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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, XMHQ, JHMM, AAPL, and represent 15.79% of KPP Advisory Services's stock portfolio.
Added to shares of these 10 stocks: EQWL, CGIC, CGGR, TIP, QQQM, IEFA, ILOW, ESGU, VOO, FWD.
Started 36 new stock positions in XLRE, ESGU, MRVL, CAG, AEVA, MSI, DFEB, IEFA, TUA, LYB.
Reduced shares in these 10 stocks: IVV (-$8.5M), NVDA, VOE, QQQ, QUAL, DGRO, BRK.B, VBR, AAXJ, AAPL.
Sold out of its positions in AFL, ADSK, CMG, QBTS, FSK, FXR, MLM, NULG, ORLY, PAYX. SPTM, SHOP, LUV, MGV, VG.
KPP Advisory Services was a net buyer of stock by $17M.
KPP Advisory Services has $689M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001989349

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Portfolio Holdings for KPP Advisory Services

KPP Advisory Services holds 349 positions in its portfolio as reported in the March 2026 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)	4.9	$34M	+11%	143k	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$20M	-13%	35k	577.19	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.8	$19M	-3%	183k	103.37	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	2.6	$18M	-4%	267k	67.12	View chart
Apple (AAPL)	2.6	$18M	-5%	69k	253.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.2	$15M	+7%	213k	70.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$14M		337k	42.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$14M	+24%	23k	597.54	View chart
Microsoft Corporation (MSFT)	1.8	$13M		34k	370.18	View chart
NVIDIA Corporation (NVDA)	1.7	$12M	-22%	68k	174.40	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.7	$12M	+57%	102k	115.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$12M	-42%	18k	653.22	View chart
Tesla Motors (TSLA)	1.7	$11M		31k	371.75	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.6	$11M	+2%	317k	34.05	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$11M	-14%	154k	70.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$11M	+21%	115k	92.69	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.5	$11M	+53%	265k	40.19	View chart
Amazon (AMZN)	1.5	$10M	-3%	49k	208.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.3	$9.1M	+3%	167k	54.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$8.4M	-3%	77k	110.47	View chart
Ab Active Etfs Intl Low Volatlt (ILOW)	1.2	$8.2M	+59%	192k	42.66	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$8.0M	+4%	113k	71.13	View chart
Ab Active Etfs Disruptors Etf (FWD)	1.2	$8.0M	+50%	73k	108.56	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.1	$7.3M	+50%	44k	165.70	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.0	$6.6M	-5%	169k	39.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$6.3M	+13%	186k	33.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$6.1M		21k	287.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$6.1M	-7%	81k	75.19	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.8	$5.7M	+65%	35k	163.58	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.7M	+7%	19k	294.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$5.6M	-3%	45k	124.31	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.7	$4.9M	-6%	89k	54.93	View chart
Exxon Mobil Corporation (XOM)	0.7	$4.8M	-13%	28k	169.66	View chart
Procter & Gamble Company (PG)	0.7	$4.5M	-2%	32k	144.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$4.5M		147k	30.50	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.7	$4.5M	+90%	114k	39.27	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$4.4M	-7%	47k	92.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$4.2M		145k	29.13	View chart
Altria (MO)	0.6	$4.1M	-3%	62k	65.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$4.0M		21k	191.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$3.9M	-45%	21k	184.28	View chart
Capital Group International SHS (CGIC)	0.6	$3.9M	NEW	117k	33.11	View chart
Broadcom (AVGO)	0.6	$3.9M	-15%	13k	309.52	View chart
At&t (T)	0.6	$3.9M		133k	28.99	View chart
