KPP Advisory Services LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$424M
Signature - Title
Annmarie Young - Operations HR Manager
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by KPP Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KPP Advisory Services LLC reported 258 stock holdings with total value $424M as of Q4 2024. Top holdings included QQQ, XMHQ, QQQM, AAPL, and JHMM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 258 $424M +$27.4M -$19.5M +$7.89M QQQ, XMHQ, QQQM, AAPL, JHMM 13F-HR 1/24/2025, 02:53 PM
Q3 2024 260 $417M +$63.6M -$45.6M +$18M QQQ, XMHQ, QQQM, AAPL, JHMM 13F-HR 11/6/2024, 04:35 PM
Q2 2024 238 $376M +$37M -$21.3M +$15.7M QQQ, JHMM, AAPL, CALF, MSFT 13F-HR 8/27/2024, 11:02 AM
Q1 2024 241 $364M +$247M -$4.09M +$243M QQQ, JHMM, CALF, DGRO, MSFT 13F-HR 5/14/2024, 12:28 PM
Q4 2023 126 $114M +$7.45M -$209M -$202M AAPL, MSFT, TSLA, AMZN, F 13F-HR 2/14/2024, 09:44 AM
Q3 2023 216 $303M $0 $0 QQQ, FTCS, JHMM, CALF, DGRO 13F-HR 11/14/2023, 09:37 AM