Kpp-Advisory-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "MPWR", null, null, null, null, "AAXJ", "MU", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "A", "GOOGL", null, "AXP", "ASML", "T", "BLK", "AM", "CAT", "AVGO", "LOW", null, null, "CMI", null, null, "DUK", null, null, "PHK", null, "EAD", "FGB", "FITB", null, "GD", "GILD", "HON", "HD", null, "MCD", null, null, "QCOM", null, "ISRG", null, "ITW", "EMR", "META", null, null, "HEFA", null, "STIM", "IVW", "IJH", null, "TGB", null, null, null, "KNSL", "KMI", "LRCX", "LIN", "EXG", "PWR", "MA", "MDT", "MSFT", "MS", "TMUS", "FLS", "GE", "HEI", "DLN", "BX", "FAST", "IJR", "EFG", "ORCL", "KHC", "PAYX", null, null, "VHT", null, null, "PANW", "PYPL", "PEP", "PNC", "PGR", "IEMG", "IJK", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "ENB", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "MPW", "NRO", "AMGN", null, "MSTR", "IEFA", null, "NOW", "SHW", "RTX", "SPDW", "GLD", null, "SPYG", "SPLG", "IBM", "SYK", "CI", "TXN", "TMO", "UNM", "UPS", "BIV", "VO", "VOE", "KE", "BTG", null, null, null, null, null, null, "VIG", null, "TSCO", null, null, null, "IEF", null, "TSM", null, null, null, "FSK", "VTR", null, null, "VRTX", null, "ONB", "VNT", "AFL", "APH", "AMD", "SDY", "F", "WM", "IWP", null, "NOTV", "AMZN", "NIO", null, null, null, null, "LUV", null, null, null, "USB", "VUG", "VEA", "VALE", null, "VBK", "MGV", "VTEB", "VBR", "VOT", "VB", "VOO", "VTV", "V", null, "VST", "WMT", "WBA", "WAT", "WFC", "WMB", null, "WPC", "YUM", "ZBRA", null, "FNF", "HLLY", "ET", "DVY", "SCHG", null, "NSC", "IEP", "SO", null, "HQL", "CRM", null, null, null, null, "MELI", "DGRO", null, "SPYV", null, null, "ESGU", null, "PAYC", "FDX", null, "LULU", "BAC", "BRK-B", "BA", "BAH", "BMY", "BF-A", "BLDR", "CVX", "CB", "CTAS", "CSCO", "NET", "C", "CLX", "KO", "CL", "COST", "CRWD", "CVS", null, null, "DFAC", "RSP", "IJT", "IJJ", "ADI", "USMV", "NEE", "QQQ", "EPD", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified212 identified79 unidentified
Holdings
291 positions • $526.3M total value
Manager:
Search and click to pin securities to the top
Page 6 of 15
14020V108
Shares:33.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$526.3M)
464287721
Shares:7.3K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$526.3M)
092528603
Shares:18.5K
Value:$969.7K
% of Portfolio:0.2% ($969.7K/$526.3M)
464287572
Shares:9.9K
Value:$957.2K
% of Portfolio:0.2% ($957.2K/$526.3M)
Shares:1.0K
Value:$957.2K
% of Portfolio:0.2% ($957.2K/$526.3M)
025072307
Shares:10.1K
Value:$945.0K
% of Portfolio:0.2% ($945.0K/$526.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | |||
Accenture plc(ACNcusipG1151C101) | 3.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | ||
14.2K | QoQ -0.14% (-21)YoY NEW(+14.2K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | YoY NEW(+$1.1M) | |
(cusip14020V108)✕ | 33.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | ||
565 | QoQ +18.20% (+87)YoY NEW(+565) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | YoY NEW(+$1.1M) | |
Zoetis Inc.(ZTScusip98978V103) | 6.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | ||
20.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | |||
12.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | |||
9.7K | QoQ NEW(+9.7K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$526.3M) | QoQ NEW(+$1.1M) | |
ASML HOLDING NV(ASMLcusipN07059210) | 1.6K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$526.3M) | ||
SOUTHERN CO(SOcusip842587107) | 11.3K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$526.3M) | ||
48.6K | QoQ NEW(+48.6K) YoY NEW(+48.6K) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$526.3M) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
(cusip464287721)✕ | 7.3K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$526.3M) | ||
10.5K | All Managers (Combined) | $986.0K | 0.2% ($986.0K/$526.3M) | |||
5.6K | QoQ NEW(+5.6K) YoY NEW(+5.6K) | All Managers (Combined) | $970.8K | 0.2% ($970.8K/$526.3M) | QoQ NEW(+$970.8K) YoY NEW(+$970.8K) | |
(cusip092528603)✕ | 18.5K | QoQ NEW(+18.5K) YoY NEW(+18.5K) | All Managers (Combined) | $969.7K | 0.2% ($969.7K/$526.3M) | QoQ NEW(+$969.7K) YoY NEW(+$969.7K) |
13.6K | YoY NEW(+13.6K) | All Managers (Combined) | $966.4K | 0.2% ($966.4K/$526.3M) | YoY NEW(+$966.4K) | |
(cusip464287572)✕ | 9.9K | QoQ +7.42% (+687)YoY +9.49% (+862) | All Managers (Combined) | $957.2K | 0.2% ($957.2K/$526.3M) | |
1.0K | QoQ +3.26% (+32) | All Managers (Combined) | $957.2K | 0.2% ($957.2K/$526.3M) | ||
(cusip025072307)✕ | 10.1K | QoQ NEW(+10.1K) YoY NEW(+10.1K) | All Managers (Combined) | $945.0K | 0.2% ($945.0K/$526.3M) | QoQ NEW(+$945.0K) YoY NEW(+$945.0K) |