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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

KCS Wealth Advisory INSTITUTION : KCS Wealth Advisory
KCS Wealth Advisory Portfolio (reported on 2020-04-28)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
TEMPLETON GLOBAL INCOME FD    (COM) GIM 3,366,000 629,214 3.42%
ISHARES TR    (JPMORGAN USD EMG) EMB 3,124,000 32,313 3.17%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 2,395,000 43,941 2.43%
ISHARES TR    (CORE MSCI EURO) IEUR 2,378,000 64,118 2.41%
APPLE INC    (COM) AAPL 2,079,000 8,178 2.11%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,814,000 9,923 1.84%
ISHARES TR    (INTRM TR CRP ETF) CIU 1,791,000 32,619 1.82%
COSTCO WHSL CORP NEW    (COM) COST 1,484,000 5,204 1.50%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,428,000 27,264 1.45%
VISA INC    (COM CL A) V 1,381,000 8,568 1.40%
ALPHABET INC    (CAP STK CL C) GOOG 1,374,000 1,182 1.39%
UNITEDHEALTH GROUP INC    (COM) UNH 1,346,000 5,399 1.36%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,342,000 28,084 1.36%
COMCAST CORP NEW    (CL A) CMCSA 1,339,000 38,959 1.36%
MERCADOLIBRE INC    (COM) MELI 1,318,000 2,698 1.34%
ISHARES TR    (A RATE CP BD ETF) QLTA 1,312,000 23,787 1.33%
APPLIED MATLS INC    (COM) AMAT 1,309,000 28,572 1.33%
PACCAR INC    (COM) PCAR 1,307,000 21,384 1.32%
FACEBOOK INC    (CL A) FB 1,280,000 7,675 1.30%
WELLS FARGO CO NEW    (PERP PFD CNV A) WFC/PL 1,270,000 997 1.29%
ISHARES TR    (CORE S&P500 ETF) IVV 1,206,000 4,668 1.22%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 1,122,000 27,929 1.14%
MORGAN STANLEY    (COM NEW) MS 1,121,000 32,967 1.13%
NEW YORK CMNTY CAP TR V    (UNIT 11/01/2051) NYB/PU 1,117,000 27,041 1.13%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,099,000 29,000 1.11%
TC ENERGY CORP    (COM) 1,067,000 24,088 1.08%
PROCTER & GAMBLE CO    (COM) PG 1,042,000 9,472 1.05%
BANK NEW YORK MELLON CORP    (COM) BK 1,025,000 30,421 1.04%
J P MORGAN EXCHANGE-TRADED F    (HIGH YLD RESRCH) 991,000 22,364 1.00%
FEDEX CORP    (COM) FDX 984,000 8,115 1.00%
SPDR SER TR    (WELLS FG PFD ETF) PSK 973,000 24,828 0.98%
DIAGEO P L C    (SPON ADR NEW) DEO 973,000 7,652 0.98%
MARSH & MCLENNAN COS INC    (COM) MMC 971,000 11,232 0.98%
GOLDMAN SACHS GROUP INC    (COM) GS 942,000 6,091 0.95%
MERCK & CO. INC    (COM) MRK 940,000 12,218 0.95%
LEXINGTON REALTY TRUST    (PFD CONV SER C) LXP/PC 928,000 21,098 0.94%
EDISON INTL    (COM) EIX 922,000 16,831 0.93%
HONEYWELL INTL INC    (COM) HON 912,000 6,819 0.92%
NXP SEMICONDUCTORS N V    (COM) NXPI 878,000 10,583 0.89%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 863,000 22,920 0.87%
OWENS CORNING NEW    (COM) OC 831,000 21,423 0.84%
EPR PPTYS    (CONV PFD 9% SR E) EPR/PE 825,000 38,372 0.83%
