Kpp Advisory Services LLC Reduced Holdings in Q4 2024

Kpp Advisory Services LLC

  • $424 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-95.3K
- 54.37%
$60.73 - $64.94 $5.78M - $6.19M
79.9K $4.9B
BYLD
Ishares Tr Yield Optimized Bd
-92.6K
- 38.02%
N/A
151K $3.35B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-16.6K
- 7.19%
$43.84 - $48.76 $727K - $809K
214K $9.42B
OEF
Ishares S&P 100 ETF

ETFs
-2.56K
- 27.55%
N/A
6.73K $1.94B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.43K
- 19.93%
$94.43 - $105.47 $796K - $889K
33.9K $3.44B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.89K
- 14.12%
$99.0 - $99.5 $584K - $586K
35.9K $3.55B
F
Ford Motor CO

Consumer Cyclical
-34.6K
- 16.02%
$9.69 - $11.4 $335K - $394K
181K $1.79B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-191
- 0.3%
$99.2 - $108.47 $18.9K - $20.7K
62.5K $6.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.19K
- 14.27%
$61.68 - $67.87 $382K - $420K
37.2K $2.32B
CGDV
Capital Group Divid Value ETF

ETFs
-118
- 0.04%
$35.16 - $37.12 $4.15K - $4.38K
265K $9.35B
BFA
Brown Forman Corp Cl A
-2K
- 11.24%
N/A
15.8K $595M
FVD
First Tr Value Line Divid Inde

ETFs
-2.1K
- 2.38%
$43.4 - $46.7 $91.3K - $98.2K
86.3K $3.77B
VTI
Vanguard Total Stock Market Et

ETFs
-1.21K
- 7.99%
$280.04 - $302.45 $339K - $366K
13.9K $4.03B
CVS
Cvs Health Corp

Healthcare
-1.8K
- 20.19%
$43.78 - $67.46 $78.8K - $121K
7.12K $320M
VOE
Vanguard Mid Cap Value Index F

ETFs
-907
- 6.02%
$160.89 - $176.18 $146K - $160K
14.1K $2.29B
ABBV
Abb Vie Inc.

Healthcare
-366
- 5.95%
$164.99 - $203.87 $60.4K - $74.6K
5.78K $1.03B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-371
- 1.16%
N/A
31.7K $2.94B
INTC
Intel Corp

Technology
-3.79K
- 16.1%
$19.07 - $26.23 $72.3K - $99.4K
19.7K $396M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 7.74%
$47.9 - $53.39 $125K - $140K
31.2K $1.51B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-360
- 32.58%
$417.69 - $450.94 $150K - $162K
745 $317M
NEE
Nextera Energy Inc

Utilities
-4
- 0.03%
$69.77 - $85.43 $279 - $342
11.5K $825M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-270
- 1.62%
$174.22 - $187.62 $47K - $50.7K
16.4K $2.87B
IEMG
Ishares Inc

ETFs
-55
- 0.27%
N/A
20.2K $1.05B
LMT
Lockheed Martin Corp

Industrials
-14
- 1.41%
$479.66 - $614.62 $6.72K - $8.6K
977 $475M
IEP
Icahn Enterprises L.P.

Industrials
-1.48K
- 9.3%
$8.67 - $15.49 $12.8K - $22.9K
14.4K $125M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-396
- 4.54%
$96.64 - $101.23 $38.3K - $40.1K
8.33K $807M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.07K
- 12.04%
$24.94 - $26.14 $51.6K - $54.1K
15.1K $378M
RMD
Resmed Inc

Healthcare
-225
- 17.36%
$228.69 - $256.07 $51.5K - $57.6K
1.07K $245M
XLV
Select Sector Spdr Fund Health

ETFs
-56
- 1.57%
$136.28 - $154.74 $7.63K - $8.67K
3.51K $483M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-483
- 6.42%
$74.5 - $78.37 $36K - $37.9K
7.04K $526M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.57%
$244.52 - $284.07 $3.18K - $3.69K
2.26K $557M
MDT
Medtronic PLC

Healthcare
-68
- 1.54%
$79.61 - $92.24 $5.41K - $6.27K
4.34K $346M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-710
- 0.87%
N/A
80.9K $1.96B
HQL
Tekla Life Sciences Investors

Financial Services
-455
- 2.07%
$13.12 - $15.25 $5.97K - $6.94K
21.5K $282M
TGT
Target Corp

Consumer Defensive
-27
- 1.29%
$121.59 - $160.69 $3.28K - $4.34K
2.06K $279M
BA
Boeing CO

Industrials
-531
- 28.05%
$138.14 - $180.72 $73.4K - $96K
1.36K $241M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-141
- 1.5%
$37.12 - $41.23 $5.23K - $5.81K
9.29K $345M
VO
Vanguard Mid Cap ETF

ETFs
-161
- 2.96%
$261.5 - $284.63 $42.1K - $45.8K
5.28K $1.4B
DG
Dollar General Corp

Consumer Defensive
-188
- 6.37%
$73.27 - $84.47 $13.8K - $15.9K
2.76K $209M
FNF
Fidelity National Financial, Inc.

Financial Services
-4
- 0.06%
$55.19 - $63.83 $221 - $255
6.7K $376M
PGR
Progressive Corp

Financial Services
-20
- 0.87%
$239.6 - $268.88 $4.79K - $5.38K
2.28K $547M
EQRR
Proshares Tr Equities For Risi

ETFs
-402
- 3.27%
$56.19 - $62.73 $22.6K - $25.2K
11.9K $674M
IBM
International Business Machines Corp

Technology
-148
- 6.83%
$204.9 - $238.04 $30.3K - $35.2K
2.02K $444M
ADI
Analog Devices Inc

Technology
-20
- 1.27%
$206.35 - $236.48 $4.13K - $4.73K
1.55K $330M
IEF
Ishares Barclays

ETFs
-90
- 2.65%
$92.08 - $98.18 $8.29K - $8.84K
3.31K $306M
IVR
Invesco Mortgage Capital Inc.

Real Estate
-1K
- 7.04%
$7.72 - $9.16 $7.72K - $9.16K
13.2K $106M
IOO
Ishares Tr Global 100 ETF

ETFs
-384
- 3.98%
$97.46 - $103.45 $37.4K - $39.7K
9.25K $933M
CB
Chubb LTD

Financial Services
-25
- 1.96%
$271.57 - $301.89 $6.79K - $7.55K
1.25K $345M
RDVY
First Trust Rising Dividend Ac

ETFs
-352
- 6.33%
$58.65 - $64.37 $20.6K - $22.7K
5.21K $308M
Activity Summary
Buys All Purchases 141 New Holdings 14 Increased Positions 127 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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