Kpp Advisory Services LLC Incresed Positions 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
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
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
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
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
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
CRM
Salesforce, Inc.

Technology
418
+ 6.04%
$238.42 - $276.53 $99.7K - $116K
7.34K $2.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
281
+ 17.88%
$517.38 - $573.86 $145K - $161K
1.85K $1.06B
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.0%
$94.21 - $104.17 $94.2 - $104
28.7K $2.98B
ZTS
Zoetis Inc.

Healthcare
344
+ 6.88%
$172.58 - $196.48 $59.4K - $67.6K
5.34K $1.04B
VIG
Vanguard Dividend Appreciation

ETFs
592
+ 24.98%
$182.15 - $182.15 $108K - $108K
2.96K $587M
VOT
Vanguard Mid Cap Growth Index

ETFs
16
+ 0.16%
$218.05 - $243.47 $3.49K - $3.9K
10.2K $2.48B
LOW
Lowes Companies Inc

Consumer Cyclical
121
+ 5.63%
$213.3 - $270.78 $25.8K - $32.8K
2.27K $615M
RTX
Raytheon Technologies Corp

Industrials
256
+ 4.92%
$99.55 - $123.34 $25.5K - $31.6K
5.46K $661M
ORCL
Oracle Corp

Technology
134
+ 3.49%
$125.9 - $170.35 $16.9K - $22.8K
3.98K $678M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.35K
+ 19.19%
$65.15 - $72.97 $87.7K - $98.2K
8.36K $610M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 0.8%
$194.9 - $224.8 $20.3K - $23.4K
13.1K $2.77B
PG
Procter & Gamble CO

Consumer Defensive
236
+ 2.21%
$160.76 - $177.82 $37.9K - $42K
10.9K $1.89B
ABT
Abbott Laboratories

Healthcare
405
+ 5.07%
$100.07 - $118.13 $40.5K - $47.8K
8.39K $956M
IBM
International Business Machines Corp

Technology
121
+ 5.91%
$175.1 - $223.38 $21.2K - $27K
2.17K $479M
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 1.3%
$156.14 - $187.2 $7.18K - $8.61K
3.58K $661M
EQRR
Proshares Tr Equities For Risi

ETFs
1.98K
+ 19.17%
$55.02 - $59.59 $109K - $118K
12.3K $711M
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 9.72%
$801.83 - $917.05 $69.8K - $79.8K
982 $871M
IFRA
Ishares Tr

ETFs
641
+ 4.0%
$41.55 - $46.97 $26.6K - $30.1K
16.7K $783M
NOW
Service Now, Inc.

Technology
43
+ 6.74%
$730.87 - $937.36 $31.4K - $40.3K
681 $609M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
971
+ 19.31%
$75.47 - $83.18 $73.3K - $80.8K
6K $498M
MS
Morgan Stanley

Financial Services
475
+ 6.51%
$92.07 - $106.96 $43.7K - $50.8K
7.77K $810M
AVGO
Broadcom Inc.

Technology
5.19K
+ 930.82%
$136.27 - $1745.86 $708K - $9.07M
5.75K $992M
LLY
Eli Lilly & CO

Healthcare
169
+ 5.9%
$772.14 - $960.02 $130K - $162K
3.03K $2.69B
FAST
Fastenal CO

Industrials
355
+ 5.08%
$62.09 - $71.83 $22K - $25.5K
7.35K $525M
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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