NEWS CORP NEW    (CL B) NWS 822,000 91,432 0.83%
CISCO SYS INC    (COM) CSCO 802,000 20,402 0.81%
VORNADO RLTY TR    (SH BEN INT) VNO 801,000 22,128 0.81%
EVEREST RE GROUP LTD    (COM) RE 791,000 4,108 0.80%
TOTAL S.A.    (SPONSORED ADS) TOT 781,000 20,961 0.79%
VANGUARD WHITEHALL FDS    (EMERG MKT BD ETF) VWOB 776,000 11,027 0.78%
UNION PAC CORP    (COM) UNP 767,000 5,440 0.77%
FRANKLIN TEMPLETON ETF TR    (LIBERTY SR LN) 757,000 33,638 0.76%
JD COM INC    (SPON ADR CL A) JD 745,000 18,387 0.75%
FRANKLIN TEMPLETON ETF TR    (FTSE JAPAN ETF) 740,000 34,024 0.75%
KLA CORPORATION    (COM NEW) KLAC 705,000 4,904 0.71%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 704,000 15,150 0.71%
INTL PAPER CO    (COM) IP 690,000 22,172 0.70%
CHANGE HEALTHCARE INC    (COM) 690,000 69,022 0.70%
ISHARES TR    (CONV BD ETF) 687,000 12,640 0.69%
BK OF AMERICA CORP    (7.25%CNV PFD L) BAC/PL 667,000 527 0.67%
MAGNA INTL INC    (COM) MGA 658,000 20,623 0.66%
MICROSOFT CORP    (COM) MSFT 644,000 4,083 0.65%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 624,000 11,202 0.63%
ICICI BANK LIMITED    (ADR) IBN 622,000 73,219 0.63%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 620,000 30,313 0.63%
CITIGROUP INC    (COM NEW) C 616,000 14,629 0.62%
LLOYDS BANKING GROUP PLC    (SPONSORED ADR) LYG 616,000 407,994 0.62%
INFOSYS LTD    (SPONSORED ADR) INFY 581,000 70,751 0.59%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 572,000 11,918 0.58%
MARRIOTT INTL INC NEW    (CL A) MAR 572,000 7,649 0.58%
ISHARES TR    (GLB CNS DISC ETF) RXI 568,000 6,001 0.57%
ANTHEM INC    (COM) ANTM 565,000 2,488 0.57%
ISHARES INC    (CORE MSCI EMKT) IEMG 562,000 13,893 0.57%
VERIZON COMMUNICATIONS INC    (COM) VZ 539,000 10,037 0.54%
M/I HOMES INC    (COM) MHO 534,000 32,296 0.54%
AT&T INC    (COM) T 522,000 17,906 0.53%
SUNCOR ENERGY INC NEW    (COM) SU 521,000 32,970 0.52%
BK OF AMERICA CORP    (COM) BAC 503,000 23,682 0.51%
AERCAP HOLDINGS NV    (SHS) AER 496,000 21,769 0.50%
SPDR SER TR    (PORTFLI HIGH YLD) XOVR 494,000 21,899 0.50%
EMBRAER S.A.    (SPONSORED ADS) ERJ 477,000 64,393 0.48%
ISHARES TR    (0-5YR INVT GR CP) SLQD 477,000 9,515 0.48%
ISHARES TR    (GLOBAL TECH ETF) IXN 476,000 2,613 0.48%
BANCO BRADESCO S A    (SP ADR PFD NEW) BBD 475,000 116,925 0.48%
FIDELITY COVINGTON TR    (QLTY FCTOR ETF) 474,000 15,530 0.48%
CSX CORP    (COM) CSX 470,000 8,204 0.47%
FLEX LTD    (ORD) FLEX 468,000 55,839 0.47%
TRI POINTE GROUP INC    (COM) TPH 467,000 53,213 0.47%
BAIDU INC    (SPON ADR REP A) BIDU 462,000 4,587 0.46%
ISHARES INC    (JP MORGAN EM ETF) LEMB 461,000 12,300 0.46%
51JOB INC    (SPONSORED ADS) JOBS 453,000 7,383 0.46%
HOME DEPOT INC    (COM) HD 449,000 2,403 0.45%
DISNEY WALT CO    (COM DISNEY) DIS 448,000 4,636 0.45%
ISHARES TR    (CORE MSCI EAFE) IEFA 446,000 8,949 0.45%
