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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, VOO, XMHQ, JHMM, and represent 16.93% of KPP Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VOO (+$6.8M), SPCX (+$5.4M), FLQM, QGRW, VCRB, QQQM, VUG, NOBL, FWD, PPA.
Started 31 new stock positions in SPCX, VGT, LHX, HON, HUM, VCRB, HONA, CBRS, RDVY, LBRT.
Reduced shares in these 10 stocks: EQWL (-$6.2M), TSLA (-$5.5M), TIP, ENFR, QGRO, UNH, AMD, IVV, MU, Honeywell International.
Sold out of its positions in ENFR, COP, CEG, UTES, HCA, Honeywell International, Inotiv, KNSL, LULU, MSI. PULS, PAYC, PYPL, PSX, PAGP, PSC, XLRE, TSCO, LYB.
KPP Advisory Services was a net buyer of stock by $9.4M.
KPP Advisory Services has $791M in assets under management (AUM), dropping by 14.83%.
Central Index Key (CIK): 0001989349

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Portfolio Holdings for KPP Advisory Services

KPP Advisory Services holds 361 positions in its portfolio as reported in the June 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)	5.8	$46M	+5%	150k	302.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$25M	-4%	34k	736.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$23M	+43%	33k	686.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.6	$21M		184k	112.88	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	2.6	$20M		270k	74.96	View chart
Apple (AAPL)	2.6	$20M		70k	289.36	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.3	$18M	+2%	219k	81.94	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.1	$17M	+2%	345k	49.28	View chart
NVIDIA Corporation (NVDA)	1.7	$13M	-2%	66k	200.09	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.7	$13M	+5%	281k	47.20	View chart
Microsoft Corporation (MSFT)	1.6	$13M		34k	373.03	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.5	$12M	+3%	330k	37.00	View chart
Ab Active Etfs Disruptors Etf (FWD)	1.5	$12M	+11%	82k	148.12	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$12M		157k	75.79	View chart
Amazon (AMZN)	1.5	$12M		50k	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$12M	-12%	16k	748.89	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.3	$11M	+4%	174k	61.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$10M	+7%	83k	124.76	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$10M	+9%	127k	79.42	View chart
Ab Active Etfs Intl Low Volatlt (ILOW)	1.2	$9.4M	+8%	208k	45.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$9.2M		112k	82.34	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.1	$9.0M	+16%	51k	176.65	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	1.1	$8.4M	+63%	145k	57.88	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.0	$7.8M	+17%	41k	191.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$7.6M		21k	357.37	View chart
Tesla Motors Put Option (TSLA)	0.9	$7.4M	-42%	18k	420.60	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.9	$7.3M		170k	43.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$7.2M		80k	90.10	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.9	$7.0M	-46%	54k	129.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$6.7M		46k	148.31	View chart
JPMorgan Chase & Co. (JPM)	0.8	$6.7M	+5%	20k	327.33	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.8	$6.7M		183k	36.53	View chart
Lam Research Corp Com New (LRCX)	0.7	$5.7M	-3%	13k	433.32	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.7	$5.6M	+24%	142k	39.21	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.7	$5.4M	NEW	32k	170.86	View chart
Capital Group International SHS (CGIC)	0.7	$5.4M	+27%	149k	36.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$5.4M	+4%	154k	34.81	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.7	$5.2M	+108%	79k	66.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$5.2M	+5%	153k	33.84	View chart
Quanta Services (PWR)	0.6	$4.8M	-2%	6.6k	720.06	View chart
Procter & Gamble Company (PG)	0.6	$4.7M		32k	146.64	View chart
Broadcom (AVGO)	0.6	$4.6M	-2%	12k	377.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$4.5M		21k	212.77	View chart
