Kpp Advisory Services LLC New Holdings in Q3 2024

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
101K
New
N/A
101K $3.23B
Capital Grp Fixed Incm ETF T
63.1K
New
N/A
63.1K $1.7B
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
GLDM
World Gold Trust

ETFs
11.7K
New
$46.2 - $53.01 $541K - $620K
11.7K $610M
BLDR
Builders First Source, Inc.

Industrials
1.73K
New
$132.6 - $201.83 $229K - $348K
1.73K $334M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.71K
New
$71.45 - $75.64 $265K - $280K
3.71K $278M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.02K
New
$44.07 - $50.57 $221K - $254K
5.02K $254M
CAT
Caterpillar Inc

Industrials
590
New
$316.8 - $391.12 $187K - $231K
590 $231M
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
GILD
Gilead Sciences, Inc.

Healthcare
2.46K
New
$66.59 - $83.99 $164K - $207K
2.46K $206M
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
CSX
Csx Corp

Industrials
5.81K
New
$32.48 - $35.45 $189K - $206K
5.81K $201M
UNM
Unum Group

Financial Services
3.37K
New
$49.81 - $59.44 $168K - $200K
3.37K $200M
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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