Kpp Advisory Services LLC Purchases in Q3 2024

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
132K
+ 418.6%
$94.31 - $103.26 $12.5M - $13.7M
164K $16.8B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
39.2K
+ 123.57%
$178.94 - $207.0 $7.01M - $8.11M
70.9K $14.2B
CGDV
Capital Group Divid Value ETF

ETFs
94.2K
+ 55.09%
$32.96 - $36.48 $3.11M - $3.44M
265K $9.67B
XLG
Invesco Exchange Traded Fd Tr

ETFs
73.8K
+ 84.76%
$42.54 - $47.97 $3.14M - $3.54M
161K $7.64B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
48.7K
+ 121.1%
$61.47 - $67.36 $2.99M - $3.28M
88.9K $5.98B
Fidelity Covington Trust
101K
New
N/A
101K $3.23B
BYLD
Ishares Tr Yield Optimized Bd
83K
+ 51.62%
N/A
244K $5.59B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.9K
+ 77.68%
$75.88 - $83.21 $1.66M - $1.83M
50.2K $4.17B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
31K
+ 69.81%
$50.64 - $55.7 $1.57M - $1.73M
75.4K $4.2B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
47.1K
+ 238.14%
$32.65 - $36.69 $1.54M - $1.73M
66.9K $2.43B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28K
+ 152.55%
$53.41 - $57.9 $1.5M - $1.62M
46.4K $2.68B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.95K
+ 31.73%
$162.64 - $179.3 $1.13M - $1.25M
28.8K $5.17B
VBR
Vanguard Small Cap Value ETF

ETFs
7.1K
New
$179.99 - $201.6 $1.28M - $1.43M
7.1K $1.42B
Victory Portfolios Ii
33.2K
New
N/A
33.2K $1.1B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
21.2K
New
$43.97 - $48.45 $933K - $1.03M
21.2K $1.03B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12.5K
New
$71.86 - $78.56 $900K - $983K
12.5K $983M
BFA
Brown Forman Corp Cl A
17.8K
New
N/A
17.8K $855M
SPYG
Spdr Portfolio

ETFs
8.78K
+ 53.46%
$73.38 - $84.1 $644K - $738K
25.2K $2.09B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.53K
+ 6.92%
$59.25 - $65.33 $328K - $361K
85.5K $5.54B
PANW
Palo Alto Networks Inc

Technology
2.03K
+ 310.58%
$294.18 - $368.01 $596K - $745K
2.68K $915M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.3K
+ 88.1%
$50.52 - $50.95 $671K - $677K
28.4K $1.44B
GLDM
World Gold Trust

ETFs
11.7K
New
$46.2 - $53.01 $541K - $620K
11.7K $610M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.36K
+ 7.94%
$85.84 - $85.84 $202K - $202K
32.1K $3.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
687
+ 41.34%
$405.19 - $478.57 $278K - $329K
2.35K $1.08B
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 0.69%
$333.64 - $405.2 $14.3K - $17.4K
6.24K $2.53B
ETN
Eaton Corp PLC

Industrials
996
+ 128.19%
$272.52 - $333.02 $271K - $332K
1.77K $588M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.95K
+ 13.89%
N/A
81.6K $2.01B
BLDR
Builders First Source, Inc.

Industrials
1.73K
New
$132.6 - $201.83 $229K - $348K
1.73K $334M
PH
Parker Hannifin Corp

Industrials
57
+ 2.55%
$501.01 - $635.92 $28.6K - $36.2K
2.29K $1.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
70
+ 0.24%
$105.53 - $118.34 $7.39K - $8.28K
29.7K $3.47B
META
Meta Platforms, Inc.

Communication Services
126
+ 3.77%
$453.41 - $572.44 $57.1K - $72.1K
3.47K $1.98B
UNH
Unitedhealth Group Inc

Healthcare
42
+ 1.21%
$488.01 - $604.18 $20.5K - $25.4K
3.5K $2.05B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.71K
New
$71.45 - $75.64 $265K - $280K
3.71K $278M
VST
Vistra Corp.

Utilities
2.28K
New
$69.0 - $119.06 $157K - $271K
2.28K $270M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.02K
New
$44.07 - $50.57 $221K - $254K
5.02K $254M
PWR
Quanta Services, Inc.

Industrials
167
+ 3.77%
$239.58 - $298.23 $40K - $49.8K
4.6K $1.37B
NEE
Nextera Energy Inc

Utilities
1.11K
+ 10.62%
$69.9 - $84.97 $77.2K - $93.9K
11.5K $973M
CAT
Caterpillar Inc

Industrials
590
New
$316.8 - $391.12 $187K - $231K
590 $231M
CRM
Salesforce, Inc.

Technology
418
+ 6.04%
$238.42 - $276.53 $99.7K - $116K
7.34K $2.01B
HEI
Heico Corp

Industrials
875
New
$220.59 - $267.96 $193K - $234K
875 $229M
HUBB
Hubbell Inc

Industrials
525
New
$355.55 - $428.48 $187K - $225K
525 $225M
SHW
Sherwin Williams CO

Basic Materials
572
New
$294.65 - $384.0 $169K - $220K
572 $218M
ITW
Illinois Tool Works Inc

Industrials
809
New
$233.14 - $263.97 $189K - $214K
809 $212M
ADSK
Autodesk, Inc.

Technology
759
New
$245.83 - $245.83 $187K - $187K
759 $209M
SPY
Spdr S&P 500 ETF Trust

ETFs
281
+ 17.88%
$517.38 - $573.86 $145K - $161K
1.85K $1.06B
GILD
Gilead Sciences, Inc.

Healthcare
2.46K
New
$66.59 - $83.99 $164K - $207K
2.46K $206M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.0%
$94.21 - $104.17 $94.2 - $104
28.7K $2.98B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.17K
New
$58.03 - $65.37 $184K - $207K
3.17K $205M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.39K
New
$23.75 - $23.75 $199K - $199K
8.39K $204M
Activity Summary
Buys All Purchases 111 New Holdings 23 Increased Positions 88 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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