Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024

Kpp Advisory Services LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 260 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 $19.9B, Invesco Exchange Traded Fd Tr with a value of $16.8B, Invesco Exchange Traded Fd Tr with a value of $14.2B, Apple Inc. with a value of $14.1B, and John Hancock Multifactor Mid C with a value of $13.9B.

Examining the 13F form we can see an increase of $40.6B in the current position value, from $376B to 417B.

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 $417 Billion
ETFs: $252 Billion
Technology: $45.9 Billion
Consumer Cyclical: $21.6 Billion
Healthcare: $18.8 Billion
Financial Services: $14.3 Billion
Industrials: $11.6 Billion
Consumer Defensive: $10.8 Billion
Communication Services: $9.89 Billion
Other: $9.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$240B
$771 Million 0.19% of portfolio
14,488
Q3 2024 Reduced 6.54%
$90.7B
$780 Million 0.19% of portfolio
8,648
Q3 2024 Reduced 2.09%
$202B
$741 Million 0.18% of portfolio
4,519
Q3 2024 Reduced 29.3%
$458B
$678 Million 0.16% of portfolio
3,977
Q3 2024 Added 3.49%
$30.9B
$668 Million 0.16% of portfolio
15,603
Q3 2024 Reduced 0.33%
$173B
$661 Million 0.16% of portfolio
5,459
Q3 2024 Added 4.92%
$80.1B
$661 Million 0.16% of portfolio
3,577
Q3 2024 Added 1.3%
$225B
$609 Million 0.15% of portfolio
681
Q3 2024 Added 6.74%
$160B
$615 Million 0.15% of portfolio
2,271
Q3 2024 Added 5.63%
$47.8B
$569 Million 0.14% of portfolio
2,098
Q3 2024 Added 21.13%
$130B
$586 Million 0.14% of portfolio
3,828
Q3 2024 Reduced 3.77%
$57.5B
$567 Million 0.14% of portfolio
35,356
Q3 2024 Reduced 2.66%
$129B
$579 Million 0.14% of portfolio
991
Q3 2024 Reduced 4.44%
$193B
$593 Million 0.14% of portfolio
1,208
Q2 2024 Added 11.85%
$138B
$588 Million 0.14% of portfolio
1,773
Q3 2024 Added 128.19%
$145B
$584 Million 0.14% of portfolio
2,301
Q3 2024 Reduced 2.83%
$157B
$558 Million 0.13% of portfolio
2,700
Q3 2024 Reduced 2.63%
$44.5B
$525 Million 0.13% of portfolio
7,348
Q3 2024 Added 5.08%
$57.8B
$561 Million 0.13% of portfolio
8,922
Q3 2024 Reduced 6.69%
$83.9B
$552 Million 0.13% of portfolio
23,540
Q3 2024 Reduced 7.2%
$44.2B
$537 Million 0.13% of portfolio
8,235
Q3 2024 Added 10.01%
$85.8B
$503 Million 0.12% of portfolio
2,422
Q2 2024 Reduced 1.34%
$2.38B
$503 Million 0.12% of portfolio
85,964
Q3 2024 Reduced 9.55%
$225B
$491 Million 0.12% of portfolio
1,811
Q3 2024 Added 0.06%
$205B
$479 Million 0.12% of portfolio
2,168
Q3 2024 Added 5.91%
$14B
$498 Million 0.12% of portfolio
2,990
Q3 2024 Reduced 14.13%
$81B
$442 Million 0.11% of portfolio
1,277
Q3 2024 Added 8.59%
$29.5B
$452 Million 0.11% of portfolio
489
Q3 2024 Reduced 5.96%
$50.9B
$448 Million 0.11% of portfolio
1,384
Q3 2024 Reduced 8.89%
$20.5B
$461 Million 0.11% of portfolio
1,246
Q3 2024 Added 2.3%
$16.1B
$416 Million 0.1% of portfolio
6,702
Q3 2024 Reduced 13.67%
$142M
$404 Million 0.1% of portfolio
237,718
Q3 2024 Reduced 0.18%
$290B
$401 Million 0.1% of portfolio
2,725
Q3 2024 Reduced 3.13%
$40.4B
$424 Million 0.1% of portfolio
2,857
Q3 2024 Added 1.42%
$108B
$396 Million 0.1% of portfolio
4,404
Q3 2024 Reduced 4.72%
$83.1B
$410 Million 0.1% of portfolio
3,556
Q3 2024 Added 5.02%
$110B
$362 Million 0.09% of portfolio
1,573
Q3 2024 Added 14.82%
$115B
$367 Million 0.09% of portfolio
1,274
Q3 2024 Reduced 2.97%
$20.1B
$364 Million 0.09% of portfolio
2,233
Q3 2024 Reduced 3.71%
$21.2B
$369 Million 0.09% of portfolio
1,791
Q3 2024 Added 312.67%
$7.82B
$364 Million 0.09% of portfolio
7,038
Q3 2024 Added 3.15%
$140B
$383 Million 0.09% of portfolio
1,059
Q3 2024 Added 0.09%
$123B
$356 Million 0.09% of portfolio
6,885
Q3 2024 Reduced 6.52%
$38.3B
$371 Million 0.09% of portfolio
10,574
Q3 2024 Added 0.21%
$275B
$360 Million 0.09% of portfolio
1,744
Q3 2024 Added 2.65%
$0
$331 Million 0.08% of portfolio
21,967
Q3 2024 Reduced 6.4%
$25B
$334 Million 0.08% of portfolio
1,725
Q3 2024 New
$35.4B
$316 Million 0.08% of portfolio
1,296
Q3 2024 Reduced 1.07%
$22.4B
$324 Million 0.08% of portfolio
900
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $417 Billion
  • Prior Value $376 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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