Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

KPP Advisory Services

Latest statistics and disclosures from KPP Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, QQQ, IVV, AAPL, XMHQ, and represent 17.11% of KPP Advisory Services's stock portfolio.
Added to shares of these 10 stocks: EQWL (+$7.7M), GLDM, CGDV, FWD, GRID, PG, ASTS, QGRW, DFAI, XLG.
Started 19 new stock positions in XBI, ICE, SFL, UTES, DFAI, IBDS, GRID, ASTS, PSC, SLV. XLE, RKLB, EOSE, EQWL, CSX, VG, STX, SMH, TWLO.
Reduced shares in these 10 stocks: ESGU, DGRW, SPY, , TSLA, VBR, DGRO, IVV, VOO, OEF.
Sold out of its positions in ADBE, BMO, EOG, NCIQ, IEP, IWM, IEFA, IQLT, IBDQ, ESGU. KNSL, KHC, MELI, NRO, PPG, PM, OBIL, SPYG, SPAB, EAD.
KPP Advisory Services was a net buyer of stock by $5.9M.
KPP Advisory Services has $689M in assets under management (AUM), dropping by 1.95%.
Central Index Key (CIK): 0001989349

Tip: Access up to 7 years of quarterly data

Positions held by KPP Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for KPP Advisory Services

KPP Advisory Services holds 328 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$33M		129k	252.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$25M		41k	614.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$21M	-8%	31k	684.95	View chart
Apple (AAPL)	2.9	$20M		73k	271.86	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.8	$19M		189k	102.42	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	2.7	$18M	+4%	279k	65.48	View chart
Microsoft Corporation (MSFT)	2.4	$17M		35k	483.63	View chart
NVIDIA Corporation (NVDA)	2.4	$17M		88k	186.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$15M	+6%	198k	74.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$15M	+33%	333k	43.64	View chart
Tesla Motors (TSLA)	2.0	$14M	-17%	31k	449.72	View chart
Ishares Tr Core Div Grwth (DGRO)	1.8	$13M	-13%	181k	69.42	View chart
Amazon (AMZN)	1.7	$12M		51k	230.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$12M	-13%	18k	627.14	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.6	$11M		309k	35.35	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.4	$9.5M	+14%	161k	59.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$8.1M	+9%	80k	101.98	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$8.1M	+121%	94k	85.37	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.1	$7.7M	+13%	173k	44.47	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.1	$7.7M	NEW	65k	118.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$7.5M	+4%	107k	69.67	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.0	$6.9M	-2%	179k	38.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$6.9M	-5%	39k	177.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.7M	+2%	22k	313.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$6.6M	+5%	88k	75.05	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.8M	+4%	18k	322.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$5.7M		47k	120.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$5.6M	+20%	164k	34.26	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.8	$5.3M	+15%	94k	56.26	View chart
Ab Active Etfs Intl Low Volatlt (ILOW)	0.7	$5.1M	+24%	120k	42.59	View chart
Broadcom (AVGO)	0.7	$5.1M	-4%	15k	346.10	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.7	$5.1M	+183%	49k	104.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$5.0M	-10%	25k	198.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$4.9M	+2%	9.7k	502.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$4.8M	+10%	52k	92.51	View chart
Procter & Gamble Company (PG)	0.7	$4.6M	+130%	32k	143.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$4.6M	+8%	142k	32.62	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.7	$4.6M	+22%	29k	156.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$4.4M	-36%	21k	211.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$4.3M	+11%	146k	29.61	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.0M	-2%	33k	120.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$4.0M	+2%	21k	191.56	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$3.8M		32k	118.62	View chart
