$303 Million is the total value of KPP Advisory Services LLC's 216 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ | $18,062,020 | – | 50,415 | +100.0% | 5.96% | – |
| FTCS | New | FIRST TRUST | $15,465,587 | – | 210,045 | +100.0% | 5.11% | – |
| JHMM | New | JOHN HANCOCK | $13,838,601 | – | 292,447 | +100.0% | 4.57% | – |
| CALF | New | PACER U S | $12,179,912 | – | 292,083 | +100.0% | 4.02% | – |
| DGRO | New | ISHARES CORE | $11,106,652 | – | 224,241 | +100.0% | 3.67% | – |
| AAPL | New | APPLE INC | $10,625,237 | – | 62,060 | +100.0% | 3.51% | – |
| NOBL | New | PROSHARES TRUST | $10,473,612 | – | 118,279 | +100.0% | 3.46% | – |
| MSFT | New | MICROSOFT CORP | $8,732,788 | – | 27,657 | +100.0% | 2.88% | – |
| BILS | New | SPDR BLOOMBERG | $7,700,561 | – | 77,447 | +100.0% | 2.54% | – |
| VOE | New | VANGUARD MID | $7,344,013 | – | 56,078 | +100.0% | 2.42% | – |
| TSLA | New | TESLA INC | $6,639,594 | – | 26,529 | +100.0% | 2.19% | – |
| FVD | New | FIRST TRUST | $6,573,731 | – | 175,815 | +100.0% | 2.17% | – |
| VTI | New | VANGUARD TOTAL | $6,066,623 | – | 28,561 | +100.0% | 2.00% | – |
| DFUS | New | DIMENSIONAL US | $5,875,066 | – | 126,209 | +100.0% | 1.94% | – |
| AMZN | New | AMAZON COM | $4,481,643 | – | 35,255 | +100.0% | 1.48% | – |
| IVW | New | ISHARES S&P | $3,674,414 | – | 53,704 | +100.0% | 1.21% | – |
| FLQM | New | FRANKLIN US | $3,516,792 | – | 81,862 | +100.0% | 1.16% | – |
| QQQM | New | INVESCO NASDAQ | $3,449,689 | – | 23,402 | +100.0% | 1.14% | – |
| DGRW | New | WISDOMTREE TR | $3,242,563 | – | 51,072 | +100.0% | 1.07% | – |
| MO | New | ALTRIA GROUP | $3,127,711 | – | 74,381 | +100.0% | 1.03% | – |
| F | New | FORD MOTOR | $3,118,678 | – | 251,101 | +100.0% | 1.03% | – |
| MOAT | New | VANECK MORNINGSTAR | $3,061,745 | – | 40,371 | +100.0% | 1.01% | – |
| SPHQ | New | INVESCO EXCHANGE | $2,977,713 | – | 59,507 | +100.0% | 0.98% | – |
| BIV | New | VANGUARD INTERMEDIATE | $2,915,207 | – | 40,315 | +100.0% | 0.96% | – |
| IJH | New | ISHARES CORE | $2,878,032 | – | 11,542 | +100.0% | 0.95% | – |
| IJR | New | ISHARES CORE | $2,801,368 | – | 29,698 | +100.0% | 0.92% | – |
| DFAS | New | DIMENSIONAL US | $2,445,293 | – | 46,586 | +100.0% | 0.81% | – |
| RSP | New | INVESCO S&P | $2,381,530 | – | 16,808 | +100.0% | 0.79% | – |
| FEX | New | FIRST TRUST | $2,314,693 | – | 28,541 | +100.0% | 0.76% | – |
| VBK | New | VANGUARD SMALL | $2,279,522 | – | 10,643 | +100.0% | 0.75% | – |
| VOO | New | VANGUARD INDEX FDS | $2,256,460 | – | 5,746 | +100.0% | 0.74% | – |
| T | New | AT&T INC | $2,227,577 | – | 148,307 | +100.0% | 0.74% | – |
| JPSE | New | JPMORGAN DIVERSIFIED | $2,130,186 | – | 54,217 | +100.0% | 0.70% | – |
| SCHD | New | SCHWAB US | $2,007,757 | – | 28,374 | +100.0% | 0.66% | – |
| SCHG | New | SCHWAB US | $2,001,201 | – | 27,519 | +100.0% | 0.66% | – |
