Kpp Advisory Services LLC Incresed Positions in Q1 2025

Kpp Advisory Services LLC

  • $527 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
33.5K
+ 2467.77%
$554.06 - $615.85 $18.5M - $20.6M
34.8K $19.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.7K
+ 39.39%
$468.34 - $539.52 $7.84M - $9.03M
59.2K $27.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.6K
+ 170.79%
$507.05 - $563.67 $5.37M - $5.97M
16.8K $8.63B
VOE
Vanguard Mid Cap Value Index F

ETFs
28.1K
+ 198.56%
$156.61 - $168.02 $4.4M - $4.72M
42.2K $6.78B
DGRO
Ishares Core Dividend Growth E

ETFs
69.9K
+ 87.49%
$60.46 - $64.42 $4.23M - $4.51M
150K $9.26B
VBR
Vanguard Small Cap Value ETF

ETFs
22.2K
+ 300.42%
$183.02 - $207.75 $4.07M - $4.62M
29.6K $5.52B
DFUS
Dimensional ETF Tr U S Equity

ETFs
66.2K
+ 66.69%
$59.61 - $66.71 $3.95M - $4.42M
166K $10B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.06K
+ 233.69%
$442.66 - $534.52 $2.68M - $3.24M
8.66K $4.61B
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.6K
+ 58.55%
$168.16 - $186.21 $2.96M - $3.28M
47.6K $8.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.43K
+ 237.57%
$551.42 - $612.93 $2.44M - $2.71M
6.29K $3.52B
NVDA
Nvidia Corp

Technology
29.6K
+ 68.7%
$106.98 - $149.43 $3.17M - $4.43M
72.7K $7.88B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.7K
+ 57.96%
$102.49 - $119.96 $1.81M - $2.12M
48.2K $5.04B
HON
Honeywell International Inc

Industrials
7.08K
+ 260.91%
$202.75 - $226.52 $1.44M - $1.6M
9.8K $2.07B
AVUV
American Centy ETF Tr Avantis

ETFs
20.2K
+ 32.8%
$84.95 - $100.62 $1.72M - $2.04M
81.9K $7.14B
VUG
Vanguard Growth ETF

ETFs
3.13K
+ 164.72%
$369.1 - $427.61 $1.15M - $1.34M
5.03K $1.86B
BX
Blackstone Inc.

Financial Services
8.57K
+ 219.22%
$136.53 - $186.74 $1.17M - $1.6M
12.5K $1.74B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
21.8K
+ 28.48%
$51.3 - $56.76 $1.12M - $1.24M
98.5K $5.22B
T
At&T Inc.

Communication Services
9.74K
+ 7.29%
$21.56 - $28.28 $210K - $275K
143K $4.05B
AMGN
Amgen Inc

Healthcare
2.72K
+ 87.14%
$258.59 - $327.36 $702K - $889K
5.83K $1.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.4K
+ 52.18%
$57.21 - $65.8 $1.11M - $1.28M
56.6K $3.3B
JPM
Jpmorgan Chase & CO

Financial Services
3.67K
+ 27.47%
$225.19 - $279.95 $826K - $1.03M
17K $4.17B
AVGO
Broadcom Inc.

Technology
7.83K
+ 130.47%
$167.43 - $244.7 $1.31M - $1.92M
13.8K $2.31B
CSCO
Cisco Systems, Inc.

Technology
13.1K
+ 94.29%
$58.74 - $64.87 $768K - $848K
26.9K $1.66B
ABBV
Abb Vie Inc.

Healthcare
2.9K
+ 50.05%
$169.2 - $216.66 $490K - $627K
8.68K $1.82B
IEFA
Ishares Tr

ETFs
6.8K
+ 23.61%
$69.57 - $78.65 $473K - $534K
35.6K $2.69B
LMT
Lockheed Martin Corp

Industrials
1.57K
+ 160.8%
$423.19 - $506.29 $665K - $795K
2.55K $1.14B
Victory Portfolios Ii
19K
+ 51.78%
N/A
55.7K $1.91B
EMR
Emerson Electric CO

Industrials
5.73K
+ 295.76%
$108.64 - $131.17 $622K - $751K
7.66K $840M
MSFT
Microsoft Corp

Technology
4.95K
+ 17.98%
$375.39 - $447.2 $1.86M - $2.21M
32.5K $12.2B
JNJ
Johnson & Johnson

Healthcare
1.97K
+ 17.1%
$142.06 - $167.7 $279K - $330K
13.5K $2.23B
KO
Coca Cola CO

Consumer Defensive
7.29K
+ 159.71%
$60.81 - $72.32 $443K - $527K
11.9K $849M
RTX
Raytheon Technologies Corp

Industrials
3.47K
+ 59.86%
$114.1 - $135.66 $396K - $471K
9.27K $1.23B
MO
Altria Group, Inc.

Consumer Defensive
969
+ 1.55%
$50.81 - $60.02 $49.2K - $58.2K
63.5K $3.81B
CAT
Caterpillar Inc

Industrials
1.6K
+ 275.26%
$326.75 - $407.63 $523K - $653K
2.18K $720M
AMZN
Amazon Com Inc

Consumer Cyclical
8.49K
+ 22.21%
$190.26 - $242.06 $1.62M - $2.06M
46.7K $8.89B
QCOM
Qualcomm Inc

Technology
3.22K
+ 233.96%
$151.94 - $175.86 $489K - $566K
4.59K $705M
BAC
Bank Of America Corp

Financial Services
13.3K
+ 44.51%
$39.61 - $47.74 $527K - $635K
43.2K $1.8B
META
Meta Platforms, Inc.

Communication Services
903
+ 25.34%
$576.36 - $736.67 $520K - $665K
4.47K $2.57B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.17K
+ 8.84%
$78.0 - $84.37 $559K - $605K
88.3K $7.05B
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 26.01%
$279.74 - $321.29 $325K - $373K
5.63K $1.76B
PEP
Pepsico Inc

Consumer Defensive
3.05K
+ 37.39%
$142.64 - $156.42 $435K - $477K
11.2K $1.68B
TMO
Thermo Fisher Scientific Inc.

Healthcare
945
+ 33.48%
$497.6 - $606.74 $470K - $573K
3.77K $1.88B
ABT
Abbott Laboratories

Healthcare
117K
+ 1324.25%
$111.1 - $140.22 $13M - $16.4M
125K $1.39B
GLDM
World Gold Trust

ETFs
572
+ 1.65%
$52.19 - $61.89 $29.9K - $35.4K
35.3K $2.19B
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 16.45%
$158.56 - $176.26 $308K - $342K
13.8K $2.34B
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 38.73%
$154.33 - $206.19 $819K - $1.09M
19K $2.94B
CRM
Salesforce, Inc.

Technology
2.98K
+ 40.45%
$268.36 - $359.95 $801K - $1.07M
10.4K $2.78B
MELI
Mercadolibre Inc

Consumer Cyclical
87
+ 18.2%
$1739.0 - $2260.0 $151K - $197K
565 $1.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 7.72%
$25.77 - $27.6 $223K - $238K
121K $3.2B
Activity Summary
Buys All Purchases 208 New Holdings 52 Increased Positions 156 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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