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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.9M
$552 Million 0.1% of portfolio
249,897
Q1 2025 Reduced 9.22%
$0
$298 Million 0.06% of portfolio
14,239
Q1 2025 New
$0
$278 Million 0.05% of portfolio
21,874
Q1 2025 Added 1.68%
$0
$204 Million 0.04% of portfolio
29,760
Q1 2025 Reduced 2.94%
$0
$144 Million 0.03% of portfolio
17,710
Q1 2025 Reduced 0.14%
$0
$73.6 Million 0.01% of portfolio
15,055
Q1 2025 Reduced 36.86%
$0
$53.8 Million 0.01% of portfolio
12,500
Q1 2025 Reduced 7.41%
$0
$42.1 Million 0.01% of portfolio
12,760
Q2 2024 Added 4.85%

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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