Altria (MO)	0.6	$4.5M		62k	71.95	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$4.4M		47k	93.92	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$4.2M		30k	139.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$4.1M	-2%	53k	77.11	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.5	$4.0M	+6%	33k	122.96	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$4.0M	+2%	2.0k	1988.99	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.5	$3.9M	-7%	85k	45.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$3.8M	+9%	40k	96.58	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.5	$3.7M	-17%	9.6k	390.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$3.7M	-11%	19k	197.60	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$3.7M	+2%	76k	48.18	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.7M	-5%	27k	136.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$3.6M		9.8k	365.70	View chart
Palo Alto Networks (PANW)	0.4	$3.5M		10k	341.02	View chart
Eli Lilly & Co. (LLY)	0.4	$3.4M	-13%	2.9k	1199.46	View chart
Johnson & Johnson (JNJ)	0.4	$3.4M		13k	253.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$3.3M	-6%	20k	163.67	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$3.2M	+2%	107k	29.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.1M	-12%	13k	242.99	View chart
Advanced Micro Devices (AMD)	0.4	$3.1M	-34%	5.3k	580.91	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.4	$3.1M	-5%	86k	35.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.0M	-3%	6.0k	500.39	View chart
Parker-Hannifin Corporation (PH)	0.4	$2.9M	+2%	3.0k	978.14	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$2.9M	+94%	52k	56.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.8M	+2%	7.9k	353.33	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$2.8M		64k	43.28	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.3	$2.7M	-3%	65k	41.91	View chart
At&t (T)	0.3	$2.7M	-3%	128k	20.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.6M	+505%	30k	86.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.6M		8.5k	306.30	View chart
Meta Platforms Cl A (META)	0.3	$2.6M	-8%	4.6k	563.24	View chart
Bank of America Corporation (BAC)	0.3	$2.5M	-3%	44k	56.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.5M		18k	137.53	View chart
Abbvie (ABBV)	0.3	$2.5M		9.8k	251.63	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.5M	+5%	94k	26.18	View chart
Caterpillar (CAT)	0.3	$2.4M		2.2k	1064.90	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$2.3M	NEW	30k	77.23	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.3M	+4%	4.5k	501.36	View chart
Home Depot (HD)	0.3	$2.3M	-10%	6.4k	352.69	View chart
Cisco Systems (CSCO)	0.3	$2.3M	-7%	19k	117.46	View chart
Micron Technology (MU)	0.3	$2.2M	-40%	1.9k	1154.29	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$2.2M	+13%	25k	88.86	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$2.2M	+11%	50k	44.48	View chart
Ford Motor Company (F)	0.3	$2.2M		161k	13.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$2.2M		12k	190.52	View chart
Us Bancorp Com New (USB)	0.3	$2.1M		35k	60.40	View chart
Amgen (AMGN)	0.3	$2.0M	+3%	5.7k	362.12	View chart
Rocket Lab Corp (RKLB)	0.3	$2.0M	+38%	20k	101.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.9M	-20%	8.9k	219.44	View chart
salesforce (CRM)	0.2	$1.9M	+2%	12k	156.67	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.9M	+7%	23k	82.84	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$1.8M		29k	64.53	View chart
Visa Com Cl A (V)	0.2	$1.8M		5.3k	343.13	View chart
Amphenol Corp Cl A (APH)	0.2	$1.8M		10k	176.32	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.7M		18k	96.32	View chart
McDonald's Corporation (MCD)	0.2	$1.7M		6.4k	270.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.7M		4.6k	370.02	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.7M	-10%	8.9k	189.73	View chart
Citigroup Com New (C)	0.2	$1.7M	-12%	12k	139.97	View chart
Morgan Stanley Com New (MS)	0.2	$1.6M		7.9k	209.03	View chart
Trane Technologies SHS (TT)	0.2	$1.6M	+61%	3.3k	491.22	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.6M	+11%	31k	52.34	View chart
Monolithic Power Systems (MPWR)	0.2	$1.5M		1.1k	1382.46	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.5M	-8%	5.2k	298.07	View chart
Walt Disney Company (DIS)	0.2	$1.5M		16k	96.25	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M		13k	113.26	View chart
