KPP Advisory Services
Latest statistics and disclosures from KPP Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, IVV, XMHQ, QQQM, AAPL, and represent 18.13% of KPP Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$19M), QQQ (+$7.8M), VOO (+$5.4M), VOE, ESGU, DGRO, MSTR, VBR, DFUS, PPA.
- Started 52 new stock positions in BINC, SPLG, IJJ, IJT, ESGU, CDC, CRWD, ONB, FBTC, SPDW.
- Reduced shares in these 10 stocks: NOBL, BYLD, SPHQ, VTI, COWZ, XLG, CALF, MOAT, SPYV, SPYG.
- Sold out of its positions in ARKK, APLS, ADSK, BF.B, DG, RDVY, Globalstar, HUBB, IVR, SPHD. TLT, JQUA, XIFR, RMD, SPAB, DIA, SHOP, TGT, NCZ.
- KPP Advisory Services was a net buyer of stock by $125M.
- KPP Advisory Services has $527M in assets under management (AUM), dropping by 24.33%.
- Central Index Key (CIK): 0001989349
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Portfolio Holdings for KPP Advisory Services
KPP Advisory Services holds 291 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $28M | +39% | 59k | 468.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $20M | +2467% | 35k | 561.90 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 3.3 | $18M | +5% | 192k | 91.53 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.0 | $16M | +9% | 81k | 193.02 |
|
| Apple (AAPL) | 2.9 | $15M | +10% | 68k | 222.13 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.6 | $14M | +2% | 240k | 57.30 |
|
| Microsoft Corporation (MSFT) | 2.3 | $12M | +17% | 33k | 375.39 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.9 | $10M | +66% | 166k | 60.48 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.8 | $9.5M | 267k | 35.64 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.8 | $9.3M | +87% | 150k | 61.78 |
|
| Amazon (AMZN) | 1.7 | $8.9M | +22% | 47k | 190.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $8.6M | +170% | 17k | 513.90 |
|
| Tesla Motors Put Option (TSLA) | 1.6 | $8.3M | +28% | 32k | 259.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $8.1M | +58% | 48k | 170.89 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $7.9M | +68% | 73k | 108.38 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.4 | $7.4M | 83k | 89.64 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.4 | $7.1M | +32% | 82k | 87.17 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 1.3 | $7.1M | -12% | 188k | 37.50 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.3 | $7.1M | +8% | 88k | 79.86 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.3 | $6.8M | +198% | 42k | 160.54 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.3 | $6.6M | -14% | 144k | 46.02 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.1 | $6.0M | +13% | 100k | 59.75 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 1.1 | $5.8M | +2% | 194k | 29.75 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $5.5M | +300% | 30k | 186.29 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 1.0 | $5.2M | +28% | 99k | 53.01 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $5.0M | +57% | 48k | 104.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.6M | +233% | 8.7k | 532.58 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $4.4M | NEW | 36k | 121.91 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.8 | $4.4M | -31% | 66k | 66.34 |
|
| Microstrategy Cl A New (MSTR) | 0.8 | $4.2M | NEW | 15k | 288.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $4.2M | +27% | 17k | 245.30 |
|
| At&t (T) | 0.8 | $4.1M | +7% | 143k | 28.28 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.8M | +108% | 32k | 118.93 |
|
| Altria (MO) | 0.7 | $3.8M | 64k | 60.02 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.7 | $3.7M | -3% | 83k | 44.59 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.7 | $3.7M | NEW | 32k | 116.55 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.7 | $3.7M | +12% | 117k | 31.19 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.5M | +237% | 6.3k | 559.35 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.7 | $3.5M | -3% | 35k | 99.49 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $3.4M | -46% | 34k | 102.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $3.3M | +52% | 57k | 58.35 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $3.2M | +7% | 121k | 26.58 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $3.2M | +4% | 126k | 25.04 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $3.1M | +9% | 18k | 173.23 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.1M | 33k | 92.83 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.6 | $3.0M | 29k | 102.46 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.9M | +38% | 19k | 154.64 |
