Kpp Advisory Services LLC Reduced Holdings in Q1 2025

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-29.1K
- 46.49%
$97.38 - $104.52 $2.83M - $3.04M
33.5K $3.42B
BYLD
Ishares Tr Yield Optimized Bd
-119K
- 79.06%
N/A
31.6K $709M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-25.7K
- 12.0%
$36.64 - $45.76 $942K - $1.18M
188K $7.07B
VTI
Vanguard Total Stock Market Et

ETFs
-6.82K
- 48.98%
$271.18 - $303.12 $1.85M - $2.07M
7.1K $1.95B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-30.1K
- 31.33%
$65.27 - $71.18 $1.96M - $2.14M
66K $4.38B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-33K
- 67.9%
$53.6 - $58.97 $1.77M - $1.95M
15.6K $855M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-23.6K
- 14.1%
$45.72 - $51.73 $1.08M - $1.22M
144K $6.63B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-10.5K
- 33.25%
N/A
21.2K $1.86B
SPYG
Spdr Portfolio

ETFs
-8.57K
- 31.45%
$80.05 - $92.39 $686K - $792K
18.7K $1.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16.7K
- 35.55%
$49.78 - $53.19 $831K - $888K
30.3K $1.55B
IVW
Ishares S&P 500 Growth ETF

ETFs
-629
- 1.86%
$92.45 - $106.69 $58.2K - $67.1K
33.2K $3.08B
USB
Us Bancorp \De\

Financial Services
-1.98K
- 4.59%
$40.92 - $50.9 $81K - $101K
41.1K $1.74B
CGUS
Capital Group Core Equity ETF
-7.57K
- 18.39%
$33.08 - $36.62 $251K - $277K
33.6K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.99K
- 35.94%
$95.85 - $99.25 $287K - $297K
5.33K $528M
BFA
Brown Forman Corp Cl A
-5.8K
- 36.74%
N/A
9.99K $334M
VO
Vanguard Mid Cap ETF

ETFs
-732
- 13.86%
$251.87 - $277.95 $184K - $203K
4.55K $1.18B
RFG
Invesco Exchange Traded Fd Tr

ETFs
-935
- 3.0%
$43.07 - $51.51 $40.3K - $48.2K
30.2K $1.32B
VHT
Vanguard Health Care ETF

ETFs
-555
- 23.51%
$254.06 - $273.83 $141K - $152K
1.81K $478M
CVS
Cvs Health Corp

Healthcare
-4.16K
- 58.36%
$44.22 - $68.64 $184K - $285K
2.97K $201M
FEX
First Tr Large Cap Core Alphde

ETFs
-585
- 1.98%
$99.27 - $109.89 $58.1K - $64.3K
28.9K $2.96B
VIG
Vanguard Dividend Appreciation

ETFs
-529
- 17.85%
N/A
2.44K $472M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.16K
- 3.24%
$99.16 - $99.52 $115K - $116K
34.7K $3.45B
ADI
Analog Devices Inc

Technology
-273
- 17.58%
$201.56 - $243.82 $55K - $66.6K
1.28K $258M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-995
- 4.84%
$32.42 - $36.13 $32.3K - $35.9K
19.6K $646M
FVD
First Tr Value Line Divid Inde

ETFs
-3.21K
- 3.72%
$42.61 - $45.51 $137K - $146K
83.1K $3.7B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-909
- 12.92%
$73.78 - $76.59 $67.1K - $69.6K
6.13K $469M
FITB
Fifth Third Bancorp

Financial Services
-119
- 0.76%
$37.48 - $44.96 $4.46K - $5.35K
15.5K $606M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-177
- 2.16%
$69.69 - $79.99 $12.3K - $14.2K
8.03K $574M
PHK
Pimco High Income Fund

Financial Services
-8.79K
- 36.86%
$4.85 - $4.98 $42.6K - $43.8K
15.1K $73.6M
CLX
Clorox CO

Consumer Defensive
-55
- 2.48%
$141.76 - $162.89 $7.8K - $8.96K
2.16K $318M
JPSE
J P Morgan Diversified Return

ETFs
-235
- 2.46%
$42.78 - $48.51 $10.1K - $11.4K
9.32K $406M
F
Ford Motor CO

Consumer Cyclical
-6.06K
- 3.34%
$9.12 - $10.43 $55.3K - $63.2K
175K $1.76B
APH
Amphenol Corp

Technology
-63
- 0.75%
$61.62 - $78.55 $3.88K - $4.95K
8.37K $549M
PFE
Pfizer Inc

Healthcare
-906
- 9.81%
$25.01 - $27.13 $22.7K - $24.6K
8.33K $211M
IEP
Icahn Enterprises L.P.

Industrials
-4.09K
- 28.31%
$8.87 - $10.43 $36.3K - $42.6K
10.4K $93.8M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-190
- 2.17%
$61.91 - $66.79 $11.8K - $12.7K
8.58K $535M
INTC
Intel Corp

Technology
-3.06K
- 15.49%
$19.1 - $27.39 $58.4K - $83.8K
16.7K $379M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-196
- 3.1%
$62.72 - $71.92 $12.3K - $14.1K
6.13K $386M
IEF
Ishares Barclays

ETFs
-240
- 7.25%
$91.17 - $95.39 $21.9K - $22.9K
3.07K $293M
DVY
Ishares Tr

ETFs
-150
- 5.48%
$128.58 - $138.1 $19.3K - $20.7K
2.59K $348M
EAD
Allspring Income Opportunities Fund

Financial Services
-901
- 2.94%
$6.8 - $7.06 $6.13K - $6.36K
29.8K $204M
MU
Micron Technology Inc

Technology
-150
- 5.3%
$86.89 - $109.38 $13K - $16.4K
2.68K $233M
KHC
Kraft Heinz CO

Consumer Defensive
-54
- 0.51%
$28.51 - $32.22 $1.54K - $1.74K
10.5K $321M
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
-1K
- 7.41%
$4.12 - $4.64 $4.12K - $4.64K
12.5K $53.8M
Capital Grp Fixed Incm ETF T
-1.33K
- 1.92%
N/A
67.8K $1.78B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-25
- 0.14%
$8.11 - $8.58 $203 - $215
17.7K $144M
NET
Cloudflare, Inc.

Technology
-65
- 3.42%
$110.71 - $176.5 $7.2K - $11.5K
1.84K $207M
BTG
B2 Gold Corp

Basic Materials
-1.75K
- 3.82%
$2.3 - $3.3 $4.02K - $5.78K
44K $125M
EQRR
Proshares Tr Equities For Risi

ETFs
-238
- 2.0%
$56.5 - $60.44 $13.4K - $14.4K
11.6K $688M
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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