PNC Financial Services (PNC)	0.2	$1.5M		5.9k	246.22	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.4M	+9%	3.6k	397.68	View chart
Coca-Cola Company (KO)	0.2	$1.4M	+2%	18k	81.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.4M	-10%	1.9k	746.77	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.4M		29k	47.96	View chart
Eaton Corp SHS (ETN)	0.2	$1.4M		3.2k	426.16	View chart
Strategy Cl A New (MSTR)	0.2	$1.4M	+5%	16k	86.93	View chart
Nextera Energy (NEE)	0.2	$1.3M	+4%	15k	87.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.3M	+9%	2.0k	655.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.3M	+284%	16k	80.57	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.3M	-6%	13k	98.30	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+5%	8.6k	146.54	View chart
MercadoLibre (MELI)	0.2	$1.2M	+11%	731.00	1697.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.2M	+9%	5.7k	217.93	View chart
Chevron Corporation (CVX)	0.2	$1.2M	+22%	7.4k	165.76	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.2M		6.1k	199.82	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.2M		8.7k	136.60	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$1.2M	-15%	23k	50.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M		1.5k	763.14	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	+3%	13k	90.74	View chart
Dell Technologies CL C (DELL)	0.1	$1.1M	-11%	2.6k	431.46	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$1.1M	+4%	4.2k	263.26	View chart
Wisdomtree Tr Japan Oppor Fd (OPPJ)	0.1	$1.1M	NEW	19k	57.67	View chart
Linde SHS (LIN)	0.1	$1.1M	+3%	2.1k	518.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.1M	-3%	9.1k	117.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	-4%	2.1k	509.57	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$1.1M		21k	49.98	View chart
Cummins (CMI)	0.1	$1.1M		1.5k	713.21	View chart
United Rentals (URI)	0.1	$1.1M	-6%	932.00	1132.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.0M		9.8k	103.96	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.1	$1.0M		12k	85.67	View chart
Southern Company (SO)	0.1	$1.0M		11k	95.71	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$996k	+13%	20k	50.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$995k	-30%	2.1k	477.52	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$990k	+17%	11k	87.88	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$981k		8.8k	112.09	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$981k	-20%	19k	50.49	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$979k		20k	48.66	View chart
UnitedHealth (UNH)	0.1	$973k	-63%	2.3k	415.56	View chart
Emerson Electric (EMR)	0.1	$970k		6.8k	143.15	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$914k		9.6k	94.85	View chart
Costco Wholesale Corporation (COST)	0.1	$903k	-2%	965.00	935.69	View chart
Intel Corporation (INTC)	0.1	$898k	+2%	6.4k	139.63	View chart
Merck & Co (MRK)	0.1	$882k	-12%	6.9k	128.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$878k	+34%	7.1k	124.44	View chart
Fastenal Company (FAST)	0.1	$869k		18k	48.03	View chart
Goldman Sachs (GS)	0.1	$848k	-6%	838.00	1011.36	View chart
Qualcomm (QCOM)	0.1	$840k	+6%	4.5k	184.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$834k		5.1k	164.27	View chart
Colgate-Palmolive Company (CL)	0.1	$824k	-12%	9.0k	91.68	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$814k	-38%	20k	41.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$799k	-6%	18k	44.36	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$797k	+46%	8.0k	99.38	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$796k		21k	37.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$792k		13k	63.04	View chart
Proshares Tr Eqts For Risin (EQRR)	0.1	$784k	-3%	9.6k	81.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$784k		8.1k	96.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$775k	-7%	15k	50.23	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$772k		800.00	965.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$761k	-21%	8.0k	95.62	View chart
Pepsi (PEP)	0.1	$741k		5.5k	135.40	View chart
Fifth Third Ban (FITB)	0.1	$732k	-3%	13k	56.37	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$729k		15k	50.00	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$715k		5.0k	144.28	View chart