|
| salesforce (CRM) | 0.5 | $2.8M | +40% | 10k | 268.36 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.5 | $2.8M | +15% | 82k | 33.50 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.7M | +23% | 36k | 75.65 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.6M | 3.2k | 825.83 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $2.6M | 10k | 251.77 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $2.6M | +25% | 4.5k | 576.43 |
|
| Home Depot (HD) | 0.5 | $2.6M | +10% | 7.0k | 366.48 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $2.5M | 10k | 244.64 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $2.3M | +16% | 14k | 170.42 |
|
| Broadcom (AVGO) | 0.4 | $2.3M | +130% | 14k | 167.42 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.2M | +17% | 14k | 165.83 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $2.2M | 35k | 61.89 |
|
|
| Honeywell International (HON) | 0.4 | $2.1M | +260% | 9.8k | 211.76 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.4 | $2.0M | +6% | 86k | 23.72 |
|
| UnitedHealth (UNH) | 0.4 | $2.0M | +10% | 3.8k | 523.72 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.0M | -48% | 7.1k | 274.85 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.4 | $1.9M | +51% | 56k | 34.28 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.9M | +4% | 7.0k | 270.83 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.9M | +33% | 3.8k | 497.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.9M | +164% | 5.0k | 370.83 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $1.9M | -33% | 21k | 88.00 |
|
| Abbvie (ABBV) | 0.3 | $1.8M | +50% | 8.7k | 209.51 |
|
| Amgen (AMGN) | 0.3 | $1.8M | +87% | 5.8k | 311.56 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.8M | +44% | 43k | 41.73 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.8M | 68k | 26.28 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $1.8M | +26% | 5.6k | 312.36 |
|
| Ford Motor Company (F) | 0.3 | $1.8M | -3% | 175k | 10.03 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.7M | +219% | 13k | 139.78 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $1.7M | -4% | 41k | 42.22 |
|
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.3 | $1.7M | NEW | 26k | 65.72 |
|
| Pepsi (PEP) | 0.3 | $1.7M | +37% | 11k | 149.94 |
|
| Cisco Systems (CSCO) | 0.3 | $1.7M | +94% | 27k | 61.71 |
|
| Citigroup Com New (C) | 0.3 | $1.7M | NEW | 23k | 70.99 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $1.6M | +12% | 2.7k | 607.93 |
|
| Visa Com Cl A (V) | 0.3 | $1.6M | +4% | 4.5k | 350.50 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.5M | -35% | 30k | 51.07 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $1.5M | +2% | 30k | 50.71 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $1.5M | -31% | 19k | 80.37 |
|
| Walt Disney Company (DIS) | 0.3 | $1.4M | +20% | 15k | 98.70 |
|
| Blackrock (BLK) | 0.3 | $1.4M | NEW | 1.5k | 946.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | +26% | 8.9k | 156.23 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.4M | +1324% | 126k | 11.10 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.4M | NEW | 14k | 100.00 |
|
| Quanta Services (PWR) | 0.3 | $1.4M | +12% | 5.4k | 254.16 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.3 | $1.3M | +16% | 28k | 48.52 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.3 | $1.3M | -3% | 30k | 43.83 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | +36% | 11k | 116.67 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $1.3M | NEW | 17k | 74.00 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | +59% | 9.3k | 132.46 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +23% | 14k | 87.79 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.2M | +20% | 7.2k | 170.64 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.2M | 5.8k | 206.48 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | -13% | 4.6k | 258.62 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | +160% | 2.5k | 446.72 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.1M | +4% | 3.6k | 312.09 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $1.1M | 14k | 79.37 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $1.1M | -18% | 34k | 33.40 |
|
| MercadoLibre (MELI) | 0.2 | $1.1M | +18% | 565.00 | 1950.87 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.1M | +17% | 6.6k | 164.64 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | 20k | 53.97 |
