0001765380-24-000141.txt : 20240214 0001765380-24-000141.hdr.sgml : 20240214 20240214094427 ACCESSION NUMBER: 0001765380-24-000141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KPP Advisory Services LLC CENTRAL INDEX KEY: 0001989349 ORGANIZATION NAME: IRS NUMBER: 852156735 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23440 FILM NUMBER: 24633248 BUSINESS ADDRESS: STREET 1: 9300 SHELBYVILLE RD. STREET 2: SUITE 1310 CITY: LOUISVILLE STATE: KY ZIP: 40222 BUSINESS PHONE: 5023940400 MAIL ADDRESS: STREET 1: 9300 SHELBYVILLE RD. STREET 2: SUITE 1310 CITY: LOUISVILLE STATE: KY ZIP: 40222 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001989349 XXXXXXXX 12-31-2023 12-31-2023 KPP Advisory Services LLC
9300 SHELBYVILLE RD. SUITE 1310 LOUISVILLE KY 40222
13F HOLDINGS REPORT 028-23440 000289507 801-111709 N
Kevin Kim Compliance Consultant 513-977-8615 Kevin Kim Cincinnati OH 02-14-2024 0 126 113807953 false
INFORMATION TABLE 2 kpp4q13f2023.xml KPP 13F Q4 2023 APPLE INC Common Stock 037833100 11908603 61853 SH SOLE 0 0 61853 MICROSOFT CORP Common Stock 594918104 9913505 26363 SH SOLE 0 0 26363 TESLA INC Common Stock 88160R101 6496755 26146 SH SOLE 0 0 26146 AMAZON COM Common Stock 023135106 5444812 35835 SH SOLE 0 0 35835 FORD MOTOR Common Stock 345370860 3041891 249749 SH SOLE 0 0 249749 AT&T INC Common Stock 00206R102 2459594 146579 SH SOLE 0 0 146579 ALTRIA GROUP Common Stock 02209S103 2423101 60067 SH SOLE 0 0 60067 JPMORGAN CHASE Common Stock 46625H100 2056419 12089 SH SOLE 0 0 12089 U S BANCORP DE Common Stock 902973304 2002779 46275 SH SOLE 0 0 46275 HOME DEPOT Common Stock 437076102 1954149 5639 SH SOLE 0 0 5639 ELI LILLY Common Stock 532457108 1776574 3048 SH SOLE 0 0 3048 JOHNSON & JOHNSON Common Stock 478160104 1765567 11264 SH SOLE 0 0 11264 SALESFORCE INC Common Stock 79466L302 1571998 5974 SH SOLE 0 0 5974 META PLATFORMS Common Stock 30303M102 1562735 4415 SH SOLE 0 0 4415 VANGUARD INDEX FDS Common Stock 922908363 1544268 3535 SH SOLE 0 0 3535 ALPHABET INC Common Stock 02079K305 1544129 11054 SH SOLE 0 0 11054 UNITEDHEALTH GROUP Common Stock 91324P102 1528247 2903 SH SOLE 0 0 2903 EXXON MOBIL Common Stock 30231G102 1516098 15164 SH SOLE 0 0 15164 PROCTER & GAMBLE Common Stock 742718109 1425603 9728 SH SOLE 0 0 9728 INTEL CORP Common Stock 458140100 1344164 26749 SH SOLE 0 0 26749 DISNEY WALT CO Common Stock 254687106 1279321 14169 SH SOLE 0 0 14169 MCDONALDS CORP Common Stock 580135101 1224278 4129 SH SOLE 0 0 4129 PEPSICO INC Common Stock 713448108 1221929 7195 SH SOLE 0 0 7195 THERMO FISHER Common Stock 883556102 1099298 2071 SH SOLE 0 0 2071 NVIDIA CORP