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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, XMHQ, AAPL, and represent 17.48% of KPP Advisory Services's stock portfolio.
Added to shares of these 10 stocks: CGGR (+$6.7M), SDVY (+$5.5M), BUFR, ILOW, FTGS, DGRO, SYFI, NVDA, XNTK, QQQM.
Started 31 new stock positions in UTWO, OBIL, PPG, JGRO, ILCG, NCIQ, QBTS, UBER, MLM, ILOW.
Reduced shares in these 10 stocks: CALF (-$6.1M), FELC, QUAL, FTCS, BILS, CGGO, DGRW, PPA, QQQ, IVV.
Sold out of its positions in ASTS, BF.B, CVS, First Trust Exchange Traded Fund Viii Ft Confluence Bdc & Specialty Finance Income Etf, FLOT, SMCI, TGB, TTD, VZ, Walgreen Boots Alliance.
KPP Advisory Services was a net buyer of stock by $24M.
KPP Advisory Services has $675M in assets under management (AUM), dropping by 11.42%.
Central Index Key (CIK): 0001989349

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Portfolio Holdings for KPP Advisory Services

KPP Advisory Services holds 329 positions in its portfolio as reported in the September 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)	4.8	$32M	+6%	131k	247.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$25M	-6%	41k	600.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$22M	-5%	34k	669.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.9	$20M		186k	104.96	View chart
Apple (AAPL)	2.8	$19M	+7%	74k	254.63	View chart
Microsoft Corporation (MSFT)	2.7	$18M	+3%	35k	517.95	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	2.6	$17M		268k	64.69	View chart
NVIDIA Corporation (NVDA)	2.4	$17M	+21%	89k	186.58	View chart
Tesla Motors (TSLA)	2.4	$16M	+12%	37k	444.72	View chart
Ishares Tr Core Div Grwth (DGRO)	2.1	$14M	+36%	208k	68.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.0	$13M	+5%	185k	72.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$13M		21k	612.40	View chart
Amazon (AMZN)	1.6	$11M	+6%	51k	219.57	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.6	$11M	+53%	305k	35.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$11M	-8%	249k	42.03	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$8.1M	+4%	141k	57.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$7.3M	-14%	73k	99.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$7.2M		41k	174.58	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.0	$7.0M	+351%	185k	38.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$7.0M		102k	68.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$6.9M	+35%	33k	208.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$6.7M	NEW	153k	43.92	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$6.1M	+2%	83k	73.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$5.6M	-30%	63k	88.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$5.5M	-3%	46k	118.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$5.4M	-42%	28k	194.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.4M	-5%	17k	315.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$5.1M	+9%	21k	243.10	View chart
Broadcom (AVGO)	0.8	$5.1M	-3%	16k	329.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$5.0M	+22%	7.4k	666.18	View chart
Strategy Cl A New (MSTR)	0.7	$4.8M		15k	322.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$4.8M	-7%	9.5k	502.74	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$4.7M	-9%	32k	145.60	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.7	$4.6M	-14%	81k	56.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$4.6M	NEW	136k	33.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$4.4M	-44%	47k	93.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$4.2M	+2%	131k	31.91	View chart
Meta Platforms Cl A (META)	0.6	$4.1M	+14%	5.6k	734.38	View chart
Ab Active Etfs Intl Low Volatlt (ILOW)	0.6	$4.1M	NEW	97k	42.52	View chart
Altria (MO)	0.6	$4.1M		62k	66.06	View chart
At&t (T)	0.6	$3.9M	-2%	137k	28.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$3.8M	+5%	131k	29.11	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.8M	+2%	34k	112.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$3.8M	+5%	20k	189.70	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$3.7M		80k	46.24	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$3.7M	-33%	24k	155.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.7M		56k	65.26	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$3.7M		32k	116.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$3.5M	-19%	29k	120.72	View chart
