HoldingsChannel.com
KCS Wealth Advisory Top Holdings
As of  09/30/2022, below is a summary of the KCS Wealth Advisory top holdings by largest position size, as per the latest 13f filing made by KCS Wealth Advisory. In the KCS Wealth Advisory-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by KCS Wealth Advisory in that top holding, then the share count change between reporting periods, and finally the KCS Wealth Advisory top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 180,202 +1,926 $24,904
     AAPL180,202+1,926$24,904
ISHARES TR (IVV) 21,972 -597 $7,880
     IVV21,972-597$7,880
VANGUARD SCOTTSDALE FDS (VGSH) 102,406 +20,736 $5,918
     VGSH102,406+20,736$5,918
GOLDMAN SACHS ETF TR (GSST) 110,294 +75,049 $5,482
     GSST110,294+75,049$5,482
JANUS DETROIT STR TR 99,435 +99,435 $4,882
     JAAA99,435+99,435$4,882
VANGUARD SCOTTSDALE FDS (VCIT) 62,733 +62,733 $4,748
     VCIT62,733+62,733$4,748
SPDR SER TR (SPTS) 148,847 +68,518 $4,303
     SPTS148,847+68,518$4,303
MICROSOFT CORP 17,423 UNCH $4,058
     MSFT17,423UNCH$4,058
BERKSHIRE HATHAWAY INC DEL      $4,022
     BRK.B15,062-279$4,022
MORGAN STANLEY 42,362 -2,852 $3,347
     MS42,362-2,852$3,347
TORTOISE ENERGY INFRA CORP 106,160 +3,139 $3,179
     TYG106,160+3,139$3,179
ALPHABET INC 30,915 +29,352 $2,972
     GOOG30,915+29,352$2,972
EL PASO ENERGY CAP TR I      $2,890
     EP.PRC63,009+4,870$2,890
VERIZON COMMUNICATIONS INC 76,033 +11,480 $2,887
     VZ76,033+11,480$2,887
COMCAST CORP NEW 96,165 +13,272 $2,821
     CMCSA96,165+13,272$2,821
NOVO NORDISK A S 26,861 -3,243 $2,676
     NVO26,861-3,243$2,676
ISHARES TR (IEFA) 49,389 +7,583 $2,601
     IEFA49,389+7,583$2,601
ISHARES TR (EMB) 32,284 -18,060 $2,563
     EMB32,284-18,060$2,563
ISHARES TR (IEUR) 63,353 +218 $2,505
     IEUR63,353+218$2,505
PACCAR INC 29,888 +3,416 $2,501
     PCAR29,888+3,416$2,501
COSTCO WHSL CORP NEW 5,285 -498 $2,496
     COST5,285-498$2,496
META PLATFORMS INC 18,204 +3,003 $2,470
     FB18,204+3,003$2,470
JPMORGAN CHASE & CO 23,094 +4,644 $2,413
     JPM23,094+4,644$2,413
UNITEDHEALTH GROUP INC 4,756 -757 $2,402
     UNH4,756-757$2,402
VISA INC 13,376 +842 $2,376
     V13,376+842$2,376
FIDELITY COVINGTON TRUST 57,197 +16,898 $2,375
     FQAL57,197+16,898$2,375
ELEVANCE HEALTH INC 5,193 +513 $2,359
     ANTM5,193+513$2,359
KROGER CO 53,662 -4,416 $2,348
     KR53,662-4,416$2,348
APARTMENT INVT & MGMT CO 318,462 +15,919 $2,325
     AIV318,462+15,919$2,325
CENOVUS ENERGY INC      $2,319
     CVE.WT218,253+47,661$2,319
PACKAGING CORP AMER 20,176 +3,682 $2,266
     PKG20,176+3,682$2,266
NEWS CORP NEW 145,332 +41,125 $2,241
     NWS145,332+41,125$2,241
APPLIED MATLS INC 26,629 +1,079 $2,182
     AMAT26,629+1,079$2,182
SUNCOR ENERGY INC NEW 76,677 -18,745 $2,158
     SU76,677-18,745$2,158
TAIWAN SEMICONDUCTOR MFG LTD 31,203 +3,262 $2,139
     TSM31,203+3,262$2,139
BANK NEW YORK MELLON CORP 53,616 -2,344 $2,065
     BK53,616-2,344$2,065
PEPSICO INC 12,376 +789 $2,021
     PEP12,376+789$2,021
AMAZON COM INC 17,392 +5,950 $1,965
     AMZN17,392+5,950$1,965
MERCADOLIBRE INC 2,367 +17 $1,959
     MELI2,367+17$1,959
BECTON DICKINSON & CO 8,114 -11 $1,808
     BDX8,114-11$1,808
ISHARES TR (IGIB) 36,863 +2,926 $1,780
     IGIB36,863+2,926$1,780
GARRETT MOTION INC 245,075 +51,600 $1,742
     GTXAP245,075+51,600$1,742
BRISTOL MYERS SQUIBB CO 24,206 -1,024 $1,721
     BMY24,206-1,024$1,721
MCKESSON CORP 5,058 -3,121 $1,719
     MCK5,058-3,121$1,719
UBS GROUP AG 114,924 +20,005 $1,668
     UBS114,924+20,005$1,668
LXP INDUSTRIAL TRUST      $1,648
     LXP.PRC34,048-190$1,648
GENERAL MTRS CO 49,642 +6,185 $1,593
     GM49,642+6,185$1,593
RPT REALTY      $1,576
     RPT.PRD35,956+4,892$1,576
FEDEX CORP 10,609 +1,150 $1,575
     FDX10,609+1,150$1,575
ALIBABA GROUP HLDG LTD 18,156 +3,775 $1,452
     BABA18,156+3,775$1,452

See Full List: All Stocks Held By KCS Wealth Advisory
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KCS Wealth Advisory

Size ($ in 1000's)
At 09/30/2022: $216,775
At 06/30/2022: $224,851

KCS Wealth Advisory holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KCS Wealth Advisory 13F filings. Link to 13F filings: SEC filings

KCS Wealth Advisory Top Holdings 13F Filings | www.HoldingsChannel.com

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