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
CAT
Caterpillar Inc

Industrials
-8
- 1.36%
$360.37 - $416.88 $2.88K - $3.34K
582 $211M
MMM
3 M CO

Industrials
-24
- 1.11%
$124.74 - $137.12 $2.99K - $3.29K
2.13K $275M
WM
Waste Management Inc

Industrials
-25
- 1.03%
$201.79 - $228.46 $5.04K - $5.71K
2.4K $484M
CGUS
Capital Group Core Equity ETF
-1.38K
- 3.24%
$33.96 - $36.24 $46.8K - $49.9K
41.2K $1.44B
JPSE
J P Morgan Diversified Return

ETFs
-127
- 1.31%
$46.77 - $51.7 $5.94K - $6.57K
9.56K $447M
GLD
Spdr Gold Trust

ETFs
-59
- 3.82%
$236.59 - $257.5 $14K - $15.2K
1.49K $360M
NSC
Norfolk Southern Corp

Industrials
-1
- 0.09%
$230.6 - $277.0 $231 - $277
1.12K $263M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-291
- 7.06%
$55.86 - $60.21 $16.3K - $17.5K
3.83K $219M
YUM
Yum Brands Inc

Consumer Cyclical
-3
- 0.14%
$130.36 - $139.54 $391 - $419
2.13K $286M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-69
- 1.87%
$80.18 - $88.79 $5.53K - $6.13K
3.62K $292M
SYK
Stryker Corp

Healthcare
-20
- 1.89%
$345.14 - $392.15 $6.9K - $7.84K
1.04K $374M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.2K
- 10.52%
$8.24 - $11.07 $9.86K - $13.3K
10.2K $95M
CLX
Clorox CO

Consumer Defensive
-18
- 0.81%
$156.51 - $169.74 $2.82K - $3.06K
2.22K $360M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.45%
$570.51 - $610.59 $11.4K - $12.2K
1.36K $798M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-151
- 1.81%
$72.18 - $81.41 $10.9K - $12.3K
8.21K $620M
PAYX
Paychex Inc

Industrials
-6
- 0.3%
$135.86 - $148.73 $815 - $892
2K $280M
TMUS
T Mobile Us, Inc.

Communication Services
-40
- 2.29%
$206.1 - $246.94 $8.24K - $9.88K
1.7K $376M
BMY
Bristol Myers Squibb CO

Healthcare
-264
- 3.83%
$51.92 - $59.94 $13.7K - $15.8K
6.62K $374M
VST
Vistra Corp.

Utilities
-180
- 7.89%
$115.74 - $166.61 $20.8K - $30K
2.1K $290M
GILD
Gilead Sciences, Inc.

Healthcare
-2
- 0.08%
$83.95 - $97.9 $168 - $196
2.46K $227M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-130
- 1.57%
$26.18 - $35.42 $3.4K - $4.6K
8.15K $260M
EMR
Emerson Electric CO

Industrials
-42
- 2.12%
$108.13 - $134.33 $4.54K - $5.64K
1.94K $240M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24
- 1.91%
$172.07 - $207.36 $4.13K - $4.98K
1.23K $244M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.2%
$873.59 - $994.69 $1.75K - $1.99K
980 $898M
CMI
Cummins Inc

Industrials
-11
- 0.79%
$324.93 - $383.42 $3.57K - $4.22K
1.37K $479M
CSCO
Cisco Systems, Inc.

Technology
-623
- 4.3%
$52.45 - $60.02 $32.7K - $37.4K
13.9K $821M
VBK
Vanguard Small Cap Growth ETF

ETFs
-287
- 2.77%
$264.18 - $304.19 $75.8K - $87.3K
10.1K $2.82B
KMI
Kinder Morgan, Inc.

Energy
-255
- 2.33%
$22.59 - $28.54 $5.76K - $7.28K
10.7K $292M
USB
Us Bancorp \De\

Financial Services
-641
- 1.46%
$43.98 - $53.66 $28.2K - $34.4K
43.1K $2.06B
VOT
Vanguard Mid Cap Growth Index

ETFs
-79
- 0.78%
$241.48 - $274.89 $19.1K - $21.7K
10.1K $2.57B
PAYC
Paycom Software, Inc.

Technology
-139
- 4.65%
$159.94 - $240.25 $22.2K - $33.4K
2.85K $584M
T
At&T Inc.

Communication Services
-486
- 0.36%
$21.22 - $23.88 $10.3K - $11.6K
134K $3.04B
NOW
Service Now, Inc.

Technology
-11
- 1.62%
$867.18 - $1148.42 $9.54K - $12.6K
670 $710M
WMT
Walmart Inc.

Consumer Defensive
-59
- 0.52%
$79.1 - $95.7 $4.67K - $5.65K
11.3K $1.02B
DIS
Walt Disney CO

Communication Services
-476
- 3.78%
$92.39 - $117.6 $44K - $56K
12.1K $1.35B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-98
- 4.67%
$260.53 - $404.79 $25.5K - $39.7K
2K $765M
TSLA
Tesla, Inc.

Consumer Cyclical
-514
- 2.01%
$213.65 - $479.86 $110K - $247K
25K $10.1B
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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