Ab Active Etfs Short Duration H (SYFI)	0.5	$3.3M	NEW	92k	36.13	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$3.3M	+13%	43k	76.45	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.5	$3.1M	+243%	11k	272.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$3.0M		30k	103.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.0M		35k	87.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$3.0M		10k	293.79	View chart
Eli Lilly & Co. (LLY)	0.4	$3.0M	+9%	3.9k	763.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.9M		9.8k	297.62	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$2.9M	+3%	26k	114.40	View chart
salesforce (CRM)	0.4	$2.9M	+4%	12k	236.99	View chart
Home Depot (HD)	0.4	$2.9M	-2%	7.1k	405.16	View chart
Quanta Services (PWR)	0.4	$2.7M	+11%	6.5k	414.41	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.4	$2.5M		67k	37.50	View chart
Johnson & Johnson (JNJ)	0.4	$2.5M		13k	185.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.3M	+5%	4.8k	479.63	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.3M		88k	25.85	View chart
Bank of America Corporation (BAC)	0.3	$2.3M		44k	51.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.3M		13k	170.85	View chart
Citigroup Com New (C)	0.3	$2.2M	-7%	22k	101.50	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.2M		2.9k	758.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.2M	+5%	6.6k	328.19	View chart
Procter & Gamble Company (PG)	0.3	$2.2M	-3%	14k	153.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.1M	+2%	8.6k	243.54	View chart
Ford Motor Company (F)	0.3	$2.1M		174k	11.96	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.1M	+2%	4.3k	484.97	View chart
Us Bancorp Del Com New (USB)	0.3	$2.1M	-6%	43k	48.33	View chart
Abbvie (ABBV)	0.3	$2.0M		8.8k	231.54	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.0M		15k	133.90	View chart
Honeywell International (HON)	0.3	$2.0M	-2%	9.7k	210.51	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$2.0M	-74%	46k	43.78	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.0M	+14%	75k	26.58	View chart
UnitedHealth (UNH)	0.3	$2.0M	+7%	5.7k	345.31	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.3	$2.0M	+36%	49k	39.80	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.9M	-26%	5.7k	332.84	View chart
Walt Disney Company Call Option (DIS)	0.3	$1.9M	+4%	16k	114.50	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$1.9M		46k	40.35	View chart
Palo Alto Networks (PANW)	0.3	$1.9M	+17%	9.1k	203.62	View chart
McDonald's Corporation (MCD)	0.3	$1.8M	+4%	5.9k	303.88	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.8M	+13%	11k	167.33	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.3	$1.7M	NEW	17k	101.19	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$1.7M	+5%	19k	91.22	View chart
Visa Com Cl A (V)	0.3	$1.7M		5.0k	341.42	View chart
Blackrock (BLK)	0.3	$1.7M	-4%	1.5k	1165.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$1.7M		1.8k	968.11	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$1.7M	+13%	42k	39.54	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$1.7M	+21%	32k	52.25	View chart
Cisco Systems (CSCO)	0.2	$1.7M	-8%	24k	68.42	View chart
Amgen (AMGN)	0.2	$1.6M		5.8k	282.19	View chart
Oracle Corporation (ORCL)	0.2	$1.6M		5.8k	281.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.6M		5.8k	281.86	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.6M	+18%	18k	87.03	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.6M	+15%	3.2k	499.24	View chart
Abbott Laboratories (ABT)	0.2	$1.6M	+2%	12k	133.94	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$1.5M	-4%	30k	50.95	View chart
Morgan Stanley Com New (MS)	0.2	$1.5M	-21%	9.4k	158.95	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M		14k	103.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.4M	-19%	27k	50.78	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.4M	+50%	3.1k	447.23	View chart
MercadoLibre (MELI)	0.2	$1.4M	+2%	590.00	2336.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.4M	-2%	7.0k	195.87	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.4M	NEW	28k	48.56	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$1.3M	-76%	35k	37.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.3M	-11%	11k	113.88	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.3M	+13%	24k	53.24	View chart
Eaton Corp SHS (ETN)	0.2	$1.3M		3.4k	374.27	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$1.3M	-25%	19k	66.74	View chart
PNC Financial Services (PNC)	0.2	$1.2M	+30%	6.2k	200.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M		4.2k	293.74	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.2M		19k	65.92	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.2M		15k	82.73	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+29%	7.3k	161.79	View chart
