Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
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 | 2024-05-14 |
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.