Fund HoldingsKPP Advisory Services LLC

Total Portfolio Value
$606.20M
Total Bought
$91.55M
Total Sold
$25.61M
Net Transaction
+$65.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0123,289+123,289027,9994.62%+27,999
MICROSOFT CORP(MSFT)32,46133,281+82012,18616,5542.73%+4,369
NVIDIA CORPORATION(NVDA)72,73272,723-97,88311,4901.90%+3,607
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0103,836+103,83603,3200.55%+3,320
VANGUARD INDEX FDS16,80021,032+4,2328,63411,9471.97%+3,313
TESLA INC(TSLA)032,898+32,898010,4501.72%+10,450
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0266,086+266,086016,2662.68%+16,266
ISHARES TR34,81935,335+51619,56521,9403.62%+2,375
BROADCOM INC(AVGO)13,82616,158+2,3322,3154,4540.73%+2,139
MICROSTRATEGY INC(MSTR)14,73414,913+1794,2476,0280.99%+1,781
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
165,526175,324+9,79810,01111,7501.94%+1,739
AMERICAN CENTY ETF TR10,08924,558+14,4699452,6800.44%+1,735
FIDELITY COVINGTON TRUST0151,857+151,85705,2380.86%+5,238
AMAZON COM INC(AMZN)46,73847,492+7548,89210,4191.72%+1,527
TCW ETF TRUST
FLEXIBLE INCOME
036,184+36,18401,4270.24%+1,427
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
081,134+81,13405,7820.95%+5,782
VANGUARD MALVERN FDS027,310+27,31001,3730.23%+1,373
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
31,63135,661+4,0303,6875,0530.83%+1,366
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0273,091+273,091010,7841.78%+10,784
COLUMBIA ETF TR I
RESH ENHNC COR
15,42645,678+30,2525121,6800.28%+1,168
JPMORGAN CHASE & CO.(JPM)17,01718,131+1,1144,1745,2560.87%+1,082
META PLATFORMS INC(META)4,4664,940+4742,5743,6460.60%+1,072
FIRST TR EXCHANGE-TRADED FD0198,514+198,51406,7871.12%+6,787
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0187,923+187,923018,4623.05%+18,462
QUANTA SVCS INC05,838+5,83802,2070.36%+2,207
ISHARES TR035,534+35,53403,9120.65%+3,912
ISHARES TR
MSCI USA QLT FCT
47,64149,020+1,3798,1418,9621.48%+820
SPDR SERIES TRUST
ST STR NYSE TECH
03,326+3,32607890.13%+789
SPDR SERIES TRUST
ST STR BL 12 ETF
042,148+42,14804,1910.69%+4,191
AST SPACEMOBILE INC(ASTS)015,335+15,33507170.12%+717
ORACLE CORP(ORCL)05,793+5,79301,2670.21%+1,267
TCW ETF TRUST
TRANS SYSTE ETF
07,689+7,68906930.11%+693
ISHARES TR014,877+14,87701,1940.20%+1,194
TEXAS INSTRS INC(TXN)06,161+6,16101,2790.21%+1,279
LAM RESEARCH CORP(LRCX)015,220+15,22001,4820.24%+1,482
EATON CORP PLC(ETN)03,387+3,38701,2090.20%+1,209
AMERICAN CENTY ETF TR81,90484,918+3,0147,1407,7361.28%+597
SCHWAB STRATEGIC TR0127,373+127,37303,7210.61%+3,721
WISDOMTREE TR(WT)88,30390,449+2,1467,0527,5741.25%+522
DISNEY WALT CO(DIS)015,730+15,73001,9510.32%+1,951
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
55,74168,091+12,3501,9112,4070.40%+496
ISHARES TR
CORE DIV GRWTH
149,889152,464+2,5759,2609,7491.61%+488
ISHARES TR07,804+7,80402,3750.39%+2,375
CROWDSTRIKE HLDGS INC(CRWD)1,1991,740+5414238860.15%+463
ALPHABET INC(GOOG)19,01119,256+2452,9403,3940.56%+454
FIRST TR EXCHANGE-TRADED ALP
COM SHS
030,992+30,99203,4080.56%+3,408
