KC Investment Advisors

KC Investment Advisors as of Dec. 31, 2020

Portfolio Holdings for KC Investment Advisors

KC Investment Advisors holds 134 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 13.8 $13M 259k 50.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $3.1M 13k 231.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $2.9M 32k 90.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $2.7M 7.8k 343.67
Microsoft Corporation (MSFT) 2.2 $2.1M 9.4k 222.40
Apple (AAPL) 2.2 $2.1M 16k 132.68
Ark Etf Tr Innovation Etf (ARKK) 1.8 $1.7M 13k 124.50
Amazon (AMZN) 1.5 $1.5M 450.00 3257.78
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.5M 829.00 1752.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.5 $1.4M 33k 43.95
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $1.3M 11k 118.17
Facebook Cl A (META) 1.2 $1.2M 4.2k 273.20
Visa Com Cl A (V) 1.2 $1.1M 5.1k 218.79
Thermo Fisher Scientific (TMO) 1.2 $1.1M 2.4k 465.96
UnitedHealth (UNH) 1.1 $1.1M 3.1k 350.68
JPMorgan Chase & Co. (JPM) 1.1 $1.1M 8.3k 127.09
Mastercard Incorporated Cl A (MA) 1.1 $1.0M 2.9k 356.80
Home Depot (HD) 1.0 $955k 3.6k 265.72
Adobe Systems Incorporated (ADBE) 1.0 $951k 1.9k 500.00
Wal-Mart Stores (WMT) 0.9 $871k 6.0k 144.23
Danaher Corporation (DHR) 0.9 $866k 3.9k 222.17
Vanguard Index Fds Small Cp Etf (VB) 0.9 $854k 4.4k 194.71
Comcast Corp Cl A (CMCSA) 0.9 $824k 16k 52.40
McDonald's Corporation (MCD) 0.9 $823k 3.8k 214.66
Verizon Communications (VZ) 0.9 $821k 14k 58.75
Accenture Plc Ireland Shs Class A (ACN) 0.9 $811k 3.1k 261.28
Nextera Energy (NEE) 0.8 $795k 10k 77.15
Ishares Tr Core Div Grwth (DGRO) 0.8 $784k 18k 44.79
Johnson & Johnson (JNJ) 0.8 $771k 4.9k 157.35
Metropcs Communications (TMUS) 0.8 $746k 5.5k 134.90
Alibaba Group Hldg Sponsored Ads (BABA) 0.8 $733k 3.1k 232.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $726k 8.0k 91.00
Merck & Co (MRK) 0.8 $726k 8.9k 81.85
Vanguard World Mega Grwth Ind (MGK) 0.8 $721k 3.5k 203.85
American Water Works (AWK) 0.8 $717k 4.7k 153.53
Zoetis Cl A (ZTS) 0.8 $715k 4.3k 165.39
Ishares Tr Core Msci Eafe (IEFA) 0.7 $698k 10k 69.07
Asml Holding N V N Y Registry Shs (ASML) 0.7 $695k 1.4k 487.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $689k 9.4k 73.38
Walt Disney Company (DIS) 0.7 $687k 3.8k 181.17
Pepsi (PEP) 0.7 $677k 4.6k 148.27
Prologis (PLD) 0.7 $676k 6.8k 99.68
Coca-Cola Company (KO) 0.7 $668k 12k 54.82
Costco Wholesale Corporation (COST) 0.7 $665k 1.8k 376.77
Intel Corporation (INTC) 0.7 $661k 13k 49.80
Qualcomm (QCOM) 0.7 $659k 4.3k 152.41
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.7 $646k 11k 61.50
Spdr Gold Tr Gold Shs (GLD) 0.7 $637k 3.6k 178.43
Lockheed Martin Corporation (LMT) 0.7 $633k 1.8k 355.22
Cintas Corporation (CTAS) 0.7 $633k 1.8k 353.63
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $632k 12k 51.44
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $605k 27k 22.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $591k 2.2k 267.78
At&t (T) 0.6 $576k 20k 28.76
Vanguard World Mega Cap Val Etf (MGV) 0.6 $574k 6.6k 86.84
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.6 $549k 14k 39.75
S&p Global (SPGI) 0.6 $544k 1.7k 328.90
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $533k 6.1k 87.29
Cme (CME) 0.5 $522k 2.9k 181.94
Roper Industries (ROP) 0.5 $519k 1.2k 431.42
Cisco Systems (CSCO) 0.5 $519k 12k 44.73
Equinix (EQIX) 0.5 $511k 715.00 714.69
National Retail Properties (NNN) 0.5 $510k 13k 40.90
Mid-America Apartment (MAA) 0.5 $506k 4.0k 126.63
Transunion (TRU) 0.5 $500k 5.0k 99.25
Hca Holdings (HCA) 0.5 $495k 3.0k 164.45
