KA
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KPP Advisory Services LLC13F | |
KPP Advisory Services LLC | |
Last update 2025-07-23 | 252 Stocks (22 new) |
Value $401.00 Mil | Turnover 7 % |
KPP Advisory Services LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 35,335 | 21,939.7 | +1.48% | 5.470 | +0.08% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
MSFT | Microsoft Corp | 33,281 | 16,554.2 | +2.53% | 4.130 | +0.10% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 266,086 | 16,265.8 | +10.89% | 4.050 | +0.40% | 0.400 | +12.91% | +5.50% | 4,213.9 | ||
AAPL | Apple Inc | 69,002 | 14,157.3 | +1.52% | 3.530 | +0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VOO | Vanguard S&P 500 ETF | 21,032 | 11,946.5 | +25.19% | 2.980 | +0.60% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
NVDA | NVIDIA Corp | 72,723 | 11,489.6 | -0.01% | 2.860 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
TSLA | Tesla Inc | 32,898 | 10,450.4 | +16.54% | 2.600 | +0.37% | 0.000 | +17.64% | -24.40% | 984,729.5 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 47,492 | 10,419.3 | +1.61% | 2.600 | +0.04% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
DGRO | iShares Core Dividend Growth ETF | 152,464 | 9,748.6 | +1.72% | 2.430 | +0.04% | 0.030 | +10.87% | +7.96% | 32,734.9 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 49,020 | 8,961.8 | +2.89% | 2.230 | +0.06% | 0.020 | +11.83% | +5.00% | 53,479.5 |
KPP Advisory Services LLC's Historical Top Holdings Breakdowns
KPP Advisory Services LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -5.01% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Reduce -95.09% | 2,909 | -56,303 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-06-30 | Sold Out Sold Out | -3.34% | 82.17 ($94.37) 99.96 | $102.54 | 8.66% | Sold Out | 0 | -192,164 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | Sold Out Sold Out | -2.95% | 171.4 ($204.58) 227.1 | $232.59 | 13.69% | Sold Out | 0 | -80,698 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Sold Out Sold Out | -1.90% | 53.65 ($61.9) 67.02 | $68.81 | 11.16% | Sold Out | 0 | -165,526 | |
CGDV | Capital Group Dividend Value ETF | 2025-06-30 | Sold Out Sold Out | -1.81% | 31.93 ($36.24) 39.49 | $41.04 | 13.25% | Sold Out | 0 | -267,156 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Sold Out Sold Out | -1.35% | 75.17 ($86.2) 91.21 | $94.83 | 10.01% | Sold Out | 0 | -81,904 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-06-30 | Sold Out Sold Out | -1.34% | 32 ($37.46) 39.87 | $41.44 | 10.62% | Sold Out | 0 | -188,401 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-06-30 | Sold Out Sold Out | -1.26% | 40.94 ($47.54) 52.1 | $53.62 | 12.79% | Sold Out | 0 | -144,127 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-06-30 | Sold Out Sold Out | -1.13% | 52.31 ($59.95) 63.72 | $65.69 | 9.57% | Sold Out | 0 | -99,747 | |
FTGS | First Trust Growth Strength ETF | 2025-06-30 | Sold Out Sold Out | -1.09% | 26.62 ($31.39) 34.19 | $35.08 | 11.76% | Sold Out | 0 | -193,805 |
KPP Advisory Services LLC Total Holding History ($B)
KPP Advisory Services LLC's Asset Allocation
KPP Advisory Services LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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KPP Advisory Services LLC's Hypothetical Growth since 2025-06-30
KPP Advisory Services LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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KPP Advisory Services LLC's Holdings Heat Map
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KPP Advisory Services LLC's Holdings Bubble Chart
KPP Advisory Services LLC News
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