Common Stock 67066G104 1078091 2177 SH SOLE 0 0 2177 VISA INC Common Stock 92826C839 1011762 3886 SH SOLE 0 0 3886 MERCK & COMPANY Common Stock 58933Y105 1001999 9191 SH SOLE 0 0 9191 ALBEMARLE CORP Common Stock 012653101 960094 6645 SH SOLE 0 0 6645 ACCENTURE PLC Common Stock G1151C101 958374 2731 SH SOLE 0 0 2731 ALPHABET INC Common Stock 02079K107 881241 6253 SH SOLE 0 0 6253 BLACKSTONE INC Common Stock 09260D107 867288 6625 SH SOLE 0 0 6625 CISCO SYS INC Common Stock 17275R102 857883 16981 SH SOLE 0 0 16981 BANK AMERICA Common Stock 060505104 836611 24847 SH SOLE 0 0 24847 ABBVIE INC Common Stock 00287Y109 823978 5317 SH SOLE 0 0 5317 PARKER-HANNIFIN CORP Common Stock 701094104 818643 1777 SH SOLE 0 0 1777 ZOETIS INC Common Stock 98978V103 755437 3828 SH SOLE 0 0 3828 SPDR GOLD Common Stock 78463V107 729695 3817 SH SOLE 0 0 3817 LINDE PLC Common Stock G54950103 724706 1765 SH SOLE 0 0 1765 AMGEN INC Common Stock 031162100 720721 2502 SH SOLE 0 0 2502 QUANTA SERVICES Common Stock 74762E102 702260 3254 SH SOLE 0 0 3254 ABBOTT LABORATORIES Common Stock 002824100 700053 6360 SH SOLE 0 0 6360 CVS HEALTH Common Stock 126650100 689229 8729 SH SOLE 0 0 8729 TEXAS INSTRS INC Common Stock 882508104 671272 3938 SH SOLE 0 0 3938 APELLIS PHARMACEUTICALS Common Stock 03753U106 670194 11196 SH SOLE 0 0 11196 SOUTHERN CO Common Stock 842587107 645670 9208 SH SOLE 0 0 9208 WALMART INC Common Stock 931142103 645577 4095 SH SOLE 0 0 4095 COLGATE PALMOLIVE CO Common Stock 194162103 641841 8052 SH SOLE 0 0 8052 BOEING CO Common Stock 097023105 623760 2393 SH SOLE 0 0 2393 INOTIV INC Common Stock 45783Q100 609499 166076 SH SOLE 0 0 166076 ADVANCED MICRO Common Stock 007903107 604232 4054 SH SOLE 0 0 4054 MORGAN STANLEY Common Stock 617446448 594961 6380 SH SOLE 0 0 6380 HONEYWELL INTL Common Stock 438516106 573482 2735 SH SOLE 0 0 2735 LAM RESEARCH CORP Common Stock 512807108 556115 710 SH SOLE 0 0 710 BROADCOM INC Common Stock 11135F101 534687 479 SH SOLE 0 0 479 VANGUARD INDEX FDS Common Stock 922908736 530050 1705 SH SOLE 0 0 1705 COSTCO WHOLESALE Common Stock 22160K105 503642 763 SH SOLE 0 0 763 FORTINET INC Common Stock 34959E109 490716 8384 SH SOLE 0 0 8384 LOWES COMPANIES Common Stock 548661107 478706 2151 SH SOLE 0 0 2151 ORACLE CORP Common Stock 68389X105 478124 4535 SH SOLE 0 0 4535 AMPHENOL CORP Common Stock 032095101 463139 4672 SH SOLE 0 0 4672 PAYCOM SOFTWARE Common Stock 70432V102 454164 2197 SH SOLE 0 0 2197 WASTE MANAGEMENT Common Stock 94106L109 443275 2475 SH SOLE 0 0 2475 VONTIER CORP Common Stock 928881101 441346 12774 SH SOLE 0 0 12774 DOLLAR GEN CORP NEW Common Stock 256677105 