J P MORGAN EXCHANGE-TRADED F    (BETABULDRS CDA) 445,000 23,432 0.45%
ISHARES TR    (EDGE INVT GRDE) 435,000 8,846 0.44%
WPP PLC NEW    (ADR) WPPGY 433,000 12,815 0.44%
FISERV INC    (COM) FISV 416,000 4,380 0.42%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 406,000 8,473 0.41%
MCKESSON CORP    (COM) MCK 406,000 3,001 0.41%
JPMORGAN CHASE & CO    (COM) JPM 396,000 4,403 0.40%
WELLS FARGO CO NEW    (COM) WFC 388,000 13,526 0.39%
PACKAGING CORP AMER    (COM) PKG 363,000 4,183 0.36%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 332,000 7,676 0.33%
ALPHABET INC    (CAP STK CL A) GOOGL 329,000 283 0.33%
ADOBE INC    (COM) ADBE 317,000 996 0.32%
CVS HEALTH CORP    (COM) CVS 309,000 5,211 0.31%
RIO TINTO PLC    (SPONSORED ADR) RTP 302,000 6,630 0.30%
TRIP COM GROUP LTD    (ADS) 302,000 12,865 0.30%
ISHARES INC    (MSCI JPN ETF NEW) 298,000 6,033 0.30%
IMPERIAL OIL LTD    (COM NEW) IMO 295,000 26,135 0.29%
GENERAL MTRS CO    (COM) GM 285,000 13,705 0.28%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 277,000 1,073 0.28%
AMGEN INC    (COM) AMGN 276,000 1,360 0.28%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 269,000 8,368 0.27%
NVIDIA CORP    (COM) NVDA 252,000 957 0.25%
ISHARES TR    (GLOB INDSTRL ETF) EXI 252,000 3,542 0.25%
BLACKROCK MUN 2020 TERM TR    (COM SHS) BKK 244,000 16,604 0.24%
NOVO-NORDISK A S    (ADR) NVO 234,000 3,884 0.23%
E TRADE FINANCIAL CORP    (COM NEW) ETFC 233,000 6,801 0.23%
SAP SE    (SPON ADR) SAP 225,000 2,033 0.22%
ISHARES TR    (TRS FLT RT BD) TFLO 223,000 4,426 0.22%
ISHARES TR    (PFD AND INCM SEC) PFF 220,000 6,921 0.22%
MEDTRONIC PLC    (SHS) MDT 217,000 2,411 0.22%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 216,000 3,982 0.21%
SONY CORP    (SPONSORED ADR) SNE 216,000 3,655 0.21%
JOHNSON & JOHNSON    (COM) JNJ 215,000 1,643 0.21%
POSCO    (SPONSORED ADR) PKX 214,000 6,546 0.21%
EL PASO ENERGY CAP TR I    (PFD CV TR SECS) EP/PC 212,000 4,924 0.21%
BECTON DICKINSON & CO    (COM) BDX 209,000 911 0.21%
PEPSICO INC    (COM) PEP 203,000 1,693 0.20%
ISHARES TR    (RUS 1000 GRW ETF) IWF 203,000 1,350 0.20%
GILEAD SCIENCES INC    (COM) GILD 200,000 2,669 0.20%
ISHARES TR    (RUS 1000 VAL ETF) IWD 200,000 2,013 0.20%
ISHARES TR    (GLOBAL ENERG ETF) IXC 187,000 11,049 0.19%
GENERAL ELECTRIC CO    (COM) GE 178,000 22,451 0.18%
ATHENEX INC    (COM) 159,000 20,582 0.16%
SASOL LTD    (SPONSORED ADR) SSL 115,000 57,053 0.11%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 110,000 11,303 0.11%
BANCO SANTANDER SA    (ADR) STD 55,000 23,603 0.05%
ITAU UNIBANCO HLDG S A    (SPON ADR REP PFD) ITU 47,000 10,377 0.04%
Total Value As 2020-03-31: 98,344,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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