Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025

Kpp Advisory Services LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $527 Billion distributed in 292 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 $27.8B, Ishares Core S&P 500 ETF with a value of $19.6B, Invesco Exchange Traded Fd Tr with a value of $17.6B, Invesco Exchange Traded Fd Tr with a value of $15.6B, and Apple Inc. with a value of $15.1B.

Examining the 13F form we can see an increase of $103B in the current position value, from $424B to 527B.

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 $527 Billion
ETFs: $315 Billion
Technology: $58.7 Billion
Financial Services: $26.8 Billion
Consumer Cyclical: $26.7 Billion
Healthcare: $21 Billion
Industrials: $18 Billion
Communication Services: $13.6 Billion
Consumer Defensive: $13 Billion
Other: $11.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Billion 5.27% of portfolio
59,212
Q1 2025 Added 39.39%
$0
$19.6 Billion 3.71% of portfolio
34,819
Q1 2025 Added 2,467.77%
$0
$17.6 Billion 3.34% of portfolio
192,164
Q1 2025 Added 5.64%
$0
$15.6 Billion 2.95% of portfolio
80,698
Q1 2025 Added 9.32%
$3.42T
$15.1 Billion 2.86% of portfolio
67,966
Q1 2025 Added 10.55%
$0
$13.7 Billion 2.61% of portfolio
239,946
Q1 2025 Added 2.61%
$2.95T
$12.2 Billion 2.31% of portfolio
32,461
Q1 2025 Added 17.98%
$0
$10 Billion 1.9% of portfolio
165,526
Q1 2025 Added 66.69%
$0
$9.52 Billion 1.81% of portfolio
267,156
Q1 2025 Added 0.75%
$0
$9.26 Billion 1.76% of portfolio
149,889
Q1 2025 Added 87.49%
$1.88T
$8.89 Billion 1.69% of portfolio
46,738
Q1 2025 Added 22.21%
$0
$8.63 Billion 1.64% of portfolio
16,800
Q1 2025 Added 170.79%
$0
$8.14 Billion 1.54% of portfolio
47,641
Q1 2025 Added 58.55%
$271B
$7.88 Billion 1.49% of portfolio
72,732
Q1 2025 Added 68.7%
$0
$7.43 Billion 1.41% of portfolio
82,934
Q1 2025 Added 0.33%
$891B
$7.32 Billion 1.39% of portfolio
28,230
Q1 2025 Added 12.93%
$0
$7.05 Billion 1.34% of portfolio
88,303
Q1 2025 Added 8.84%
$0
$7.07 Billion 1.34% of portfolio
188,401
Q1 2025 Reduced 12.0%
$0
$6.78 Billion 1.29% of portfolio
42,243
Q1 2025 Added 198.56%
$0
$6.63 Billion 1.26% of portfolio
144,127
Q1 2025 Reduced 14.1%
$0
$5.96 Billion 1.13% of portfolio
99,747
Q1 2025 Added 13.86%
-
$5.77 Billion 1.09% of portfolio
-
Q1 2025 Added 2.15%
$0
$5.52 Billion 1.05% of portfolio
29,643
Q1 2025 Added 300.42%
$0
$5.22 Billion 0.99% of portfolio
98,456
Q1 2025 Added 28.48%
$0
$5.04 Billion 0.96% of portfolio
48,200
Q1 2025 Added 57.96%
$694B
$4.61 Billion 0.87% of portfolio
8,656
Q1 2025 Added 233.69%
$0
$4.43 Billion 0.84% of portfolio
36,364
Q1 2025 New
$0
$4.38 Billion 0.83% of portfolio
65,966
Q1 2025 Reduced 31.33%
$3.55B
$4.25 Billion 0.81% of portfolio
14,734
Q1 2025 New
$718B
$4.17 Billion 0.79% of portfolio
17,017
Q1 2025 Added 27.47%
$197B
$4.05 Billion 0.77% of portfolio
143,241
Q1 2025 Added 7.29%
$440B
$3.83 Billion 0.73% of portfolio
32,186
Q1 2025 Added 108.4%
$106B
$3.81 Billion 0.72% of portfolio
63,542
Q1 2025 Added 1.55%
$0
$3.7 Billion 0.7% of portfolio
83,086
Q1 2025 Reduced 3.72%
$0
$3.69 Billion 0.7% of portfolio
31,631
Q1 2025 New
Fidelity Covington Trust
-
$3.66 Billion 0.69% of portfolio
-
Q1 2025 Added 13.0%
$0
$3.52 Billion 0.67% of portfolio
6,289
Q1 2025 Added 237.57%
$0
$3.42 Billion 0.65% of portfolio
33,456
Q1 2025 Reduced 46.49%
$0
$3.45 Billion 0.65% of portfolio
34,693
Q1 2025 Reduced 3.24%
$0
$3.3 Billion 0.63% of portfolio
56,563
Q1 2025 Added 52.18%
$0
$3.2 Billion 0.61% of portfolio
120,527
Q1 2025 Added 7.72%
$0
$3.16 Billion 0.6% of portfolio
126,180
Q1 2025 Added 4.99%
$0
$3.12 Billion 0.59% of portfolio
17,985
Q1 2025 Added 9.8%
$0
$3.08 Billion 0.58% of portfolio
33,227
Q1 2025 Reduced 1.86%
$0
$2.96 Billion 0.56% of portfolio
28,917
Q1 2025 Reduced 1.98%
$957B
$2.94 Billion 0.56% of portfolio
19,011
Q1 2025 Added 38.73%
$269B
$2.78 Billion 0.53% of portfolio
10,358
Q1 2025 Added 40.45%
$0
$2.75 Billion 0.52% of portfolio
82,145
Q1 2025 Added 15.72%
$0
$2.69 Billion 0.51% of portfolio
35,570
Q1 2025 Added 23.61%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $527 Billion
  • Prior Value $424 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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