Quanta Services (PWR)	0.5	$3.7M		6.8k	549.02	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$3.7M	-5%	30k	121.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.6M		54k	67.53	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.5	$3.6M	+32%	92k	39.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$3.6M	NEW	33k	110.36	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$3.5M	-6%	74k	47.03	View chart
Johnson & Johnson (JNJ)	0.5	$3.3M		14k	244.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$3.3M	NEW	36k	90.53	View chart
Ab Active Etfs Short Duration H (SYFI)	0.5	$3.2M	-8%	91k	35.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$3.1M	-30%	15k	217.25	View chart
Eli Lilly & Co. (LLY)	0.4	$3.1M	-4%	3.3k	919.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$3.0M	NEW	21k	141.42	View chart
Tcw Etf Trust Transform System (PWRD)	0.4	$3.0M	+183%	31k	97.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$3.0M		9.9k	302.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.0M	-35%	6.2k	479.22	View chart
Spdr Series Trust State Street Spd (XNTK)	0.4	$3.0M	+4%	12k	255.28	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.9M	-11%	14k	213.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$2.8M	-6%	27k	106.01	View chart
Meta Platforms Cl A (META)	0.4	$2.8M	-7%	4.9k	572.19	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.7M	+4%	104k	25.55	View chart
Parker-Hannifin Corporation (PH)	0.4	$2.6M		2.9k	895.09	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$2.6M	+2%	1.9k	1321.06	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$2.5M	-4%	65k	38.98	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.4	$2.5M	+64%	68k	36.27	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.4	$2.4M	NEW	63k	38.21	View chart
Home Depot (HD)	0.3	$2.4M		7.2k	328.89	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.3M	+3%	89k	26.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.2M		7.7k	286.85	View chart
Bank of America Corporation (BAC)	0.3	$2.2M	+5%	45k	48.75	View chart
salesforce (CRM)	0.3	$2.2M	-2%	12k	186.66	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.2M	-17%	8.5k	257.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.2M	+2%	5.0k	436.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.1M	-55%	11k	191.82	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.1M		4.3k	491.55	View chart
Abbvie (ABBV)	0.3	$2.1M		9.7k	217.50	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$2.1M	+7%	20k	105.03	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.3	$2.0M	+13%	38k	53.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.0M	-4%	18k	113.11	View chart
McDonald's Corporation (MCD)	0.3	$1.9M	+3%	6.3k	310.77	View chart
Amgen (AMGN)	0.3	$1.9M	-6%	5.5k	351.83	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.9M	-4%	9.9k	192.90	View chart
Strategy Cl A New (MSTR)	0.3	$1.9M		15k	124.80	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$1.8M		22k	82.87	View chart
Ford Motor Company (F)	0.3	$1.8M	-3%	160k	11.54	View chart
Us Bancorp Com New (USB)	0.3	$1.8M	-5%	34k	52.01	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$1.7M	+5%	45k	38.42	View chart
UnitedHealth (UNH)	0.3	$1.7M	+34%	6.4k	270.60	View chart
Advanced Micro Devices (AMD)	0.2	$1.6M	+2%	8.1k	203.43	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	+8%	10k	160.32	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		13k	124.28	View chart
Visa Com Cl A (V)	0.2	$1.6M	+3%	5.3k	302.28	View chart
Cisco Systems (CSCO)	0.2	$1.6M	-10%	21k	77.59	View chart
Caterpillar (CAT)	0.2	$1.6M		2.3k	708.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.6M	-2%	18k	89.33	View chart
Walt Disney Company (DIS)	0.2	$1.6M		16k	96.38	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$1.6M	-6%	29k	54.81	View chart
Citigroup Com New (C)	0.2	$1.6M	-32%	14k	113.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.6M		12k	132.90	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.5M	+3%	3.3k	461.00	View chart
Honeywell International (HON)	0.2	$1.5M	-28%	6.7k	226.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.5M	-20%	4.6k	320.79	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.5M	+8%	21k	69.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.4M	+16%	28k	51.93	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.4M		29k	48.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.4M	-14%	2.1k	650.34	View chart