Altria (MO)	0.5	$3.7M	+4%	65k	57.66	View chart
Eli Lilly & Co. (LLY)	0.5	$3.7M	-10%	3.5k	1074.91	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$3.7M		79k	46.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.6M	-2%	55k	66.00	View chart
Ab Active Etfs Short Duration H (SYFI)	0.5	$3.6M	+7%	100k	35.93	View chart
Meta Platforms Cl A (META)	0.5	$3.5M	-4%	5.4k	660.12	View chart
At&t (T)	0.5	$3.3M	-2%	134k	24.84	View chart
salesforce (CRM)	0.5	$3.2M		12k	264.91	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$3.2M	NEW	21k	153.02	View chart
Spdr Series Trust State Street Spd (XNTK)	0.4	$3.1M	-3%	11k	277.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$3.0M		9.9k	302.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$3.0M	-2%	29k	104.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$2.9M		10k	279.14	View chart
Quanta Services (PWR)	0.4	$2.8M	+2%	6.7k	422.06	View chart
Johnson & Johnson (JNJ)	0.4	$2.8M	+2%	14k	206.95	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$2.8M	+45%	68k	40.84	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.4	$2.7M	+3%	69k	39.38	View chart
Parker-Hannifin Corporation (PH)	0.4	$2.6M	+2%	3.0k	878.97	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.6M	+12%	99k	26.24	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.6M		15k	171.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.5M	-8%	7.9k	313.79	View chart
Thermo Fisher Scientific (TMO)	0.4	$2.5M		4.3k	579.41	View chart
Home Depot (HD)	0.4	$2.5M		7.2k	344.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.4M		4.9k	487.89	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.3	$2.4M	+21%	60k	39.60	View chart
Citigroup Com New (C)	0.3	$2.4M	-7%	20k	116.69	View chart
Bank of America Corporation (BAC)	0.3	$2.4M	-2%	43k	55.00	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.3M	+16%	87k	26.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.3M	-35%	19k	123.26	View chart
Strategy Cl A New (MSTR)	0.3	$2.3M		15k	151.95	View chart
Abbvie (ABBV)	0.3	$2.2M	+8%	9.6k	228.50	View chart
Ford Motor Company (F)	0.3	$2.2M	-5%	165k	13.12	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$2.1M	-27%	19k	114.52	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$2.0M	+8%	1.9k	1069.98	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.3	$2.0M	+339%	34k	58.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.0M	-12%	5.8k	335.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.9M	-4%	13k	154.14	View chart
Us Bancorp Del Com New (USB)	0.3	$1.9M	-15%	36k	53.36	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.9M	-2%	10k	183.40	View chart
Amgen (AMGN)	0.3	$1.9M		5.8k	327.33	View chart
Walt Disney Company (DIS)	0.3	$1.9M		17k	113.77	View chart
McDonald's Corporation (MCD)	0.3	$1.8M	+2%	6.0k	305.62	View chart
Honeywell International (HON)	0.3	$1.8M	-3%	9.3k	195.09	View chart
Visa Com Cl A (V)	0.3	$1.8M	+2%	5.1k	350.75	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.8M	+2%	3.2k	566.36	View chart
Cisco Systems (CSCO)	0.3	$1.8M	-4%	23k	77.03	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$1.7M		43k	40.23	View chart
Palo Alto Networks (PANW)	0.2	$1.7M	+2%	9.3k	184.20	View chart
Advanced Micro Devices (AMD)	0.2	$1.7M	+7%	7.9k	214.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.7M	-66%	2.5k	681.92	View chart
Morgan Stanley Com New (MS)	0.2	$1.7M		9.5k	177.53	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$1.7M	-5%	18k	93.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.7M	+100%	12k	143.97	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$1.6M	NEW	23k	72.63	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.6M	-19%	37k	44.37	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$1.6M		31k	52.44	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.6M		18k	88.08	View chart