Blackrock (BLK)	0.1	$712k	-9%	741.00	961.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$711k	-20%	5.7k	124.42	View chart
Honeywell International (HON)	0.1	$694k	NEW	3.1k	223.94	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$691k	+45%	10k	67.56	View chart
Tcw Etf Trust Artif Intel Etf (AIFD)	0.1	$689k	NEW	12k	55.43	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$685k	-4%	36k	19.12	View chart
Honeywell Aerospace (HONA)	0.1	$685k	NEW	3.1k	221.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$676k		9.5k	71.25	View chart
Williams Companies (WMB)	0.1	$670k		9.0k	74.34	View chart
Wells Fargo & Company (WFC)	0.1	$669k	-19%	8.1k	82.64	View chart
TJX Companies (TJX)	0.1	$663k		4.4k	151.50	View chart
Servicenow (NOW)	0.1	$659k	+10%	6.6k	99.28	View chart
Philip Morris International (PM)	0.1	$644k	-13%	3.6k	180.92	View chart
Ge Aerospace Com New (GE)	0.1	$641k	+3%	1.7k	373.80	View chart
United Parcel Svcs CL B (UPS)	0.1	$638k		5.9k	107.50	View chart
Zoetis Cl A (ZTS)	0.1	$635k	+6%	8.8k	71.86	View chart
General Dynamics Corporation (GD)	0.1	$634k	-6%	1.8k	354.24	View chart
EOG Resources (EOG)	0.1	$633k	+5%	4.9k	129.72	View chart
Cintas Corporation (CTAS)	0.1	$632k	+3%	3.7k	170.06	View chart
Victory Portfolios Ii Vict Sma Cap Etf (SFLO)	0.1	$632k		19k	34.20	View chart
Valero Energy Corporation (VLO)	0.1	$627k	+11%	2.4k	260.44	View chart
American Express Company (AXP)	0.1	$620k		1.8k	338.33	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$620k	-3%	8.3k	74.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$619k	-2%	1.7k	368.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$618k		12k	50.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$617k		2.6k	236.64	View chart
Marvell Technology (MRVL)	0.1	$591k	-10%	2.0k	297.89	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.1	$590k	NEW	17k	35.07	View chart
Uber Technologies (UBER)	0.1	$589k	+145%	8.2k	72.16	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$584k	-5%	5.0k	117.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$583k	-19%	16k	36.87	View chart
Agilent Technologies Inc C ommon (A)	0.1	$582k	+2%	4.4k	132.82	View chart
Arch Cap Group Ord (ACGL)	0.1	$582k	NEW	6.0k	97.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$569k	+12%	11k	53.17	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$565k		3.6k	158.66	View chart
Cloudflare Cl A Com (NET)	0.1	$563k		2.3k	245.28	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$558k	+3%	11k	50.39	View chart
Duke Energy Corp Com New (DUK)	0.1	$554k		4.4k	126.58	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$545k	-9%	8.9k	61.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$544k		11k	49.55	View chart
Palantir Technologies Cl A (PLTR)	0.1	$543k		4.7k	116.66	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$542k	-23%	4.5k	119.34	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$537k		8.9k	60.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$536k	+35%	6.0k	89.20	View chart
Vontier Corporation (VNT)	0.1	$535k	-22%	18k	29.00	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$534k		24k	22.75	View chart
Ies Hldgs (IESC)	0.1	$528k	+2%	719.00	734.66	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$525k		4.5k	117.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$516k	+100%	1.0k	513.60	View chart
Lowe's Companies (LOW)	0.1	$511k		2.3k	220.49	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$507k	-78%	4.3k	118.05	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$507k		3.5k	146.36	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.1	$505k	+2%	25k	20.01	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$503k		2.8k	178.58	View chart
Ge Vernova (GEV)	0.1	$500k	-10%	425.00	1175.57	View chart
Metropcs Communications (TMUS)	0.1	$493k	+4%	2.9k	167.74	View chart
Vanguard World Industrial Etf (VIS)	0.1	$488k		1.4k	360.38	View chart
Medtronic SHS (MDT)	0.1	$483k	+6%	6.2k	78.23	View chart
Arista Networks Com Shs (ANET)	0.1	$483k		2.8k	169.88	View chart
Vanguard World Health Car Etf (VHT)	0.1	$473k	-3%	1.6k	298.98	View chart
International Business Machines (IBM)	0.1	$472k	-21%	1.7k	281.15	View chart
Builders FirstSource (BLDR)	0.1	$469k		5.2k	89.48	View chart
Boeing Company (BA)	0.1	$463k	-17%	2.1k	216.47	View chart
