Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $364 Billion
  • Q1 2024

Kpp Advisory Services LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $364 Billion distributed in 241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $20.8B, John Hancock Multifactor Mid C with a value of $16.9B, Pacer Fds Tr Pacer Us Small Ca with a value of $13.6B, Ishares Core Dividend Growth E with a value of $12.2B, and Microsoft Corp with a value of $11.4B.

Examining the 13F form we can see an increase of $250B in the current position value, from $114B to 364B.

Kpp Advisory Services LLC is based out at Louisville, KY

Below you can find more details about Kpp Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $364 Billion
ETFs: $226 Billion
Technology: $39 Billion
Healthcare: $19.7 Billion
Consumer Cyclical: $18.9 Billion
Financial Services: $12.8 Billion
Consumer Defensive: $10.4 Billion
Industrials: $9.52 Billion
Communication Services: $9.02 Billion
Other: $6.88 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Billion 5.7% of portfolio
46,746
Q1 2024 Added 5,316.69%
$0
$16.9 Billion 4.64% of portfolio
294,851
Q1 2024 New
$0
$13.6 Billion 3.73% of portfolio
276,061
Q1 2024 New
$0
$12.2 Billion 3.34% of portfolio
209,332
Q1 2024 New
$3.42T
$11.4 Billion 3.14% of portfolio
27,176
Q1 2024 Added 3.08%
$0
$10.9 Billion 2.98% of portfolio
69,663
Q1 2024 New
$3.54T
$10.3 Billion 2.83% of portfolio
60,184
Q1 2024 Reduced 2.7%
$0
$10 Billion 2.76% of portfolio
99,044
Q1 2024 New
$0
$9.13 Billion 2.51% of portfolio
106,559
Q1 2024 New
$0
$7.73 Billion 2.12% of portfolio
183,011
Q1 2024 New
$0
$7.05 Billion 1.93% of portfolio
70,879
Q1 2024 New
$2.04T
$6.59 Billion 1.81% of portfolio
36,533
Q1 2024 Added 1.95%
$0
$6.3 Billion 1.73% of portfolio
110,567
Q1 2024 New
-
$6.17 Billion 1.69% of portfolio
-
Q1 2024 New
$0
$5.33 Billion 1.46% of portfolio
59,310
Q1 2024 New
$0
$4.99 Billion 1.37% of portfolio
82,173
Q1 2024 New
$0
$4.67 Billion 1.28% of portfolio
87,263
Q1 2024 New
$730B
$4.62 Billion 1.27% of portfolio
26,278
Q1 2024 Added 0.5%
$0
$4.5 Billion 1.23% of portfolio
53,239
Q1 2024 New
$0
$4.44 Billion 1.22% of portfolio
71,216
Q1 2024 New
$0
$4.33 Billion 1.19% of portfolio
46,227
Q1 2024 New
$0
$4.26 Billion 1.17% of portfolio
16,408
Q1 2024 New
$0
$3.57 Billion 0.98% of portfolio
21,702
Q1 2024 New
$0
$3.44 Billion 0.94% of portfolio
13,914
Q1 2024 New
$0
$3.19 Billion 0.88% of portfolio
28,883
Q1 2024 New
$0
$3.07 Billion 0.84% of portfolio
6,378
Q1 2024 Added 80.42%
$50.8B
$2.98 Billion 0.82% of portfolio
224,052
Q1 2024 Reduced 10.29%
$0
$2.89 Billion 0.79% of portfolio
17,055
Q1 2024 New
$0
$2.86 Billion 0.78% of portfolio
28,811
Q1 2024 New
$0
$2.72 Billion 0.75% of portfolio
29,326
Q1 2024 New
$0
$2.74 Billion 0.75% of portfolio
10,503
Q1 2024 New
$0
$2.72 Billion 0.75% of portfolio
35,669
Q1 2024 New
$82.5B
$2.58 Billion 0.71% of portfolio
59,081
Q1 2024 Reduced 1.64%
$41.2M
$2.49 Billion 0.68% of portfolio
227,791
Q1 2024 Added 37.16%
$613B
$2.48 Billion 0.68% of portfolio
12,372
Q1 2024 Added 2.34%
$0
$2.43 Billion 0.67% of portfolio
31,933
Q1 2024 New
$134B
$2.43 Billion 0.67% of portfolio
138,055
Q1 2024 Reduced 5.82%
$0
$2.39 Billion 0.66% of portfolio
39,554
Q1 2024 New
$0
$2.37 Billion 0.65% of portfolio
10,057
Q1 2024 New
$862B
$2.35 Billion 0.64% of portfolio
3,019
Q1 2024 Reduced 0.95%
$343B
$2.26 Billion 0.62% of portfolio
5,888
Q1 2024 Added 4.42%
$0
$2.18 Billion 0.6% of portfolio
43,491
Q1 2024 New
$306B
$2.16 Billion 0.59% of portfolio
2,395
Q1 2024 Added 10.01%
$59.4B
$2.08 Billion 0.57% of portfolio
46,586
Q1 2024 Added 0.67%
$0
$1.95 Billion 0.54% of portfolio
60,107
Q1 2024 New
$256B
$1.94 Billion 0.53% of portfolio
6,434
Q1 2024 Added 7.7%
$0
$1.92 Billion 0.53% of portfolio
25,907
Q1 2024 New
$1.11T
$1.86 Billion 0.51% of portfolio
12,358
Q1 2024 Added 11.8%
$0
$1.77 Billion 0.49% of portfolio
34,985
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $364 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 120 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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