UnitedHealth (UNH)	0.2	$1.6M	-15%	4.8k	330.09	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$1.6M	+16%	41k	38.17	View chart
Oracle Corporation (ORCL)	0.2	$1.5M	+35%	7.9k	194.91	View chart
Abbott Laboratories (ABT)	0.2	$1.5M	+4%	12k	125.29	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.5M	-3%	3.1k	483.78	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	-3%	13k	111.41	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.4M	+3%	29k	48.56	View chart
Blackrock (BLK)	0.2	$1.4M	-10%	1.3k	1069.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.3M	-3%	27k	50.58	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.3M	+4%	20k	67.22	View chart
Caterpillar (CAT)	0.2	$1.3M		2.3k	572.87	View chart
Amphenol Corp Cl A (APH)	0.2	$1.3M		9.6k	135.14	View chart
PNC Financial Services (PNC)	0.2	$1.3M		6.2k	208.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.3M	-8%	6.4k	199.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.3M		24k	52.77	View chart
Coca-Cola Company (KO)	0.2	$1.2M	+14%	18k	69.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.2M	-6%	11k	113.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M		4.2k	290.22	View chart
Nextera Energy (NEE)	0.2	$1.2M	+5%	15k	80.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.2M	NEW	32k	38.11	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$1.2M	-29%	23k	53.15	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.2M	-78%	13k	89.43	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.2M		15k	79.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.1M	-7%	4.2k	268.32	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.1M	-3%	8.8k	126.67	View chart
United Parcel Service CL B (UPS)	0.2	$1.1M		11k	99.19	View chart
Micron Technology (MU)	0.2	$1.0M	+23%	3.7k	285.40	View chart
Tcw Etf Trust Transform System (PWRD)	0.2	$1.0M	+17%	11k	96.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.0M	+3%	5.4k	190.99	View chart
Monolithic Power Systems (MPWR)	0.1	$1.0M	+11%	1.1k	906.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.0M	-4%	9.9k	103.56	View chart
Eaton Corp SHS (ETN)	0.1	$992k	-8%	3.1k	318.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$991k	-10%	5.7k	173.49	View chart
Southern Company (SO)	0.1	$981k		11k	87.20	View chart
Cummins (CMI)	0.1	$960k		1.9k	510.45	View chart
Zoetis Cl A (ZTS)	0.1	$952k	+3%	7.6k	125.83	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$947k	-10%	6.9k	136.72	View chart
Merck & Co (MRK)	0.1	$937k	-4%	8.9k	105.26	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$932k	+89%	3.8k	242.82	View chart
Chevron Corporation (CVX)	0.1	$926k		6.1k	152.41	View chart
Rocket Lab Corp (RKLB)	0.1	$922k	NEW	13k	69.76	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$913k	+5%	12k	76.71	View chart
Emerson Electric (EMR)	0.1	$910k	-5%	6.9k	132.71	View chart
Wells Fargo & Company (WFC)	0.1	$894k		9.6k	93.20	View chart
Costco Wholesale Corporation (COST)	0.1	$890k	-4%	1.0k	862.49	View chart
Linde SHS (LIN)	0.1	$885k		2.1k	426.49	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$878k	-29%	13k	65.89	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$877k	+21%	17k	51.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$874k	-2%	1.9k	468.76	View chart
Goldman Sachs (GS)	0.1	$874k	+28%	994.00	879.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$871k	-10%	5.9k	148.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$870k	-7%	18k	49.46	View chart
Vontier Corporation (VNT)	0.1	$852k	+3%	23k	37.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$851k	+2%	4.8k	177.73	View chart
Servicenow (NOW)	0.1	$847k	+444%	5.5k	153.19	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$845k	-4%	11k	80.22	View chart
Pepsi (PEP)	0.1	$828k	-12%	5.8k	143.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$827k	-10%	16k	52.62	View chart
Lululemon Athletica (LULU)	0.1	$820k	+2%	3.9k	207.81	View chart
