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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$15.4 Billion 3.63% of portfolio
61,479
Q4 2024 Added 1.79%
$3.01T
$11.6 Billion 2.73% of portfolio
27,513
Q4 2024 Added 1.48%
$1.04T
$10.1 Billion 2.38% of portfolio
24,998
Q4 2024 Reduced 2.01%
$2.17T
$8.39 Billion 1.98% of portfolio
38,245
Q4 2024 Added 2.22%
-
$5.96 Billion 1.4% of portfolio
-
Q4 2024 Added 1.26%
$325B
$5.79 Billion 1.37% of portfolio
43,112
Q4 2024 Added 11.52%
-
$3.35 Billion 0.79% of portfolio
-
Q4 2024 Reduced 38.02%
$99B
$3.27 Billion 0.77% of portfolio
62,573
Q4 2024 Added 4.44%
$767B
$3.2 Billion 0.75% of portfolio
13,350
Q4 2024 Added 1.63%
$191B
$3.04 Billion 0.72% of portfolio
133,503
Q4 2024 Reduced 0.36%
$1.07T
$2.59 Billion 0.61% of portfolio
13,704
Q4 2024 Added 1.84%
$308B
$2.47 Billion 0.58% of portfolio
7,375
Q4 2024 Added 0.49%
$391B
$2.46 Billion 0.58% of portfolio
6,314
Q4 2024 Added 1.22%
$837B
$2.42 Billion 0.57% of portfolio
3,132
Q4 2024 Added 3.33%
$1.54T
$2.09 Billion 0.49% of portfolio
3,563
Q4 2024 Added 2.83%
$67.8B
$2.06 Billion 0.49% of portfolio
43,114
Q4 2024 Reduced 1.46%
-
$1.96 Billion 0.46% of portfolio
-
Q4 2024 Reduced 0.87%
$36.9B
$1.79 Billion 0.42% of portfolio
181,260
Q4 2024 Reduced 16.02%
$432B
$1.76 Billion 0.41% of portfolio
3,470
Q4 2024 Reduced 0.91%
$428B
$1.66 Billion 0.39% of portfolio
11,492
Q4 2024 Added 4.69%
$464B
$1.66 Billion 0.39% of portfolio
15,444
Q4 2024 Added 2.61%
$84.7B
$1.5 Billion 0.35% of portfolio
2,360
Q4 2024 Added 2.97%
$210B
$1.47 Billion 0.35% of portfolio
2,823
Q4 2024 Added 4.44%
$37.1B
$1.51 Billion 0.35% of portfolio
4,762
Q4 2024 Added 3.61%
$84.2B
$1.39 Billion 0.33% of portfolio
5,999
Q4 2024 Added 4.29%
$1.1T
$1.35 Billion 0.32% of portfolio
7,073
Q4 2024 Added 4.94%
$572B
$1.36 Billion 0.32% of portfolio
4,288
Q4 2024 Added 0.63%
$203B
$1.35 Billion 0.32% of portfolio
12,111
Q4 2024 Reduced 3.78%
$357B
$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%
$212B
$1.24 Billion 0.29% of portfolio
8,149
Q4 2024 Added 2.88%
$229B
$1.21 Billion 0.29% of portfolio
3,451
Q4 2024 Added 5.57%
$623B
$1.18 Billion 0.28% of portfolio
2,594
Q4 2024 Added 10.43%
$104M
$1.14 Billion 0.27% of portfolio
275,267
Q4 2024 Added 15.8%
$57B
$1.08 Billion 0.25% of portfolio
5,934
Q4 2024 Added 121.67%
$254B
$1.02 Billion 0.24% of portfolio
11,283
Q4 2024 Reduced 0.52%
$220B
$1.01 Billion 0.24% of portfolio
8,032
Q4 2024 Added 3.39%
$361B
$1.03 Billion 0.24% of portfolio
5,784
Q4 2024 Reduced 5.95%
$236B
$996 Million 0.23% of portfolio
8,809
Q4 2024 Added 5.03%
$77.4B
$925 Million 0.22% of portfolio
5,676
Q4 2024 Added 6.21%
$458B
$898 Million 0.21% of portfolio
980
Q4 2024 Reduced 0.2%
$231B
$851 Million 0.2% of portfolio
8,559
Q4 2024 Added 0.47%
$292B
$820 Million 0.19% of portfolio
1,183
Q4 2024 Added 11.6%
$139B
$825 Million 0.19% of portfolio
11,509
Q4 2024 Reduced 0.03%
$166B
$812 Million 0.19% of portfolio
3,117
Q4 2024 Added 6.31%
$260B
$821 Million 0.19% of portfolio
13,865
Q4 2024 Reduced 4.3%
$75.2B
$815 Million 0.19% of portfolio
8,961
Q4 2024 Added 3.12%
$112B
$813 Million 0.19% of portfolio
478
Q4 2024 New
$96.8B
$752 Million 0.18% of portfolio
9,131
Q4 2024 Added 5.59%

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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