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
Capital Group Core Balanced
17.5K
New
N/A
17.5K $543M
MO
Altria Group, Inc.

Consumer Defensive
969
+ 1.55%
$50.81 - $60.02 $49.2K - $58.2K
63.5K $3.81B
WMB
Williams Companies, Inc.

Energy
9.03K
New
$54.02 - $61.09 $488K - $552K
9.03K $540M
AFL
Aflac Inc

Financial Services
4.76K
New
$100.99 - $111.19 $480K - $529K
4.76K $529M
RECS
Columbia ETF Tr I

ETFs
15.4K
New
$32.64 - $36.08 $504K - $557K
15.4K $512M
CAT
Caterpillar Inc

Industrials
1.6K
+ 275.26%
$326.75 - $407.63 $523K - $653K
2.18K $720M
AMZN
Amazon Com Inc

Consumer Cyclical
8.49K
+ 22.21%
$190.26 - $242.06 $1.62M - $2.06M
46.7K $8.89B
QCOM
Qualcomm Inc

Technology
3.22K
+ 233.96%
$151.94 - $175.86 $489K - $566K
4.59K $705M
BAC
Bank Of America Corp

Financial Services
13.3K
+ 44.51%
$39.61 - $47.74 $527K - $635K
43.2K $1.8B
META
Meta Platforms, Inc.

Communication Services
903
+ 25.34%
$576.36 - $736.67 $520K - $665K
4.47K $2.57B
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 26.01%
$279.74 - $321.29 $325K - $373K
5.63K $1.76B
GD
General Dynamics Corp

Industrials
1.69K
New
$241.94 - $272.58 $410K - $461K
1.69K $461M
VEA
Vanguard Ftse Developed Market

ETFs
8.98K
New
$47.4 - $52.99 $426K - $476K
8.98K $456M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
907
New
$402.49 - $513.76 $365K - $466K
907 $440M
PEP
Pepsico Inc

Consumer Defensive
3.05K
+ 37.39%
$142.64 - $156.42 $435K - $477K
11.2K $1.68B
ADBE
Adobe Inc.

Technology
1.14K
New
$377.84 - $464.11 $431K - $529K
1.14K $437M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.15K
New
$51.52 - $52.37 $420K - $427K
8.15K $427M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.2K
New
$308.86 - $455.36 $370K - $546K
1.2K $423M
HEFA
Ishares Currency Hedged Msci E

ETFs
11.4K
New
$34.83 - $37.52 $396K - $426K
11.4K $412M
TMO
Thermo Fisher Scientific Inc.

Healthcare
945
+ 33.48%
$497.6 - $606.74 $470K - $573K
3.77K $1.88B
ABT
Abbott Laboratories

Healthcare
117K
+ 1324.25%
$111.1 - $140.22 $13M - $16.4M
125K $1.39B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.16K
New
$121.0 - $142.28 $382K - $449K
3.16K $393M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.64K
New
$81.62 - $96.63 $379K - $448K
4.64K $386M
GLDM
World Gold Trust

ETFs
572
+ 1.65%
$52.19 - $61.89 $29.9K - $35.4K
35.3K $2.19B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.05K
New
$87.68 - $94.52 $355K - $383K
4.05K $379M
NFLX
Netflix Inc

Communication Services
396
New
$828.4 - $1058.6 $328K - $419K
396 $369M
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 16.45%
$158.56 - $176.26 $308K - $342K
13.8K $2.34B
VB
Vanguard Small Cap ETF

ETFs
1.64K
New
$217.89 - $252.64 $357K - $414K
1.64K $364M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.98K
New
$117.4 - $131.02 $350K - $390K
2.98K $357M
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 38.73%
$154.33 - $206.19 $819K - $1.09M
19K $2.94B
CRM
Salesforce, Inc.

Technology
2.98K
+ 40.45%
$268.36 - $359.95 $801K - $1.07M
10.4K $2.78B
FSK
Fs Kkr Capital Corp

Financial Services
14.2K
New
$20.47 - $24.06 $291K - $343K
14.2K $298M
MGV
Vanguard Mega Cap Value

ETFs
2.25K
New
$123.61 - $133.01 $278K - $299K
2.25K $290M
MELI
Mercadolibre Inc

Consumer Cyclical
87
+ 18.2%
$1739.0 - $2260.0 $151K - $197K
565 $1.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 7.72%
$25.77 - $27.6 $223K - $238K
121K $3.2B
SO
Southern CO

Utilities
2.14K
+ 23.48%
$80.96 - $92.96 $174K - $199K
11.3K $1.04B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.83K
New
$96.3 - $112.23 $273K - $318K
2.83K $276M
MS
Morgan Stanley

Financial Services
2.92K
+ 36.37%
$111.68 - $141.08 $326K - $412K
11K $1.28B
Morgan Stanley ETF Trust
5.22K
+ 122.73%
N/A
9.47K $479M
PAVE
Global X Fds Us Infrastructure

ETFs
6.97K
New
$37.31 - $43.82 $260K - $306K
6.97K $263M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.1K
+ 13.86%
$58.81 - $68.2 $714K - $828K
99.7K $5.96B
UNH
Unitedhealth Group Inc

Healthcare
372
+ 10.72%
$461.52 - $548.18 $172K - $204K
3.84K $2.01B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.28K
New
$32.74 - $36.2 $238K - $263K
7.28K $254M
PLTR
Palantir Technologies Inc.

Technology
2.97K
New
$64.98 - $124.62 $193K - $370K
2.97K $251M
MA
Mastercard Inc

Financial Services
455
New
$504.67 - $576.31 $230K - $262K
455 $249M
VZ
Verizon Communications Inc

Communication Services
5.49K
New
$37.81 - $46.49 $208K - $255K
5.49K $249M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.61K
+ 9.8%
$169.43 - $182.84 $272K - $293K
18K $3.12B
PAYC
Paycom Software, Inc.

Technology
938
+ 32.9%
$199.42 - $225.82 $187K - $212K
3.79K $828M
Fidelity Covington Trust
13.5K
+ 13.0%
N/A
117K $3.66B
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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