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CIK: 0001989349
Total reported value
$790.7M
$790.7M
291 檔
12.1%
In Q1 2025, KPP Advisory Services LLC's U.S. equity holdings reached a combined market value of $790.7M, distributed across 291 disclosed stock positions.
In Q1 2025, KPP Advisory Services LLC displayed an active expansion posture, initiating 15 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.27% | +0.19% | +39.39% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.71% | -0.20% | +2467.77% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.34% | -0.12% | +5.64% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.95% | +0.83% | +9.32% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.86% | — | +10.55% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.61% | -0.04% | +2.61% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.25% | +17.98% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.90% | +0.08% | +66.69% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 1.81% | +0.07% | +0.75% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.76% | -0.06% | +87.49% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | — | +22.21% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.87% | +170.79% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | -0.72% | +28.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.54% | -0.06% | +58.55% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | -0.04% | +68.70% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.41% | -0.08% | +0.33% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.35% | +0.07% | +32.80% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.34% | -0.03% | -12.00% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.34% | -0.03% | +8.84% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.29% | -0.10% | +198.56% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.26% | +0.02% | -14.10% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.13% | +0.01% | +13.86% | |
| 23 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.09% | -0.03% | +2.15% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | -0.07% | +300.42% | |
| 25 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.99% | +0.35% | +28.48% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.03% | +57.96% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | +233.69% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.84% | -0.02% | — | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | -31.33% | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 0.81% | -0.10% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.03% | +27.47% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.77% | -0.22% | +7.29% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.24% | +108.40% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.72% | -0.03% | +1.55% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.70% | -0.05% | -3.72% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.70% | +0.08% | — | |
| 37 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.69% | -0.01% | +13.00% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.02% | +237.57% | |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.65% | +0.02% | -3.24% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.65% | -0.04% | -46.49% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.02% | +52.18% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.61% | +0.03% | +7.72% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | +0.05% | +4.99% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.02% | +9.80% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | -1.86% | |
| 46 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.56% | — | -1.98% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.07% | +38.73% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.08% | +40.45% | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.52% | -0.04% | +15.72% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.01% | +23.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.5% | +2467.77% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.9% | +170.79% | Add |
| 3 | ESGU | Ishares Esg Aware Msci USA | +0.8% | NEW | New buy |
| 4 | MSTR | Strategy Inc | +0.8% | NEW | New buy |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.8% | +198.56% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.7% | +300.42% | Add |
| 7 | PPA | Invesco Aerospace & Defense | +0.7% | NEW | New buy |
| 8 | DGRO | Ishares Core Dividend Growth | +0.6% | +87.49% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +233.69% | Add |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.4% | +66.69% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +237.57% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.3% | +108.40% | Add |
| 13 | CDC | Victoryshares US Eq Income E | +0.3% | NEW | New buy |
| 14 | C | Citigroup Inc | +0.3% | NEW | New buy |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +58.55% | Add |
| 16 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 17 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | NEW | New buy |
| 18 | HON | Honeywell International Inc | +0.3% | +260.91% | Add |
| 19 | AAXJ | Ishares Msci All Country Asi | +0.2% | NEW | New buy |
| 20 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 21 | ONB | Old National Bancorp | +0.2% | NEW | New buy |
| 22 | VTV | Vanguard Value ETF | +0.2% | NEW | New buy |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | NEW | New buy |
| 24 | QGRO | American Century US Quality | +0.2% | NEW | New buy |
| 25 | VUG | Vanguard Growth ETF | +0.2% | +164.72% | Add |
| 26 | BX | Blackstone Inc | +0.2% | +219.22% | Add |
| 27 | VLUE | Ishares Msci USA Value Facto | +0.2% | NEW | New buy |
| 28 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +39.39% | Add |
| 30 | AMGN | Amgen Inc | +0.2% | +87.14% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | +57.96% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +94.30% | Add |
| 33 | NVDA | Nvidia CORP | +0.1% | +68.70% | Add |
| 34 | AVGO | Broadcom Inc | +0.1% | +130.47% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +52.18% | Add |
| 36 | T | At&t Inc | +0.1% | +7.29% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +27.47% | Add |
| 38 | FLQM | Franklin U.s. Mid Cap Multif | 0% | +28.48% | Add |
| 39 | AVUV | Avantis US Small Cap Value | -0.1% | +32.80% | Add |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | -31.45% | Trim |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -35.55% | Trim |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | -33.25% | Trim |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | -67.90% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -48.98% | Trim |
| 45 | BYLD | Ishares Yield Optimized Bond | -0.7% | -79.06% | Trim |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | -0.7% | -31.33% | Trim |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | -0.7% | -14.10% | Trim |
| 48 | TSLA | Tesla Inc | -0.8% | +28.13% | Add |
| 49 | NOBL | Proshares S&p 500 Dividend A | -0.8% | -46.49% | Trim |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.9% | -12.00% | 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 291 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IVV, XMHQ) accounted for 12.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ESGU
市值: $4.4M
Top Position Liquidated / Trimmed
CALF
前期市值: $9.4M
During Q1 2025, KPP Advisory Services LLC's top holdings by market value included QQQ (5.3%)、IVV (3.7%)、XMHQ (3.3%). The largest single position, QQQ, represented 5.3% of total portfolio value.
In Q1 2025, KPP Advisory Services LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 0 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.
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