Nextera Energy (NEE)	0.2	$1.4M	-3%	15k	92.88	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.3M	-29%	2.2k	604.51	View chart
Morgan Stanley Com New (MS)	0.2	$1.3M	-15%	8.0k	164.57	View chart
Coca-Cola Company (KO)	0.2	$1.3M	-3%	17k	76.05	View chart
Amphenol Corp Cl A (APH)	0.2	$1.3M	+4%	10k	126.35	View chart
Chevron Corporation (CVX)	0.2	$1.3M		6.1k	206.90	View chart
Abbott Laboratories (ABT)	0.2	$1.2M		12k	102.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.2M		32k	38.96	View chart
PNC Financial Services (PNC)	0.2	$1.2M	-3%	6.0k	208.08	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.2M	-7%	25k	50.37	View chart
Monolithic Power Systems (MPWR)	0.2	$1.2M		1.1k	1093.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.2M		4.2k	287.18	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.2M	-27%	27k	44.87	View chart
Oracle Corporation (ORCL)	0.2	$1.2M	+3%	8.2k	147.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.2M		6.5k	181.41	View chart
Eaton Corp SHS (ETN)	0.2	$1.1M	+2%	3.2k	357.70	View chart
MercadoLibre (MELI)	0.2	$1.1M	NEW	653.00	1729.01	View chart
Micron Technology (MU)	0.2	$1.1M	-11%	3.3k	337.83	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.1M		5.7k	194.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.1M	-24%	9.5k	114.99	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.1M	-8%	14k	78.77	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.1M		8.8k	120.97	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$1.1M	NEW	21k	50.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.0M	+24%	5.2k	198.30	View chart
Southern Company (SO)	0.1	$1.0M	-4%	11k	96.52	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.0M	+113%	20k	50.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.0M	-4%	5.2k	196.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M	+17%	3.0k	337.91	View chart
Linde SHS (LIN)	0.1	$994k	-3%	2.0k	495.72	View chart
Costco Wholesale Corporation (COST)	0.1	$982k	-4%	985.00	996.63	View chart
Zoetis Cl A (ZTS)	0.1	$976k	+9%	8.3k	118.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$952k		9.8k	96.70	View chart
Merck & Co (MRK)	0.1	$944k	-11%	7.8k	120.29	View chart
Rocket Lab Corp (RKLB)	0.1	$922k	+8%	14k	64.22	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$919k	+2%	12k	75.71	View chart
Emerson Electric (EMR)	0.1	$897k		6.8k	131.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$893k	-23%	10k	87.84	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$876k		17k	50.75	View chart
Colgate-Palmolive Company (CL)	0.1	$872k	+4%	10k	85.23	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$865k	-12%	6.1k	142.19	View chart
Trane Technologies SHS (TT)	0.1	$855k	NEW	2.1k	416.74	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$855k	+5%	8.9k	95.96	View chart
Pepsi (PEP)	0.1	$851k	-5%	5.5k	155.29	View chart
Vontier Corporation (VNT)	0.1	$844k	+3%	24k	35.47	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$842k	+5%	4.0k	209.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$836k	-4%	17k	49.95	View chart
Fastenal Company (FAST)	0.1	$825k	+4%	18k	46.40	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$824k	+6%	9.7k	85.15	View chart
Cummins (CMI)	0.1	$812k	-19%	1.5k	538.02	View chart
Wells Fargo & Company (WFC)	0.1	$801k	+4%	10k	79.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$796k	-33%	7.1k	111.38	View chart
Blackrock (BLK)	0.1	$790k	-37%	821.00	962.10	View chart
Goldman Sachs (GS)	0.1	$759k	-9%	897.00	845.99	View chart
Flowserve Corporation (FLS)	0.1	$755k	+2%	10k	73.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$748k		19k	38.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$741k		1.7k	430.29	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$737k	-8%	9.6k	76.54	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$729k		15k	50.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$727k		38k	19.30	View chart
