KA
| |
KPP Advisory Services LLC13F | |
| KPP Advisory Services LLC | |
| Last update 2025-04-24 | 292 Stocks (52 new) |
| Value $527.00 Mil | Turnover 28 % |
KPP Advisory Services LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 59,212 | 27,765.6 | +39.39% | 5.270 | +1.49% | 0.010 | +26.27% | +9.78% | 357,853.0 | ||
IVV | iShares Core S&P 500 ETF | 34,819 | 19,564.8 | +2,467.77% | 3.710 | +3.57% | 0.000 | +19.34% | +7.31% | 636,576.3 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 192,164 | 17,588.7 | +5.64% | 3.340 | +0.18% | 0.350 | +15.01% | +3.01% | 4,994.4 | ||
QQQM | Invesco NASDAQ 100 ETF | 80,698 | 15,576.3 | +9.32% | 2.950 | +0.25% | 0.040 | +26.26% | +9.79% | 55,086.9 | ||
AAPL | Apple Inc | 67,966 | 15,097.5 | +10.55% | 2.860 | +0.27% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 239,946 | 13,748.9 | +2.61% | 2.610 | +0.07% | 0.350 | +15.84% | +4.67% | 4,199.8 | ||
MSFT | Microsoft Corp | 32,461 | 12,185.6 | +17.98% | 2.310 | +0.35% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
DFUS | Dimensional U.S. Equity Market ETF | 165,526 | 10,011.0 | +66.69% | 1.900 | +0.76% | 0.070 | +19.76% | +7.04% | 15,832.0 | ||
CGDV | Capital Group Dividend Value ETF | 267,156 | 9,521.4 | +0.75% | 1.810 | +0.01% | 0.060 | +21.84% | +15.17% | 19,682.3 | ||
DGRO | iShares Core Dividend Growth ETF | 149,889 | 9,260.1 | +87.49% | 1.760 | +0.82% | 0.030 | +11.67% | +6.37% | 32,585.1 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +3.57% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Add 2467.77% | 34,819 | 33,463 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.49% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Add 39.39% | 59,212 | 16,733 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.03% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 170.79% | 16,800 | 10,596 | |
VOE | Vanguard Mid-Cap Value ETF | 2025-03-31 | Add Add | +0.86% | 156.61 ($163.49) 168.02 | $169.21 | 3.50% | Add 198.56% | 42,243 | 28,094 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2025-03-31 | New Buy New Buy | +0.84% | 120.24 ($128.78) 134.3 | $137.36 | 6.66% | New holding | 36,364 | 36,364 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +0.82% | 60.46 ($62.66) 64.42 | $65.25 | 4.13% | Add 87.49% | 149,889 | 69,943 | |
MSTR | Strategy | 2025-03-31 | New Buy New Buy | +0.81% | 239.27 ($317.51) 396.5 | $426.40 | 34.29% | New holding | 14,734 | 14,734 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.79% | 182.99 ($197.54) 207.75 | $202.57 | 2.55% | Add 300.42% | 29,643 | 22,240 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.76% | 59.61 ($63.9) 66.74 | $68.24 | 6.79% | Add 66.69% | 165,526 | 66,224 | |
PPA | Invesco Aerospace & Defense ETF | 2025-03-31 | New Buy New Buy | +0.70% | 113.59 ($117.61) 123.29 | $144.02 | 22.46% | New holding | 31,631 | 31,631 |
KPP Advisory Services LLC Total Holding History ($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
- 1
KPP Advisory Services LLC's Hypothetical Growth since 2025-03-31
KPP Advisory Services LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KPP Advisory Services LLC's Holdings Heat Map
Size field:
KPP Advisory Services LLC's Holdings Bubble Chart
KPP Advisory Services LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers