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KPP Advisory Services LLC

13F
KPP Advisory Services LLC
Last update 2025-07-23 252 Stocks (22 new)
Value $401.00 Mil Turnover 7 %
Countries:
KPP Advisory Services LLC Top Holdings of 2025-06-30 View Full List
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 View Full List
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)

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KPP Advisory Services LLC's Asset Allocation

To

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 %

KPP Advisory Services LLC's Holdings Heat Map

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