INTUITIVE SURGICAL INC02,057+2,05701,1180.18%+1,118
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
99,747100,271+5245,9606,3881.05%+428
MORGAN STANLEY(MS)10,95311,995+1,0421,2781,6900.28%+412
PALANTIR TECHNOLOGIES INC(PLTR)2,9704,850+1,8802516610.11%+410
SALESFORCE INC(CRM)10,35811,698+1,3402,7803,1900.53%+410
MERCADOLIBRE INC(MELI)565578+131,1021,5110.25%+408
VANGUARD INDEX FDS010,241+10,24102,9120.48%+2,912
AMPHENOL CORP NEW09,610+9,61009490.16%+949
MONOLITHIC PWR SYS INC(MPWR)0998+99807300.12%+730
PARKER-HANNIFIN CORP(PH)02,861+2,86101,9980.33%+1,998
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0134,614+134,61407,0131.16%+7,013
BERKSHIRE HATHAWAY INC DEL8,65610,261+1,6054,6104,9840.82%+374
PALO ALTO NETWORKS INC(PANW)07,801+7,80101,5960.26%+1,596
FIDELITY NATIONAL FINANCIAL(FNF)06,627+6,62703720.06%+372
BROWN FORMAN CORP(BF-A)013,584+13,58403660.06%+366
ASML HOLDING N V
N Y REGISTRY SHS
01,738+1,73801,3930.23%+1,393
CITIGROUP INC(C)23,41523,677+2621,6622,0150.33%+353
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
17,98519,035+1,0503,1163,4590.57%+344
ISHARES TR
ESG AWR MSCI USA
36,36435,247-1,1174,4334,7690.79%+336
VICTORY PORTFOLIOS II
VICT SMA CAP ETF
012,770+12,77003350.06%+335
US BANCORP DEL(USB)045,410+45,41002,0550.34%+2,055
DELL TECHNOLOGIES INC(DELL)02,553+2,55303130.05%+313
PACER FDS TR
US SM CAP CA ETF
188,401185,050-3,3517,0657,3681.22%+303
SERVICENOW INC(NOW)01,033+1,03301,0620.18%+1,062
UNITED RENTALS INC(URI)0974+97407340.12%+734
VALERO ENERGY CORP(VLO)02,109+2,10902830.05%+283
SPDR SERIES TRUST
ST STR PR SP1500
03,692+3,69202770.05%+277
POLARIS INC(PII)06,742+6,74202740.05%+274
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,772+5,77201,4620.24%+1,462
NUSHARES ETF TR
NUVEEN ESG LRGCP
02,839+2,83902670.04%+267
WORLD GOLD TR(GLDM)35,31837,402+2,0842,1862,4510.40%+265
ISHARES TR56,56357,444+8813,3003,5630.59%+262
SCHWAB STRATEGIC TR120,527125,092+4,5653,2043,4610.57%+258
LINDE PLC(LIN)02,012+2,01209440.16%+944
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
037,341+37,34101,3790.23%+1,379
ADVANCED MICRO DEVICES INC(AMD)05,655+5,65508020.13%+802
THE TRADE DESK INC(TTD)03,506+3,50602520.04%+252
HONEYWELL INTL INC(HON)9,7959,975+1802,0742,3230.38%+249
SPDR INDEX SHS FDS
ST PORT MARK ETF
05,776+5,77602470.04%+247
BANK AMERICA CORP43,17943,250+711,8022,0470.34%+245
BLACKROCK ETF TRUST
ISHARES US EQUIT
04,460+4,46002430.04%+243
CINTAS CORP(CTAS)02,942+2,94206560.11%+656
AUTODESK INC0759+75902350.04%+235
ARK ETF TR
INNOVATION ETF
03,328+3,32802340.04%+234
SPDR SERIES TRUST
ST STR P400MID
04,299+4,29902340.04%+234
SHOPIFY INC(SHOP)02,019+2,01902330.04%+233
ISHARES TR0654+65402300.04%+230
ISHARES TR07,192+7,19201,2460.21%+1,246
SPDR S&P 500 ETF TR(SPY)6,2896,057-2323,5183,7420.62%+224
SUPER MICRO COMPUTER INC(SMCI)04,505+4,50502210.04%+221
ISHARES TR17,05817,944+8861,2621,4830.24%+220
PFIZER INC(PFE)017,669+17,66904280.07%+428
HCA HEALTHCARE INC(HCA)0567+56702170.04%+217
PNC FINL SVCS GROUP INC(PNC)04,742+4,74208840.15%+884
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