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
J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT INC
46641Q837
$12.89M
11 %

256,940

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.81M
10 %

32,940

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.45M
3 %

12,916

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$3.31M
3 %

78,201

M
MSFT

MICROSOFT CORP

COM
594918104
$2.83M
3 %

12,169

A
AAPL

APPLE INC

COM
037833100
$2.45M
2 %

17,724

A
AMZN

AMAZON COM INC

COM
023135106
$1.86M
2 %

16,431

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$1.68M
2 %

17,579

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$1.59M
1 %

3,154

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$1.45M
1 %

6,797

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