Amphenol Corp Cl A (APH)	0.2	$1.2M		9.6k	123.75	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.2M	+3%	6.4k	183.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.1M	+5%	4.5k	246.63	View chart
Colgate-Palmolive Company (CL)	0.2	$1.1M	+16%	14k	79.94	View chart
Caterpillar (CAT)	0.2	$1.1M		2.3k	477.15	View chart
Nextera Energy (NEE)	0.2	$1.1M	-6%	14k	75.49	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.1M		9.1k	120.01	View chart
Southern Company (SO)	0.2	$1.1M		11k	94.77	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$1.1M	NEW	21k	50.30	View chart
Zoetis Cl A (ZTS)	0.2	$1.1M	+6%	7.3k	146.31	View chart
Coca-Cola Company (KO)	0.2	$1.0M	+21%	16k	66.32	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$1.0M		10k	99.11	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	-2%	1.1k	925.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$977k		5.2k	186.49	View chart
Linde SHS (LIN)	0.1	$972k		2.0k	475.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$967k	-30%	19k	50.63	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$964k	-5%	7.7k	125.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$949k	-2%	6.5k	145.65	View chart
Emerson Electric (EMR)	0.1	$947k	-2%	7.2k	131.17	View chart
United Rentals (URI)	0.1	$939k		983.00	954.70	View chart
Servicenow (NOW)	0.1	$934k		1.0k	920.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$933k	+9%	1.9k	490.38	View chart
Vontier Corporation (VNT)	0.1	$933k	+4%	22k	41.97	View chart
Monolithic Power Systems (MPWR)	0.1	$933k		1.0k	920.69	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$932k		18k	52.82	View chart
Chevron Corporation (CVX)	0.1	$931k	+18%	6.0k	155.29	View chart
Pepsi (PEP)	0.1	$928k	-33%	6.6k	140.45	View chart
Tcw Etf Trust Transform System (PWRD)	0.1	$902k	+20%	9.2k	97.70	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$881k	+3%	20k	43.41	View chart
United Parcel Service CL B (UPS)	0.1	$881k		11k	83.53	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$863k	+2%	11k	78.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$853k	-3%	4.7k	182.40	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$846k	+20%	11k	74.90	View chart
Fastenal Company (FAST)	0.1	$810k	+2%	17k	49.04	View chart
Paycom Software (PAYC)	0.1	$807k		3.9k	208.13	View chart
Wells Fargo & Company (WFC)	0.1	$801k	-3%	9.6k	83.82	View chart
Cummins (CMI)	0.1	$793k		1.9k	422.37	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$793k	-81%	8.0k	99.52	View chart
Merck & Co (MRK)	0.1	$785k	-16%	9.4k	83.92	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$744k		19k	38.57	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$739k	NEW	15k	50.20	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$733k	-4%	3.1k	239.64	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$721k	+19%	14k	51.45	View chart
Proshares Tr Eqts For Risin (EQRR)	0.1	$719k		11k	63.17	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$712k	+6%	7.8k	91.56	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$697k	+7%	8.4k	83.41	View chart
Lululemon Athletica (LULU)	0.1	$687k	+21%	3.9k	177.93	View chart
General Dynamics Corporation (GD)	0.1	$675k	+9%	2.0k	341.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$672k	+5%	2.4k	279.26	View chart
American Express Company (AXP)	0.1	$671k		2.0k	332.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$653k		38k	17.16	View chart
Philip Morris International (PM)	0.1	$650k	+16%	4.0k	162.20	View chart
Qualcomm (QCOM)	0.1	$646k	-2%	3.9k	166.35	View chart
TJX Companies (TJX)	0.1	$630k	NEW	4.4k	144.54	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$629k	+3%	18k	34.72	View chart
Builders FirstSource (BLDR)	0.1	$627k		5.2k	121.25	View chart
Cintas Corporation (CTAS)	0.1	$626k	+3%	3.1k	205.28	View chart
Stryker Corporation (SYK)	0.1	$624k	+28%	1.7k	369.72	View chart
Fifth Third Ban (FITB)	0.1	$624k	-5%	14k	44.55	View chart
Goldman Sachs (GS)	0.1	$616k	+15%	774.00	796.35	View chart
Ge Aerospace Com New (GE)	0.1	$616k	+27%	2.0k	300.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$614k		21k	29.64	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$601k		2.0k	297.16	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$597k	-2%	5.5k	108.97	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$592k	NEW	12k	50.00	View chart
Lowe's Companies (LOW)	0.1	$589k		2.3k	251.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$585k		1.6k	355.47	View chart
International Business Machines (IBM)	0.1	$584k		2.1k	282.16	View chart
Metropcs Communications (TMUS)	0.1	$582k	+6%	2.4k	239.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$578k	NEW	6.3k	91.42	View chart
Tractor Supply Company (TSCO)	0.1	$573k		10k	56.87	View chart
