Kpp Advisory Services LLC Incresed Positions in Q1 2025

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
2.14K
+ 23.48%
$80.96 - $92.96 $174K - $199K
11.3K $1.04B
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
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
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
MDT
Medtronic PLC

Healthcare
2.12K
+ 48.92%
$79.84 - $94.5 $169K - $200K
6.46K $580M
MRK
Merck & Co., Inc.

Healthcare
3.52K
+ 41.08%
$83.01 - $101.02 $292K - $355K
12.1K $1.08B
ASML
Asml Holding Nv

Technology
385
+ 32.54%
$662.63 - $776.99 $255K - $299K
1.57K $1.04B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3.94K
+ 16.55%
$46.86 - $50.66 $185K - $199K
27.7K $1.35B
V
Visa Inc.

Financial Services
195
+ 4.55%
$306.92 - $362.71 $59.8K - $70.7K
4.48K $1.57B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.2K
+ 15.72%
$32.49 - $37.99 $363K - $424K
82.1K $2.75B
WMT
Walmart Inc.

Consumer Defensive
2.66K
+ 23.6%
$84.5 - $105.05 $225K - $280K
13.9K $1.22B
LLY
Eli Lilly & CO

Healthcare
35
+ 1.12%
$725.72 - $929.72 $25.4K - $32.5K
3.17K $2.62B
CVX
Chevron Corp

Energy
782
+ 27.58%
$146.71 - $167.97 $115K - $131K
3.62K $605M
PM
Philip Morris International Inc.

Consumer Defensive
359
+ 11.6%
$117.15 - $158.79 $42.1K - $57K
3.46K $548M
FTCS
First Trust Capital Strength E

ETFs
272
+ 0.33%
$86.39 - $91.35 $23.5K - $24.8K
82.9K $7.43B
CGDV
Capital Group Divid Value ETF

ETFs
1.99K
+ 0.75%
$34.95 - $37.36 $69.4K - $74.2K
267K $9.52B
CL
Colgate Palmolive CO

Consumer Defensive
1.56K
+ 17.43%
$85.68 - $97.5 $134K - $152K
10.5K $986M
ZTS
Zoetis Inc.

Healthcare
970
+ 17.09%
$156.48 - $175.67 $152K - $170K
6.65K $1.09B
ITW
Illinois Tool Works Inc

Industrials
675
+ 83.44%
$244.9 - $274.48 $165K - $185K
1.48K $368M
DUK
Duke Energy Corp

Utilities
760
+ 17.98%
$105.87 - $121.97 $80.5K - $92.7K
4.99K $608M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.6K
+ 80.49%
$65.15 - $91.81 $235K - $331K
8.08K $527M
PANW
Palo Alto Networks Inc

Technology
1.23K
+ 20.74%
$167.82 - $208.28 $207K - $256K
7.17K $1.22B
NEE
Nextera Energy Inc

Utilities
2.12K
+ 18.45%
$66.96 - $76.16 $142K - $162K
13.6K $966M
GS
Goldman Sachs Group Inc

Financial Services
269
+ 69.87%
$524.81 - $672.19 $141K - $181K
654 $357M
Lam Research Corp
1.64K
+ 15.6%
N/A
12.1K $883M
CI
Cigna Corp

Healthcare
134
+ 10.33%
$274.49 - $329.0 $36.8K - $44.1K
1.43K $471M
URI
United Rentals, Inc.

Industrials
237
+ 50.11%
$594.17 - $789.56 $141K - $187K
710 $445M
PH
Parker Hannifin Corp

Industrials
291
+ 12.33%
$591.65 - $707.05 $172K - $206K
2.65K $1.61B
BLDR
Builders First Source, Inc.

Industrials
1.17K
+ 56.71%
$122.8 - $173.51 $144K - $203K
3.24K $404M
GLD
Spdr Gold Trust

ETFs
138
+ 9.28%
$243.19 - $288.14 $33.6K - $39.8K
1.63K $468M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.58K
+ 61.62%
$102.72 - $143.06 $163K - $226K
4.15K $434M
HD
Home Depot, Inc.

Consumer Cyclical
658
+ 10.42%
$347.25 - $424.87 $228K - $280K
6.97K $2.56B
DIS
Walt Disney CO

Communication Services
2.52K
+ 20.84%
$96.87 - $114.0 $244K - $288K
14.6K $1.44B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.48K
+ 6.78%
N/A
86.3K $2.05B
FDX
Fedex Corp

Industrials
507
+ 51.11%
$230.33 - $281.53 $117K - $143K
1.5K $365M
TSCO
Tractor Supply CO

Consumer Cyclical
1.21K
+ 12.66%
$51.66 - $57.94 $62.3K - $69.9K
10.7K $591M
Linde PLC
36
+ 2.5%
N/A
1.48K $687M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
730
+ 59.16%
$165.25 - $224.62 $121K - $164K
1.96K $326M
FAST
Fastenal CO

Industrials
445
+ 5.8%
$71.11 - $79.98 $31.6K - $35.6K
8.12K $629M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
476
+ 21.1%
$128.74 - $138.67 $61.3K - $66K
2.73K $371M
CTAS
Cintas Corp

Industrials
127
+ 6.74%
$182.09 - $208.14 $23.1K - $26.4K
2.01K $413M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
793
+ 21.88%
$78.12 - $83.7 $61.9K - $66.4K
4.42K $356M
GE
General Electric CO

Industrials
46
+ 2.98%
$168.59 - $212.13 $7.76K - $9.76K
1.59K $318M
VNT
Vontier Corp

Technology
3.72K
+ 21.7%
$32.1 - $40.32 $119K - $150K
20.9K $685M
ENB
Enbridge Inc

Energy
1.1K
+ 18.39%
$41.54 - $45.45 $45.6K - $49.9K
7.07K $313M
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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