| XOM | New | EXXON MOBIL | $1,987,156 | – | 16,900 | +100.0% | 0.66% | – |
| VOT | New | VANGUARD MID | $1,916,837 | – | 9,842 | +100.0% | 0.63% | – |
| OEF | New | ISHARES S&P | $1,878,190 | – | 9,361 | +100.0% | 0.62% | – |
| SCHV | New | SCHWAB US | $1,854,083 | – | 28,763 | +100.0% | 0.61% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,828,145 | – | 11,738 | +100.0% | 0.60% | – |
| LLY | New | ELI LILLY | $1,803,424 | – | 3,358 | +100.0% | 0.60% | – |
| JPM | New | JPMORGAN CHASE | $1,763,011 | – | 12,157 | +100.0% | 0.58% | – |
| HD | New | HOME DEPOT | $1,750,040 | – | 5,792 | +100.0% | 0.58% | – |
| UNH | New | UNITEDHEALTH GROUP | $1,713,148 | – | 3,398 | +100.0% | 0.57% | – |
| GLD | New | SPDR GOLD | $1,706,445 | – | 9,953 | +100.0% | 0.56% | – |
| JQUA | New | JPMORGAN US | $1,696,708 | – | 39,212 | +100.0% | 0.56% | – |
| CDC | New | VICTORYSHARES U S | $1,608,374 | – | 28,793 | +100.0% | 0.53% | – |
| IEFA | New | ISHARES CORE | $1,541,208 | – | 23,950 | +100.0% | 0.51% | – |
| New | JPMORGAN ACTIVE | $1,538,232 | – | 30,008 | +100.0% | 0.51% | – | |
| USB | New | U S BANCORP DE | $1,527,568 | – | 46,206 | +100.0% | 0.50% | – |
| RFG | New | INVESCO S&P | $1,492,162 | – | 38,075 | +100.0% | 0.49% | – |
| AVUV | New | AVANTIS U S | $1,467,274 | – | 18,823 | +100.0% | 0.48% | – |
| PG | New | PROCTER & GAMBLE | $1,376,850 | – | 9,439 | +100.0% | 0.46% | – |
| GOOGL | New | ALPHABET INC | $1,333,333 | – | 10,189 | +100.0% | 0.44% | – |
| VO | New | VANGUARD MID | $1,291,390 | – | 6,201 | +100.0% | 0.43% | – |
| PEP | New | PEPSICO INC | $1,180,420 | – | 6,967 | +100.0% | 0.39% | – |
| DIS | New | DISNEY WALT CO | $1,144,752 | – | 14,124 | +100.0% | 0.38% | – |
| CRM | New | SALESFORCE INC | $1,118,735 | – | 5,517 | +100.0% | 0.37% | – |
| MRK | New | MERCK & COMPANY | $1,075,885 | – | 10,451 | +100.0% | 0.36% | – |
| FB | New | META PLATFORMS | $1,049,533 | – | 3,496 | +100.0% | 0.35% | – |
| New | CAPITAL GROUP | $1,017,666 | – | 38,446 | +100.0% | 0.34% | – | |
| MCD | New | MCDONALDS CORP | $1,008,168 | – | 3,827 | +100.0% | 0.33% | – |
| INTC | New | INTEL CORP | $1,009,084 | – | 28,385 | +100.0% | 0.33% | – |
| CSCO | New | CISCO SYS INC | $989,739 | – | 18,410 | +100.0% | 0.33% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $987,330 | – | 29,525 | +100.0% | 0.33% | – |
| XLK | New | SECTOR TECHNOLOGY | $949,483 | – | 5,792 | +100.0% | 0.31% | – |
| NVDA | New | NVIDIA CORP | $951,374 | – | 2,187 | +100.0% | 0.31% | – |
| BFB | New | BROWN FORMAN CORP CL B | $897,023 | – | 15,549 | +100.0% | 0.30% | – |
| TMO | New | THERMO FISHER | $885,829 | – | 1,750 | +100.0% | 0.29% | – |
| V | New | VISA INC | $853,345 | – | 3,710 | +100.0% | 0.28% | – |
| IEMG | New | ISHARES CORE | $851,089 | – | 17,884 | +100.0% | 0.28% | – |
| New | CAPITAL GROUP | $844,424 | – | 33,629 | +100.0% | 0.28% | – | |