Williams Companies (WMB)	0.1	$572k		9.0k	63.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$571k	+8%	2.6k	215.76	View chart
Duke Energy Corp Com New (DUK)	0.1	$540k	-12%	4.4k	123.75	View chart
Dell Technologies CL C (DELL)	0.1	$540k	+49%	3.8k	141.75	View chart
Waste Management (WM)	0.1	$539k	+2%	2.4k	220.83	View chart
Flowserve Corporation (FLS)	0.1	$538k	+3%	10k	53.14	View chart
Netflix (NFLX)	0.1	$537k	+5%	448.00	1198.93	View chart
Paypal Holdings (PYPL)	0.1	$534k	+2%	8.0k	67.06	View chart
Progressive Corporation (PGR)	0.1	$531k		2.2k	246.95	View chart
AFLAC Incorporated (AFL)	0.1	$531k		4.8k	111.70	View chart
Medtronic SHS (MDT)	0.1	$519k	-14%	5.5k	95.24	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$516k		6.8k	76.01	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$512k	+2%	5.1k	99.94	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$505k		9.1k	55.33	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$504k	+35%	17k	29.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$503k		8.4k	59.92	View chart
Micron Technology (MU)	0.1	$496k		3.0k	167.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$495k		3.6k	139.17	View chart
Agilent Technologies Inc C ommon (A)	0.1	$495k	+2%	3.9k	128.36	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$485k	+10%	11k	44.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$479k		8.9k	54.09	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$474k	+5%	4.5k	104.51	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$465k		24k	19.44	View chart
Pfizer (PFE)	0.1	$454k		18k	25.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$451k	+9%	11k	42.79	View chart
Kraft Heinz (KHC)	0.1	$449k	+3%	17k	26.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$449k		5.8k	78.09	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$446k		9.0k	49.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$441k	-4%	4.4k	100.25	View chart
Cigna Corp (CI)	0.1	$440k	+3%	1.5k	288.19	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$439k	-7%	7.6k	57.36	View chart
Vistra Energy (VST)	0.1	$438k		2.2k	195.92	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$434k		3.5k	125.42	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$430k	-87%	13k	34.17	View chart
Illinois Tool Works (ITW)	0.1	$428k	+10%	1.6k	260.76	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$428k		4.5k	95.89	View chart
Vanguard World Health Car Etf (VHT)	0.1	$426k	-3%	1.6k	259.53	View chart
Kinder Morgan (KMI)	0.1	$425k	+2%	15k	28.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$422k		1.7k	254.23	View chart
Medical Properties Trust (MPW)	0.1	$420k		83k	5.07	View chart
Adobe Systems Incorporated (ADBE)	0.1	$415k	-3%	1.2k	352.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$409k	+3%	4.3k	95.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$408k	-3%	7.7k	53.03	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.1	$407k	+74%	24k	17.35	View chart
Vanguard World Industrial Etf (VIS)	0.1	$402k		1.4k	296.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$396k		2.8k	141.50	View chart
Arista Networks Com Shs (ANET)	0.1	$396k	NEW	2.7k	145.71	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$396k		6.5k	60.49	View chart
Cloudflare Cl A Com (NET)	0.1	$394k		1.8k	214.59	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$381k		4.5k	85.34	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$376k		2.7k	140.05	View chart
Polaris Industries (PII)	0.1	$374k	-4%	6.4k	58.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$372k		4.7k	79.94	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$368k	+48%	971.00	378.75	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$368k		2.6k	142.10	View chart
Boeing Company (BA)	0.1	$363k	+9%	1.7k	215.83	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.1	$360k		23k	15.51	View chart
Valero Energy Corporation (VLO)	0.1	$360k		2.1k	170.26	View chart
Enbridge (ENB)	0.1	$360k		7.1k	50.46	View chart
FedEx Corporation (FDX)	0.1	$354k		1.5k	235.81	View chart
Vanguard World Materials Etf (VAW)	0.1	$354k		1.7k	204.86	View chart
3M Company (MMM)	0.1	$349k		2.2k	155.18	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$349k		4.2k	83.32	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$346k	-9%	14k	25.19	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$342k		3.6k	95.15	View chart
Chubb (CB)	0.1	$341k		1.2k	282.25	View chart
Norfolk Southern (NSC)	0.1	$341k		1.1k	300.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$340k		2.6k	129.72	View chart
Chipotle Mexican Grill (CMG)	0.0	$334k	NEW	8.5k	39.19	View chart
Wp Carey (WPC)	0.0	$331k		4.9k	67.57	View chart