United Rentals (URI)	0.1	$726k	+2%	996.00	728.61	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$722k	+15%	21k	34.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$721k		8.1k	88.70	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$720k	-19%	13k	57.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$718k	-13%	5.0k	142.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$712k		1.9k	383.41	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$707k	+42%	8.8k	79.90	View chart
TJX Companies (TJX)	0.1	$698k		4.4k	159.70	View chart
Proshares Tr Eqts For Risin (EQRR)	0.1	$689k	-13%	9.9k	69.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$688k		4.7k	146.27	View chart
Philip Morris International (PM)	0.1	$680k	NEW	4.1k	165.34	View chart
EOG Resources (EOG)	0.1	$666k	NEW	4.6k	144.57	View chart
Williams Companies (WMB)	0.1	$664k		9.1k	72.78	View chart
General Dynamics Corporation (GD)	0.1	$654k		1.9k	343.22	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$644k	+117%	11k	57.32	View chart
Servicenow (NOW)	0.1	$627k	+8%	6.0k	104.55	View chart
Fifth Third Ban (FITB)	0.1	$627k		14k	46.46	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$616k	-35%	8.6k	71.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$608k	+13%	9.5k	64.08	View chart
Cintas Corporation (CTAS)	0.1	$607k	+10%	3.6k	169.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$606k	-2%	20k	30.96	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$591k	-9%	5.0k	119.34	View chart
Metropcs Communications (TMUS)	0.1	$590k	+38%	2.8k	210.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$583k	-19%	1.5k	390.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$580k	NEW	12k	47.37	View chart
Duke Energy Corp Com New (DUK)	0.1	$577k	+2%	4.4k	130.93	View chart
United Parcel Svcs CL B (UPS)	0.1	$574k	-45%	5.8k	98.39	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$574k	-66%	6.0k	96.29	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$572k	-14%	5.2k	108.98	View chart
Lululemon Athletica (LULU)	0.1	$569k	-5%	3.7k	153.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$564k	-2%	2.6k	215.06	View chart
Waste Management (WM)	0.1	$558k		2.4k	229.79	View chart
Lowe's Companies (LOW)	0.1	$555k		2.4k	236.30	View chart
RBB F/m Us Treasury (TBIL)	0.1	$555k	-5%	11k	49.86	View chart
Qualcomm (QCOM)	0.1	$552k		4.3k	128.79	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$552k		18k	30.03	View chart
American Express Company (AXP)	0.1	$546k	-10%	1.8k	302.53	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$544k	-30%	5.5k	99.44	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$535k		24k	22.80	View chart
Valero Energy Corporation (VLO)	0.1	$533k	+2%	2.2k	247.08	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$530k		3.6k	146.61	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$527k	-57%	9.8k	53.95	View chart
Intercontinental Exchange (ICE)	0.1	$522k	+7%	3.3k	157.29	View chart
International Business Machines (IBM)	0.1	$516k		2.1k	242.43	View chart
Boeing Company (BA)	0.1	$514k	+68%	2.6k	199.03	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$505k		9.5k	53.22	View chart
Medtronic SHS (MDT)	0.1	$502k	-12%	5.8k	86.65	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$502k	NEW	11k	46.23	View chart
Kinder Morgan (KMI)	0.1	$501k		15k	33.53	View chart
Pfizer (PFE)	0.1	$494k		18k	28.08	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$490k		11k	45.65	View chart
Agilent Technologies Inc C ommon (A)	0.1	$488k	+2%	4.3k	113.99	View chart
Dell Technologies CL C (DELL)	0.1	$481k	-23%	2.9k	164.11	View chart
FedEx Corporation (FDX)	0.1	$474k	-11%	1.3k	356.18	View chart
Cloudflare Cl A Com (NET)	0.1	$474k		2.3k	206.34	View chart
Ge Aerospace Com New (GE)	0.1	$470k	-5%	1.7k	283.77	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$468k		8.9k	52.43	View chart
Paycom Software (PAYC)	0.1	$458k		3.8k	121.53	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$452k	+6%	7.2k	62.68	View chart
Illinois Tool Works (ITW)	0.1	$451k	+5%	1.7k	260.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$449k		4.5k	100.62	View chart
