Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $401 Billion
  • Q2 2025

Kpp Advisory Services LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $401 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.9B, Microsoft Corp with a value of $16.6B, John Hancock Multifactor Mid C with a value of $16.3B, Apple Inc. with a value of $14.2B, and Vanguard Index Fds S&P 500 ETF with a value of $11.9B.

Examining the 13F form we can see an decrease of $126B in the current position value, from $527B to 401B.

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 $401 Billion
ETFs: $192 Billion
Technology: $69 Billion
Consumer Cyclical: $31 Billion
Financial Services: $27.5 Billion
Industrials: $20.7 Billion
Healthcare: $19.6 Billion
Communication Services: $16.2 Billion
Consumer Defensive: $12.8 Billion
Other: $11 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 5.47% of portfolio
35,335
Q2 2025 Added 1.48%
$0
$16.3 Billion 4.05% of portfolio
266,086
Q2 2025 Added 10.89%
$0
$11.9 Billion 2.98% of portfolio
21,032
Q2 2025 Added 25.19%
$0
$9.75 Billion 2.43% of portfolio
152,464
Q2 2025 Added 1.72%
$0
$8.96 Billion 2.23% of portfolio
49,020
Q2 2025 Added 2.89%
$0
$7.61 Billion 1.9% of portfolio
83,772
Q2 2025 Added 1.01%
$0
$7.57 Billion 1.89% of portfolio
90,449
Q2 2025 Added 2.43%
$0
$6.87 Billion 1.71% of portfolio
41,802
Q2 2025 Reduced 1.04%
$0
$5.26 Billion 1.31% of portfolio
48,088
Q2 2025 Reduced 0.23%
$0
$4.77 Billion 1.19% of portfolio
35,247
Q2 2025 Reduced 3.07%
$0
$4.76 Billion 1.19% of portfolio
24,396
Q2 2025 Reduced 17.7%
$0
$3.91 Billion 0.97% of portfolio
35,534
Q2 2025 Added 6.94%
$0
$3.74 Billion 0.93% of portfolio
6,057
Q2 2025 Reduced 3.69%
$0
$3.72 Billion 0.93% of portfolio
127,373
Q2 2025 Added 0.95%
$0
$3.56 Billion 0.89% of portfolio
57,444
Q2 2025 Added 1.56%
$0
$3.59 Billion 0.89% of portfolio
80,334
Q2 2025 Reduced 3.31%
$0
$3.41 Billion 0.85% of portfolio
30,992
Q2 2025 Added 7.18%
$0
$3.03 Billion 0.75% of portfolio
30,060
Q2 2025 Reduced 10.15%
$0
$2.91 Billion 0.73% of portfolio
10,241
Q1 2025 Added 1.28%
$0
$2.89 Billion 0.72% of portfolio
34,637
Q2 2025 Reduced 2.62%
$0
$2.74 Billion 0.68% of portfolio
9,887
Q2 2025 Reduced 3.62%
$0
$2.38 Billion 0.59% of portfolio
7,804
Q2 2025 Added 11.44%
$0
$2.01 Billion 0.5% of portfolio
4,578
Q2 2025 Reduced 8.93%
$0
$1.92 Billion 0.48% of portfolio
6,316
Q2 2025 Reduced 11.03%
$0
$1.6 Billion 0.4% of portfolio
2,909
Q2 2025 Added 1,417.7%
$0
$1.61 Billion 0.4% of portfolio
25,207
Q2 2025 Reduced 1.83%
$0
$1.48 Billion 0.37% of portfolio
17,944
Q2 2025 Added 5.19%
$0
$1.44 Billion 0.36% of portfolio
12,880
Q2 2025 Reduced 6.03%
$0
$1.46 Billion 0.36% of portfolio
5,772
Q3 2024 Reduced 0.17%
$0
$1.37 Billion 0.34% of portfolio
27,310
Q2 2025 New
$0
$1.27 Billion 0.32% of portfolio
15,426
Q2 2025 Added 8.86%
$0
$1.25 Billion 0.31% of portfolio
7,192
Q2 2025 Reduced 0.8%
$0
$1.19 Billion 0.3% of portfolio
14,877
Q2 2025 Added 85.22%
$0
$1.18 Billion 0.29% of portfolio
4,201
Q2 2025 Reduced 7.67%
$0
$1.12 Billion 0.28% of portfolio
18,628
Q2 2025 Reduced 7.3%
$0
$993 Million 0.25% of portfolio
9,206
Q2 2025 Reduced 7.39%
$0
$971 Million 0.24% of portfolio
10,355
Q2 2025 Reduced 51.05%
$0
$921 Million 0.23% of portfolio
8,136
Q2 2025 Reduced 0.95%
$0
$905 Million 0.23% of portfolio
6,704
Q1 2025 New
$0
$926 Million 0.23% of portfolio
5,238
Q2 2025 Reduced 6.8%
$0
$825 Million 0.21% of portfolio
19,694
Q2 2025 Added 1.79%
$0
$785 Million 0.2% of portfolio
10,794
Q2 2025 Added 0.05%
$0
$793 Million 0.2% of portfolio
14,394
Q2 2025 Reduced 7.84%
$0
$789 Million 0.2% of portfolio
3,326
Q2 2025 New
$0
$698 Million 0.17% of portfolio
3,214
Q1 2025 Added 2.91%
$0
$635 Million 0.16% of portfolio
7,306
Q2 2025 Added 1.12%
$0
$644 Million 0.16% of portfolio
9,339
Q2 2025 Added 8.91%
$0
$620 Million 0.15% of portfolio
7,802
Q2 2025 Added 1.93%
$0
$582 Million 0.14% of portfolio
20,743
Q2 2025 Added 1.64%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $401 Billion
  • Prior Value $527 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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