| ABBV | New | ABBVIE INC | $826,488 | – | 5,545 | +100.0% | 0.27% | – |
| BX | New | BLACKSTONE INC | $799,288 | – | 7,460 | +100.0% | 0.26% | – |
| ACN | New | ACCENTURE PLC | $788,079 | – | 2,566 | +100.0% | 0.26% | – |
| VIG | New | VANGUARD DIVIDEND | $781,350 | – | 5,029 | +100.0% | 0.26% | – |
| PFE | New | PFIZER INC | $774,611 | – | 23,353 | +100.0% | 0.26% | – |
| BAC | New | BANK AMERICA | $747,247 | – | 27,292 | +100.0% | 0.25% | – |
| GOOG | New | ALPHABET INC | $740,691 | – | 5,618 | +100.0% | 0.24% | – |
| SPYG | New | SPDR PORTFOLIO | $726,005 | – | 12,247 | +100.0% | 0.24% | – |
| WMT | New | WALMART INC | $703,266 | – | 4,397 | +100.0% | 0.23% | – |
| AGG | New | ISHARES CORE | $683,579 | – | 7,269 | +100.0% | 0.23% | – |
| VHT | New | VANGUARD HEALTH | $674,739 | – | 2,870 | +100.0% | 0.22% | – |
| CL | New | COLGATE PALMOLIVE CO | $654,344 | – | 9,202 | +100.0% | 0.22% | – |
| TXN | New | TEXAS INSTRS INC | $649,555 | – | 4,085 | +100.0% | 0.22% | – |
| AMGN | New | AMGEN INC | $650,258 | – | 2,419 | +100.0% | 0.22% | – |
| ABT | New | ABBOTT LABORATORIES | $645,297 | – | 6,663 | +100.0% | 0.21% | – |
| CVS | New | CVS HEALTH | $642,336 | – | 9,200 | +100.0% | 0.21% | – |
| New | LINDE PLC | $641,006 | – | 1,722 | +100.0% | 0.21% | – | |
| PH | New | PARKER-HANNIFIN CORP | $639,573 | – | 1,642 | +100.0% | 0.21% | – |
| CVX | New | CHEVRON CORP | $632,326 | – | 3,750 | +100.0% | 0.21% | – |
| IOO | New | ISHARES GLOBAL | $633,602 | – | 8,651 | +100.0% | 0.21% | – |
| SO | New | SOUTHERN CO | $622,260 | – | 9,615 | +100.0% | 0.20% | – |
| ZTS | New | ZOETIS INC | $616,497 | – | 3,544 | +100.0% | 0.20% | – |
| SPY | New | SPDR S&P | $610,441 | – | 1,428 | +100.0% | 0.20% | – |
| IFRA | New | ISHARES TRUST | $606,083 | – | 16,564 | +100.0% | 0.20% | – |
| BA | New | BOEING CO | $582,325 | – | 3,038 | +100.0% | 0.19% | – |
| EQRR | New | PROSHARES EQUITIES | $581,070 | – | 11,479 | +100.0% | 0.19% | – |
| BMY | New | BRISTOL MYERS | $582,014 | – | 10,028 | +100.0% | 0.19% | – |
| WM | New | WASTE MANAGEMENT | $548,577 | – | 3,599 | +100.0% | 0.18% | – |
| PWR | New | QUANTA SERVICES | $543,103 | – | 2,903 | +100.0% | 0.18% | – |
| ORCL | New | ORACLE CORP | $527,588 | – | 4,981 | +100.0% | 0.17% | – |
| MS | New | MORGAN STANLEY | $520,502 | – | 6,373 | +100.0% | 0.17% | – |
| ALB | New | ALBEMARLE CORP | $518,646 | – | 3,050 | +100.0% | 0.17% | – |
| MDYG | New | SPDR SERIES | $509,478 | – | 7,369 | +100.0% | 0.17% | – |
| XLY | New | CONSUMER DISCRETIONARY | $508,975 | – | 3,162 | +100.0% | 0.17% | – |
| DFAC | New | DIMENSIONAL US | $509,956 | – | 19,464 | +100.0% | 0.17% | – |
| MDYV | New | SPDR SERIES | $490,172 | – | 7,557 | +100.0% | 0.16% | – |
| New | FIRST TRUST | $486,261 | – | 23,078 | +100.0% | 0.16% | – | |
| IVV | New | ISHARES CORE | $481,392 | – | 1,121 | +100.0% | 0.16% | – |
