StockDriftsStockDriftsTop 50 Kcs Wealth Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.4% | 169.9K | $29.1M | -3.45%(-6.08K) | — | 2023-09-30 | |
| JAAA | JANUS DETROIT STR TR | 5.37% | 250.3K | $12.6M | -17.73%(-53.95K) | — | 2023-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.99% | 203.1K | $11.7M | -12.74%(-29.67K) | — | 2023-09-30 | |
| GSST | GOLDMAN SACHS ETF TR | 3.53% | 166.0K | $8.3M | -0.24%(-396) | — | 2023-09-30 | |
| IVV | ISHARES TR | 2.37% | 12.9K | $5.6M | -35.91%(-7.25K) | — | 2023-09-30 | |
| MBB | ISHARES TR | 2.16% | 56.9K | $5.1M | +2.15%(+1.20K) | — | 2023-09-30 | |
| META | META PLATFORMS INC | 1.99% | 15.6K | $4.7M | -26.91%(-5.74K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 1.94% | 14.4K | $4.6M | -27.66%(-5.51K) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.85% | 12.4K | $4.3M | -18.28%(-2.77K) | — | 2023-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.74% | 53.6K | $4.1M | -8.32%(-4.87K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kcs Wealth Advisory reports $234.55M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.4%), JAAA (5.4%) and VGSH (5.0%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kcs Wealth Advisory’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697719). View Kcs Wealth Advisory’s 13F filings on SEC