IVV, SLQD, IEUR, FEI | 13F-HR | Aug 7, 2018 | 000108514618001865 | ||
165 | $110.01M | IVV, FEI, IEUR, EMB | 13F-HR | May 4, 2018 | 000108514618001230 | ||
171 | $103.38M | IVV, FEI, IEUR, EMB | 13F-HR | Jan 12, 2018 | 000108514618000116 |