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Annmarie Young

Kpp Advisory Services Llc

Assets Managed
$688.595M
Holdings
349
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
0.01%(2Q avg: 0.98%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Kpp Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 349 positions.

Assets under management

The assets under management (AUM) of Kpp Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 688.595M in assets, with a quarterly growth rate of 0.01% and a 2-quarter average growth rate of 0.98%. The portfolio is managed by Annmarie Young, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 11.22%
4.94%
$33.978M
142,992 shares@ $237.62 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -13.59%
2.94%
$20.24M
35,066 shares@ $577.19 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Decreased -3.14%
2.76%
$18.953M
183,355 shares@ $103.38 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Decreased -4.31%
2.61%
$17.911M
266,845 shares@ $67.12 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.42%
2.56%
$17.616M
69,412 shares@ $253.79 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 7.72%
2.2%
$15.092M
212,833 shares@ $70.92 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 1.47%
2.09%
$14.351M
337,346 shares@ $42.55 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 24.63%
2%
$13.736M
22,988 shares@ $597.54 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.09%
1.85%
$12.693M
34,289 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -22.81%
1.73%
$11.874M
68,086 shares@ $174.41 avg price

1-10 of 349