13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001989349
Total reported value
$790.7M
$790.7M
258 檔
10.7%
The Q4 2024 SEC filing reveals that KPP Advisory Services LLC held a total portfolio value of $790.7M, covering 258 public equity positions.
KPP Advisory Services LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 7 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, XMHQ, QQQM) accounted for 10.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.12% | +0.19% | +4.20% | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.22% | -0.12% | +10.91% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.66% | +0.83% | +4.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.63% | — | +1.79% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.29% | -0.04% | +1.35% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.25% | +1.48% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.38% | -0.72% | -2.01% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.22% | -0.03% | -7.19% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.20% | +0.07% | -0.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | — | +2.22% | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.98% | +0.02% | +4.35% | |
| 12 | FTCS | First Trust Capital Strength | ETF-Other | 1.71% | -0.08% | +0.89% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.55% | -0.03% | +61.71% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.52% | +0.03% | +8.12% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.49% | +0.08% | +3.13% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.47% | -0.04% | -0.30% | |
| 17 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.40% | -0.03% | +1.26% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.40% | +0.07% | +21.23% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.04% | +11.52% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.34% | +0.01% | +2.51% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.26% | -0.06% | +4.20% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.16% | -0.06% | -54.37% | |
| 23 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.98% | +0.35% | +1.68% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | — | -7.99% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-Other | 0.89% | -0.05% | -2.38% | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.84% | +0.02% | -14.12% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.03% | +2.90% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.02% | -19.93% | |
| 29 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.81% | -0.01% | +3.21% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.05% | +302.52% | |
| 31 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 0.79% | — | -38.02% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.87% | +6.07% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | -0.03% | +4.44% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.03% | +1.63% | |
| 35 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.73% | — | +2.96% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.72% | -0.22% | -0.36% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.69% | -0.01% | -1.16% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.69% | +0.03% | +218.14% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.02% | -1.62% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.66% | +0.03% | -2.77% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | — | +4.92% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.07% | +1.84% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.60% | +0.01% | -0.78% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.60% | -0.04% | +6.13% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.08% | +0.49% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.05% | +1.22% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | — | +3.33% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +8.43% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | — | +8.11% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.02% | -14.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | -2.01% | Trim |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | +61.71% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +4.20% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +2.22% | Add |
| 5 | GLDM | Spdr Gold Minishares Trust | +0.3% | +196.87% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +1.79% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +4.08% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +11.52% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +21.23% | Add |
| 10 | MELI | Mercadolibre Inc | +0.2% | NEW | New buy |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +10.91% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 13 | NOTVQ | Inotiv Inc | +0.2% | +15.80% | Add |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +4.35% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +211.31% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | +0.49% | Add |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +8.12% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +1.63% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +4.29% | Add |
| 20 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 21 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 22 | BAH | Booz Allen Hamilton Holdings | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.84% | Add |
| 24 | VTR | Ventas Inc | +0.1% | NEW | New buy |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +8.11% | Add |
| 26 | VHT | Vanguard Health Care ETF | +0.1% | +90.10% | Add |
| 27 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +3.13% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.07% | Add |
| 29 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | Sold out |
| 30 | REGN | Regeneron Pharmaceuticals | -0.1% | EXIT | Sold out |
| 31 | IIPR | Innovative Industrial Proper | -0.1% | EXIT | Sold out |
| 32 | BND | Vanguard Total Bond Market | -0.1% | EXIT | Sold out |
| 33 | LLY | Eli Lilly & Co | -0.1% | +3.33% | Add |
| 34 | BF-A | Brown-forman Corp-class A | -0.1% | -11.24% | Trim |
| 35 | FVD | First Trust Value Line Dvd | -0.1% | -2.38% | Trim |
| 36 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -0.91% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -7.99% | Trim |
| 39 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -14.27% | Trim |
| 40 | CGDV | Cap Group Dividend Value | -0.1% | -0.04% | Trim |
| 41 | F | Ford Motor Co | -0.1% | -16.02% | Trim |
| 42 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -0.30% | Trim |
| 43 | OEF | Ishares S&p 100 ETF | -0.2% | -27.55% | Trim |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -19.93% | Trim |
| 45 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.2% | -14.12% | Trim |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 47 | ALB | Albemarle CORP | -0.3% | EXIT | Sold out |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | -7.19% | Trim |
| 49 | BYLD | Ishares Yield Optimized Bond | -0.6% | -38.02% | Trim |
| 50 | DGRO | Ishares Core Dividend Growth | -1.5% | -54.37% | Trim |
According to official SEC Form 13F filings, KPP Advisory Services LLC reported a total U.S. public equity portfolio value of $790.7M across 258 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MELI
市值: $812.8K
Top Position Liquidated / Trimmed
ALB
前期市值: $1.2M
During Q4 2024, KPP Advisory Services LLC's top holdings by market value included QQQ (5.1%)、XMHQ (4.2%)、QQQM (3.7%). The largest single position, QQQ, represented 5.1% of total portfolio value.
In Q4 2024, KPP Advisory Services LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.