Procter & Gamble Company (PG) 0.5 $487k 3.5k 139.22
Paychex (PAYX) 0.5 $482k 5.2k 93.23
American Electric Power Company (AEP) 0.5 $473k 5.7k 83.20
Colgate-Palmolive Company (CL) 0.5 $449k 5.2k 85.59
Eversource Energy (ES) 0.5 $431k 5.0k 86.53
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $424k 28k 15.26
Trane Technologies SHS (TT) 0.4 $419k 2.9k 145.23
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.4 $418k 13k 32.89
Crown Castle Intl (CCI) 0.4 $410k 2.6k 159.35
Starbucks Corporation (SBUX) 0.4 $409k 3.8k 106.98
L3harris Technologies (LHX) 0.4 $407k 2.2k 189.21
Xcel Energy (XEL) 0.4 $396k 5.9k 66.67
Paypal Holdings (PYPL) 0.4 $395k 1.7k 234.28
Pfizer (PFE) 0.4 $394k 11k 36.85
Philip Morris International (PM) 0.4 $390k 4.7k 82.70
Northrop Grumman Corporation (NOC) 0.4 $382k 1.3k 304.87
Ciena Corp Com New (CIEN) 0.4 $381k 7.2k 52.87
CVS Caremark Corporation (CVS) 0.4 $372k 5.4k 68.31
Avangrid (AGR) 0.4 $371k 8.2k 45.47
Unilever Spon Adr New (UL) 0.4 $371k 6.1k 60.35
Essex Property Trust (ESS) 0.4 $369k 1.6k 237.30
Dominion Resources (D) 0.4 $364k 4.8k 75.13
Sonoco Products Company (SON) 0.4 $363k 6.1k 59.27
Healthcare Tr Amer Cl A New 0.4 $360k 13k 27.57
MetLife (MET) 0.4 $354k 7.5k 46.91
Keysight Technologies (KEYS) 0.4 $352k 2.7k 132.23
Duke Energy Corp Com New (DUK) 0.4 $351k 3.8k 91.57
salesforce (CRM) 0.4 $344k 1.5k 222.22
Ares Capital Corporation (ARCC) 0.4 $341k 20k 16.91
Kimberly-Clark Corporation (KMB) 0.4 $340k 2.5k 134.65
Cincinnati Financial Corporation (CINF) 0.4 $339k 3.9k 87.46
Fifth Third Ban (FITB) 0.4 $335k 12k 27.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $335k 4.9k 68.24
Arthur J. Gallagher & Co. (AJG) 0.4 $334k 2.7k 123.70
Bce Com New (BCE) 0.3 $327k 7.6k 42.86
Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $324k 6.6k 49.35
Hartford Financial Services (HIG) 0.3 $321k 6.5k 49.02
Key (KEY) 0.3 $320k 20k 16.39
International Paper Company (IP) 0.3 $319k 6.4k 49.78
Ishares Tr Broad Usd High (USHY) 0.3 $307k 7.5k 41.21
Nxp Semiconductors N V (NXPI) 0.3 $300k 1.9k 159.24
Emerson Electric (EMR) 0.3 $296k 3.7k 80.43
Altria (MO) 0.3 $291k 7.1k 40.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $288k 1.3k 229.85
Pinnacle West Capital Corporation (PNW) 0.3 $288k 3.6k 79.87
Bristol Myers Squibb (BMY) 0.3 $287k 4.6k 62.13
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $286k 7.6k 37.39
Ally Financial (ALLY) 0.3 $277k 7.8k 35.68
General Mills (GIS) 0.3 $264k 4.5k 58.73
Clorox Company (CLX) 0.3 $261k 1.3k 201.86
Ishares Tr National Mun Etf (MUB) 0.3 $258k 2.2k 117.17
Digital Realty Trust (DLR) 0.3 $254k 1.8k 139.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $252k 1.2k 212.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $240k 1.7k 142.01
Electronic Arts (EA) 0.2 $237k 1.7k 143.38
Entergy Corporation (ETR) 0.2 $226k 2.3k 100.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $219k 1.8k 119.02
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $218k 3.1k 69.94
Select Sector Spdr Tr Energy (XLE) 0.2 $216k 5.7k 37.83
NVIDIA Corporation (NVDA) 0.2 $215k 411.00 523.11
Southern Company (SO) 0.2 $213k 3.5k 61.40
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.2 $212k 6.3k 33.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $212k 566.00 374.56
Adams Express Company (ADX) 0.2 $211k 12k 17.26
Ishares Core Msci Emkt (IEMG) 0.2 $208k 3.3k 62.18
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $208k 2.3k 89.58
Sherwin-Williams Company (SHW) 0.2 $208k 283.00 734.98
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $207k 25k 8.25