KPP Advisory Services
Latest statistics and disclosures from KPP Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, XMHQ, QQQM, AAPL, JHMM, and represent 19.93% of KPP Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SCHG, DGRW, SCHV, XMHQ, GLDM, AVUV, QQQ, MELI, LRCX, QQQM.
- Started 14 new stock positions in MELI, URI, XIFR, KNSL, NET, VTR, EVTR, PM, LRCX, BAH. ARKK, SHOP, QGRW, GS.
- Reduced shares in these 10 stocks: DGRO (-$5.8M), BYLD, ALB, IVW, Lam Research Corporation, OEF, CALF, BILS, IJH, Ishares Tr ibnd dec24 etf.
- Sold out of its positions in ALB, CSX, DEO, FTNT, GD, HEI, HUM, IIPR, Ishares Tr ibnd dec24 etf, Lam Research Corporation. REGN, SHW, UPS, VXUS, BND, CDC.
- KPP Advisory Services was a net buyer of stock by $7.9M.
- KPP Advisory Services has $424M in assets under management (AUM), dropping by 1.77%.
- Central Index Key (CIK): 0001989349
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Portfolio Holdings for KPP Advisory Services
KPP Advisory Services holds 258 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.1 | $22M | +4% | 43k | 511.23 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 4.2 | $18M | +10% | 182k | 98.47 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.7 | $16M | +4% | 74k | 210.45 |
|
| Apple (AAPL) | 3.6 | $15M | 62k | 250.42 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 3.3 | $14M | 234k | 59.73 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $12M | 28k | 421.51 |
|
|
| Tesla Motors (TSLA) | 2.4 | $10M | -2% | 25k | 403.84 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 2.2 | $9.4M | -7% | 214k | 44.01 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.2 | $9.3M | 265k | 35.26 |
|
|
| Amazon (AMZN) | 2.0 | $8.4M | +2% | 38k | 219.39 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.0 | $8.4M | +4% | 168k | 49.96 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.7 | $7.3M | 83k | 87.82 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.5 | $6.6M | +61% | 81k | 80.93 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.5 | $6.4M | +8% | 96k | 67.03 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.5 | $6.3M | +3% | 99k | 63.75 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.5 | $6.2M | 63k | 99.55 |
|
|
| First Tr Exchange-traded Growth Strength (FTGS) | 1.4 | $6.0M | 190k | 31.40 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.4 | $6.0M | +21% | 62k | 96.53 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.8M | +11% | 43k | 134.29 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.3 | $5.7M | +2% | 88k | 65.08 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $5.4M | +4% | 30k | 178.08 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.2 | $4.9M | -54% | 80k | 61.34 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 1.0 | $4.2M | 77k | 54.31 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.0M | -7% | 14k | 289.81 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.9 | $3.8M | -2% | 86k | 43.64 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.8 | $3.6M | -14% | 36k | 99.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $3.5M | +2% | 31k | 115.22 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $3.4M | -19% | 34k | 101.53 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.8 | $3.4M | +3% | 104k | 32.93 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $3.3M | +302% | 120k | 27.87 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.8 | $3.3M | -38% | 151k | 22.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $3.3M | +6% | 6.2k | 538.80 |
|
| Altria (MO) | 0.8 | $3.3M | +4% | 63k | 52.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.2M | 13k | 239.70 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.7 | $3.1M | +2% | 30k | 104.30 |
|
