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KPP Advisory Services LLC

All holdings · as of Dec 31, 2025

328 positions

CompanyClassValueShares% of portfolio
UNITEDHEALTH GROUP INC$1.57M4,7710.2%
FIDELITY COVINGTON TRUST$1.57M41,1770.2%
ORACLE CORP$1.54M7,9080.2%
ABBOTT LABORATORIES$1.54M12,2590.2%
LOCKHEED MARTIN CORP$1.49M3,0860.2%
Walmart Inc.$1.48M13,2420.2%
RBB FD INC$1.40M28,8690.2%
BlackRock, Inc.$1.40M1,3100.2%
JANUS DETROIT STR TR$1.35M26,5990.2%
ISHARES INC$1.32M19,6150.2%
CATERPILLAR INC$1.30M2,2620.2%
AMPHENOL CORP /DE$1.29M9,5650.2%
The PNC Financial Services Group, Inc.$1.29M6,1890.2%
ISHARES TR$1.28M6,4020.2%
BLACKROCK ETF TRUST II$1.26M23,8400.2%
COCA COLA CO$1.24M17,7590.2%
ISHARES TR$1.23M10,7580.2%
VANGUARD INDEX FDS$1.22M4,2140.2%
NEXTERA ENERGY INC$1.22M15,2080.2%
DIMENSIONAL ETF TRUST$1.22M31,9530.2%
ISHARES TR$1.21M22,7460.2%
WISDOMTREE TR$1.20M13,3660.2%
ISHARES TR$1.19M14,9220.2%
Accenture plc$1.13M4,2140.2%
ISHARES TR$1.11M8,7520.2%
United Parcel Service Inc$1.06M10,6520.2%
MICRON TECHNOLOGY INC$1.05M3,6740.2%
TCW ETF TRUST$1.04M10,8550.2%
VANGUARD INDEX FDS$1.04M5,4230.2%
Monolithic Power Systems Inc$1.03M1,1310.1%
VANECK ETF TRUST$1.02M9,8900.1%
Eaton Corp plc$992.2K3,1150.1%
TEXAS INSTRUMENTS INC$990.8K5,7110.1%
SOUTHERN CO$980.7K11,2470.1%
CUMMINS INC$959.6K1,8800.1%
Zoetis Inc.$952.1K7,5670.1%
ISHARES TR$946.8K6,9250.1%
Merck & Co., Inc.$937.1K8,9030.1%
ZEBRA TECHNOLOGIES CORP$931.5K3,8360.1%
CHEVRON CORP$926.2K6,0770.1%
Rocket Lab CorpRKLBCommon Stock$921.5K13,2100.1%
SPDR INDEX SHS FDS$912.6K11,8970.1%
EMERSON ELECTRIC CO$909.5K6,8530.1%
WELLS FARGO & COMPANY/MN$893.8K9,5900.1%
COSTCO WHOLESALE CORP /NEW$890.1K1,0320.1%
LINDE PLC$885.0K2,0750.1%
VICTORY PORTFOLIOS II$877.5K13,3180.1%
MORGAN STANLEY ETF TRUST$877.0K17,0300.1%
CrowdStrike Holdings, Inc.$873.8K1,8640.1%
THE GOLDMAN SACHS GROUP, INC.$873.7K9940.1%
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