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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 2019-10-29)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,523,791,000 88,459 3.12%
ISHARES TR    (SHORT TREAS BD) SHV 4,183,735,000 37,821 2.89%
TEMPLETON GLOBAL INCOME FD    (COM) GIM 3,542,848,000 577,011 2.44%
ISHARES TR    (JPMORGAN USD EMG) EMB 3,184,316,000 28,093 2.20%
ISHARES TR    (CORE MSCI EURO) IEUR 2,968,807,000 64,906 2.05%
DISNEY WALT CO    (COM DISNEY) DIS 2,046,385,000 15,703 1.41%
APPLE INC    (COM) AAPL 1,950,959,000 8,711 1.34%
ISHARES TR    (INTRM TR CRP ETF) CIU 1,933,033,000 33,374 1.33%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,846,802,000 8,878 1.27%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,609,757,000 29,994 1.11%
MORGAN STANLEY    (COM NEW) MS 1,588,031,000 37,217 1.09%
MERCADOLIBRE INC    (COM) MELI 1,579,847,000 2,866 1.09%
COSTCO WHSL CORP NEW    (COM) COST 1,542,773,000 5,355 1.06%
APPLIED MATLS INC    (COM) AMAT 1,511,529,000 30,291 1.04%
PACCAR INC    (COM) PCAR 1,496,061,000 21,369 1.03%
ALPHABET INC    (CAP STK CL C) GOOG 1,485,961,000 1,219 1.02%
VISA INC    (COM CL A) V 1,469,486,000 8,543 1.01%
WELLS FARGO CO NEW    (PERP PFD CNV A) WFC/PL 1,458,545,000 958 1.00%
COMCAST CORP NEW    (CL A) CMCSA 1,441,928,000 31,986 0.99%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,365,154,000 29,371 0.94%
SPDR SERIES TRUST    (PORTFLI HIGH YLD) XOVR 1,349,836,000 51,570 0.93%
FACEBOOK INC    (CL A) FB 1,306,751,000 7,338 0.90%
ISHARES TR    (CORE S&P500 ETF) IVV 1,262,281,000 4,228 0.87%
EPR PPTYS    (CONV PFD 9% SR E) EPR/PE 1,245,480,000 32,100 0.86%
GOLDMAN SACHS GROUP INC    (COM) GS 1,236,596,000 5,967 0.85%
M/I HOMES INC    (COM) MHO 1,228,858,000 32,639 0.84%
OWENS CORNING NEW    (COM) OC 1,220,128,000 19,306 0.84%
EDISON INTL    (COM) EIX 1,211,435,000 16,063 0.83%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 1,201,867,000 26,054 0.83%
ISHARES TR    (GLOBAL TECH ETF) IXN 1,200,307,000 6,489 0.82%
PROCTER & GAMBLE CO    (COM) PG 1,195,510,000 9,612 0.82%
TC ENERGY CORP    (COM) 1,194,896,000 23,072 0.82%
DIAGEO P L C    (SPON ADR NEW) DEO 1,180,822,000 7,221 0.81%
HONEYWELL INTL INC    (COM) HON 1,177,509,000 6,959 0.81%
NEW YORK CMNTY CAP TR V    (UNIT 11/01/2051) NYB/PU 1,162,900,000 23,258 0.80%
MAGNA INTL INC    (COM) MGA 1,159,745,000 21,747 0.80%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,151,850,000 26,988 0.79%
FEDEX CORP    (COM) FDX 1,107,897,000 7,611 0.76%
UNITEDHEALTH GROUP INC    (COM) UNH 1,107,484,000 5,096 0.76%
MCKESSON CORP    (COM) MCK 1,106,797,000 8,099 0.76%
LEXINGTON REALTY TRUST    (PFD CONV SER C) LXP/PC 1,106,165,000 19,241 0.76%
VANGUARD WHITEHALL FDS INC    (EMERG MKT BD ETF) VWOB 1,104,849,000 13,708 0.76%
NXP SEMICONDUCTORS N V    (COM) NXPI 1,101,859,000 10,098 0.76%
ISHARES TR    (GLOBAL FINLS ETF) IXG 1,091,456,000 17,041 0.75%
BANK NEW YORK MELLON CORP    (COM) BK 1,052,197,000 23,274 0.72%
AERCAP HOLDINGS NV    (SHS) AER 1,050,160,000 19,181 0.72%
WELLS FARGO CO NEW    (COM) WFC 1,049,409,000 20,805 0.72%
EVEREST RE GROUP LTD    (COM) RE 1,028,597,000 3,866 0.71%