| At&t (T) | 0.7 | $3.0M | 134k | 22.77 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $2.9M | 32k | 92.72 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $2.9M | +218% | 112k | 26.07 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $2.9M | 16k | 175.23 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $2.8M | -2% | 10k | 280.06 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.6 | $2.7M | +4% | 49k | 56.48 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.6M | 14k | 189.30 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $2.6M | 10k | 253.75 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $2.5M | +6% | 71k | 35.85 |
|
| salesforce (CRM) | 0.6 | $2.5M | 7.4k | 334.34 |
|
|
| Home Depot (HD) | 0.6 | $2.5M | 6.3k | 388.99 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.4M | +3% | 3.1k | 772.09 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $2.4M | +8% | 47k | 51.14 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $2.4M | +8% | 27k | 87.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $2.3M | -14% | 37k | 62.31 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $2.3M | -6% | 14k | 161.77 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.1M | +2% | 3.6k | 585.55 |
|
| Us Bancorp Del Com New (USB) | 0.5 | $2.1M | 43k | 47.83 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.0M | 29k | 70.28 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $2.0M | +8% | 12k | 167.65 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.5 | $2.0M | 81k | 24.24 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $1.9M | -27% | 6.7k | 288.85 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $1.8M | +196% | 35k | 51.99 |
|
| Ford Motor Company (F) | 0.4 | $1.8M | -16% | 181k | 9.90 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.4 | $1.8M | +9% | 69k | 25.79 |
|
| UnitedHealth (UNH) | 0.4 | $1.8M | 3.5k | 505.85 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $1.7M | +4% | 12k | 144.62 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | +2% | 15k | 107.57 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.4 | $1.5M | -7% | 31k | 48.42 |
|
| Quanta Services (PWR) | 0.4 | $1.5M | +3% | 4.8k | 316.08 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $1.5M | +4% | 30k | 50.71 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $1.5M | +2% | 2.4k | 635.95 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.5M | +4% | 2.8k | 520.26 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.5M | +4% | 7.4k | 198.17 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $1.4M | -3% | 41k | 34.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | -2% | 5.3k | 264.13 |
|
| Broadcom (AVGO) | 0.3 | $1.4M | +4% | 6.0k | 231.85 |
|
| Visa Com Cl A (V) | 0.3 | $1.4M | 4.3k | 316.08 |
|
|
| Walt Disney Company (DIS) | 0.3 | $1.3M | -3% | 12k | 111.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | +4% | 7.1k | 190.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.3M | 5.8k | 232.52 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.3M | 30k | 43.95 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $1.3M | +2% | 4.5k | 289.89 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.3 | $1.3M | +10% | 37k | 34.09 |
|
| Pepsi (PEP) | 0.3 | $1.2M | +2% | 8.1k | 152.07 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.2M | +5% | 3.5k | 351.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | +10% | 2.6k | 453.28 |
|
| Inotiv (NOTV) | 0.3 | $1.1M | +15% | 275k | 4.14 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.3 | $1.1M | +12% | 24k | 47.40 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.1M | +13% | 14k | 77.79 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | +5% | 6.9k | 159.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.1M | 1.9k | 586.22 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $1.1M | +121% | 5.9k | 181.96 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | 20k | 52.22 |
|
|
| Abbvie (ABBV) | 0.2 | $1.0M | -5% | 5.8k | 177.69 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 11k | 90.35 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.0M | +3% | 8.0k | 125.71 |
|
