KPP Advisory Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KA KPP Advisory Services LLC | Institutional Filer | ▲ 0.00% | $688.6M | 349 |
Current Portfolio Holdings
Showing all 349 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | — | 143K | $34.0M | 4.93% |
| 2 | QQQ | Invesco QQQ Trust | — | 35K | $20.2M | 2.94% |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 183K | $19.0M | 2.75% |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 267K | $17.9M | 2.60% |
| 5 | AAPL | Apple Inc. | Technology | 69K | $17.6M | 2.56% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | — | 213K | $15.1M | 2.19% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 337K | $14.4M | 2.08% |
| 8 | VOO | VANGUARD INDEX FDS | — | 23K | $13.7M | 1.99% |
| 9 | MSFT | Microsoft Corporation | Technology | 34K | $12.7M | 1.84% |
| 10 | NVDA | NVIDIA Corporation | Technology | 68K | $11.9M | 1.72% |
| 11 | EQWL | INVESCO EXCHANGE TRADED FD T | — | 102K | $11.8M | 1.71% |
| 12 | IVV | ISHARES TR | — | 18K | $11.6M | 1.68% |
| 13 | TSLA | Tesla, Inc. | Consumer Cyclical | 31K | $11.4M | 1.65% |
| 14 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 317K | $10.8M | 1.57% |
| 15 | DGRO | ISHARES TR | — | 154K | $10.8M | 1.56% |
Showing 1 to 15 of 349 holdings