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CIK: 0001989349
Total reported value
$790.7M
$790.7M
308 檔
13.8%
During the Q2 2025 filing period, KPP Advisory Services LLC (CIK: 0001989349) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $790.7M across 308 reported positions.
In Q2 2025, KPP Advisory Services LLC displayed an active expansion posture, initiating 6 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.62% | +0.83% | +52.78% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.02% | +0.19% | -25.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | -0.20% | +1.48% | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.05% | -0.12% | -2.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.25% | +2.53% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.68% | -0.04% | +10.89% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.34% | — | +1.52% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.87% | +25.19% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.94% | +0.08% | +5.92% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.04% | -0.01% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.78% | +0.07% | +2.22% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.72% | -0.72% | +2.71% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | — | +1.61% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.61% | -0.06% | +1.72% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.48% | -0.06% | +2.89% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.28% | +0.07% | +3.68% | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 1.26% | -0.08% | +1.01% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.25% | -0.03% | +2.43% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.22% | -0.03% | -1.78% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.16% | +0.02% | -6.60% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.13% | -0.10% | -1.04% | |
| 22 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.12% | -0.03% | +2.43% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.05% | +0.01% | +0.53% | |
| 24 | MSTR | Strategy Inc | Stock-Tech | 0.99% | -0.10% | +1.21% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | +22.99% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.03% | +6.55% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.03% | -0.23% | |
| 28 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.86% | -0.01% | +29.50% | |
| 29 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.85% | +0.35% | -3.40% | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.83% | +0.08% | +12.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.05% | +18.54% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.79% | -0.02% | -3.07% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | -0.07% | -17.70% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.02% | +16.87% | |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.69% | +0.02% | +21.49% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.67% | -0.22% | -2.17% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | +6.94% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.02% | -3.69% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.61% | +0.05% | +0.95% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.03% | -1.85% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.09% | +10.61% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.59% | -0.05% | -3.31% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.24% | +2.71% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | -0.02% | +1.56% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | +0.03% | +3.79% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.02% | +5.84% | |
| 47 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.56% | — | +7.18% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.07% | +1.29% | |
| 49 | CGGO | Cap Group Global Growth | ETF-Other | 0.55% | — | — | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.08% | +12.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +1.7% | +52.78% | Add |
| 2 | CGGO | Cap Group Global Growth | +0.6% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +0.4% | +2.53% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | -0.01% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +25.19% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +16.87% | Add |
| 7 | QGRO | American Century US Quality | +0.3% | +143.41% | Add |
| 8 | FLXR | Tcw Flexible Income ETF | +0.2% | NEW | New buy |
| 9 | VTIP | Vanguard Short-term Tips | +0.2% | NEW | New buy |
| 10 | MSTR | Strategy Inc | +0.2% | +1.21% | Add |
| 11 | RECS | Columbia Resear Enh Cor ETF | +0.2% | +196.11% | Add |
| 12 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.2% | +29.50% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | +2.71% | Add |
| 14 | PPA | Invesco Aerospace & Defense | +0.1% | +12.74% | Add |
| 15 | XNTK | Ss Spdr Nyse Tech ETF | +0.1% | NEW | New buy |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +22.99% | Add |
| 17 | ASTS | Ast Spacemobile Inc | +0.1% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +10.61% | Add |
| 19 | PWRD | Tcw Transform Systems ETF | +0.1% | NEW | New buy |
| 20 | PWR | Quanta Services Inc | +0.1% | +8.82% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +41.67% | Add |
| 22 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +85.22% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +6.55% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | +62.69% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | +50.73% | Add |
| 26 | JHMM | John Hancock Multi Fact Mid | +0.1% | +10.89% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +6.94% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | +25.29% | Add |
| 29 | DIS | Walt Disney Co/the | +0.1% | +7.48% | Add |
| 30 | DFUS | Dimensional US Eq Mkt ETF | 0% | +5.92% | Add |
| 31 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +21.49% | Add |
| 32 | VFLO | Victoryshares Free Cash Flow | 0% | +22.16% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +1.61% | Add |
| 34 | FTGS | First Trust Grwth Strgth ETF | 0% | +2.43% | Add |
| 35 | SCHG | Schwab US Large-cap Growth | 0% | +0.95% | Add |
| 36 | CGDV | Cap Group Dividend Value | 0% | +2.22% | Add |
| 37 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +2.89% | Add |
| 38 | AVUV | Avantis US Small Cap Value | -0.1% | +3.68% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.48% | Add |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | +2.43% | Add |
| 41 | BYLD | Ishares Yield Optimized Bond | -0.1% | EXIT | Sold out |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -51.05% | Trim |
| 43 | ONB | Old National Bancorp | -0.2% | EXIT | Sold out |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | -76.95% | Trim |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -70.10% | Trim |
| 46 | VBR | Vanguard Small-cap Value ETF | -0.3% | -17.70% | Trim |
| 47 | SDVY | First Trust Smid Cap Rising | -0.3% | -50.16% | Trim |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | -0.3% | -2.21% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | +1.52% | Add |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -1.3% | -25.44% | 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 308 disclosed positions in Q2 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 QQQM, QQQ, IVV) accounted for 13.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CGGO
市值: $3.3M
Top Position Liquidated / Trimmed
ONB
前期市值: $1.0M
During Q2 2025, KPP Advisory Services LLC's top holdings by market value included QQQM (4.6%)、QQQ (4.0%)、IVV (3.6%). The largest single position, QQQM, represented 4.6% of total portfolio value.
In Q2 2025, KPP Advisory Services LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 34 positions, trimming 8 holdings, and fully liquidating 2 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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