| Abbott Laboratories (ABT) | 0.2 | $996k | +5% | 8.8k | 113.11 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.2 | $933k | -3% | 9.3k | 100.77 |
|
| Zoetis Cl A (ZTS) | 0.2 | $925k | +6% | 5.7k | 162.94 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $898k | 980.00 | 916.32 |
|
|
| Merck & Co (MRK) | 0.2 | $852k | 8.6k | 99.48 |
|
|
| Nextera Energy (NEE) | 0.2 | $825k | 12k | 71.69 |
|
|
| Cisco Systems (CSCO) | 0.2 | $821k | -4% | 14k | 59.20 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $820k | +11% | 1.2k | 693.25 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $815k | +3% | 9.0k | 90.91 |
|
| MercadoLibre (MELI) | 0.2 | $813k | NEW | 478.00 | 1700.43 |
|
| Amgen (AMGN) | 0.2 | $812k | +6% | 3.1k | 260.62 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $807k | -4% | 8.3k | 96.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $798k | 1.4k | 588.59 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $795k | 20k | 40.26 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $785k | 17k | 46.29 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $780k | +211% | 1.9k | 410.48 |
|
| Lululemon Athletica (LULU) | 0.2 | $765k | -4% | 2.0k | 382.41 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $759k | NEW | 11k | 72.23 |
|
| Southern Company (SO) | 0.2 | $752k | +5% | 9.1k | 82.32 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $711k | +2% | 21k | 34.59 |
|
| Servicenow (NOW) | 0.2 | $710k | 670.00 | 1060.11 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $710k | 3.8k | 187.51 |
|
|
| PNC Financial Services (PNC) | 0.2 | $709k | +2% | 3.7k | 192.83 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $701k | 3.1k | 224.35 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $693k | 35k | 19.59 |
|
|
| Proshares Tr Eqts For Risin (EQRR) | 0.2 | $674k | -3% | 12k | 56.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $674k | +2% | 3.9k | 172.44 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $671k | +6% | 5.8k | 115.72 |
|
| Oracle Corporation (ORCL) | 0.2 | $665k | 4.0k | 166.64 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $664k | +5% | 1.3k | 521.96 |
|
| Fifth Third Ban (FITB) | 0.2 | $659k | 16k | 42.28 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $647k | +9% | 1.9k | 331.88 |
|
| Vontier Corporation (VNT) | 0.1 | $625k | +4% | 17k | 36.47 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $620k | 8.2k | 75.53 |
|
|
| Honeywell International (HON) | 0.1 | $613k | 2.7k | 225.85 |
|
|
| Linde SHS (LIN) | 0.1 | $603k | 1.4k | 418.67 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $599k | +90% | 2.4k | 253.73 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $595k | 6.8k | 86.89 |
|
|
| Brown Forman Corp Cl A (BF.A) | 0.1 | $595k | -11% | 16k | 37.69 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $586k | +2% | 8.4k | 69.45 |
|
| Paycom Software (PAYC) | 0.1 | $585k | -4% | 2.9k | 205.01 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $582k | +2% | 7.3k | 80.20 |
|
| Advanced Micro Devices (AMD) | 0.1 | $581k | +6% | 4.8k | 120.79 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $581k | 3.0k | 195.84 |
|
|
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $568k | 5.6k | 101.05 |
|
|
| Lowe's Companies (LOW) | 0.1 | $557k | 2.3k | 246.82 |
|
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $555k | +76% | 8.8k | 63.33 |
|
| Fastenal Company (FAST) | 0.1 | $552k | +4% | 7.7k | 71.91 |
|
| Progressive Corporation (PGR) | 0.1 | $547k | 2.3k | 239.61 |
|
|
| American Express Company (AXP) | 0.1 | $537k | 1.8k | 296.73 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $532k | +220% | 19k | 27.71 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $526k | -6% | 7.0k | 74.73 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $507k | +5% | 1.3k | 386.22 |
|
| Tractor Supply Company (TSCO) | 0.1 | $506k | +716% | 9.5k | 53.06 |
|
| Waste Management (WM) | 0.1 | $484k | 2.4k | 201.79 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $483k | 3.5k | 137.57 |
