Kpp Advisory Services LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $401 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.9B, Microsoft Corp with a value of $16.6B, John Hancock Multifactor Mid C with a value of $16.3B, Apple Inc. with a value of $14.2B, and Vanguard Index Fds S&P 500 ETF with a value of $11.9B.

Examining the 13F form we can see an decrease of $126B in the current position value, from $527B to 401B.

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 $401 Billion
ETFs: $192 Billion
Technology: $69 Billion
Consumer Cyclical: $31 Billion
Financial Services: $27.5 Billion
Industrials: $20.7 Billion
Healthcare: $19.6 Billion
Communication Services: $16.2 Billion
Consumer Defensive: $12.8 Billion
Other: $11 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $401 Billion
  • Prior Value $527 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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