KA
| |
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 | +18.87% | +8.94% | 642,209.1 | ||
MSFT | Microsoft Corp | 33,281 | 16,554.2 | +2.53% | 4.130 | +0.10% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | 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 | +15.87% | +6.05% | 4,236.1 | ||
AAPL | Apple Inc | 69,002 | 14,157.3 | +1.52% | 3.530 | +0.05% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VOO | Vanguard S&P 500 ETF | 21,032 | 11,946.5 | +25.19% | 2.980 | +0.60% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
NVDA | NVIDIA Corp | 72,723 | 11,489.6 | -0.01% | 2.860 | 0% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
TSLA | Tesla Inc | 32,898 | 10,450.4 | +16.54% | 2.600 | +0.37% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
AMZN | Amazon.com Inc | 47,492 | 10,419.3 | +1.61% | 2.600 | +0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
DGRO | iShares Core Dividend Growth ETF | 152,464 | 9,748.6 | +1.72% | 2.430 | +0.04% | 0.030 | +12.49% | +8.34% | 32,849.7 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 49,020 | 8,961.8 | +2.89% | 2.230 | +0.06% | 0.020 | +14.04% | +5.05% | 53,508.3 |
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 | $563.81 | 13.47% | 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 | $102.65 | 8.77% | 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 | $232.10 | 13.45% | 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 | $68.83 | 11.20% | 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 | $41.01 | 13.16% | 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 | $96.59 | 12.05% | 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 | $41.95 | 11.99% | 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 | $53.48 | 12.49% | 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 | $66.55 | 11.01% | 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 | $35.13 | 11.91% | Sold Out | 0 | -193,805 |
KPP Advisory Services LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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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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KPP Advisory Services LLC's Holdings Bubble Chart
KPP Advisory Services LLC News
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