Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025

Kpp Advisory Services LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $527 Billion distributed in 292 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 $27.8B, Ishares Core S&P 500 ETF with a value of $19.6B, Invesco Exchange Traded Fd Tr with a value of $17.6B, Invesco Exchange Traded Fd Tr with a value of $15.6B, and Apple Inc. with a value of $15.1B.

Examining the 13F form we can see an increase of $103B in the current position value, from $424B to 527B.

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 $527 Billion
ETFs: $315 Billion
Technology: $58.7 Billion
Financial Services: $26.8 Billion
Consumer Cyclical: $26.7 Billion
Healthcare: $21 Billion
Industrials: $18 Billion
Communication Services: $13.6 Billion
Consumer Defensive: $13 Billion
Other: $11.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$413 Million 0.08% of portfolio
2,010
Q1 2025 Added 6.74%
$150B
$419 Million 0.08% of portfolio
1,125
Q1 2025 Added 8.28%
$116B
$440 Million 0.08% of portfolio
907
Q1 2025 New
$46.5B
$431 Million 0.08% of portfolio
1,375
Q1 2025 Added 0.15%
$15.8B
$432 Million 0.08% of portfolio
6,632
Q1 2025 Reduced 0.99%
$120B
$372 Million 0.07% of portfolio
1,232
Q1 2025 Reduced 1.36%
$35.7B
$393 Million 0.07% of portfolio
3,356
Q1 2025 Added 9.82%
$78.4B
$368 Million 0.07% of portfolio
1,484
Q1 2025 Added 83.44%
$93.8B
$379 Million 0.07% of portfolio
16,689
Q1 2025 Reduced 15.49%
$67.8B
$356 Million 0.07% of portfolio
10,423
Q1 2025 Added 3.19%
$61B
$365 Million 0.07% of portfolio
1,499
Q1 2025 Added 51.11%
$32.6B
$321 Million 0.06% of portfolio
10,546
Q1 2025 Reduced 0.51%
$85B
$331 Million 0.06% of portfolio
2,255
Q1 2025 Added 5.77%
$63.7B
$327 Million 0.06% of portfolio
11,454
Q1 2025 Added 7.35%
$25.1B
$325 Million 0.06% of portfolio
4,730
Q1 2025 Reduced 4.64%
$91B
$313 Million 0.06% of portfolio
7,068
Q1 2025 Added 18.39%
$42.8B
$335 Million 0.06% of portfolio
2,130
Q1 2025 Reduced 0.09%
$15.2B
$318 Million 0.06% of portfolio
2,160
Q1 2025 Reduced 2.48%
$21.4B
$332 Million 0.06% of portfolio
900
Q3 2023 New
$19.8B
$322 Million 0.06% of portfolio
9,592
Q1 2025 Added 0.02%
$35.1B
$341 Million 0.06% of portfolio
588
Q1 2025 Added 7.3%
$53.1B
$302 Million 0.06% of portfolio
1,955
Q1 2025 Reduced 2.15%
$60.7B
$275 Million 0.05% of portfolio
1,163
Q1 2025 Added 3.84%
$77.1B
$286 Million 0.05% of portfolio
2,432
Q1 2025 Added 15.81%
$183B
$249 Million 0.05% of portfolio
5,488
Q1 2025 New
$125B
$257 Million 0.05% of portfolio
1,506
Q1 2025 Added 10.57%
$16.4B
$270 Million 0.05% of portfolio
3,319
Q1 2025 Reduced 1.48%
$11B
$253 Million 0.05% of portfolio
519
Q1 2025 Added 3.8%
$124B
$258 Million 0.05% of portfolio
1,280
Q1 2025 Reduced 17.58%
$140B
$255 Million 0.05% of portfolio
2,279
Q1 2025 Reduced 7.28%
$141B
$211 Million 0.04% of portfolio
8,326
Q1 2025 Reduced 9.81%
$131B
$233 Million 0.04% of portfolio
2,680
Q1 2025 Reduced 5.3%
$91.3B
$201 Million 0.04% of portfolio
2,965
Q1 2025 Reduced 58.36%
$92.1B
$200 Million 0.04% of portfolio
573
Q1 2025 New
$52.3B
$207 Million 0.04% of portfolio
1,836
Q1 2025 Reduced 3.42%
$17.4B
$234 Million 0.04% of portfolio
875
Q1 2025 New
$44.6B
$100 Million 0.02% of portfolio
10,067
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $527 Billion
  • Prior Value $424 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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