|
|
| Cummins (CMI) | 0.1 | $479k | 1.4k | 348.60 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $475k | 977.00 | 485.95 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $462k | +9% | 9.0k | 51.51 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $455k | +18% | 4.2k | 107.75 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.1 | $447k | 9.6k | 46.81 |
|
|
| International Business Machines (IBM) | 0.1 | $444k | -6% | 2.0k | 219.83 |
|
| Flowserve Corporation (FLS) | 0.1 | $412k | 7.2k | 57.52 |
|
|
| Chevron Corporation (CVX) | 0.1 | $411k | +4% | 2.8k | 144.84 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $411k | +6% | 3.1k | 134.32 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $402k | +3% | 6.3k | 63.45 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $401k | 3.5k | 115.73 |
|
|
| Intel Corporation (INTC) | 0.1 | $396k | -16% | 20k | 20.05 |
|
| Paypal Holdings (PYPL) | 0.1 | $382k | 4.5k | 85.35 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $382k | +10% | 15k | 25.05 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $378k | -12% | 15k | 24.99 |
|
| Metropcs Communications (TMUS) | 0.1 | $376k | -2% | 1.7k | 220.68 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $376k | 6.7k | 56.14 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $375k | -3% | 6.6k | 56.56 |
|
| Stryker Corporation (SYK) | 0.1 | $374k | 1.0k | 360.05 |
|
|
| Philip Morris International (PM) | 0.1 | $373k | NEW | 3.1k | 120.35 |
|
| Medical Properties Trust (MPW) | 0.1 | $371k | +9% | 94k | 3.95 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $361k | +3% | 24k | 15.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $360k | -3% | 1.5k | 242.13 |
|
| Clorox Company (CLX) | 0.1 | $360k | 2.2k | 162.37 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $360k | +63% | 2.7k | 131.29 |
|
| Cigna Corp (CI) | 0.1 | $358k | 1.3k | 276.21 |
|
|
| Medtronic SHS (MDT) | 0.1 | $346k | 4.3k | 79.88 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $345k | +9% | 4.4k | 78.01 |
|
| Chubb (CB) | 0.1 | $345k | 1.2k | 276.30 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $345k | 1.4k | 254.39 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $345k | 9.3k | 37.12 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $344k | +5% | 1.9k | 182.72 |
|
| Waters Corporation (WAT) | 0.1 | $334k | 900.00 | 370.98 |
|
|
| United Rentals (URI) | 0.1 | $333k | NEW | 473.00 | 704.44 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $331k | NEW | 2.6k | 128.70 |
|
| Analog Devices (ADI) | 0.1 | $330k | 1.6k | 212.46 |
|
|
| Kraft Heinz (KHC) | 0.1 | $326k | 11k | 30.71 |
|
|
| Vanguard World Materials Etf (VAW) | 0.1 | $325k | 1.7k | 187.84 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $324k | +12% | 548.00 | 591.73 |
|
| Southwest Airlines (LUV) | 0.1 | $322k | 9.6k | 33.62 |
|
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $320k | 4.2k | 76.46 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $320k | +13% | 3.5k | 91.67 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $320k | -20% | 7.1k | 44.89 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $317k | -32% | 745.00 | 425.64 |
|
| Enterprise Products Partners (EPD) | 0.1 | $317k | 10k | 31.36 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $308k | -6% | 5.2k | 59.15 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $306k | +7% | 14k | 22.20 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $306k | -2% | 3.3k | 92.45 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $302k | +7% | 14k | 21.90 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $298k | 2.3k | 132.10 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $295k | +19% | 2.1k | 142.93 |
|
| Kinder Morgan (KMI) | 0.1 | $292k | -2% | 11k | 27.40 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $292k | 3.6k | 80.65 |
|
|
| Ventas (VTR) | 0.1 | $292k | NEW | 5.0k | 58.89 |
|