| HON | New | HONEYWELL INTL | $479,492 | – | 2,595 | +100.0% | 0.16% | – |
| FYX | New | FIRST TRUST | $465,930 | – | 5,777 | +100.0% | 0.15% | – |
| XLV | New | SECTOR HEALTHCARE | $464,750 | – | 3,610 | +100.0% | 0.15% | – |
| LOW | New | LOWES COMPANIES | $452,677 | – | 2,178 | +100.0% | 0.15% | – |
| RTX | New | RTX CORP | $444,075 | – | 6,260 | +100.0% | 0.15% | – |
| HUM | New | HUMANA INC | $427,665 | – | 879 | +100.0% | 0.14% | – |
| LRCX | New | LAM RESEARCH CORP | $428,084 | – | 683 | +100.0% | 0.14% | – |
| ARKK | New | ARK ETF TR | $409,956 | – | 10,334 | +100.0% | 0.14% | – |
| IEF | New | ISHARES 7-10YR | $400,140 | – | 4,369 | +100.0% | 0.13% | – |
| COST | New | COSTCO WHOLESALE | $397,733 | – | 704 | +100.0% | 0.13% | – |
| AVGO | New | BROADCOM INC | $390,375 | – | 470 | +100.0% | 0.13% | – |
| FTNT | New | FORTINET INC | $391,279 | – | 6,668 | +100.0% | 0.13% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $376,987 | – | 2,687 | +100.0% | 0.12% | – |
| COWZ | New | PACER US | $374,501 | – | 7,576 | +100.0% | 0.12% | – |
| PAYC | New | PAYCOM SOFTWARE | $371,274 | – | 1,432 | +100.0% | 0.12% | – |
| LMT | New | LOCKHEED MARTIN | $370,526 | – | 906 | +100.0% | 0.12% | – |
| APLS | New | APELLIS PHARMACEUTICALS | $362,178 | – | 9,521 | +100.0% | 0.12% | – |
| CMI | New | CUMMINS INC | $360,509 | – | 1,578 | +100.0% | 0.12% | – |
| VNT | New | VONTIER CORP | $359,943 | – | 11,641 | +100.0% | 0.12% | – |
| PGR | New | PROGRESSIVE CORP | $359,952 | – | 2,584 | +100.0% | 0.12% | – |
| EMR | New | EMERSON ELEC CO | $355,956 | – | 3,686 | +100.0% | 0.12% | – |
| APH | New | AMPHENOL CORP | $358,391 | – | 4,267 | +100.0% | 0.12% | – |
| NOTV | New | INOTIV INC | $349,495 | – | 113,473 | +100.0% | 0.12% | – |
| XCEM | New | COLUMBIA EM | $349,058 | – | 12,730 | +100.0% | 0.12% | – |
| FNF | New | FIDELITY NATIONAL | $340,932 | – | 8,255 | +100.0% | 0.11% | – |
| UPS | New | UNITED PARCEL | $339,797 | – | 2,180 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY | $337,338 | – | 963 | +100.0% | 0.11% | – |
| KHC | New | KRAFT HEINZ | $329,105 | – | 9,783 | +100.0% | 0.11% | – |
| PNC | New | PNC FINANCIAL | $323,466 | – | 2,635 | +100.0% | 0.11% | – |
| ET | New | ENERGY TRANSFER | $325,144 | – | 23,175 | +100.0% | 0.11% | – |
| IQLT | New | ISHARES MSCI | $322,320 | – | 9,590 | +100.0% | 0.11% | – |
| FNX | New | FIRST TRUST | $321,736 | – | 3,493 | +100.0% | 0.11% | – |
| KO | New | COCA COLA CO | $316,543 | – | 5,655 | +100.0% | 0.10% | – |
| DUK | New | DUKE ENERGY | $317,707 | – | 3,600 | +100.0% | 0.10% | – |
| CB | New | CHUBB LIMITED | $314,560 | – | 1,511 | +100.0% | 0.10% | – |
| SMDV | New | PROSHARES RUSSELL | $315,862 | – | 5,583 | +100.0% | 0.10% | – |
| FITB | New | FIFTH THIRD | $310,420 | – | 12,255 | +100.0% | 0.10% | – |
| AM | New | ANTERO MIDSTREAM | $309,660 | – | 25,848 | +100.0% | 0.10% | – |