Vanguard World Health Car Etf (VHT)	0.1	$446k		1.6k	272.25	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$444k		3.5k	128.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$440k		1.7k	261.89	View chart
Vanguard World Industrial Etf (VIS)	0.1	$429k		1.4k	312.22	View chart
Stryker Corporation (SYK)	0.1	$428k	+4%	1.3k	328.46	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$427k	+16%	18k	24.24	View chart
Builders FirstSource (BLDR)	0.1	$424k	+5%	5.1k	82.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$423k		5.5k	77.18	View chart
Progressive Corporation (PGR)	0.1	$421k		2.1k	198.24	View chart
Ge Vernova (GEV)	0.1	$416k		476.00	872.91	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$415k	+5%	7.0k	59.22	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$408k		2.8k	144.72	View chart
Analog Devices (ADI)	0.1	$406k		1.3k	318.14	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.1	$400k	+5%	25k	16.27	View chart
Netflix (NFLX)	0.1	$396k	-33%	4.1k	96.15	View chart
Enterprise Products Partners (EPD)	0.1	$394k		10k	37.84	View chart
Cigna Corp (CI)	0.1	$394k	-9%	1.5k	266.73	View chart
Vanguard World Materials Etf (VAW)	0.1	$392k		1.7k	225.34	View chart
Medical Properties Trust (MPT)	0.1	$390k		84k	4.63	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$387k		4.2k	92.34	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$384k		2.5k	151.41	View chart
Chubb (CB)	0.1	$383k		1.2k	325.93	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$382k	-2%	2.6k	145.95	View chart
Ventas (VTR)	0.1	$381k		4.7k	81.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$380k	-3%	4.8k	79.28	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$377k	-4%	4.8k	78.03	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$375k	NEW	4.4k	84.84	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$373k		4.3k	86.40	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.1	$368k		24k	15.69	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$359k	NEW	3.7k	97.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$359k		3.9k	92.74	View chart
Polaris Industries (PII)	0.1	$351k		6.4k	54.50	View chart
Enbridge (ENB)	0.1	$350k	-11%	6.5k	54.14	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$349k	-6%	3.7k	94.96	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$348k	+12%	14k	24.24	View chart
Arista Networks Com Shs (ANET)	0.1	$347k		2.8k	122.78	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$347k		2.6k	132.50	View chart
American Electric Power Company (AEP)	0.1	$346k		2.6k	131.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$345k		3.5k	99.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$341k		921.00	370.68	View chart
Ies Hldgs (IESC)	0.0	$333k	+5%	699.00	476.47	View chart
Wp Carey (WPC)	0.0	$332k		4.9k	67.96	View chart
Vistra Energy (VST)	0.0	$332k		2.2k	150.33	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$329k	NEW	4.1k	80.56	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$327k	+7%	15k	22.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$325k	+8%	5.3k	61.26	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$325k	+7%	15k	22.28	View chart
3M Company (MMM)	0.0	$323k		2.2k	145.23	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$319k	-12%	5.5k	58.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$313k		800.00	391.76	View chart
Yum! Brands (YUM)	0.0	$313k	-5%	2.0k	155.48	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$306k	+4%	3.2k	95.44	View chart
Gilead Sciences (GILD)	0.0	$303k	-3%	2.2k	139.40	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$302k		6.4k	46.91	View chart
Kraft Heinz (KHC)	0.0	$302k	NEW	13k	22.49	View chart
Paypal Holdings (PYPL)	0.0	$300k	+3%	6.6k	45.23	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$298k	-8%	8.9k	33.37	View chart
Emcor (EME)	0.0	$295k		399.00	738.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$290k		913.00	318.07	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$288k	NEW	14k	21.10	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$282k	-4%	6.1k	46.38	View chart
Intel Corporation (INTC)	0.0	$277k	-7%	6.3k	44.13	View chart
