Kpp Advisory Services LLC Purchases in Q1 2025

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
33.5K
+ 2467.77%
$554.06 - $615.85 $18.5M - $20.6M
34.8K $19.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.7K
+ 39.39%
$468.34 - $539.52 $7.84M - $9.03M
59.2K $27.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.6K
+ 170.79%
$507.05 - $563.67 $5.37M - $5.97M
16.8K $8.63B
VOE
Vanguard Mid Cap Value Index F

ETFs
28.1K
+ 198.56%
$156.61 - $168.02 $4.4M - $4.72M
42.2K $6.78B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
36.4K
New
$120.24 - $134.3 $4.37M - $4.88M
36.4K $4.43B
DGRO
Ishares Core Dividend Growth E

ETFs
69.9K
+ 87.49%
$60.46 - $64.42 $4.23M - $4.51M
150K $9.26B
MSTR
Microstrategy Inc

Technology
14.7K
New
$239.27 - $396.5 $3.53M - $5.84M
14.7K $4.25B
VBR
Vanguard Small Cap Value ETF

ETFs
22.2K
+ 300.42%
$183.02 - $207.75 $4.07M - $4.62M
29.6K $5.52B
PPA
Invesco Exchange Traded Fd Tr

ETFs
31.6K
New
$113.59 - $123.29 $3.59M - $3.9M
31.6K $3.69B
DFUS
Dimensional ETF Tr U S Equity

ETFs
66.2K
+ 66.69%
$59.61 - $66.71 $3.95M - $4.42M
166K $10B
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.6K
+ 58.55%
$168.16 - $186.21 $2.96M - $3.28M
47.6K $8.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.43K
+ 237.57%
$551.42 - $612.93 $2.44M - $2.71M
6.29K $3.52B
XOM
Exxon Mobil Corp

Energy
16.7K
+ 108.4%
$105.44 - $118.93 $1.77M - $1.99M
32.2K $3.83B
NVDA
Nvidia Corp

Technology
29.6K
+ 68.7%
$106.98 - $149.43 $3.17M - $4.43M
72.7K $7.88B
CDC
Victory Portfolios Ii Shs Inco

ETFs
25.7K
New
$61.46 - $66.32 $1.58M - $1.7M
25.7K $1.69B
C
Citigroup Inc

Financial Services
23.4K
New
$67.23 - $84.63 $1.57M - $1.98M
23.4K $1.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.7K
+ 57.96%
$102.49 - $119.96 $1.81M - $2.12M
48.2K $5.04B
HON
Honeywell International Inc

Industrials
7.08K
+ 260.91%
$202.75 - $226.52 $1.44M - $1.6M
9.8K $2.07B
Blackrock Inc
1.51K
New
N/A
1.51K $1.43B
EFG
Msci Eafe Growth ETF

ETFs
13.7K
New
$96.1 - $106.37 $1.32M - $1.46M
13.7K $1.37B
AAXJ
Ishares Msci All Country Asia

ETFs
17.1K
New
$69.59 - $77.09 $1.19M - $1.32M
17.1K $1.26B
AVUV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 32.8%
$84.95 - $100.62 $1.72M - $2.04M
81.9K $7.14B
VUG
Vanguard Growth ETF

ETFs
3.13K
+ 164.72%
$369.1 - $427.61 $1.15M - $1.34M
5.03K $1.86B
BX
Blackstone Inc.

Financial Services
8.57K
+ 219.22%
$136.53 - $186.74 $1.17M - $1.6M
12.5K $1.74B
UPS
United Parcel Service Inc

Industrials
9.67K
New
$109.66 - $136.26 $1.06M - $1.32M
9.67K $1.06B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
21.8K
+ 28.48%
$51.3 - $56.76 $1.12M - $1.24M
98.5K $5.22B
ONB
Old National Bancorp

Financial Services
48.6K
New
$20.11 - $24.45 $976K - $1.19M
48.6K $1.03B
T
At&T Inc.

Communication Services
9.74K
+ 7.29%
$21.56 - $28.28 $210K - $275K
143K $4.05B
AMGN
Amgen Inc

Healthcare
2.72K
+ 87.14%
$258.59 - $327.36 $702K - $889K
5.83K $1.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.4K
+ 52.18%
$57.21 - $65.8 $1.11M - $1.28M
56.6K $3.3B
JPM
Jpmorgan Chase & CO

Financial Services
3.67K
+ 27.47%
$225.19 - $279.95 $826K - $1.03M
17K $4.17B
VTV
Vanguard Value ETF

ETFs
5.62K
New
$167.73 - $179.21 $943K - $1.01M
5.62K $971M
Blackrock ETF Trust Ii
18.5K
New
N/A
18.5K $970M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10.1K
New
$91.68 - $109.93 $925K - $1.11M
10.1K $945M
AVGO
Broadcom Inc.

Technology
7.83K
+ 130.47%
$167.43 - $244.7 $1.31M - $1.92M
13.8K $2.31B
VLUE
Ishares Msci Usa Value Factor

ETFs
8.21K
New
$104.89 - $113.56 $862K - $933K
8.21K $876M
CSCO
Cisco Systems, Inc.

Technology
13.1K
+ 94.29%
$58.74 - $64.87 $768K - $848K
26.9K $1.66B
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.7K
New
$120.29 - $134.6 $806K - $902K
6.7K $818M
ABBV
Abb Vie Inc.

Healthcare
2.9K
+ 50.05%
$169.2 - $216.66 $490K - $627K
8.68K $1.82B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.8K
New
$64.88 - $72.1 $700K - $778K
10.8K $709M
WFC
Wells Fargo & Company

Financial Services
9.87K
New
$66.78 - $81.42 $659K - $803K
9.87K $708M
IEFA
Ishares Tr

ETFs
6.8K
+ 23.61%
$69.57 - $78.65 $473K - $534K
35.6K $2.69B
LMT
Lockheed Martin Corp

Industrials
1.57K
+ 160.8%
$423.19 - $506.29 $665K - $795K
2.55K $1.14B
Victory Portfolios Ii
19K
+ 51.78%
N/A
55.7K $1.91B
EMR
Emerson Electric CO

Industrials
5.73K
+ 295.76%
$108.64 - $131.17 $622K - $751K
7.66K $840M
MSFT
Microsoft Corp

Technology
4.95K
+ 17.98%
$375.39 - $447.2 $1.86M - $2.21M
32.5K $12.2B
JNJ
Johnson & Johnson

Healthcare
1.97K
+ 17.1%
$142.06 - $167.7 $279K - $330K
13.5K $2.23B
KO
Coca Cola CO

Consumer Defensive
7.29K
+ 159.71%
$60.81 - $72.32 $443K - $527K
11.9K $849M
RTX
Raytheon Technologies Corp

Industrials
3.47K
+ 59.86%
$114.1 - $135.66 $396K - $471K
9.27K $1.23B
Activity Summary
Buys All Purchases 208 New Holdings 52 Increased Positions 156 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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