|
|
| Merck & Co (MRK) | 0.2 | $1.1M | +41% | 12k | 89.76 |
|
| United Parcel Service CL B (UPS) | 0.2 | $1.1M | NEW | 9.7k | 109.99 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.0M | +32% | 1.6k | 662.42 |
|
| Southern Company (SO) | 0.2 | $1.0M | +23% | 11k | 91.95 |
|
| Old National Ban (ONB) | 0.2 | $1.0M | NEW | 49k | 21.19 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.0M | +5% | 7.3k | 140.44 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $986k | +17% | 11k | 93.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $971k | NEW | 5.6k | 172.74 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $970k | NEW | 19k | 52.38 |
|
| Nextera Energy (NEE) | 0.2 | $966k | +18% | 14k | 70.89 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.2 | $957k | +7% | 9.9k | 96.29 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $957k | +3% | 1.0k | 945.86 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.2 | $945k | NEW | 10k | 93.67 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $883k | +15% | 12k | 72.70 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $876k | NEW | 8.2k | 106.65 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $855k | -67% | 16k | 54.76 |
|
| Coca-Cola Company (KO) | 0.2 | $849k | +159% | 12k | 71.62 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $841k | 19k | 43.44 |
|
|
| Emerson Electric (EMR) | 0.2 | $840k | +295% | 7.7k | 109.63 |
|
| Paycom Software (PAYC) | 0.2 | $828k | +32% | 3.8k | 218.50 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $818k | NEW | 6.7k | 122.01 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $793k | +3% | 18k | 45.07 |
|
| Servicenow (NOW) | 0.1 | $760k | +42% | 955.00 | 796.14 |
|
| Caterpillar (CAT) | 0.1 | $720k | +275% | 2.2k | 329.80 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $710k | NEW | 11k | 65.76 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $709k | -79% | 32k | 22.43 |
|
| Wells Fargo & Company (WFC) | 0.1 | $708k | NEW | 9.9k | 71.79 |
|
| Qualcomm (QCOM) | 0.1 | $705k | +233% | 4.6k | 153.60 |
|
| Proshares Tr Eqts For Risin (EQRR) | 0.1 | $688k | -2% | 12k | 59.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $688k | +9% | 1.4k | 495.27 |
|
| Linde SHS (LIN) | 0.1 | $688k | +2% | 1.5k | 465.76 |
|
| Lululemon Athletica (LULU) | 0.1 | $687k | +21% | 2.4k | 283.06 |
|
| Vontier Corporation (VNT) | 0.1 | $685k | +21% | 21k | 32.85 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $681k | 3.8k | 179.70 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $673k | +2% | 36k | 18.59 |
|
| PNC Financial Services (PNC) | 0.1 | $668k | +3% | 3.8k | 175.77 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $646k | -4% | 20k | 32.99 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $635k | +2% | 3.2k | 197.46 |
|
| Fastenal Company (FAST) | 0.1 | $629k | +5% | 8.1k | 77.55 |
|
| Progressive Corporation (PGR) | 0.1 | $617k | -4% | 2.2k | 283.01 |
|
| Eaton Corp SHS (ETN) | 0.1 | $611k | +15% | 2.2k | 271.84 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $608k | +17% | 5.0k | 121.98 |
|
| Fifth Third Ban (FITB) | 0.1 | $606k | 16k | 39.20 |
|
|
| Chevron Corporation (CVX) | 0.1 | $605k | +27% | 3.6k | 167.29 |
|
| Metropcs Communications (TMUS) | 0.1 | $598k | +31% | 2.2k | 266.68 |
|
| Tractor Supply Company (TSCO) | 0.1 | $591k | +12% | 11k | 55.10 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $590k | +5% | 7.7k | 77.05 |
|
| Medtronic SHS (MDT) | 0.1 | $580k | +48% | 6.5k | 89.86 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $574k | +5% | 7.2k | 79.46 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $574k | -2% | 8.0k | 71.43 |
|
| Oracle Corporation (ORCL) | 0.1 | $572k | +2% | 4.1k | 139.81 |
|
| Waste Management (WM) | 0.1 | $552k | 2.4k | 231.51 |
|
|
| Inotiv (NOTV) | 0.1 | $552k | -9% | 250k | 2.21 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $549k | 8.4k | 65.59 |
|
|
| Philip Morris International (PM) | 0.1 | $548k | +11% | 3.5k | 158.73 |
|
| Advanced Micro Devices (AMD) | 0.1 | $547k | +10% | 5.3k | 102.74 |
|
| American Express Company (AXP) | 0.1 | $545k | +11% | 2.0k | 269.02 |
|
| Lowe's Companies (LOW) | 0.1 | $544k | +3% | 2.3k | 233.25 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $543k | NEW | 18k | 30.98 |
|
| Williams Companies (WMB) | 0.1 | $540k | NEW | 9.0k | 59.76 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $535k | -2% | 8.6k | 62.42 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $535k | +6% | 20k | 26.20 |
