Kpp Advisory Services LLC Reduced Holdings in Q3 2024

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-51.7K
- 77.43%
$149.02 - $167.67 $7.7M - $8.66M
15.1K $2.52B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-31.4K
- 42.9%
$98.97 - $99.59 $3.1M - $3.12M
41.7K $4.16B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-35.8K
- 36.31%
$95.1 - $106.76 $3.4M - $3.82M
62.7K $6.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-47.4K
- 52.24%
$57.32 - $62.65 $2.72M - $2.97M
43.4K $2.7B
JHMM
John Hancock Multifactor Mid C

ETFs
-57.4K
- 19.92%
$54.25 - $60.2 $3.11M - $3.46M
231K $13.9B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-53.7K
- 18.88%
$42.22 - $48.62 $2.27M - $2.61M
231K $10.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.73K
- 8.39%
$434.77 - $502.96 $1.62M - $1.88M
40.8K $19.9B
FTCS
First Trust Capital Strength E

ETFs
-22.3K
- 21.4%
$83.58 - $90.94 $1.86M - $2.03M
81.9K $7.44B
DGRO
Ishares Core Dividend Growth E

ETFs
-33K
- 15.83%
$57.47 - $62.76 $1.89M - $2.07M
175K $11B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-17.9K
- 81.31%
$51.29 - $56.57 $919K - $1.01M
4.12K $233M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.01K
- 64.47%
$386.81 - $423.12 $776K - $848K
1.11K $468M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17.8K
- 29.16%
$48.51 - $52.86 $865K - $942K
43.3K $2.29B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.24K
- 47.3%
$520.18 - $576.82 $642K - $712K
1.38K $794M
RDVY
First Trust Rising Dividend Ac

ETFs
-10.5K
- 65.44%
$53.68 - $59.24 $566K - $624K
5.56K $329M
MSFT
Microsoft Corp

Technology
-220
- 0.8%
$395.15 - $467.56 $86.9K - $103K
27.1K $11.7B
FTGS
First Tr Exchange Traded Fd Gr
-22.1K
- 10.54%
N/A
187K $5.85B
FTNT
Fortinet, Inc.

Technology
-9.16K
- 74.52%
$55.39 - $77.55 $507K - $710K
3.13K $243M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.75K
- 68.59%
$147.95 - $191.05 $406K - $525K
1.26K $219M
F
Ford Motor CO

Consumer Cyclical
-3.09K
- 1.41%
$9.71 - $14.55 $30K - $45K
216K $2.28B
OEF
Ishares S&P 100 ETF

ETFs
-2.17K
- 18.92%
$266.03 - $266.03 $576K - $576K
9.29K $2.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.9K
- 12.24%
$84.77 - $97.13 $500K - $573K
42.3K $4.05B
NVDA
Nvidia Corp

Technology
-2.66K
- 6.43%
$98.91 - $134.91 $263K - $359K
38.7K $4.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.08K
- 15.57%
$475.2 - $527.7 $513K - $569K
5.85K $3.09B
VUG
Vanguard Growth ETF

ETFs
-990
- 61.88%
$341.08 - $391.94 $338K - $388K
610 $234M
DG
Dollar General Corp

Consumer Defensive
-1.29K
- 30.38%
$80.41 - $132.42 $104K - $171K
2.95K $250M
AMD
Advanced Micro Devices Inc

Technology
-1.87K
- 29.3%
$128.67 - $183.96 $241K - $345K
4.52K $741M
AMZN
Amazon Com Inc

Consumer Cyclical
-61
- 0.16%
$161.02 - $200.0 $9.82K - $12.2K
37.4K $6.97B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.65K
- 32.68%
$74.26 - $78.84 $271K - $288K
7.52K $589M
INTC
Intel Corp

Technology
-1.83K
- 7.2%
$18.9 - $34.87 $34.5K - $63.7K
23.5K $552M
VTI
Vanguard Total Stock Market Et

ETFs
-1.75K
- 10.36%
$255.18 - $283.2 $446K - $495K
15.1K $4.28B
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-2.99K
- 26.5%
$28.84 - $41.15 $86.1K - $123K
8.28K $239M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-3.45K
- 51.69%
$58.2 - $64.99 $201K - $224K
3.23K $210M
DIS
Walt Disney CO

Communication Services
-1.42K
- 10.12%
$85.6 - $98.61 $121K - $140K
12.6K $1.21B
MU
Micron Technology Inc

Technology
-732
- 21.06%
$86.27 - $136.82 $63.1K - $100K
2.74K $285M
GOOG
Alphabet Inc.

Communication Services
-337
- 4.76%
$149.54 - $192.66 $50.4K - $64.9K
6.74K $1.13B
IYW
Ishares Dj Us Tech ETF

ETFs
-1.18K
- 15.36%
$133.16 - $158.73 $157K - $188K
6.52K $988M
MRK
Merck & Co., Inc.

Healthcare
-368
- 4.14%
$111.15 - $128.97 $40.9K - $47.5K
8.52K $967M
VHT
Vanguard Health Care ETF

ETFs
-460
- 27.03%
$261.88 - $288.1 $120K - $133K
1.24K $350M
Linde PLC
-317
- 18.23%
N/A
1.42K $678M
HUM
Humana Inc

Healthcare
-38
- 5.18%
$310.25 - $404.52 $11.8K - $15.4K
695 $220M
UPS
United Parcel Service Inc

Industrials
-374
- 19.64%
$123.32 - $147.38 $46.1K - $55.1K
1.53K $209M
DEO
Diageo PLC

Consumer Defensive
-605
- 25.25%
$120.02 - $140.77 $72.6K - $85.2K
1.79K $251M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-835
- 11.0%
$81.1 - $89.18 $67.7K - $74.5K
6.76K $593M
CVX
Chevron Corp

Energy
-88
- 3.13%
$137.88 - $161.97 $12.1K - $14.3K
2.73K $401M
HON
Honeywell International Inc

Industrials
-73
- 2.63%
$196.73 - $220.21 $14.4K - $16.1K
2.7K $558M
KMI
Kinder Morgan, Inc.

Energy
-2.82K
- 20.51%
$19.72 - $22.22 $55.6K - $62.6K
10.9K $241M
BAC
Bank Of America Corp

Financial Services
-688
- 2.28%
$36.65 - $44.13 $25.2K - $30.4K
29.4K $1.17B
FDX
Fedex Corp

Industrials
-8
- 0.8%
$254.64 - $313.52 $2.04K - $2.51K
992 $271M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-969
- 12.0%
$71.9 - $79.86 $69.7K - $77.4K
7.1K $565M
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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