Kpp Advisory Services LLC Purchases in Q4 2024

Kpp Advisory Services LLC

  • $424 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
31K
+ 61.71%
$80.93 - $85.66 $2.51M - $2.65M
81.1K $6.57B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.71K
+ 4.2%
$481.22 - $538.17 $824K - $921K
42.5K $21.7B
AMZN
Amazon Com Inc

Consumer Cyclical
831
+ 2.22%
$180.88 - $232.93 $150K - $194K
38.2K $8.39B
AAPL
Apple Inc.

Technology
1.08K
+ 1.79%
$221.69 - $259.02 $239K - $280K
61.5K $15.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.89K
+ 4.08%
$198.04 - $221.51 $573K - $641K
73.8K $15.5B
GLDM
World Gold Trust

ETFs
23K
+ 196.87%
$50.76 - $55.23 $1.17M - $1.27M
34.7K $1.81B
NVDA
Nvidia Corp

Technology
4.46K
+ 11.52%
$117.0 - $148.88 $521K - $663K
43.1K $5.79B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 10.91%
$98.47 - $109.35 $1.76M - $1.96M
182K $17.9B
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 21.23%
$94.37 - $106.41 $1.02M - $1.15M
61.7K $5.95B
MELI
Mercadolibre Inc

Consumer Cyclical
478
New
$1666.0 - $2117.3 $796K - $1.01M
478 $813M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7K
+ 4.35%
$46.94 - $51.62 $328K - $361K
168K $8.38B
NOTV
Inotiv, Inc.

Healthcare
37.5K
+ 15.8%
$1.68 - $5.95 $63.1K - $223K
275K $1.14B
VUG
Vanguard Growth ETF

ETFs
1.29K
+ 211.31%
$378.79 - $428.11 $488K - $552K
1.9K $780M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.21K
+ 8.12%
$65.67 - $69.79 $474K - $503K
96.1K $6.44B
CRM
Salesforce, Inc.

Technology
36
+ 0.49%
$270.87 - $367.87 $9.75K - $13.2K
7.38K $2.47B
JPM
Jpmorgan Chase & CO

Financial Services
214
+ 1.63%
$205.18 - $250.29 $43.9K - $53.6K
13.4K $3.2B
AVGO
Broadcom Inc.

Technology
247
+ 4.29%
$159.67 - $250.0 $39.4K - $61.8K
6K $1.39B
PM
Philip Morris International Inc.

Consumer Defensive
3.1K
New
$118.38 - $133.06 $367K - $412K
3.1K $373M
GOOGL
Alphabet Inc.

Communication Services
247
+ 1.84%
$161.86 - $196.66 $40K - $48.6K
13.7K $2.59B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.01K
+ 3.13%
$61.52 - $66.5 $185K - $200K
99.3K $6.33B
URI
United Rentals, Inc.

Industrials
473
New
$704.44 - $880.32 $333K - $416K
473 $333M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.57K
New
$128.36 - $186.0 $330K - $478K
2.57K $331M
SPYG
Spdr Portfolio

ETFs
2.04K
+ 8.11%
$81.74 - $91.38 $167K - $187K
27.2K $2.39B
VTR
Ventas, Inc.

Real Estate
4.96K
New
$57.73 - $66.48 $286K - $330K
4.96K $292M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
355
+ 6.07%
$521.84 - $558.82 $185K - $198K
6.2K $3.34B
VHT
Vanguard Health Care ETF

ETFs
1.12K
+ 90.1%
$250.81 - $283.3 $281K - $317K
2.36K $599M
SCHG
Schwab Strategic Tr Us Large C

ETFs
90.3K
+ 302.52%
$25.93 - $105.3 $2.34M - $9.51M
120K $3.35B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.79K
+ 76.07%
$63.23 - $66.65 $239K - $252K
8.77K $555M
KNSL
Kinsale Capital Group, Inc.

Financial Services
500
New
$424.05 - $524.22 $212K - $262K
500 $233M
SHOP
Shopify Inc.

Technology
2.12K
New
$78.14 - $119.49 $166K - $254K
2.12K $226M
NEP
Nextera Energy Partners, LP

Utilities
12.6K
New
$15.87 - $26.96 $199K - $338K
12.6K $223M
GS
Goldman Sachs Group Inc

Financial Services
385
New
$486.1 - $608.57 $187K - $234K
385 $220M
GOOG
Alphabet Inc.

Communication Services
333
+ 4.94%
$163.08 - $198.16 $54.3K - $66K
7.07K $1.35B
Wisdomtree Tr
4.41K
New
N/A
4.41K $217M
MO
Altria Group, Inc.

Consumer Defensive
2.66K
+ 4.44%
$49.06 - $57.74 $131K - $154K
62.6K $3.27B
Morgan Stanley ETF Trust
4.25K
New
N/A
4.25K $212M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.7K
New
$45.39 - $62.98 $168K - $233K
3.7K $210M
NET
Cloudflare, Inc.

Technology
1.9K
New
$78.11 - $117.56 $148K - $223K
1.9K $205M
MS
Morgan Stanley

Financial Services
263
+ 3.39%
$104.42 - $134.99 $27.5K - $35.5K
8.03K $1.01B
Fidelity Covington Trust
3.22K
+ 3.21%
N/A
104K $3.42B
V
Visa Inc.

Financial Services
27
+ 0.63%
$273.87 - $320.91 $7.39K - $8.66K
4.29K $1.36B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.21K
+ 4.2%
$176.42 - $186.91 $213K - $226K
30K $5.35B
TSCO
Tractor Supply CO

Consumer Cyclical
8.36K
+ 716.28%
$52.59 - $303.74 $440K - $2.54M
9.53K $505M
PANW
Palo Alto Networks Inc

Technology
3.26K
+ 121.67%
$181.96 - $405.9 $593K - $1.32M
5.93K $1.08B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.14K
+ 2.51%
$63.58 - $71.15 $136K - $152K
87.6K $5.7B
Victory Portfolios Ii
3.57K
+ 10.78%
N/A
36.7K $1.25B
BAC
Bank Of America Corp

Financial Services
450
+ 1.53%
$39.22 - $47.77 $17.6K - $21.5K
29.9K $1.31B
PWR
Quanta Services, Inc.

Industrials
166
+ 3.61%
$296.05 - $346.6 $49.1K - $57.5K
4.76K $1.51B
DVY
Ishares Tr

ETFs
1.07K
+ 63.66%
$129.55 - $143.41 $138K - $153K
2.74K $359M
Activity Summary
Buys All Purchases 141 New Holdings 14 Increased Positions 127 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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