Kpp Advisory Services LLC Reduced Holdings in Q2 2025

Kpp Advisory Services LLC

  • $401 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-56.3K
- 95.09%
$416.06 - $551.64 $23.4M - $31.1M
2.91K $1.6B
Victory Portfolios Ii
-46.6K
- 83.55%
N/A
9.17K $324M
SPYG
Spdr Portfolio

ETFs
-14.4K
- 76.95%
$71.83 - $95.32 $1.03M - $1.37M
4.3K $410M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-21.2K
- 70.1%
$45.11 - $52.34 $957K - $1.11M
9.05K $474M
RTX
Raytheon Technologies Corp

Industrials
-7.43K
- 80.11%
$113.75 - $148.48 $845K - $1.1M
1.84K $269M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-10.8K
- 51.05%
N/A
10.4K $971M
VBR
Vanguard Small Cap Value ETF

ETFs
-5.25K
- 17.7%
$162.76 - $195.77 $854K - $1.03M
24.4K $4.76B
Linde PLC
-1.04K
- 70.53%
N/A
435 $204M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.4K
- 10.15%
$90.85 - $102.31 $309K - $347K
30.1K $3.03B
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 10.66%
$128.02 - $151.37 $153K - $181K
10K $1.32B
JNJ
Johnson & Johnson

Healthcare
-164
- 1.22%
$146.36 - $159.82 $24K - $26.2K
13.3K $2.03B
MRK
Merck & Co., Inc.

Healthcare
-890
- 7.37%
$73.47 - $87.12 $65.4K - $77.5K
11.2K $885M
MO
Altria Group, Inc.

Consumer Defensive
-1.18K
- 1.85%
$55.56 - $60.91 $65.4K - $71.7K
62.4K $3.66B
INTC
Intel Corp

Technology
-6.69K
- 40.07%
$18.13 - $22.69 $121K - $152K
10K $224M
MPW
Medical Properties Trust Inc

Real Estate
-588
- 0.69%
$4.31 - $5.91 $2.53K - $3.48K
84.3K $363M
FVD
First Tr Value Line Divid Inde

ETFs
-2.75K
- 3.31%
$40.62 - $45.12 $112K - $124K
80.3K $3.59B
BMY
Bristol Myers Squibb CO

Healthcare
-84
- 1.28%
$44.12 - $59.6 $3.71K - $5.01K
6.49K $301M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-471
- 1.83%
$58.28 - $65.68 $27.4K - $30.9K
25.2K $1.61B
QCOM
Qualcomm Inc

Technology
-620
- 13.5%
$124.66 - $159.48 $77.3K - $98.9K
3.97K $633M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-729
- 13.67%
$96.84 - $99.46 $70.6K - $72.5K
4.61K $457M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.23K
- 7.84%
$47.46 - $55.3 $58.1K - $67.7K
14.4K $793M
LUV
Southwest Airlines CO

Industrials
-1.53K
- 15.94%
$24.04 - $34.36 $36.8K - $52.5K
8.06K $262M
FNF
Fidelity National Financial, Inc.

Financial Services
-5
- 0.08%
$53.62 - $66.59 $268 - $333
6.63K $372M
TSCO
Tractor Supply CO

Consumer Cyclical
-653
- 6.08%
$47.86 - $55.77 $31.3K - $36.4K
10.1K $532M
VHT
Vanguard Health Care ETF

ETFs
-110
- 6.09%
$236.71 - $261.92 $26K - $28.8K
1.7K $421M
VTV
Vanguard Value ETF

ETFs
-382
- 6.8%
$153.67 - $176.74 $58.7K - $67.5K
5.24K $926M
PGR
Progressive Corp

Financial Services
-23
- 1.06%
$255.27 - $288.74 $5.87K - $6.64K
2.16K $575M
VTR
Ventas, Inc.

Real Estate
-112
- 2.37%
$62.45 - $70.08 $6.99K - $7.85K
4.62K $292M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-361
- 12.12%
$103.88 - $123.68 $37.5K - $44.6K
2.62K $324M
VTI
Vanguard Total Stock Market Et

ETFs
-783
- 11.03%
$243.75 - $303.93 $191K - $238K
6.32K $1.92B
MDT
Medtronic PLC

Healthcare
-96
- 1.49%
$80.68 - $88.86 $7.75K - $8.53K
6.36K $554M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-344
- 5.61%
$75.05 - $77.34 $25.8K - $26.6K
5.79K $447M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-258
- 9.11%
$83.54 - $100.04 $21.6K - $25.8K
2.57K $256M
MGV
Vanguard Mega Cap Value

ETFs
-189
- 8.41%
$114.87 - $131.25 $21.7K - $24.8K
2.06K $270M
GE
General Electric CO

Industrials
-429
- 26.96%
$166.81 - $257.39 $71.6K - $110K
1.16K $299M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-347
- 10.99%
$108.87 - $133.04 $37.8K - $46.2K
2.81K $374M
PAYX
Paychex Inc

Industrials
-2
- 0.1%
$137.01 - $159.78 $274 - $320
1.95K $284M
CB
Chubb LTD

Financial Services
-2
- 0.16%
$274.32 - $302.46 $549 - $605
1.23K $356M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-300
- 6.74%
$50.1 - $51.02 $15K - $15.3K
4.15K $212M
MBB
Ishares Tr

ETFs
-130
- 3.44%
$91.41 - $94.22 $11.9K - $12.2K
3.65K $343M
WM
Waste Management Inc

Industrials
-14
- 0.59%
$216.47 - $242.1 $3.03K - $3.39K
2.37K $543M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-200
- 2.46%
$51.68 - $52.76 $10.3K - $10.6K
7.95K $419M
WPC
W. P. Carey Inc.

Real Estate
-50
- 1.01%
$56.12 - $64.53 $2.81K - $3.23K
4.91K $306M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-48
- 1.76%
$121.58 - $136.74 $5.84K - $6.56K
2.68K $364M
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.61%
$96.91 - $113.0 $1.36K - $1.58K
2.27K $251M
EAD
Allspring Income Opportunities Fund

Financial Services
-1.37K
- 4.6%
$6.11 - $7.06 $8.36K - $9.67K
28.4K $200M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-17
- 0.46%
$58.95 - $66.19 $1K - $1.13K
3.68K $240M
VO
Vanguard Mid Cap ETF

ETFs
-349
- 7.67%
$228.54 - $279.83 $79.8K - $97.7K
4.2K $1.18B
JPSE
J P Morgan Diversified Return

ETFs
-360
- 3.86%
$38.2 - $45.49 $13.8K - $16.4K
8.96K $408M
Activity Summary
Buys All Purchases 136 New Holdings 22 Increased Positions 114 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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