United Rentals (URI)	0.1	$788k		973.00	809.36	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$781k	+8%	8.5k	92.44	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$778k		7.8k	99.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$775k	+5%	2.5k	303.94	View chart
Colgate-Palmolive Company (CL)	0.1	$770k	-29%	9.7k	79.02	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$770k	+8%	9.1k	84.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$764k		19k	39.59	View chart
American Express Company (AXP)	0.1	$746k		2.0k	369.98	View chart
Proshares Tr Eqts For Risin (EQRR)	0.1	$736k		11k	64.36	View chart
Qualcomm (QCOM)	0.1	$733k	+10%	4.3k	171.06	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$730k	+100%	6.1k	119.41	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$730k		15k	50.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$719k	+28%	8.1k	88.49	View chart
Flowserve Corporation (FLS)	0.1	$697k		10k	69.38	View chart
Fastenal Company (FAST)	0.1	$684k	+3%	17k	40.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$675k	+3%	1.7k	396.31	View chart
TJX Companies (TJX)	0.1	$669k		4.4k	153.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$663k	NEW	1.8k	360.14	View chart
General Dynamics Corporation (GD)	0.1	$653k	-2%	1.9k	336.66	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$640k		18k	35.33	View chart
Medtronic SHS (MDT)	0.1	$636k	+21%	6.6k	96.06	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$633k		38k	16.49	View chart
Fifth Third Ban (FITB)	0.1	$631k	-3%	14k	46.81	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$620k		5.5k	113.13	View chart
International Business Machines (IBM)	0.1	$619k		2.1k	296.21	View chart
Cintas Corporation (CTAS)	0.1	$610k	+6%	3.2k	188.09	View chart
Paycom Software (PAYC)	0.1	$608k		3.8k	159.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$602k	-3%	20k	30.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$593k	+2%	2.7k	219.78	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$585k		12k	49.88	View chart
Netflix (NFLX)	0.1	$581k	+1281%	6.2k	93.76	View chart
Agilent Technologies Inc C ommon (A)	0.1	$565k	+7%	4.2k	136.08	View chart
Lowe's Companies (LOW)	0.1	$564k		2.3k	241.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$551k		3.6k	154.80	View chart
Williams Companies (WMB)	0.1	$548k		9.1k	60.11	View chart
Ge Aerospace Com New (GE)	0.1	$541k	-14%	1.8k	308.03	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$540k	+5%	18k	29.49	View chart
Waste Management (WM)	0.1	$532k		2.4k	219.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$524k		8.4k	62.47	View chart
AFLAC Incorporated (AFL)	0.1	$524k		4.8k	110.27	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$517k	+8%	9.6k	53.88	View chart
Duke Energy Corp Com New (DUK)	0.1	$506k		4.3k	117.21	View chart
Builders FirstSource (BLDR)	0.1	$500k	-6%	4.9k	102.89	View chart
Intercontinental Exchange (ICE)	0.1	$499k	NEW	3.1k	161.96	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$491k	NEW	6.2k	78.95	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$485k		6.8k	71.45	View chart
Progressive Corporation (PGR)	0.1	$484k		2.1k	227.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$483k	+3%	11k	44.41	View chart
Dell Technologies CL C (DELL)	0.1	$480k		3.8k	125.88	View chart
Vanguard World Health Car Etf (VHT)	0.1	$473k		1.6k	287.88	View chart
Cloudflare Cl A Com (NET)	0.1	$454k	+25%	2.3k	197.15	View chart
Cigna Corp (CI)	0.1	$452k	+7%	1.6k	275.23	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$447k		8.9k	50.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$440k	+2%	1.7k	257.95	View chart
Stryker Corporation (SYK)	0.1	$437k	-26%	1.2k	351.57	View chart
Pfizer (PFE)	0.1	$437k		18k	24.90	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$436k		3.5k	125.99	View chart