|
| AFLAC Incorporated (AFL) | 0.1 | $529k | NEW | 4.8k | 111.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $528k | -35% | 5.3k | 98.92 |
|
| Paypal Holdings (PYPL) | 0.1 | $527k | +80% | 8.1k | 65.25 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $520k | 3.6k | 146.01 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $512k | NEW | 15k | 33.21 |
|
| Medical Properties Trust (MPW) | 0.1 | $512k | -9% | 85k | 6.03 |
|
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $506k | 5.6k | 90.08 |
|
|
| International Business Machines (IBM) | 0.1 | $502k | 2.0k | 248.66 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $479k | +122% | 9.5k | 50.63 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $478k | -23% | 1.8k | 264.69 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $474k | 9.0k | 52.52 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $473k | -17% | 2.4k | 194.03 |
|
| Cigna Corp (CI) | 0.1 | $471k | +10% | 1.4k | 329.02 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $469k | -12% | 6.1k | 76.57 |
|
| Flowserve Corporation (FLS) | 0.1 | $468k | +33% | 9.6k | 48.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $468k | +9% | 1.6k | 288.14 |
|
| General Dynamics Corporation (GD) | 0.1 | $462k | NEW | 1.7k | 272.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $457k | NEW | 9.0k | 50.83 |
|
| United Rentals (URI) | 0.1 | $445k | +50% | 710.00 | 626.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $440k | NEW | 907.00 | 484.82 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $437k | NEW | 1.1k | 383.53 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $434k | +61% | 4.2k | 104.58 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $432k | 6.6k | 65.08 |
|
|
| Cummins (CMI) | 0.1 | $431k | 1.4k | 313.44 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $430k | 24k | 18.00 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $427k | NEW | 8.1k | 52.37 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $423k | NEW | 1.2k | 352.58 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $420k | +13% | 1.5k | 282.56 |
|
| Stryker Corporation (SYK) | 0.1 | $419k | +8% | 1.1k | 372.24 |
|
| Cintas Corporation (CTAS) | 0.1 | $413k | +6% | 2.0k | 205.56 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $412k | NEW | 11k | 36.29 |
|
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.1 | $406k | -2% | 9.3k | 43.59 |
|
| Builders FirstSource (BLDR) | 0.1 | $404k | +56% | 3.2k | 124.94 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $401k | 6.6k | 60.99 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $393k | NEW | 3.2k | 124.50 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $393k | +9% | 3.4k | 116.99 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $386k | -3% | 6.1k | 63.00 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $386k | NEW | 4.6k | 83.28 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $383k | 15k | 25.15 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $383k | +3% | 9.6k | 39.69 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $379k | NEW | 4.0k | 93.66 |
|
| Intel Corporation (INTC) | 0.1 | $379k | -15% | 17k | 22.71 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $377k | 3.5k | 108.99 |
|
|
| Chubb (CB) | 0.1 | $372k | 1.2k | 301.99 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $371k | +21% | 2.7k | 135.66 |
|
| Netflix (NFLX) | 0.1 | $369k | NEW | 396.00 | 932.53 |
|
| Illinois Tool Works (ITW) | 0.1 | $368k | +83% | 1.5k | 248.01 |
|
| FedEx Corporation (FDX) | 0.1 | $365k | +51% | 1.5k | 243.78 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $364k | +4% | 4.6k | 78.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $364k | NEW | 1.6k | 221.75 |
|
| Goldman Sachs (GS) | 0.1 | $357k | +69% | 654.00 | 546.29 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $357k | NEW | 3.0k | 119.72 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $356k | +21% | 4.4k | 80.64 |
|
| Enterprise Products Partners (EPD) | 0.1 | $356k | +3% | 10k | 34.14 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $355k | +8% | 3.8k | 93.78 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $348k | -5% | 2.6k | 134.29 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $341k | +7% | 588.00 | 580.02 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $335k | 1.4k | 247.55 |
|
|
| Yum! Brands (YUM) | 0.1 | $335k | 2.1k | 157.36 |
|
|
| Brown Forman Corp Cl A (BF.A) | 0.1 | $334k | -36% | 10k | 33.47 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $333k | 1.8k | 188.84 |
