| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
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.