Waters Corporation (WAT)	0.0	$273k	+2%	918.00	297.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$273k	-9%	2.3k	118.43	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$268k		10k	26.79	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$268k	-10%	4.7k	56.58	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$265k	+10%	5.4k	49.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$265k		2.1k	128.12	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$264k	-3%	591.00	446.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$263k	-34%	5.0k	52.56	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$263k		2.8k	95.48	View chart
Bristol Myers Squibb (BMY)	0.0	$263k		4.3k	60.66	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$261k		3.8k	68.14	View chart
Hubbell (HUBB)	0.0	$258k		525.00	490.74	View chart
Norfolk Southern (NSC)	0.0	$256k	-21%	892.00	287.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$251k	-10%	5.5k	45.47	View chart
Mastercard Incorporated Cl A (MA)	0.0	$251k		502.00	499.66	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$245k	NEW	6.0k	40.83	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$240k		3.5k	68.79	View chart
Hca Holdings (HCA)	0.0	$240k		507.00	473.24	View chart
Applied Materials (AMAT)	0.0	$240k	NEW	701.00	341.79	View chart
Uber Technologies (UBER)	0.0	$239k	-2%	3.3k	71.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$238k		4.8k	49.89	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$234k		1.8k	127.73	View chart
Kinsale Cap Group (KNSL)	0.0	$234k	NEW	684.00	341.66	View chart
Unum (UNM)	0.0	$233k		3.2k	73.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$233k	-9%	3.7k	62.56	View chart
Akamai Technologies (AKAM)	0.0	$232k	NEW	2.0k	114.85	View chart
CSX Corporation (CSX)	0.0	$230k		5.6k	41.05	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$229k		3.8k	59.70	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$227k	NEW	9.3k	24.28	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$226k		3.3k	67.59	View chart
Tractor Supply Company (TSCO)	0.0	$225k	-3%	5.0k	45.30	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$222k	-2%	5.5k	40.10	View chart
Marvell Technology (MRVL)	0.0	$221k	NEW	2.2k	99.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$220k	NEW	2.8k	77.12	View chart
Motorola Solutions Com New (MSI)	0.0	$219k	NEW	504.00	433.97	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$218k	NEW	1.6k	135.72	View chart
Lamar Advertising Cl A (LAMR)	0.0	$217k		1.7k	126.66	View chart
Corning Incorporated (GLW)	0.0	$216k	NEW	1.6k	135.97	View chart
HEICO Corporation (HEI)	0.0	$213k		775.00	274.20	View chart
ConocoPhillips (COP)	0.0	$212k	NEW	1.6k	132.00	View chart
Constellation Energy (CEG)	0.0	$212k	-11%	760.00	279.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$211k	NEW	850.00	248.00	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.0	$207k	NEW	9.3k	22.13	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$206k		2.4k	84.52	View chart
Phillips 66 (PSX)	0.0	$206k	-36%	1.1k	182.18	View chart
Twilio Cl A (TWLO)	0.0	$205k		1.6k	125.82	View chart
Nucor Corporation (NUE)	0.0	$204k	NEW	1.2k	169.10	View chart
Novartis Sponsored Adr (NVS)	0.0	$203k	NEW	1.3k	152.75	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$202k	NEW	8.0k	25.33	View chart
Aeva Technologies Com New (AEVA)	0.0	$160k	NEW	12k	13.16	View chart
ConAgra Foods (CAG)	0.0	$159k	NEW	10k	15.72	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$136k	-11%	16k	8.66	View chart
Sfl Corporation SHS (SFL)	0.0	$121k		11k	10.79	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$82k	+16%	17k	4.96	View chart
Pimco High Income Com Shs (PHK)	0.0	$61k	-12%	13k	4.63	View chart
Niocorp Devs Com New (NB)	0.0	$47k		11k	4.46	View chart
Sidus Space Cl A Com New (SIDU)	0.0	$46k	NEW	20k	2.32	View chart
Inotiv (NOTV)	0.0	$17k	-36%	62k	0.27	View chart

Past Filings by KPP Advisory Services

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

KPP Advisory Services 2026 Q1 filed April 24, 2026
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

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