|
|
| Waters Corporation (WAT) | 0.1 | $332k | 900.00 | 368.57 |
|
|
| 3M Company (MMM) | 0.1 | $331k | +5% | 2.3k | 146.86 |
|
| Kinder Morgan (KMI) | 0.1 | $327k | +7% | 12k | 28.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $326k | +59% | 2.0k | 166.00 |
|
| Ventas (VTR) | 0.1 | $325k | -4% | 4.7k | 68.76 |
|
| Southwest Airlines (LUV) | 0.1 | $322k | 9.6k | 33.58 |
|
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $321k | 4.2k | 76.72 |
|
|
| Kraft Heinz (KHC) | 0.1 | $321k | 11k | 30.43 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $318k | +2% | 1.6k | 200.15 |
|
| Clorox Company (CLX) | 0.1 | $318k | -2% | 2.2k | 147.22 |
|
| Enbridge (ENB) | 0.1 | $313k | +18% | 7.1k | 44.31 |
|
| Wp Carey (WPC) | 0.1 | $313k | +3% | 5.0k | 63.11 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $309k | 14k | 22.42 |
|
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $307k | 14k | 22.25 |
|
|
| Paychex (PAYX) | 0.1 | $302k | -2% | 2.0k | 154.28 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $298k | NEW | 14k | 20.95 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $293k | -7% | 3.1k | 95.37 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $290k | NEW | 2.2k | 128.84 |
|
| Vistra Energy (VST) | 0.1 | $286k | +15% | 2.4k | 117.44 |
|
| Abrdn Life Sciences Investor Sh Ben Int (HQL) | 0.1 | $278k | 22k | 12.69 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $276k | NEW | 2.8k | 97.49 |
|
| Norfolk Southern (NSC) | 0.1 | $276k | +3% | 1.2k | 236.85 |
|
| Unum (UNM) | 0.1 | $270k | 3.3k | 81.46 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $263k | NEW | 7.0k | 37.73 |
|
| Analog Devices (ADI) | 0.0 | $258k | -17% | 1.3k | 201.67 |
|
| Boeing Company (BA) | 0.0 | $257k | +10% | 1.5k | 170.55 |
|
| Gilead Sciences (GILD) | 0.0 | $255k | -7% | 2.3k | 112.04 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $254k | NEW | 7.3k | 34.95 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $253k | +3% | 519.00 | 486.71 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $252k | 10k | 24.21 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $251k | NEW | 3.0k | 84.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $249k | NEW | 455.00 | 548.12 |
|
| Verizon Communications (VZ) | 0.0 | $249k | NEW | 5.5k | 45.36 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $248k | +28% | 5.6k | 43.90 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $243k | 2.1k | 117.49 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $243k | 3.7k | 65.60 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $237k | 3.4k | 69.64 |
|
|
| Kimball Electronics (KE) | 0.0 | $237k | NEW | 14k | 16.45 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $236k | NEW | 4.8k | 49.62 |
|
| HEICO Corporation (HEI) | 0.0 | $234k | NEW | 875.00 | 267.19 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $233k | NEW | 6.4k | 36.41 |
|
| Micron Technology (MU) | 0.0 | $233k | -5% | 2.7k | 86.87 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $227k | 4.5k | 51.05 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $218k | NEW | 3.0k | 71.97 |
|
| Pfizer (PFE) | 0.0 | $211k | -9% | 8.3k | 25.34 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $207k | -3% | 1.8k | 112.69 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $204k | -2% | 30k | 6.84 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $201k | -58% | 3.0k | 67.74 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $200k | NEW | 573.00 | 349.19 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $144k | 18k | 8.14 |
|
|
| B2gold Corp (BTG) | 0.0 | $126k | -3% | 44k | 2.85 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $113k | 10k | 11.17 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $101k | NEW | 10k | 9.98 |
|
| Holley (HLLY) | 0.0 | $99k | NEW | 39k | 2.57 |
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $94k | -28% | 10k | 9.06 |
|
| Nio Spon Ads (NIO) | 0.0 | $79k | NEW | 21k | 3.81 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $74k | -36% | 15k | 4.89 |
|
| First Tr Specialty Fin & Fin Com Ben Intr (FGB) | 0.0 | $54k | -7% | 13k | 4.30 |
|
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $42k | 13k | 3.30 |
|
|
| Neuronetics (STIM) | 0.0 | $37k | NEW | 10k | 3.68 |
|
| Taseko Cad (TGB) | 0.0 | $22k | 10k | 2.24 |
|
Past Filings by KPP Advisory Services
SEC 13F filings are viewable for KPP Advisory Services going back to 2024
- 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