| CSX | New | CSX CORP | $307,102 | – | 9,987 | +100.0% | 0.10% | – |
| KMI | New | KINDER MORGAN | $305,852 | – | 18,447 | +100.0% | 0.10% | – |
| TGT | New | TARGET CORP | $301,782 | – | 2,729 | +100.0% | 0.10% | – |
| EPD | New | ENTERPRISE PRODUCTS | $298,908 | – | 10,921 | +100.0% | 0.10% | – |
| VAW | New | VANGUARD MATERIALS | $298,287 | – | 1,729 | +100.0% | 0.10% | – |
| IBDP | New | ISHARES IBONDS | $297,997 | – | 12,050 | +100.0% | 0.10% | – |
| SDY | New | SPDR SERIES | $291,984 | – | 2,539 | +100.0% | 0.10% | – |
| REGL | New | PROSHARES S&P | $290,675 | – | 4,355 | +100.0% | 0.10% | – |
| FDX | New | FEDEX CORP | $290,618 | – | 1,097 | +100.0% | 0.10% | – |
| HEI | New | HEICO CORP | $287,594 | – | 1,776 | +100.0% | 0.10% | – |
| UNP | New | UNION PAC CORP | $288,340 | – | 1,416 | +100.0% | 0.10% | – |
| New | GENERAL ELECTRIC | $284,889 | – | 2,577 | +100.0% | 0.09% | – | |
| IBDQ | New | ISHARES IBONDS | $285,129 | – | 11,700 | +100.0% | 0.09% | – |
| KMB | New | KIMBERLY CLARK | $278,397 | – | 2,304 | +100.0% | 0.09% | – |
| HQL | New | TEKLA LIFE | $274,690 | – | 22,028 | +100.0% | 0.09% | – |
| CI | New | CIGNA GROUP | $274,132 | – | 958 | +100.0% | 0.09% | – |
| IMCG | New | ISHARES MORNINGSTAR | $274,452 | – | 4,804 | +100.0% | 0.09% | – |
| AXP | New | AMERICAN EXPRESS | $271,656 | – | 1,821 | +100.0% | 0.09% | – |
| FTA | New | FIRST TRUST | $271,154 | – | 4,186 | +100.0% | 0.09% | – |
| FAST | New | FASTENAL CO | $265,494 | – | 4,859 | +100.0% | 0.09% | – |
| YUM | New | YUM BRANDS INC | $266,872 | – | 2,136 | +100.0% | 0.09% | – |
| VIS | New | VANGUARD INDUSTRIALS | $264,198 | – | 1,355 | +100.0% | 0.09% | – |
| PAYX | New | PAYCHEX INC | $264,453 | – | 2,293 | +100.0% | 0.09% | – |
| IBDO | New | ISHARES IBONDS | $262,476 | – | 10,350 | +100.0% | 0.09% | – |
| PYPL | New | PAYPAL HLDGS INC | $264,007 | – | 4,516 | +100.0% | 0.09% | – |
| LUV | New | SOUTHWEST AIRLINES | $261,443 | – | 9,658 | +100.0% | 0.09% | – |
| IGIB | New | ISHARES 5-10 YEAR | $259,861 | – | 5,341 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES | $258,610 | – | 1,477 | +100.0% | 0.08% | – |
| MDT | New | MEDTRONIC PLC | $249,812 | – | 3,188 | +100.0% | 0.08% | – |
| WAT | New | WATERS CORP | $246,789 | – | 900 | +100.0% | 0.08% | – |
| TAXF | New | AMERICAN CENTURY | $241,044 | – | 5,027 | +100.0% | 0.08% | – |
| EAD | New | ALLSPRING ADVANTAGE | $235,891 | – | 38,671 | +100.0% | 0.08% | – |
| NSC | New | NORFOLK SOUTHERN | $236,514 | – | 1,201 | +100.0% | 0.08% | – |
| SCHM | New | SCHWAB US | $232,843 | – | 3,440 | +100.0% | 0.08% | – |
| SHY | New | ISHARES 1-3YR | $233,436 | – | 2,883 | +100.0% | 0.08% | – |
| FLOT | New | ISHARES FLOATING | $226,461 | – | 4,450 | +100.0% | 0.08% | – |
| GSLC | New | GOLDMAN SACHS | $227,521 | – | 2,701 | +100.0% | 0.08% | – |