FedEx Corporation (FDX)	0.1	$434k		1.5k	288.86	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$433k		4.5k	96.88	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$427k		5.1k	84.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$427k	-4%	5.5k	77.88	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$425k		24k	17.79	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$419k	-53%	9.5k	44.34	View chart
Medical Properties Trust (MPT)	0.1	$415k		83k	5.00	View chart
Metropcs Communications (TMUS)	0.1	$412k	-16%	2.0k	203.02	View chart
Kinder Morgan (KMI)	0.1	$411k		15k	27.49	View chart
Vanguard World Industrial Etf (VIS)	0.1	$410k		1.4k	298.38	View chart
Polaris Industries (PII)	0.1	$407k		6.4k	63.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$405k		7.7k	52.88	View chart
Illinois Tool Works (ITW)	0.1	$405k		1.6k	246.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$395k	+6%	4.9k	79.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$393k		2.8k	141.15	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.1	$390k		23k	16.78	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$387k	+46%	6.7k	57.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$380k	+21%	6.2k	60.81	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.1	$380k		24k	16.19	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$376k	+9%	3.9k	95.23	View chart
Paypal Holdings (PYPL)	0.1	$374k	-19%	6.4k	58.38	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$374k		2.7k	139.14	View chart
Arista Networks Com Shs (ANET)	0.1	$372k	+4%	2.8k	131.03	View chart
Chubb (CB)	0.1	$367k	-2%	1.2k	312.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$366k	+21%	15k	24.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$365k	-9%	3.9k	94.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$365k		2.6k	141.14	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$363k	-3%	4.3k	84.23	View chart
3M Company (MMM)	0.1	$361k		2.3k	160.10	View chart
Vanguard World Materials Etf (VAW)	0.1	$361k		1.7k	207.55	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$361k		4.2k	86.14	View chart
Ventas (VTR)	0.1	$359k		4.6k	77.38	View chart
Vistra Energy (VST)	0.1	$358k		2.2k	161.33	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$356k	-5%	921.00	386.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$353k	-19%	3.5k	99.89	View chart
Enbridge (ENB)	0.1	$348k		7.3k	47.83	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$347k	-2%	6.4k	54.59	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$345k		2.6k	131.59	View chart
Valero Energy Corporation (VLO)	0.0	$343k		2.1k	162.79	View chart
Waters Corporation (WAT)	0.0	$342k		900.00	379.83	View chart
Analog Devices (ADI)	0.0	$341k		1.3k	271.20	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$336k	-22%	9.7k	34.65	View chart
Enterprise Products Partners (EPD)	0.0	$334k		10k	32.06	View chart
Southwest Airlines (LUV)	0.0	$333k		8.1k	41.33	View chart
Boeing Company (BA)	0.0	$332k	-8%	1.5k	217.12	View chart
Norfolk Southern (NSC)	0.0	$327k		1.1k	288.72	View chart
Yum! Brands (YUM)	0.0	$322k		2.1k	151.28	View chart
Wp Carey (WPC)	0.0	$315k		4.9k	64.36	View chart
Ge Vernova (GEV)	0.0	$314k	+7%	481.00	653.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$313k	-84%	913.00	342.97	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$311k	NEW	13k	24.28	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$306k	+5%	2.2k	141.16	View chart
American Electric Power Company (AEP)	0.0	$305k	+3%	2.6k	115.31	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$305k		14k	22.47	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$304k		14k	22.36	View chart
Constellation Energy (CEG)	0.0	$303k	+12%	857.00	353.27	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$299k	-42%	5.3k	56.81	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.0	$299k	NEW	5.2k	57.73	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$298k	+4%	6.4k	46.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$295k		3.1k	96.16	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$291k	-6%	3.5k	82.50	View chart