Analog Devices (ADI)	0.1	$458k	-9%	1.2k	397.17	View chart
FedEx Corporation (FDX)	0.1	$458k	+9%	1.5k	313.13	View chart
RBB F/m Us Treasury (TBIL)	0.1	$456k	-17%	9.1k	49.86	View chart
Illinois Tool Works (ITW)	0.1	$456k	-2%	1.7k	270.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$448k	-11%	1.5k	303.08	View chart
Cigna Corp (CI)	0.1	$447k	+9%	1.6k	275.63	View chart
L3harris Technologies (LHX)	0.1	$443k	NEW	1.5k	290.54	View chart
Polaris Industries (PII)	0.1	$442k		6.5k	68.44	View chart
Intercontinental Exchange (ICE)	0.1	$438k	+7%	3.6k	123.10	View chart
Progressive Corporation (PGR)	0.1	$437k	-5%	2.0k	218.45	View chart
Assurant (AIZ)	0.1	$436k	NEW	1.6k	268.52	View chart
Applied Materials (AMAT)	0.1	$435k	-14%	602.00	723.00	View chart
Stryker Corporation (SYK)	0.1	$431k	+5%	1.4k	314.77	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.1	$431k		3.8k	112.10	View chart
Kinder Morgan (KMI)	0.1	$426k	-10%	13k	31.97	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$422k	-3%	3.5k	118.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$420k		5.5k	76.70	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$420k	+12%	6.2k	68.01	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$415k	-2%	17k	24.23	View chart
Ventas (VTR)	0.1	$414k		4.7k	88.80	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$412k	+18%	4.4k	94.51	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$405k		4.2k	96.79	View chart
Vanguard World Materials Etf (VAW)	0.1	$396k		1.7k	228.79	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$393k		2.6k	152.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$393k		921.00	426.50	View chart
Aeva Technologies Com New (AEVA)	0.0	$391k	+11%	14k	28.72	View chart
Chubb (CB)	0.0	$390k	-2%	1.1k	340.74	View chart
Medical Properties Trust (MPT)	0.0	$388k		84k	4.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$387k		2.6k	147.73	View chart
Enterprise Products Partners (EPD)	0.0	$383k		10k	36.76	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$380k		24k	16.21	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$373k		3.9k	96.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$373k	NEW	4.6k	81.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$373k	-5%	2.4k	156.30	View chart
Pfizer (PFE)	0.0	$367k	-13%	15k	24.08	View chart
Vistra Energy (VST)	0.0	$363k	+3%	2.3k	158.63	View chart
3M Company (MMM)	0.0	$357k		2.2k	161.91	View chart
American Electric Power Company (AEP)	0.0	$355k		2.6k	136.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$355k	-6%	4.5k	79.04	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$352k	-10%	3.8k	91.57	View chart
Cerebras Systems Com Cl A (CBRS)	0.0	$350k	NEW	1.6k	221.00	View chart
Wp Carey (WPC)	0.0	$350k		4.9k	71.50	View chart
Enbridge (ENB)	0.0	$349k		6.4k	54.21	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$347k		14k	24.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$346k	+31%	6.6k	52.41	View chart
Waters Corporation (WAT)	0.0	$344k		916.00	375.04	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$340k		6.6k	51.78	View chart
Waste Management (WM)	0.0	$337k	-37%	1.5k	222.88	View chart
Emcor (EME)	0.0	$333k		401.00	829.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$332k	-3%	3.4k	98.99	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.0	$328k	-13%	7.7k	42.33	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$324k	-2%	886.00	365.87	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$323k		2.8k	117.02	View chart
Yum! Brands (YUM)	0.0	$322k		2.0k	159.86	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$319k	-2%	14k	22.37	View chart
Flowserve Corporation (FLS)	0.0	$319k	-58%	4.3k	74.15	View chart
Kraft Heinz (KHC)	0.0	$317k		13k	23.62	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$315k	-2%	14k	22.14	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$315k		2.3k	136.69	View chart
Corning Incorporated (GLW)	0.0	$309k	-23%	1.2k	255.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$303k		2.1k	146.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$301k		3.2k	94.57	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$299k	+5%	5.6k	53.11	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$298k		5.5k	54.69	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$298k	-81%	1.2k	252.14	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$290k		1.8k	158.25	View chart
