Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $424 Billion
  • Q4 2024

Kpp Advisory Services LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $424 Billion distributed in 258 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 $21.7B, Invesco Exchange Traded Fd Tr with a value of $17.9B, Invesco Exchange Traded Fd Tr with a value of $15.5B, Apple Inc. with a value of $15.4B, and John Hancock Multifactor Mid C with a value of $14B.

Examining the 13F form we can see an increase of $7.39B in the current position value, from $417B to 424B.

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 $424 Billion
ETFs: $253 Billion
Technology: $48.4 Billion
Consumer Cyclical: $27 Billion
Healthcare: $17.3 Billion
Financial Services: $15.9 Billion
Industrials: $11.6 Billion
Consumer Defensive: $11.1 Billion
Communication Services: $10.8 Billion
Other: $7.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.29 Billion 0.54% of portfolio
14,149
Q4 2024 Reduced 6.02%
$1.41T
$2.09 Billion 0.49% of portfolio
3,563
Q4 2024 Added 2.83%
$66.4B
$2.06 Billion 0.49% of portfolio
43,114
Q4 2024 Reduced 1.46%
$0
$2.02 Billion 0.48% of portfolio
28,775
Q4 2024 Added 1.05%
$414B
$1.98 Billion 0.47% of portfolio
11,812
Q4 2024 Added 8.2%
$0
$1.94 Billion 0.46% of portfolio
6,728
Q4 2024 Reduced 27.55%
-
$1.96 Billion 0.46% of portfolio
-
Q4 2024 Reduced 0.87%
$8.46B
$1.81 Billion 0.43% of portfolio
34,746
Q4 2024 Added 196.87%
$38.1B
$1.79 Billion 0.42% of portfolio
181,260
Q4 2024 Reduced 16.02%
Capital Grp Fixed Incm ETF T
-
$1.78 Billion 0.42% of portfolio
-
Q4 2024 Added 9.55%
$445B
$1.76 Billion 0.41% of portfolio
3,470
Q4 2024 Reduced 0.91%
$432B
$1.66 Billion 0.39% of portfolio
11,492
Q4 2024 Added 4.69%
$439B
$1.66 Billion 0.39% of portfolio
15,444
Q4 2024 Added 2.61%
$0
$1.51 Billion 0.36% of portfolio
31,155
Q4 2024 Reduced 7.74%
$82.2B
$1.5 Billion 0.35% of portfolio
2,360
Q4 2024 Added 2.97%
$0
$1.47 Billion 0.35% of portfolio
7,403
Q4 2024 Added 4.34%
$205B
$1.47 Billion 0.35% of portfolio
2,823
Q4 2024 Added 4.44%
$36.2B
$1.51 Billion 0.35% of portfolio
4,762
Q4 2024 Added 3.61%
$0
$1.44 Billion 0.34% of portfolio
41,195
Q4 2024 Reduced 3.24%
$77.6B
$1.39 Billion 0.33% of portfolio
5,999
Q4 2024 Added 4.29%
$0
$1.4 Billion 0.33% of portfolio
5,282
Q4 2024 Reduced 2.96%
$1.06T
$1.35 Billion 0.32% of portfolio
7,073
Q4 2024 Added 4.94%
$0
$1.34 Billion 0.32% of portfolio
5,772
Q3 2024 Reduced 0.17%
$577B
$1.36 Billion 0.32% of portfolio
4,288
Q4 2024 Added 0.63%
$199B
$1.35 Billion 0.32% of portfolio
12,111
Q4 2024 Reduced 3.78%
$339B
$1.31 Billion 0.31% of portfolio
29,879
Q4 2024 Added 1.53%
$226B
$1.3 Billion 0.31% of portfolio
4,468
Q4 2024 Added 2.76%
Victory Portfolios Ii
-
$1.25 Billion 0.3% of portfolio
-
Q4 2024 Added 10.78%
$212B
$1.24 Billion 0.29% of portfolio
8,149
Q4 2024 Added 2.88%
$219B
$1.21 Billion 0.29% of portfolio
3,451
Q4 2024 Added 5.57%
$645B
$1.18 Billion 0.28% of portfolio
2,594
Q4 2024 Added 10.43%
$0
$1.13 Billion 0.27% of portfolio
23,795
Q4 2024 Added 12.08%
$71.4M
$1.14 Billion 0.27% of portfolio
275,267
Q4 2024 Added 15.8%
$0
$1.09 Billion 0.26% of portfolio
1,863
Q4 2024 Added 0.54%
$0
$1.1 Billion 0.26% of portfolio
14,191
Q4 2024 Added 13.36%
$0
$1.1 Billion 0.26% of portfolio
6,894
Q4 2024 Added 5.82%
$55.1B
$1.08 Billion 0.25% of portfolio
5,934
Q4 2024 Added 121.67%
$0
$1.05 Billion 0.25% of portfolio
20,197
Q4 2024 Reduced 0.27%
$261B
$1.02 Billion 0.24% of portfolio
11,283
Q4 2024 Reduced 0.52%
$210B
$1.01 Billion 0.24% of portfolio
8,032
Q4 2024 Added 3.39%
$374B
$1.03 Billion 0.24% of portfolio
5,784
Q4 2024 Reduced 5.95%
$241B
$996 Million 0.23% of portfolio
8,809
Q4 2024 Added 5.03%
$78.2B
$925 Million 0.22% of portfolio
5,676
Q4 2024 Added 6.21%
$0
$933 Million 0.22% of portfolio
9,254
Q4 2024 Reduced 3.98%
$464B
$898 Million 0.21% of portfolio
980
Q4 2024 Reduced 0.2%
$236B
$851 Million 0.2% of portfolio
8,559
Q4 2024 Added 0.47%
$294B
$820 Million 0.19% of portfolio
1,183
Q4 2024 Added 11.6%
$0
$798 Million 0.19% of portfolio
1,356
Q4 2024 Reduced 1.45%
$0
$795 Million 0.19% of portfolio
19,737
Q4 2024 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $424 Billion
  • Prior Value $417 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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