| Vistra Energy (VST) | 0.1 | $290k | -7% | 2.1k | 137.87 |
|
| Yum! Brands (YUM) | 0.1 | $286k | 2.1k | 134.16 |
|
|
| Coca-Cola Company (KO) | 0.1 | $284k | +15% | 4.6k | 62.26 |
|
| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.1 | $282k | -2% | 22k | 13.12 |
|
| Paychex (PAYX) | 0.1 | $280k | 2.0k | 140.22 |
|
|
| FedEx Corporation (FDX) | 0.1 | $279k | 992.00 | 281.33 |
|
|
| Target Corporation (TGT) | 0.1 | $279k | 2.1k | 135.14 |
|
|
| 3M Company (MMM) | 0.1 | $275k | 2.1k | 129.09 |
|
|
| Norfolk Southern (NSC) | 0.1 | $263k | 1.1k | 234.70 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $262k | 2.1k | 126.75 |
|
|
| Wp Carey (WPC) | 0.1 | $262k | +24% | 4.8k | 54.48 |
|
| Apellis Pharmaceuticals (APLS) | 0.1 | $260k | 8.2k | 31.91 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $258k | +13% | 1.5k | 166.79 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $255k | 3.4k | 74.81 |
|
|
| Enbridge (ENB) | 0.1 | $253k | +4% | 6.0k | 42.43 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $250k | 3.7k | 67.68 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $250k | +23% | 10k | 24.07 |
|
| Unum (UNM) | 0.1 | $246k | 3.4k | 73.03 |
|
|
| Pfizer (PFE) | 0.1 | $245k | +6% | 9.2k | 26.53 |
|
| ResMed (RMD) | 0.1 | $245k | -17% | 1.1k | 228.69 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $244k | 1.2k | 197.57 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $243k | 5.0k | 48.31 |
|
|
| Boeing Company (BA) | 0.1 | $241k | -28% | 1.4k | 177.00 |
|
| Emerson Electric (EMR) | 0.1 | $240k | -2% | 1.9k | 123.93 |
|
| Micron Technology (MU) | 0.1 | $238k | +3% | 2.8k | 84.17 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $234k | 6.1k | 37.98 |
|
|
| Kinsale Cap Group (KNSL) | 0.1 | $233k | NEW | 500.00 | 465.13 |
|
| Gilead Sciences (GILD) | 0.1 | $227k | 2.5k | 92.38 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $226k | 4.5k | 50.88 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $226k | NEW | 2.1k | 106.33 |
|
| Autodesk (ADSK) | 0.1 | $224k | 759.00 | 295.57 |
|
|
| Nextera Energy Partners Com Unit Part In (XIFR) | 0.1 | $223k | NEW | 13k | 17.80 |
|
| Goldman Sachs (GS) | 0.1 | $221k | NEW | 385.00 | 572.62 |
|
| Hubbell (HUBB) | 0.1 | $220k | 525.00 | 418.89 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $219k | -7% | 3.8k | 57.28 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $218k | 2.5k | 87.33 |
|
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.1 | $217k | NEW | 4.4k | 49.26 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.0 | $212k | NEW | 4.3k | 49.86 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $211k | 31k | 6.89 |
|
|
| Qualcomm (QCOM) | 0.0 | $211k | 1.4k | 153.62 |
|
|
| Caterpillar (CAT) | 0.0 | $211k | 582.00 | 362.76 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $210k | NEW | 3.7k | 56.77 |
|
| Dollar General (DG) | 0.0 | $210k | -6% | 2.8k | 75.82 |
|
| Illinois Tool Works (ITW) | 0.0 | $205k | 809.00 | 253.56 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $205k | NEW | 1.9k | 107.68 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $145k | 18k | 8.17 |
|
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $125k | -9% | 14k | 8.67 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $116k | 24k | 4.86 |
|
|
| B2gold Corp (BTG) | 0.0 | $112k | +2% | 46k | 2.44 |
|
| Invesco Mortgage Capital (IVR) | 0.0 | $106k | -7% | 13k | 8.05 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $95k | -10% | 10k | 9.33 |
|
| First Tr Specialty Fin & Fin Com Ben Intr (FGB) | 0.0 | $57k | 14k | 4.21 |
|
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $45k | 13k | 3.55 |
|
|
| Allianzgi Conv & Income Fd Ii (NCZ) | 0.0 | $45k | 14k | 3.13 |
|
|
| Globalstar | 0.0 | $41k | 20k | 2.07 |
|
|
| Taseko Cad (TGB) | 0.0 | $19k | 10k | 1.94 |
|
Past Filings by KPP Advisory Services
SEC 13F filings are viewable for KPP Advisory Services going back to 2024
- 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