Kpp-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
291
Total Value
526320375
Accession Number
0001667731-25-000500
Form Type
13F-HR
Manager Name
Kpp-Advisory-Services
Data Enrichment
73% identified
212 identified79 unidentified

Holdings

291 positions • $526.3M total value
Manager:
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46137V233
Shares:144.1K
Value:$6.6M
% of Portfolio:1.3% ($6.6M/$526.3M)
25434V500
Shares:99.7K
Value:$6.0M
% of Portfolio:1.1% ($6.0M/$526.3M)
33733E823
Shares:193.8K
Value:$5.8M
% of Portfolio:1.1% ($5.8M/$526.3M)
922908611
Shares:29.6K
Value:$5.5M
% of Portfolio:1.0% ($5.5M/$526.3M)
35473P884
Shares:98.5K
Value:$5.2M
% of Portfolio:1.0% ($5.2M/$526.3M)
464287804
Shares:48.2K
Value:$5.0M
% of Portfolio:1.0% ($5.0M/$526.3M)
BERKSHIRE HATHAWAY INC
Shares:8.7K
Value:$4.6M
% of Portfolio:0.9% ($4.6M/$526.3M)
46435G425
Shares:36.4K
Value:$4.4M
% of Portfolio:0.8% ($4.4M/$526.3M)
46137V241
Shares:66.0K
Value:$4.4M
% of Portfolio:0.8% ($4.4M/$526.3M)
MICROSTRATEGY Inc
Shares:14.7K
Value:$4.2M
% of Portfolio:0.8% ($4.2M/$526.3M)
JPMORGAN CHASE & CO
Shares:17.0K
Value:$4.2M
% of Portfolio:0.8% ($4.2M/$526.3M)
AT&T INC.
Shares:143.2K
Value:$4.1M
% of Portfolio:0.8% ($4.1M/$526.3M)
EXXON MOBIL CORP
Shares:32.2K
Value:$3.8M
% of Portfolio:0.7% ($3.8M/$526.3M)
ALTRIA GROUP, INC.
Shares:63.5K
Value:$3.8M
% of Portfolio:0.7% ($3.8M/$526.3M)
33734H106
Shares:83.1K
Value:$3.7M
% of Portfolio:0.7% ($3.7M/$526.3M)
46137V100
Shares:31.6K
Value:$3.7M
% of Portfolio:0.7% ($3.7M/$526.3M)
316092113
Shares:117.3K
Value:$3.7M
% of Portfolio:0.7% ($3.7M/$526.3M)
SPDR S&P 500 ETF TRUST
Shares:6.3K
Value:$3.5M
% of Portfolio:0.7% ($3.5M/$526.3M)
78468R523
Shares:34.7K
Value:$3.5M
% of Portfolio:0.7% ($3.5M/$526.3M)
74348A467
Shares:33.5K
Value:$3.4M
% of Portfolio:0.6% ($3.4M/$526.3M)