Fortinet (FTNT)	0.0	$289k	NEW	1.9k	153.62	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$288k	-55%	3.2k	89.85	View chart
Unum (UNM)	0.0	$286k		3.2k	89.40	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$285k	-92%	2.6k	109.44	View chart
Humana (HUM)	0.0	$282k	NEW	710.00	397.17	View chart
Norfolk Southern (NSC)	0.0	$281k		892.00	314.59	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$279k		14k	20.43	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$277k	-3%	5.9k	47.16	View chart
HEICO Corporation (HEI)	0.0	$276k		775.00	356.19	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$275k		3.4k	80.82	View chart
Gilead Sciences (GILD)	0.0	$275k		2.2k	126.35	View chart
Hubbell (HUBB)	0.0	$275k		525.00	523.20	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$273k		10k	27.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$273k	-7%	549.00	496.73	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$272k		5.5k	49.18	View chart
Netflix (NFLX)	0.0	$272k	-7%	3.8k	71.40	View chart
Nucor Corporation (NUE)	0.0	$269k		1.2k	222.75	View chart
Twilio Cl A (TWLO)	0.0	$267k	-20%	1.3k	206.33	View chart
CSX Corporation (CSX)	0.0	$265k		5.6k	47.53	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$262k	-2%	3.4k	77.03	View chart
Lamar Advertising Cl A (LAMR)	0.0	$262k		1.7k	155.98	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$261k	NEW	1.5k	176.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$255k		850.00	300.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$254k	+4%	3.0k	85.49	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$251k	-14%	4.1k	60.67	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$246k	NEW	2.1k	117.06	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$245k	NEW	5.2k	47.47	View chart
Bristol Myers Squibb (BMY)	0.0	$243k	-2%	4.2k	57.61	View chart
Southwest Airlines (LUV)	0.0	$241k	NEW	4.7k	51.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$241k		4.8k	50.58	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$240k		2.4k	98.59	View chart
Akamai Technologies (AKAM)	0.0	$239k		2.0k	118.21	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$236k	NEW	862.00	273.63	View chart
Apollo Global Mgmt (APO)	0.0	$231k	NEW	2.0k	118.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$231k		3.7k	62.20	View chart
CVS Caremark Corporation (CVS)	0.0	$231k	NEW	2.2k	103.45	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$224k	+11%	8.9k	25.25	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$224k	NEW	9.5k	23.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$221k	+400%	8.0k	27.41	View chart
Cheniere Energy Com New (LNG)	0.0	$220k	NEW	920.00	239.01	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.0	$213k	+3%	9.6k	22.08	View chart
Northern Trust Corporation (NTRS)	0.0	$211k	NEW	1.2k	173.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$211k	NEW	1.8k	119.52	View chart
Novartis Sponsored Adr (NVS)	0.0	$209k		1.3k	156.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$206k	NEW	600.00	342.86	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$205k	-28%	3.4k	60.79	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$205k		3.8k	53.47	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$204k	NEW	2.3k	90.80	View chart
Liberty Energy Com Cl A (LBRT)	0.0	$203k	NEW	7.7k	26.19	View chart
Sherwin-Williams Company (SHW)	0.0	$202k	NEW	586.00	344.32	View chart
Innovative Industria A (IIPR)	0.0	$200k	NEW	3.2k	61.98	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$154k		16k	9.81	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$152k	NEW	17k	8.75	View chart
ConAgra Foods (CAG)	0.0	$136k		10k	13.46	View chart
Sfl Corporation SHS (SFL)	0.0	$114k		11k	10.20	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$95k	-2%	16k	5.88	View chart
Sidus Space Cl A Com New (SIDU)	0.0	$71k	+27%	25k	2.81	View chart
Pimco High Income Com Shs (PHK)	0.0	$61k		13k	4.66	View chart
Niocorp Devs Com New (NB)	0.0	$51k		11k	4.82	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 Q2 filed July 24, 2026
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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