Kpp Advisory Services LLC Reduced Holdings in Q3 2025

Kpp Advisory Services LLC

  • $675 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-139K
- 74.96%
$39.37 - $44.24 $5.46M - $6.14M
46.3K $2.03B
Fidelity Covington Trust
-116K
- 76.69%
N/A
35.4K $1.32B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-21.1K
- 42.97%
$182.33 - $194.5 $3.84M - $4.1M
28K $5.44B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-34.2K
- 81.1%
$99.12 - $99.52 $3.39M - $3.4M
7.97K $793M
FTCS
First Trust Capital Strength E

ETFs
-37.1K
- 44.28%
$89.72 - $93.74 $3.33M - $3.48M
46.7K $4.37B
CGGO
Capital Group Global Growth Eq

ETFs
-91.2K
- 87.88%
$31.71 - $34.17 $2.89M - $3.12M
12.6K $430M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-27.7K
- 30.67%
$84.28 - $89.46 $2.34M - $2.48M
62.7K $5.58B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-11.9K
- 33.24%
$139.82 - $155.45 $1.66M - $1.84M
23.8K $3.7B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-13.7K
- 14.44%
$53.93 - $57.58 $740K - $791K
81.4K $4.59B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.96K
- 69.19%
$55.15 - $58.11 $549K - $579K
4.44K $255M
OEF
Ishares S&P 100 ETF

ETFs
-2.1K
- 26.87%
N/A
5.71K $1.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.78K
- 19.09%
$108.97 - $121.65 $739K - $825K
28.8K $3.47B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8.21K
- 30.05%
$49.78 - $50.75 $408K - $416K
19.1K $967M
PEP
Pepsico Inc

Consumer Defensive
-3.39K
- 33.93%
$133.81 - $152.16 $454K - $516K
6.61K $928M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-6.37K
- 25.29%
$64.0 - $66.91 $408K - $426K
18.8K $1.26B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.67K
- 19.55%
$50.53 - $50.82 $337K - $339K
27.4K $1.39B
CGDV
Capital Group Divid Value ETF

ETFs
-24.4K
- 8.95%
$39.59 - $42.21 $967K - $1.03M
249K $10.5B
HON
Honeywell International Inc

Industrials
-290
- 2.91%
$207.7 - $240.4 $60.2K - $69.7K
9.69K $2.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-800
- 7.8%
$459.11 - $506.91 $367K - $406K
9.46K $4.76B
T
At&T Inc.

Communication Services
-3.33K
- 2.38%
$26.94 - $29.62 $89.8K - $98.8K
137K $3.86B
MS
Morgan Stanley

Financial Services
-2.55K
- 21.23%
$139.09 - $161.16 $354K - $410K
9.45K $1.5B
CSCO
Cisco Systems, Inc.

Technology
-2.33K
- 8.77%
$66.2 - $71.79 $154K - $167K
24.3K $1.66B
PG
Procter & Gamble CO

Consumer Defensive
-461
- 3.19%
$150.47 - $161.22 $69.4K - $74.3K
14K $2.15B
EFG
Msci Eafe Growth ETF

ETFs
-1.43K
- 11.13%
$106.99 - $114.46 $153K - $164K
11.4K $1.3B
NOW
Service Now, Inc.

Technology
-18
- 1.74%
$850.86 - $1044.69 $15.3K - $18.8K
1.02K $934M
FSK
Fs Kkr Capital Corp

Financial Services
-1.85K
- 13.02%
$14.93 - $22.48 $27.7K - $41.7K
12.4K $185M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.2K
- 9.06%
$134.94 - $145.86 $431K - $466K
32.1K $4.67B
MRK
Merck & Co., Inc.

Healthcare
-1.83K
- 16.37%
$77.6 - $87.37 $142K - $160K
9.35K $785M
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 2.69%
$915.95 - $994.57 $27.5K - $29.8K
1.08K $1B
NOTV
Inotiv, Inc.

Healthcare
-15.3K
- 8.63%
$1.33 - $2.36 $20.3K - $36K
162K $234M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-740
- 26.07%
$92.97 - $100.18 $68.8K - $74.1K
2.1K $209M
ADBE
Adobe Inc.

Technology
-39
- 3.21%
$333.65 - $392.1 $13K - $15.3K
1.18K $415M
DUK
Duke Energy Corp

Utilities
-619
- 12.41%
$116.31 - $125.93 $72K - $78K
4.37K $540M
PGR
Progressive Corp

Financial Services
-5
- 0.23%
$238.61 - $264.3 $1.19K - $1.32K
2.15K $531M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.5K
- 9.84%
$25.09 - $25.19 $37.6K - $37.8K
13.7K $346M
PAYX
Paychex Inc

Industrials
-5
- 0.26%
$126.69 - $147.99 $633 - $740
1.95K $247M
EMR
Emerson Electric CO

Industrials
-158
- 2.14%
$128.6 - $149.63 $20.3K - $23.6K
7.22K $947M
MDT
Medtronic PLC

Healthcare
-907
- 14.26%
$87.67 - $95.74 $79.5K - $86.8K
5.45K $519M
ZBRA
Zebra Technologies Corp

Technology
-16
- 0.79%
$296.92 - $341.36 $4.75K - $5.46K
2.02K $601M
UNM
Unum Group

Financial Services
-100
- 3.01%
$68.55 - $82.12 $6.86K - $8.21K
3.22K $250M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-210
- 4.56%
$97.75 - $100.75 $20.5K - $21.2K
4.4K $441M
CB
Chubb LTD

Financial Services
-23
- 1.87%
$265.99 - $289.59 $6.12K - $6.66K
1.21K $341M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-254
- 3.2%
$52.39 - $53.11 $13.3K - $13.5K
7.69K $408M
BMY
Bristol Myers Squibb CO

Healthcare
-21
- 0.32%
$43.31 - $48.98 $910 - $1.03K
6.47K $292M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-225
- 1.63%
$22.19 - $22.44 $4.99K - $5.05K
13.6K $304M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-225
- 1.63%
$22.36 - $22.52 $5.03K - $5.07K
13.6K $306M
GILD
Gilead Sciences, Inc.

Healthcare
-30
- 1.32%
$108.22 - $120.47 $3.25K - $3.61K
2.24K $248M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-47
- 1.0%
$78.96 - $80.04 $3.71K - $3.76K
4.66K $372M
HCA
Hca Healthcare, Inc.

Healthcare
-60
- 10.58%
$334.32 - $426.2 $20.1K - $25.6K
507 $216M
Activity Summary
Buys All Purchases 180 New Holdings 31 Increased Positions 149 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Kpp Advisory Services LLC Portfolio

Follow Kpp Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kpp Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kpp Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email