ISHARES TR    (CONV BD ETF) 1,028,154,000 17,684 0.71%
MERCK & CO INC    (COM) MRK 1,021,908,000 12,140 0.70%
TOTAL S A    (SPONSORED ADS) TOT 1,002,612,000 19,281 0.69%
CISCO SYS INC    (COM) CSCO 1,000,284,000 20,245 0.69%
ISHARES TR    (GLB CNS DISC ETF) RXI 999,940,000 8,341 0.69%
LLOYDS BANKING GROUP PLC    (SPONSORED ADR) LYG 993,645,000 376,381 0.68%
URSTADT BIDDLE PPTYS INC    (PFD-G CV 6.75%) UBP/PG 970,051,000 38,191 0.67%
GENERAL MTRS CO    (COM) GM 966,891,000 25,798 0.66%
MARSH & MCLENNAN COS INC    (COM) MMC 964,805,000 9,643 0.66%
BP PLC    (SPONSORED ADR) BP 958,657,000 25,234 0.66%
CITIGROUP INC    (COM NEW) C 955,117,000 13,826 0.66%
EMBRAER S A    (SPONSORED ADS) ERJ 952,559,000 55,221 0.65%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 927,283,000 17,679 0.64%
NEWS CORP NEW    (CL B) NWS 924,720,000 64,688 0.63%
KLA CORPORATION    (COM NEW) KLAC 918,195,000 5,759 0.63%
FRANKLIN TEMPLETON ETF TR    (FTSE JAPAN ETF) 906,394,000 36,343 0.62%
POSCO    (SPONSORED ADR) PKX 899,830,000 19,080 0.62%
ISHARES INC    (MSCI EURZONE ETF) EZU 889,996,000 22,885 0.61%
VALERO ENERGY CORP NEW    (COM) VLO 884,589,000 10,378 0.61%
SUNCOR ENERGY INC NEW    (COM) SU 867,325,000 27,464 0.59%
VORNADO RLTY TR    (SH BEN INT) VNO 864,179,000 13,573 0.59%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 854,902,000 20,650 0.59%
CELGENE CORP    (COM) CELG 851,696,000 8,577 0.58%
INTL PAPER CO    (COM) IP 834,855,000 19,963 0.57%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 829,739,000 13,768 0.57%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 826,766,000 7,632 0.57%
ICICI BK LTD    (ADR) IBN 825,385,000 67,766 0.57%
BANCO BRADESCO S A    (SP ADR PFD NEW) BBD 796,580,000 97,860 0.55%
INFOSYS LTD    (SPONSORED ADR) INFY 791,132,000 69,581 0.54%
UNION PACIFIC CORP    (COM) UNP 779,571,000 4,813 0.53%
TRI POINTE GROUP INC    (COM) TPH 701,857,000 46,666 0.48%
INVESCO EXCHNG TRADED FD TR    (SR LN ETF) 696,585,000 30,836 0.48%
ISHARES INC    (JP MORGAN EM ETF) LEMB 695,225,000 15,726 0.48%
MARRIOTT INTL INC NEW    (CL A) MAR 689,028,000 5,540 0.47%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 670,739,000 10,980 0.46%
SASOL LTD    (SPONSORED ADR) SSL 665,616,000 39,131 0.46%
ISHARES INC    (US INTL HGH YLD) GHYG 649,428,000 13,311 0.44%
VERIZON COMMUNICATIONS INC    (COM) VZ 627,988,000 10,404 0.43%
JPMORGAN CHASE & CO    (COM) JPM 603,279,000 5,126 0.41%
ISHARES TR    (GLOB INDSTRL ETF) EXI 599,024,000 6,559 0.41%
HOME DEPOT INC    (COM) HD 585,297,000 2,523 0.40%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 584,415,000 11,871 0.40%
ISHARES TR    (0-5 YR TIPS ETF) STIP 575,889,000 5,749 0.39%
FLEX LTD    (ORD) FLEX 571,536,000 54,614 0.39%
CSX CORP    (COM) CSX 570,973,000 8,243 0.39%
ISHARES TR    (PFD AND INCM SEC) PFF 567,125,000 15,111 0.39%
ISHARES INC    (CORE MSCI EMKT) IEMG 564,916,000 11,524 0.39%
JD COM INC    (SPON ADR CL A) JD 559,320,000 19,827 0.38%
IMPERIAL OIL LTD    (COM NEW) IMO 554,241,000 21,292 0.38%
51JOB INC    (SPONSORED ADS) JOBS 552,410,000 7,465 0.38%