Mastercard Incorporated Cl A (MA)	0.0	$291k	+4%	509.00	570.88	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$290k		2.6k	113.71	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$287k	+34%	2.8k	104.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$283k		2.1k	136.94	View chart
Uber Technologies (UBER)	0.0	$278k	+4%	3.4k	81.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$278k	-2%	613.00	453.36	View chart
Gilead Sciences (GILD)	0.0	$276k		2.3k	122.73	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$274k	-8%	6.2k	44.17	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$272k		3.4k	79.87	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$263k		10k	26.31	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$260k	+3%	3.4k	76.92	View chart
Ies Hldgs (IESC)	0.0	$258k		664.00	389.02	View chart
Tractor Supply Company (TSCO)	0.0	$257k	-49%	5.1k	50.01	View chart
HEICO Corporation (HEI)	0.0	$251k	-11%	775.00	323.59	View chart
Intel Corporation (INTC)	0.0	$250k	-21%	6.8k	36.90	View chart
D-wave Quantum (QBTS)	0.0	$248k	-5%	9.5k	26.15	View chart
Unum (UNM)	0.0	$248k		3.2k	77.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$247k	-7%	4.1k	60.17	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$245k	NEW	3.8k	64.42	View chart
Emcor (EME)	0.0	$244k	+3%	399.00	611.79	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$242k	-6%	1.5k	160.97	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$241k	+16%	4.9k	49.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$240k		4.8k	50.29	View chart
Hca Holdings (HCA)	0.0	$237k		507.00	466.86	View chart
Hubbell (HUBB)	0.0	$233k		525.00	444.11	View chart
Bristol Myers Squibb (BMY)	0.0	$233k	-33%	4.3k	53.94	View chart
Twilio Cl A (TWLO)	0.0	$232k	NEW	1.6k	142.24	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$231k	-7%	3.5k	66.07	View chart
Phillips 66 (PSX)	0.0	$230k		1.8k	129.04	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$226k		2.4k	92.80	View chart
Autodesk (ADSK)	0.0	$225k		759.00	296.01	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$223k	NEW	1.8k	121.93	View chart
Lamar Advertising Cl A (LAMR)	0.0	$221k		1.7k	126.58	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$221k		5.7k	39.02	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$220k	NEW	800.00	275.39	View chart
Chipotle Mexican Grill (CMG)	0.0	$219k	-30%	5.9k	37.00	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$219k	NEW	4.9k	44.71	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$214k	-22%	3.8k	55.77	View chart
Martin Marietta Materials (MLM)	0.0	$209k	-3%	336.00	622.66	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$205k		2.1k	97.80	View chart
Paychex (PAYX)	0.0	$205k	-6%	1.8k	112.18	View chart
O'reilly Automotive (ORLY)	0.0	$204k	-3%	2.2k	91.21	View chart
CSX Corporation (CSX)	0.0	$203k	NEW	5.6k	36.25	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$169k		18k	9.53	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$163k	NEW	14k	11.46	View chart
Fs Kkr Capital Corp (FSK)	0.0	$149k	-18%	10k	14.81	View chart
Venture Global Com Cl A (VG)	0.0	$91k	NEW	13k	6.82	View chart
Sfl Corporation SHS (SFL)	0.0	$88k	NEW	11k	7.81	View chart
Pimco High Income Com Shs (PHK)	0.0	$73k		15k	4.86	View chart
Niocorp Devs Com New (NB)	0.0	$56k		11k	5.30	View chart
Inotiv (NOTV)	0.0	$55k	-39%	98k	0.56	View chart

Past Filings by KPP Advisory Services

SEC 13F filings are viewable for KPP Advisory Services going back to 2024

KPP Advisory Services 2025 Q4 filed Feb. 2, 2026
KPP Advisory Services 2025 Q3 filed Nov. 3, 2025
KPP Advisory Services 2025 Q2 restated filed July 30, 2025
KPP Advisory Services 2025 Q2 filed July 23, 2025
KPP Advisory Services 2025 Q1 filed April 23, 2025
KPP Advisory Services 2024 Q4 filed Jan. 24, 2025
KPP Advisory Services 2024 Q3 filed Nov. 6, 2024
KPP Advisory Services 2024 Q2 filed Aug. 27, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z