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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$781B
$2.62 Billion 0.5% of portfolio
3,167
Q1 2025 Added 1.12%
$1.25T
$2.57 Billion 0.49% of portfolio
4,466
Q1 2025 Added 25.34%
$0
$2.58 Billion 0.49% of portfolio
10,258
Q1 2025 Added 1.94%
$370B
$2.56 Billion 0.48% of portfolio
6,972
Q1 2025 Added 10.42%
$0
$2.51 Billion 0.48% of portfolio
10,241
Q1 2025 Added 1.28%
$376B
$2.34 Billion 0.44% of portfolio
13,755
Q1 2025 Added 16.45%
$81.3B
$2.31 Billion 0.44% of portfolio
13,826
Q1 2025 Added 130.47%
$405B
$2.23 Billion 0.42% of portfolio
13,457
Q1 2025 Added 17.1%
$9.66B
$2.19 Billion 0.41% of portfolio
35,318
Q1 2025 Added 1.65%
$144B
$2.07 Billion 0.39% of portfolio
9,795
Q1 2025 Added 260.91%
-
$2.05 Billion 0.39% of portfolio
-
Q1 2025 Added 6.78%
$379B
$2.01 Billion 0.38% of portfolio
3,842
Q1 2025 Added 10.72%
$0
$1.95 Billion 0.37% of portfolio
7,099
Q1 2025 Reduced 48.98%
$165B
$1.88 Billion 0.36% of portfolio
3,768
Q1 2025 Added 33.48%
Victory Portfolios Ii
-
$1.91 Billion 0.36% of portfolio
-
Q1 2025 Added 51.78%
$0
$1.9 Billion 0.36% of portfolio
7,003
Q1 2025 Added 4.09%
$0
$1.86 Billion 0.35% of portfolio
5,027
Q1 2025 Added 164.72%
$330B
$1.8 Billion 0.34% of portfolio
43,179
Q1 2025 Added 44.51%
$347B
$1.82 Billion 0.34% of portfolio
8,679
Q1 2025 Added 50.05%
Capital Grp Fixed Incm ETF T
-
$1.78 Billion 0.34% of portfolio
-
Q1 2025 Reduced 1.92%
$150B
$1.82 Billion 0.34% of portfolio
5,833
Q1 2025 Added 87.14%
$96.5B
$1.74 Billion 0.33% of portfolio
12,472
Q1 2025 Added 219.22%
$61.6B
$1.74 Billion 0.33% of portfolio
41,134
Q1 2025 Reduced 4.59%
$40.2B
$1.76 Billion 0.33% of portfolio
175,200
Q1 2025 Reduced 3.34%
$232B
$1.76 Billion 0.33% of portfolio
5,630
Q1 2025 Added 26.01%
$136B
$1.66 Billion 0.32% of portfolio
23,415
Q1 2025 New
$0
$1.69 Billion 0.32% of portfolio
25,678
Q1 2025 New
$244B
$1.66 Billion 0.32% of portfolio
26,939
Q1 2025 Added 94.29%
$182B
$1.68 Billion 0.32% of portfolio
11,196
Q1 2025 Added 37.39%
$79.2B
$1.61 Billion 0.31% of portfolio
2,651
Q1 2025 Added 12.33%
$570B
$1.57 Billion 0.3% of portfolio
4,483
Q1 2025 Added 4.55%
$0
$1.54 Billion 0.29% of portfolio
30,445
Q1 2025 Added 2.67%
$0
$1.55 Billion 0.29% of portfolio
30,268
Q1 2025 Reduced 35.55%
$0
$1.5 Billion 0.28% of portfolio
18,675
Q1 2025 Reduced 31.45%
$168B
$1.44 Billion 0.27% of portfolio
14,635
Q1 2025 Added 20.84%
Blackrock Inc
-
$1.43 Billion 0.27% of portfolio
-
Q1 2025 New
$1.01T
$1.39 Billion 0.26% of portfolio
8,918
Q1 2025 Added 26.09%
$0
$1.37 Billion 0.26% of portfolio
13,707
Q1 2025 New
$46.1B
$1.36 Billion 0.26% of portfolio
5,365
Q1 2025 Added 12.66%
$0
$1.35 Billion 0.26% of portfolio
27,733
Q1 2025 Added 16.55%
$232B
$1.39 Billion 0.26% of portfolio
125,462
Q1 2025 Added 1,324.25%
$0
$1.32 Billion 0.25% of portfolio
30,220
Q1 2025 Reduced 3.0%
$203B
$1.28 Billion 0.24% of portfolio
10,953
Q1 2025 Added 36.37%
$0
$1.26 Billion 0.24% of portfolio
17,058
Q1 2025 New
$0
$1.19 Billion 0.23% of portfolio
5,772
Q3 2024 Reduced 0.17%
$270B
$1.22 Billion 0.23% of portfolio
13,946
Q1 2025 Added 23.6%
$56.3B
$1.22 Billion 0.23% of portfolio
7,165
Q1 2025 Added 20.74%
$189B
$1.23 Billion 0.23% of portfolio
9,272
Q1 2025 Added 59.86%
$124B
$1.14 Billion 0.22% of portfolio
2,548
Q1 2025 Added 160.8%

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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