| GILD | New | GILEAD SCIENCES | $220,970 | – | 2,949 | +100.0% | 0.07% | – |
| TLT | New | ISHARES 20 | $221,726 | – | 2,500 | +100.0% | 0.07% | – |
| QCOM | New | QUALCOMM INC | $218,456 | – | 1,967 | +100.0% | 0.07% | – |
| XLG | New | INVESCO S&P | $217,004 | – | 6,390 | +100.0% | 0.07% | – |
| VZ | New | VERIZON COMMUNICATIONS | $218,235 | – | 6,733 | +100.0% | 0.07% | – |
| SYK | New | STRYKER CORP | $216,430 | – | 792 | +100.0% | 0.07% | – |
| IBTH | New | ISHARES IBONDS | $214,130 | – | 9,800 | +100.0% | 0.07% | – |
| IBTI | New | ISHARES IBONDS | $211,190 | – | 9,800 | +100.0% | 0.07% | – |
| CEQP | New | CRESTWOOD EQUITY | $211,409 | – | 7,228 | +100.0% | 0.07% | – |
| VV | New | VANGUARD LARGE | $211,345 | – | 1,080 | +100.0% | 0.07% | – |
| DVY | New | ISHARES SELECT | $212,374 | – | 1,973 | +100.0% | 0.07% | – |
| USMV | New | ISHARES MSCI | $210,698 | – | 2,911 | +100.0% | 0.07% | – |
| SPSM | New | SPDR PORTFOLIO | $211,875 | – | 5,742 | +100.0% | 0.07% | – |
| MMM | New | 3M CO | $207,743 | – | 2,219 | +100.0% | 0.07% | – |
| DEO | New | DIAGEO PLC | $206,269 | – | 1,383 | +100.0% | 0.07% | – |
| LEN | New | LENNAR CORP | $205,281 | – | 1,829 | +100.0% | 0.07% | – |
| SPAB | New | SPDR PORTFOLIO | $205,337 | – | 8,436 | +100.0% | 0.07% | – |
| VOOV | New | VANGUARD S&P | $202,516 | – | 1,362 | +100.0% | 0.07% | – |
| PHK | New | PIMCO HIGH | $192,160 | – | 43,475 | +100.0% | 0.06% | – |
| MPW | New | MEDICAL PROPERTIES | $172,260 | – | 31,607 | +100.0% | 0.06% | – |
| NCZ | New | VIRTUS CONVERTIBLE | $163,045 | – | 59,074 | +100.0% | 0.05% | – |
| EXG | New | EATON VANCE | $130,707 | – | 17,735 | +100.0% | 0.04% | – |
| New | WARNER BROS | $126,312 | – | 11,631 | +100.0% | 0.04% | – | |
| ETRN | New | EQUITRANS MIDSTREAM | $124,910 | – | 13,331 | +100.0% | 0.04% | – |
| RQI | New | COHEN & STEERS | $103,206 | – | 10,198 | +100.0% | 0.03% | – |
| New | RUBICON TECHNOLOGIES INC | $75,431 | – | 36,265 | +100.0% | 0.02% | – | |
| FGB | New | FIRST TRUST | $58,436 | – | 17,340 | +100.0% | 0.02% | – |
| UNIT | New | UNITI GROUP | $47,667 | – | 10,099 | +100.0% | 0.02% | – |
| NRO | New | NEUBERGER BERMAN | $33,815 | – | 12,120 | +100.0% | 0.01% | – |
| DM | New | DESKTOP METAL | $15,371 | – | 10,528 | +100.0% | 0.01% | – |
| CYCC | New | CYCLACEL PHARMACEUTICALS INC | $10,703 | – | 30,175 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ | 1 | Q3 2023 | 6.0% |
| FIRST TRUST | 1 | Q3 2023 | 5.1% |
| JOHN HANCOCK | 1 | Q3 2023 | 4.6% |
| PACER U S | 1 | Q3 2023 | 4.0% |
| ISHARES CORE | 1 | Q3 2023 | 3.7% |
| APPLE INC | 1 | Q3 2023 | 3.5% |
| PROSHARES TRUST | 1 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 1 | Q3 2023 | 2.9% |
| SPDR BLOOMBERG | 1 | Q3 2023 | 2.5% |
| VANGUARD MID | 1 | Q3 2023 | 2.4% |
View KPP Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
View KPP Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.