| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q1 2024 | 10.5% |
| MICROSOFT CORP | 3 | Q1 2024 | 8.7% |
| INVESCO QQQ TR | 3 | Q1 2024 | 6.0% |
| TESLA INC | 3 | Q1 2024 | 5.7% |
| AMAZON COM | 3 | Q1 2024 | 4.8% |
| FORD MOTOR | 3 | Q1 2024 | 2.7% |
| ALTRIA GROUP | 3 | Q1 2024 | 2.1% |
| AT&T INC | 3 | Q1 2024 | 2.2% |
| JPMORGAN CHASE | 3 | Q1 2024 | 1.8% |
| VANGUARD S&P | 3 | Q1 2024 | 1.4% |
View KPP Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-27 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 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.