KC

Kingsbury Capital Investment Advisors LLC

13F
Kingsbury Capital Investment Advisors LLC
Last update 2022-11-10 77 Stocks (3 new)
Value $66.00 Mil Turnover 6 %
Countries:
Portfolio Report
Kingsbury Capital Investment A... Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITW
Illinois Tool Works Inc
56,208
10154.000
0%
15.490
0%
0.020
+11.95%
+3.45%
78676.779
Industrial Products
AAPL
Apple Inc
56,278
7778.000
-4.42%
11.870
-0.49%
0.000
+6.90%
+16.50%
3377630.649
Hardware
FPE
First Trust Preferred Securities and Income ETF
282,411
4716.000
+1.42%
7.190
+0.10%
0.080
+3.80%
+6.82%
5712.862
 
TSLA
Tesla Inc
12,542
3327.000
-23.77%
5.080
-1.21%
0.000
+26.43%
+1.19%
807137.401
Vehicles & Parts
CWB
SPDR Bloomberg Convertible Securities ETF
43,143
2731.000
-7.23%
4.170
-0.30%
0.070
+8.79%
+7.35%
3826.030
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
68,655
2669.000
-7.85%
4.070
-0.33%
0.040
+11.21%
+15.54%
12322.080
 
FXH
First Trust Health Care AlphaDEX Fund
25,618
2490.000
-5.38%
3.800
-0.21%
0.180
+2.24%
+5.68%
1198.259
 
AMZN
Amazon.com Inc
21,506
2430.000
-1.12%
3.710
-0.04%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
FJUL
FT Cboe Vest U.S. Equity Buffer ETF - July
59,056
1916.000
New Holding
2.920
+2.92%
0.940
+8.32%
+15.71%
1042.664
 
FBT
First Trust NYSE Arca Biotechnology Index Fund
11,806
1558.000
-5.85%
2.380
-0.14%
0.130
+9.28%
+11.76%
1210.053
 

Kingsbury Capital Investment Advisors LLC's Historical Top Holdings Breakdowns

Kingsbury Capital Investment Advisors LLC Total Holding History ($B)

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Kingsbury Capital Investment Advisors LLC's Asset Allocation

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Kingsbury Capital Investment Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Kingsbury Capital Investment Advisors LLC's Hypothetical Growth since 2022-09-30

Kingsbury Capital Investment Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kingsbury Capital Investment Advisors LLC's Holdings Heat Map

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Kingsbury Capital Investment Advisors LLC's Holdings Bubble Chart

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