JP MORGAN EXCHANGE TRADED FD    (HIGH YLD RESRCH) 548,718,000 10,690 0.37%
BAIDU INC    (SPON ADR REP A) BIDU 545,553,000 5,309 0.37%
WPP PLC NEW    (ADR) WPPGY 537,113,000 8,581 0.37%
ANTHEM INC    (COM) ANTM 512,901,000 2,136 0.35%
ISHARES INC    (MSCI CDA ETF) EWC 497,518,000 17,215 0.34%
SPDR SERIES TRUST    (WELLS FG PFD ETF) PSK 494,371,000 11,195 0.34%
INVESCO EXCHNG TRADED FD TR    (VAR RATE PFD) 465,022,000 18,294 0.32%
FISERV INC    (COM) FISV 453,724,000 4,380 0.31%
ISHARES TR    (A RATE CP BD ETF) QLTA 447,155,000 8,159 0.30%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 433,720,000 8,090 0.29%
PACKAGING CORP AMER    (COM) PKG 432,508,000 4,076 0.29%
CTRIP COM INTL LTD    (SPONSORED ADS) CTRP 425,642,000 14,532 0.29%
DANAHER CORPORATION    (COM) DHR 419,714,000 2,906 0.29%
AT&T INC    (COM) T 419,187,000 11,078 0.28%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 413,104,000 1,392 0.28%
ISHARES INC    (MSCI JPN ETF NEW) 405,108,000 7,140 0.28%
CVS HEALTH CORP    (COM) CVS 390,151,000 6,186 0.26%
RIO TINTO PLC    (SPONSORED ADR) RTP 385,206,000 7,395 0.26%
UBS GROUP AG    (SHS) UBS 371,469,000 32,844 0.25%
ISHARES INC    (MSCI PAC JP ETF) EPP 324,353,000 7,251 0.22%
ISHARES TR    (GLOBAL ENERG ETF) IXC 321,580,000 10,523 0.22%
ISHARES TR    (RUS 1000 GRW ETF) IWF 316,067,000 1,980 0.21%
ALPHABET INC    (CAP STK CL A) GOOGL 312,612,000 256 0.21%
PEPSICO INC    (COM) PEP 297,462,000 2,170 0.20%
ADOBE INC    (COM) ADBE 288,958,000 1,046 0.19%
MEDTRONIC PLC    (SHS) MDT 284,259,000 2,617 0.19%
SAP SE    (SPON ADR) SAP 280,884,000 2,383 0.19%
MICROSOFT CORP    (COM) MSFT 277,416,000 1,995 0.19%
ISHARES TR    (RUS 1000 VAL ETF) IWD 276,657,000 2,157 0.19%
LEXINGTON REALTY TRUST    (COM) LXP 268,562,000 26,201 0.18%
ISHARES TR    (RUS MID CAP ETF) IWR 266,434,000 4,762 0.18%
SYSCO CORP    (COM) SYY 265,831,000 3,348 0.18%
JOHNSON & JOHNSON    (COM) JNJ 263,676,000 2,038 0.18%
AMGEN INC    (COM) AMGN 259,034,000 1,339 0.17%
NOVO-NORDISK A S    (ADR) NVO 256,742,000 4,966 0.17%
BECTON DICKINSON & CO    (COM) BDX 254,731,000 1,007 0.17%
ATHENEX INC    (COM) 250,380,000 20,582 0.17%
SONY CORP    (SPONSORED ADR) SNE 247,518,000 4,186 0.17%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 246,351,000 5,997 0.17%
HUMANA INC    (COM) HUM 222,944,000 872 0.15%
ISHARES TR    (LATN AMER 40 ETF) ILF 216,404,000 6,853 0.14%
CHEVRON CORP NEW    (COM) CVX 213,954,000 1,804 0.14%
MANAGED PORTFOLIO SER    (TORTOISE NRAM PI) 212,653,000 9,089 0.14%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 205,144,000 2,200 0.14%
ISHARES TR    (CORE MSCI EAFE) IEFA 203,546,000 3,333 0.14%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 201,066,000 4,994 0.13%
ISHARES INC    (MSCI EM ASIA ETF) EEMA 199,509,000 3,130 0.13%
FRANKLIN TEMPLETON ETF TR    (FRANKLIN ASIA) 198,210,000 9,637 0.13%
GILEAD SCIENCES INC    (COM) GILD 196,382,000 3,098 0.13%
BANK AMER CORP    (COM) BAC 196,230,000 6,727 0.13%
SOLAREDGE TECHNOLOGIES INC    (COM) 195,151,000 2,331 0.13%
ADIENT PLC    (ORD SHS) ADNT 193,248,000 8,417 0.13%
