Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $417 Billion
  • Q3 2024

Kpp Advisory Services LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.9B, Invesco Exchange Traded Fd Tr with a value of $16.8B, Invesco Exchange Traded Fd Tr with a value of $14.2B, Apple Inc. with a value of $14.1B, and John Hancock Multifactor Mid C with a value of $13.9B.

Examining the 13F form we can see an increase of $40.6B in the current position value, from $376B to 417B.

Kpp Advisory Services LLC is based out at Louisville, KY

Below you can find more details about Kpp Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $417 Billion
ETFs: $252 Billion
Technology: $45.9 Billion
Consumer Cyclical: $21.6 Billion
Healthcare: $18.8 Billion
Financial Services: $14.3 Billion
Industrials: $11.6 Billion
Consumer Defensive: $10.8 Billion
Communication Services: $9.89 Billion
Other: $9.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07T
$14.1 Billion 3.38% of portfolio
60,399
Q3 2024 Reduced 1.3%
$3.39T
$11.7 Billion 2.8% of portfolio
27,111
Q3 2024 Reduced 0.8%
$2.35T
$6.97 Billion 1.67% of portfolio
37,414
Q3 2024 Reduced 0.16%
$1.52T
$6.67 Billion 1.6% of portfolio
25,512
Q3 2024 Reduced 2.3%
-
$5.85 Billion 1.4% of portfolio
-
Q3 2024 Reduced 10.54%
-
$5.59 Billion 1.34% of portfolio
-
Q3 2024 Added 51.62%
$325B
$4.69 Billion 1.13% of portfolio
38,657
Q3 2024 Reduced 6.43%
$97B
$3.06 Billion 0.73% of portfolio
59,911
Q3 2024 Reduced 0.34%
$163B
$2.95 Billion 0.71% of portfolio
133,989
Q3 2024 Reduced 2.44%
$699B
$2.77 Billion 0.66% of portfolio
13,136
Q3 2024 Added 0.8%
$740B
$2.69 Billion 0.64% of portfolio
3,031
Q3 2024 Added 5.9%
$418B
$2.53 Billion 0.61% of portfolio
6,238
Q3 2024 Added 0.69%
$39.4B
$2.28 Billion 0.55% of portfolio
215,829
Q3 2024 Reduced 1.41%
$1.17T
$2.23 Billion 0.54% of portfolio
13,457
Q3 2024 Added 2.16%
$454B
$2.05 Billion 0.49% of portfolio
3,502
Q3 2024 Added 1.21%
$74.3B
$2 Billion 0.48% of portfolio
43,755
Q3 2024 Reduced 0.37%
$1.39T
$1.98 Billion 0.48% of portfolio
3,465
Q3 2024 Added 3.77%
-
$2.01 Billion 0.48% of portfolio
-
Q3 2024 Added 13.89%
$404B
$1.89 Billion 0.45% of portfolio
10,917
Q3 2024 Added 2.21%
$383B
$1.78 Billion 0.43% of portfolio
10,977
Q3 2024 Reduced 0.72%
$450B
$1.76 Billion 0.42% of portfolio
15,051
Q3 2024 Added 0.33%
$207B
$1.67 Billion 0.4% of portfolio
2,703
Q3 2024 Reduced 0.59%
$85.6B
$1.45 Billion 0.35% of portfolio
2,292
Q3 2024 Added 2.55%
$48.1B
$1.37 Billion 0.33% of portfolio
4,596
Q3 2024 Added 3.77%
$218B
$1.32 Billion 0.32% of portfolio
4,348
Q3 2024 Reduced 7.23%
$215B
$1.35 Billion 0.32% of portfolio
7,921
Q3 2024 Reduced 2.81%
$310B
$1.21 Billion 0.29% of portfolio
6,150
Q3 2024 Reduced 0.28%
$206B
$1.21 Billion 0.29% of portfolio
12,587
Q3 2024 Reduced 10.12%
$520B
$1.17 Billion 0.28% of portfolio
4,261
Q3 2024 Added 1.0%
$362B
$1.17 Billion 0.28% of portfolio
29,429
Q3 2024 Reduced 2.28%
$225B
$1.16 Billion 0.28% of portfolio
3,269
Q3 2024 Reduced 5.68%
$11.4B
$1.18 Billion 0.28% of portfolio
12,476
Q3 2024 Added 1.86%
$1.2T
$1.13 Billion 0.27% of portfolio
6,740
Q3 2024 Reduced 4.76%
$593B
$1.08 Billion 0.26% of portfolio
2,349
Q3 2024 Added 41.34%
$80B
$1.04 Billion 0.25% of portfolio
5,344
Q3 2024 Added 6.88%
$97.3B
$992 Million 0.24% of portfolio
5,752
Q3 2024 Added 930.82%
$253B
$967 Million 0.23% of portfolio
8,519
Q3 2024 Reduced 4.14%
$142B
$945 Million 0.23% of portfolio
2,932
Q3 2024 Added 4.64%
$142B
$973 Million 0.23% of portfolio
11,513
Q3 2024 Added 10.62%
$198B
$956 Million 0.23% of portfolio
8,387
Q3 2024 Added 5.07%
$259B
$916 Million 0.22% of portfolio
11,342
Q3 2024 Reduced 0.38%
$60.2B
$915 Million 0.22% of portfolio
2,677
Q3 2024 Added 310.58%
$78B
$902 Million 0.22% of portfolio
8,690
Q3 2024 Reduced 2.35%
-
$855 Million 0.21% of portfolio
-
Q3 2024 New
$435B
$871 Million 0.21% of portfolio
982
Q3 2024 Added 9.72%
$292B
$883 Million 0.21% of portfolio
1,060
Q3 2024 Added 12.29%
$10.6B
$841 Million 0.2% of portfolio
1,031
Q3 2024 Added 3.0%
$216B
$810 Million 0.19% of portfolio
7,769
Q3 2024 Added 6.51%
$177B
$782 Million 0.19% of portfolio
3,787
Q2 2024 Reduced 0.89%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $417 Billion
  • Prior Value $376 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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