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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.39B
$551 Million 0.13% of portfolio
16,328
Q3 2024 Added 6.41%
$2.72B
$503 Million 0.12% of portfolio
85,964
Q3 2024 Reduced 9.55%
$7.67B
$364 Million 0.09% of portfolio
7,038
Q3 2024 Added 3.15%
$7.34B
$349 Million 0.08% of portfolio
23,193
Q3 2024 Reduced 4.13%
$3.08B
$289 Million 0.07% of portfolio
2,150
Q3 2024 Reduced 4.87%
$3.16B
$239 Million 0.06% of portfolio
8,281
Q3 2024 Reduced 26.5%
$4.16B
$215 Million 0.05% of portfolio
15,918
Q3 2024 Added 40.18%
$3.28B
$137 Million 0.03% of portfolio
44,450
Q3 2024 Added 26.1%
$8.02B
$102 Million 0.02% of portfolio
11,379
Q3 2024 Added 7.09%
$3.33B
$24.8 Million 0.01% of portfolio
20,000
Q4 2023 New

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
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