Managing Director

0001085146-23-000755.txt : 20230208 0001085146-23-000755.hdr.sgml : 20230208 20230207203747 ACCESSION NUMBER: 0001085146-23-000755 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KCS Wealth Advisory CENTRAL INDEX KEY: 0001697719 IRS NUMBER: 464375778 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18198 FILM NUMBER: 23596753 BUSINESS ADDRESS: STREET 1: 11150 W. OLYMPIC BLVD., # 790 CITY: LOS ANGELES STATE: CA ZIP: 90064 BUSINESS PHONE: 3107344740 MAIL ADDRESS: STREET 1: 11150 W. OLYMPIC BLVD., # 790 CITY: LOS ANGELES STATE: CA ZIP: 90064 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001697719 XXXXXXXX 12-31-2022 12-31-2022 false KCS Wealth Advisory

11150 W. OLYMPIC BLVD., # 790 LOS ANGELES CA 90064

13F HOLDINGS REPORT 028-18198 000169846 N Kenneth B. Waltzer Managing Director 310-734-4740 /s/ Kenneth B. Waltzer Los Angeles CA 02-07-2023 0 143 240669611 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 244354 1512 SH SOLE 1512 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 252734 751 SH SOLE 751 0 0 AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 1158119 19858 SH SOLE 19858 0 0 ALEXANDERS INC COM 014752109 BBG001S5NM92 1405303 6386 SH SOLE 6386 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1185251 13455 SH SOLE 13455 0 0 ALLY FINL INC COM 02005N100 BBG001S5RLN4 848733 34713 SH SOLE 34713 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 587524 6659 SH SOLE 6659 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2951781 33267 SH SOLE 33267 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1687308 20087 SH SOLE 20087 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 303003 6006 SH SOLE 6006 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 465661 1773 SH SOLE 1773 0 0 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 931935 3105 SH SOLE 3105 0 0 APARTMENT INVT & MGMT CO CL A 03748R747 BBG001S876N3 2351344 330245 SH SOLE 330245 0 0 APPLE INC COM 037833100 BBG001S5N8V8 22843123 175811 SH SOLE 175811 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2639193 27102 SH SOLE 27102 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 214845 11670 SH SOLE 11670 0 0 AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 372465 2306 SH SOLE 2306 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG001SF7657 308753 107206 SH SOLE 107206 0 0 BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 2132293 46843 SH SOLE 46843 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 2019142 7940 SH SOLE 7940 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4695589 15201 SH SOLE 15201 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 1704964 2406 SH SOLE 2406 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1756228 24409 SH SOLE 24409 0 0 CENOVUS ENERGY INC *W EXP 01/01/202 15135U117 3082225 211863 SH SOLE 211863 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 298893 6274 SH SOLE 6274 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 407422 7124 SH SOLE 7124 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 3464233 99063 SH SOLE 99063 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2470122 5411 SH SOLE 5411 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 376283 12146 SH SOLE 12146 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 242063 912 SH SOLE 912 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 483964 2716 SH SOLE 2716 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 422237 4860 SH SOLE 4860 0 0 EDISON INTL COM 281020107 BBG001S7MY75 891762 14017 SH SOLE 14017 0 0 EL PASO ENERGY CAP TR I PFD CV TR SEC 28 283678209 3113868 69137 SH SOLE 69137 0 0 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 2734130 5330 SH SOLE 5330 0 0 EMBRAER S.A. 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