KPP Advisory Services LLC

RIA/Wealth

KPP Advisory Services LLC is a RIA/Wealth based in Louisville, KY led by Kenneth Alvin O'Neil, reporting $874.3M in AUM as of Q3 2025 with 60% ETF concentration.

MemberKenneth Alvin O'Neil

Portfolio Value: $673.3M
Positions: 327
Top Holding: QQQM at 4.81%
Last Reported: Q3 2025

Address9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222, United States

Top Holdings

Largest long holdings in KPP Advisory Services LLC's portfolio (29.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$32.4M	4.81%	+$1.9M Bought	— 131.0K shares	Q3 2023 Held for 2y 2m
2 Invesco QQQ Trust QQQ	ETF ETF	$24.9M	3.69%	-$1.7M Sold	— 41.4K shares	Q3 2023 Held for 2y 2m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$22.4M	3.33%	-$1.2M Sold	— 33.5K shares	Q3 2023 Held for 2y 2m
4 Invesco S&P MidCap Quality XMHQ	ETF ETF	$19.6M	2.90%	-$173.1K Sold	— 186.3K shares	Q2 2024 Held for 1y 5m
5 Apple AAPL	Consumer Electronics Technology	$18.9M	2.80%	+$1.3M Bought	0.00% 74.1K shares	Q3 2023 Held for 2y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$17.9M	2.66%	+$679.0K Bought	0.00% 34.6K shares	Q3 2023 Held for 2y 2m
7 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$17.3M	2.58%	+$127.5K Bought	— 268.1K shares	Q3 2023 Held for 2y 2m
8 Nvidia NVDA	Semiconductors Technology	$16.5M	2.45%	+$2.9M Bought	0.00% 88.5K shares	Q3 2023 Held for 2y 2m
9 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$16.4M	2.44%	+$1.8M Bought	0.00% 37.0K shares	Q3 2023 Held for 2y 2m
10 iShares Core Dividend Growth DGRO	ETF ETF	$14.2M	2.10%	+$3.8M Bought	— 208.1K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KPP Advisory Services LLC's latest filing

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Market Value

$673.3M

Prior: $606.1M

Q/Q Change

+11.09%

+$67.2M

Net Flows % of MV

+3.09%

Turnover Ratio

8.73%

New Purchases

25 stocks

$29.2M

Added To

149 stocks

+$39.3M

Sold Out Of

10 stocks

$4.3M

Reduced Holdings

115 stocks

-$43.4M

Increased Positions

Position	Shares Δ	Change
1 Capital Group Growth CGGR	New	0 → 152.5K +$6.7M
2 FT Vest Laddered Buffer BUFR	New	0 → 136.3K +$4.6M
3 ILOW AB International Low Volatility Equity ILOW	New	0 → 97.0K +$4.1M
4 SYFI AB Short Duration High Yield SYFI	New	0 → 92.3K +$3.3M
5 AB Disruptors FWD	New	0 → 17.2K +$1.7M

Decreased Positions

Position	Shares Δ	Change
1 Walt Disney DIS	Sold	15.7K → 0 −$2.0M
2 AST SpaceMobile ASTS	Sold	15.3K → 0 −$716.6K
3 Brown-Forman Corporation BF.B	Sold	13.6K → 0 −$365.5K
4 The Trade Desk TTD	Sold	3.5K → 0 −$252.4K
5 Verizon Communications VZ	Sold	5.5K → 0 −$237.8K