Kpp Advisory Services LLC Portfolio Holdings

Kpp Advisory Services LLC

  • $376 Billion
  • Q2 2024

Kpp Advisory Services LLC has filed its 13F form on August 27, 2024 for Q2 2024 where it was disclosed a total value porftolio of $376 Billion distributed in 238 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 $21.3B, John Hancock Multifactor Mid C with a value of $15.9B, Apple Inc. with a value of $12.9B, Pacer Fds Tr Pacer Us Small Ca with a value of $12.4B, and Microsoft Corp with a value of $12.2B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $364B to 376B.

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 $376 Billion
ETFs: $229 Billion
Technology: $45.8 Billion
Consumer Cyclical: $20 Billion
Healthcare: $17.3 Billion
Financial Services: $12.6 Billion
Consumer Defensive: $10.3 Billion
Communication Services: $9.72 Billion
Industrials: $8.81 Billion
Other: $7.98 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$12.9 Billion 3.43% of portfolio
61,193
Q2 2024 Added 1.68%
$3.22T
$12.2 Billion 3.25% of portfolio
27,331
Q2 2024 Added 0.57%
$1.92T
$7.24 Billion 1.93% of portfolio
37,475
Q2 2024 Added 2.58%
$819B
$5.17 Billion 1.37% of portfolio
26,112
Q2 2024 Reduced 0.63%
$352B
$5.1 Billion 1.36% of portfolio
41,315
Q2 2024 Added 1,625.05%
$654B
$2.64 Billion 0.7% of portfolio
13,032
Q2 2024 Added 5.33%
$859B
$2.59 Billion 0.69% of portfolio
2,862
Q2 2024 Reduced 5.2%
$1.02T
$2.4 Billion 0.64% of portfolio
13,172
Q2 2024 Added 6.59%
$404B
$2.13 Billion 0.57% of portfolio
6,195
Q2 2024 Added 5.21%
$396B
$1.76 Billion 0.47% of portfolio
10,681
Q2 2024 Added 4.12%
$526B
$1.76 Billion 0.47% of portfolio
3,460
Q2 2024 Added 9.08%
$299B
$1.78 Billion 0.47% of portfolio
6,921
Q2 2024 Added 7.57%
$489B
$1.73 Billion 0.46% of portfolio
15,002
Q2 2024 Reduced 0.25%
$1.33T
$1.68 Billion 0.45% of portfolio
3,339
Q2 2024 Reduced 5.94%
$419B
$1.62 Billion 0.43% of portfolio
11,057
Q2 2024 Added 2.67%
$215B
$1.5 Billion 0.4% of portfolio
2,719
Q2 2024 Added 13.34%
$1.04T
$1.3 Billion 0.35% of portfolio
7,077
Q2 2024 Added 7.78%
$217B
$1.19 Billion 0.32% of portfolio
4,687
Q2 2024 Added 6.23%
$341B
$1.2 Billion 0.32% of portfolio
30,117
Q2 2024 Added 9.74%
$461B
$1.11 Billion 0.29% of portfolio
4,219
Q2 2024 Added 2.73%
$263B
$1.1 Billion 0.29% of portfolio
8,887
Q2 2024 Reduced 1.61%
$268B
$1.04 Billion 0.28% of portfolio
6,392
Q2 2024 Added 12.2%
$229B
$1.05 Billion 0.28% of portfolio
3,466
Q2 2024 Added 7.98%
$335B
$1.06 Billion 0.28% of portfolio
6,167
Q2 2024 Added 5.27%
$284B
$965 Million 0.26% of portfolio
944
Q2 2024 Added 22.92%
$222B
$771 Million 0.2% of portfolio
11,385
Q2 2024 Reduced 2.45%
$229B
$736 Million 0.2% of portfolio
15,501
Q2 2024 Reduced 4.1%
$393B
$761 Million 0.2% of portfolio
895
Q2 2024 Added 14.45%
$1.02T
$696 Million 0.19% of portfolio
4,005
Q2 2024 Added 16.26%
$202B
$709 Million 0.19% of portfolio
7,294
Q2 2024 Added 8.98%
$592B
$676 Million 0.18% of portfolio
1,662
Q2 2024 Added 100.72%
$468B
$543 Million 0.14% of portfolio
3,843
Q2 2024 Reduced 11.92%
$291B
$440 Million 0.12% of portfolio
2,813
Q2 2024 Reduced 0.5%
$202B
$419 Million 0.11% of portfolio
1,810
Q2 2024 Added 0.22%
$281B
$299 Million 0.08% of portfolio
1,699
Q2 2024 Added 9.05%
$284B
$249 Million 0.07% of portfolio
3,917
Q2 2024 Reduced 2.47%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $376 Billion
  • Prior Value $364 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 27, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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