Kpp Advisory Services LLC Purchases in Q3 2025

Kpp Advisory Services LLC

  • $675 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
99
+ 0.29%
$81.7 - $87.53 $8.09K - $8.67K
34.7K $3.03B
IWV
Ishares Russell 3000 ETF

ETFs
317
+ 48.47%
$351.04 - $379.81 $111K - $120K
971 $368M
MCD
Mcdonalds Corp

Consumer Cyclical
228
+ 4.02%
$291.67 - $316.99 $66.5K - $72.3K
5.9K $1.79B
MU
Micron Technology Inc

Technology
16
+ 0.54%
$104.88 - $168.89 $1.68K - $2.7K
2.97K $496M
FAST
Fastenal CO

Industrials
357
+ 2.21%
$42.47 - $50.39 $15.2K - $18K
16.5K $810M
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 21.36%
$65.67 - $71.67 $180K - $196K
15.6K $1.03B
Morgan Stanley ETF Trust
2.29K
+ 19.5%
N/A
14K $721M
IEMG
Ishares Inc

ETFs
66
+ 0.35%
N/A
18.7K $1.23B
VOT
Vanguard Mid Cap Growth Index

ETFs
48
+ 0.47%
$282.75 - $294.19 $13.6K - $14.1K
10.3K $3.02B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
267
+ 0.3%
N/A
88.4K $2.29B
GLD
Spdr Gold Trust

ETFs
16
+ 0.98%
$300.96 - $355.47 $4.82K - $5.69K
1.65K $585M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
217
+ 2.01%
$72.65 - $78.68 $15.8K - $17.1K
11K $863M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
552
+ 7.08%
$78.88 - $85.2 $43.5K - $47K
8.35K $697M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
468
+ 6.41%
$87.07 - $93.06 $40.7K - $43.6K
7.77K $712M
VLO
Valero Energy Corp

Energy
5
+ 0.24%
$131.77 - $175.63 $659 - $878
2.11K $360M
VIG
Vanguard Dividend Appreciation

ETFs
210
+ 8.62%
N/A
2.65K $571M
IFRA
Ishares Tr

ETFs
23
+ 0.13%
$49.77 - $52.82 $1.14K - $1.21K
17.6K $932M
VO
Vanguard Mid Cap ETF

ETFs
21
+ 0.5%
$279.83 - $293.74 $5.88K - $6.17K
4.22K $1.24B
SPYG
Spdr Portfolio

ETFs
227
+ 5.27%
$94.33 - $105.31 $21.4K - $23.9K
4.53K $474M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
954
+ 9.94%
$39.8 - $42.86 $38K - $40.9K
10.6K $451M
ITW
Illinois Tool Works Inc

Industrials
159
+ 10.71%
$252.31 - $269.41 $40.1K - $42.8K
1.64K $428M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
674
+ 15.11%
$54.35 - $59.32 $36.6K - $40K
5.13K $304M
ETN
Eaton Corp PLC

Industrials
2
+ 0.06%
$342.99 - $392.76 $686 - $786
3.39K $1.27B
FDL
First Tr Morningstar Dividend

ETFs
605
+ 3.07%
$41.96 - $44.59 $25.4K - $27K
20.3K $881M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.02K
+ 10.19%
$41.43 - $44.2 $42.1K - $44.9K
11K $485M
A
Agilent Technologies, Inc.

Healthcare
112
+ 2.99%
$112.04 - $128.75 $12.5K - $14.4K
3.85K $495M
VTV
Vanguard Value ETF

ETFs
1
+ 0.02%
$175.51 - $186.57 $176 - $187
5.24K $977M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.03K
+ 19.46%
N/A
12.4K $302M
CRWD
Crowd Strike Holdings, Inc.

Technology
163
+ 9.37%
$412.46 - $514.1 $67.2K - $83.8K
1.9K $933M
Capital Group Core Balanced
595
+ 3.39%
N/A
18.1K $629M
BA
Boeing CO

Industrials
150
+ 9.8%
$209.79 - $237.38 $31.5K - $35.6K
1.68K $363M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.01%
$54.08 - $62.65 $54.1 - $62.7
10.1K $573M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
323
+ 5.59%
$42.67 - $46.91 $13.8K - $15.2K
6.1K $286M
TMUS
T Mobile Us, Inc.

Communication Services
150
+ 6.58%
$226.02 - $259.01 $33.9K - $38.9K
2.43K $582M
SO
Southern CO

Utilities
51
+ 0.45%
$90.83 - $96.0 $4.63K - $4.9K
11.4K $1.08B
VB
Vanguard Small Cap ETF

ETFs
25
+ 1.53%
$237.58 - $259.17 $5.94K - $6.48K
1.66K $422M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
82
+ 0.91%
$52.12 - $55.33 $4.27K - $4.54K
9.13K $505M
CL
Colgate Palmolive CO

Consumer Defensive
1.99K
+ 16.87%
$79.36 - $93.33 $158K - $186K
13.8K $1.1B
BLDR
Builders First Source, Inc.

Industrials
43
+ 0.84%
$116.91 - $149.21 $5.03K - $6.42K
5.17K $627M
Linde PLC
35
+ 1.74%
N/A
2.05K $972M
SPMD
Spdr Portfolio

ETFs
265
+ 6.16%
$54.43 - $58.29 $14.4K - $15.4K
4.56K $261M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
72
+ 1.95%
$74.93 - $80.73 $5.39K - $5.81K
3.76K $304M
VEA
Vanguard Ftse Developed Market

ETFs
39
+ 0.47%
$56.02 - $60.3 $2.18K - $2.35K
8.39K $503M
PFE
Pfizer Inc

Healthcare
142
+ 0.8%
$23.29 - $25.88 $3.31K - $3.67K
17.8K $454M
FLS
Flowserve Corp

Industrials
308
+ 3.14%
$51.98 - $57.7 $16K - $17.8K
10.1K $538M
ABT
Abbott Laboratories

Healthcare
335
+ 2.94%
$120.51 - $136.62 $40.4K - $45.8K
11.7K $1.57B
PM
Philip Morris International Inc.

Consumer Defensive
554
+ 16.05%
$157.77 - $183.27 $87.4K - $102K
4.01K $650M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
46
+ 1.04%
$81.61 - $86.58 $3.75K - $3.98K
4.46K $381M
KHC
Kraft Heinz CO

Consumer Defensive
632
+ 3.8%
$25.63 - $28.94 $16.2K - $18.3K
17.3K $449M
Activity Summary
Buys All Purchases 180 New Holdings 31 Increased Positions 149 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 0
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