FIRSTENERGY CORP    (COM) FE 191,599,000 3,973 0.13%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 188,450,000 1,721 0.13%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 187,124,000 2,028 0.12%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 186,106,000 12,268 0.12%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 182,967,000 519 0.12%
ALLSTATE CORP    (COM) ALL 181,957,000 1,674 0.12%
NOVARTIS A G    (SPONSORED ADR) NVS 175,451,000 2,019 0.12%
NVIDIA CORP    (COM) NVDA 175,288,000 1,007 0.12%
GENERAL ELECTRIC CO    (COM) GE 173,051,000 19,357 0.11%
FRANKLIN TEMPLETON ETF TR    (FTSE AUSTRALIA) 166,137,000 6,525 0.11%
UNITED PARCEL SERVICE INC    (CL B) UPS 159,600,000 1,332 0.11%
ABBVIE INC    (COM) ABBV 158,406,000 2,092 0.10%
AMERICAN EXPRESS CO    (COM) AXP 157,076,000 1,328 0.10%
ABBOTT LABS    (COM) ABT 155,459,000 1,858 0.10%
BECTON DICKINSON & CO    (PFD SHS CONV A) 152,732,000 2,467 0.10%
BANK AMER CORP    (7.25%CNV PFD L) BAC/PL 148,422,000 99 0.10%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 147,243,000 2,502 0.10%
STRYKER CORP    (COM) SYK 146,166,000 676 0.10%
KRANESHARES TR    (CSI CHI INTERNET) KWEB 145,925,000 3,531 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 144,118,000 749 0.09%
ISHARES INC    (EM MKTS DIV ETF) DVYE 141,710,000 3,787 0.09%
LEAR CORP    (COM NEW) LEA 140,949,000 1,196 0.09%
ISHARES TR    (USD INV GRDE ETF) CFT 140,630,000 2,413 0.09%
CHUBB LIMITED    (COM) CB 139,968,000 867 0.09%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 137,873,000 555 0.09%
ING GROEP N V    (SPONSORED ADR) ING 137,062,000 13,116 0.09%
LOWES COS INC    (COM) LOW 128,774,000 1,171 0.08%
PFIZER INC    (COM) PFE 128,386,000 3,573 0.08%
BOEING CO    (COM) BA 127,838,000 336 0.08%
ISHARES TR    (NEW YORK MUN ETF) NYF 125,655,000 2,196 0.08%
ITAU UNIBANCO HLDG SA    (SPON ADR REP PFD) ITU 125,477,000 14,920 0.08%
MCDONALDS CORP    (COM) MCD 124,340,000 579 0.08%
PHILLIPS 66    (COM) PSX 116,838,000 1,141 0.08%
ELLSWORTH GRWTH AND INCOME L    (COM) ECF 116,638,000 11,119 0.08%
TRAVELERS COMPANIES INC    (COM) TRV 116,573,000 784 0.08%
WOORI FINANCIAL GROUP INC    (SPONSORED ADS) 114,416,000 3,666 0.07%
UNITED TECHNOLOGIES CORP    (COM) UTX 114,404,000 838 0.07%
UNILEVER N V    (N Y SHS NEW) UN 112,556,000 1,875 0.07%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 109,246,000 657 0.07%
YUM CHINA HLDGS INC    (COM) 109,032,000 2,400 0.07%
BROADCOM INC    (COM) 107,851,000 391 0.07%
INTEL CORP    (COM) INTC 106,178,000 2,061 0.07%
ISHARES TR    (0-5YR HI YL CP) SHYG 102,876,000 2,213 0.07%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 102,183,000 664 0.07%
AMAZON COM INC    (COM) AMZN 100,683,000 58 0.06%
AMDOCS LTD    (SHS) DOX 99,165,000 1,500 0.06%
PARKER HANNIFIN CORP    (COM) PH 97,168,000 538 0.06%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 97,014,000 1,754 0.06%
US BANCORP DEL    (COM NEW) USB 95,683,000 1,729 0.06%
AMERISOURCEBERGEN CORP    (COM) ABC 95,173,000 1,156 0.06%
1 2 3 Next >Full Portfolio View
Total Value As 2019-09-30: 144,624,308,000 SEC FILING
* Portfolios do not reflect changes after reporting
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