Enterprise Products Partners (EPD)	0.0	$326k		10k	31.27	View chart
Yum! Brands (YUM)	0.0	$324k		2.1k	152.00	View chart
Ventas (VTR)	0.0	$323k		4.6k	69.99	View chart
EOG Resources (EOG)	0.0	$323k	NEW	2.9k	112.12	View chart
Uber Technologies (UBER)	0.0	$320k	NEW	3.3k	97.97	View chart
Kinsale Cap Group (KNSL)	0.0	$319k		750.00	425.26	View chart
Analog Devices (ADI)	0.0	$311k		1.3k	245.70	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$306k		14k	22.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$304k	+15%	5.1k	59.20	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$304k		14k	22.39	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$304k		3.8k	80.65	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$302k	+19%	12k	24.30	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$296k		3.1k	96.46	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$296k	-4%	6.8k	43.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$294k		2.1k	142.41	View chart
Bristol Myers Squibb (BMY)	0.0	$292k		6.5k	45.10	View chart
Intel Corporation (INTC)	0.0	$289k	-13%	8.6k	33.55	View chart
American Electric Power Company (AEP)	0.0	$289k	NEW	2.6k	112.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$286k	+5%	6.1k	46.81	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$284k		2.1k	137.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$283k		2.6k	110.59	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$283k		3.3k	86.30	View chart
HEICO Corporation (HEI)	0.0	$283k		875.00	322.82	View chart
Mastercard Incorporated Cl A (MA)	0.0	$276k		485.00	568.81	View chart
Ge Vernova (GEV)	0.0	$274k	NEW	446.00	614.91	View chart
Waters Corporation (WAT)	0.0	$270k		900.00	299.81	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$269k		10k	26.91	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$266k		3.4k	78.06	View chart
Ies Hldgs (IESC)	0.0	$261k	NEW	657.00	397.65	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$261k	+6%	4.6k	57.18	View chart
Southwest Airlines (LUV)	0.0	$257k		8.1k	31.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$255k	-69%	4.4k	57.47	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$252k	+2%	3.8k	66.64	View chart
Constellation Energy (CEG)	0.0	$252k	NEW	765.00	329.07	View chart
Unum (UNM)	0.0	$250k	-3%	3.2k	77.78	View chart
O'reilly Automotive (ORLY)	0.0	$250k	NEW	2.3k	107.81	View chart
Emcor (EME)	0.0	$249k	NEW	384.00	649.54	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$248k	NEW	5.0k	50.12	View chart
Gilead Sciences (GILD)	0.0	$248k		2.2k	111.01	View chart
D-wave Quantum (QBTS)	0.0	$248k	NEW	10k	24.71	View chart
PPG Industries (PPG)	0.0	$247k	NEW	2.4k	105.11	View chart
Paychex (PAYX)	0.0	$247k		1.9k	126.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$245k	NEW	626.00	391.64	View chart
Phillips 66 (PSX)	0.0	$242k		1.8k	136.02	View chart
Autodesk (ADSK)	0.0	$241k		759.00	317.67	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$239k	NEW	9.2k	25.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$239k		4.8k	50.07	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$238k	-20%	1.6k	148.61	View chart
Inotiv (NOTV)	0.0	$234k	-8%	162k	1.45	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$229k	NEW	2.4k	93.75	View chart
Hubbell (HUBB)	0.0	$226k		525.00	430.31	View chart
Martin Marietta Materials (MLM)	0.0	$219k	NEW	348.00	630.28	View chart
Hca Holdings (HCA)	0.0	$216k	-10%	507.00	426.20	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$215k	-3%	5.7k	37.94	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$215k	NEW	2.1k	104.30	View chart
Lamar Advertising Cl A (LAMR)	0.0	$214k		1.7k	122.42	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$209k	-26%	2.1k	99.45	View chart
Hashdex Nasdaq Crypto Index Shs Ben Int (NCIQ)	0.0	$208k	NEW	6.8k	30.88	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$208k	+3%	4.2k	49.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$206k	-10%	850.00	241.96	View chart
Allspring Income Opportunit Inc Oppty Fd (EAD)	0.0	$203k	+2%	29k	7.01	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$202k	NEW	1.6k	130.25	View chart
Fs Kkr Capital Corp (FSK)	0.0	$185k	-13%	12k	14.93	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$161k		18k	9.10	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$102k	+7%	12k	8.42	View chart
Pimco High Income Com Shs (PHK)	0.0	$75k		15k	4.99	View chart
Niocorp Devs Com New (NB)	0.0	$71k		11k	6.68	View chart
Neuberger Berman Real Estate Sec (NRO)	0.0	$41k		13k	3.23	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 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

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