434930 3199 SH SOLE 0 0 3199 BROWN FORMAN CORP CL B Common Stock 115637209 434533 7610 SH SOLE 0 0 7610 BRISTOL MYERS Common Stock 110122108 434123 8461 SH SOLE 0 0 8461 CHEVRON CORP Common Stock 166764100 430475 2886 SH SOLE 0 0 2886 LOCKHEED MARTIN Common Stock 539830109 427414 943 SH SOLE 0 0 943 DIAGEO PLC Common Stock 25243Q205 417258 2865 SH SOLE 0 0 2865 PROGRESSIVE CORP Common Stock 743315103 416200 2613 SH SOLE 0 0 2613 PNC FINANCIAL Common Stock 693475105 410198 2649 SH SOLE 0 0 2649 FIDELITY NATIONAL Common Stock 31620R303 405474 7947 SH SOLE 0 0 7947 RTX CORP Common Stock 75513E101 395481 4700 SH SOLE 0 0 4700 PFIZER INC Common Stock 717081103 394741 13711 SH SOLE 0 0 13711 CLOROX CO DEL Common Stock 189054109 390913 2742 SH SOLE 0 0 2742 KRAFT HEINZ Common Stock 500754106 388543 10507 SH SOLE 0 0 10507 FIFTH THIRD Common Stock 316773100 378909 10986 SH SOLE 0 0 10986 CUMMINS INC Common Stock 231021106 373252 1558 SH SOLE 0 0 1558 UNITED PARCEL Common Stock 911312106 364303 2317 SH SOLE 0 0 2317 INVESCO QQQ TR Common Stock 46090E103 353416 863 SH SOLE 0 0 863 VANGUARD WORLD FDS Common Stock 92204A504 351732 1403 SH SOLE 0 0 1403 FIRST TR MORNINGSTAR DIVID L Common Stock 336917109 351069 9785 SH SOLE 0 0 9785 COCA COLA CO Common Stock 191216100 346896 5887 SH SOLE 0 0 5887 CSX CORP Common Stock 126408103 343857 9918 SH SOLE 0 0 9918 INTERNATIONAL BUSINESS MACHS Common Stock 459200101 341984 2091 SH SOLE 0 0 2091 HEICO CORP Common Stock 422806109 339859 1900 SH SOLE 0 0 1900 AMERICAN EXPRESS Common Stock 025816109 338347 1806 SH SOLE 0 0 1806 DUKE ENERGY Common Stock 26441C204 337536 3478 SH SOLE 0 0 3478 TARGET CORP Common Stock 87612E106 335305 2354 SH SOLE 0 0 2354 FASTENAL CO Common Stock 311900104 330390 5101 SH SOLE 0 0 5101 HUMANA INC Common Stock 444859102 321115 701 SH SOLE 0 0 701 CHUBB LIMITED Common Stock H1467J104 317530 1405 SH SOLE 0 0 1405 MEDTRONIC PLC Common Stock G5960L103 309994 3763 SH SOLE 0 0 3763 BERKSHIRE HATHAWAY Common Stock 084670702 305300 856 SH SOLE 0 0 856 CIGNA GROUP Common Stock 125523100 305219 1019 SH SOLE 0 0 1019 ANTERO MIDSTREAM Common Stock 03676B102 303139 24193 SH SOLE 0 0 24193 PAYPAL HLDGS INC Common Stock 70450Y103 302570 4927 SH SOLE 0 0 4927 ANALOG DEVICES Common Stock 032654105 300223 1512 SH SOLE 0 0 1512 WATERS CORP Common Stock 941848103 296307 900 SH SOLE 0 0 900 SL GREEN Common Stock 78440X887 294509 6520 SH SOLE 0 0 6520 WALGREENS BOOTS Common Stock 931427108 290937 11143 SH SOLE 0 0 11143 INTUITIVE SURGICAL Common Stock 46120E602 290806 862 SH SOLE 0 0 862 FEDEX CORP Common Stock 31428X106 281809 1114 SH SOLE 0 0 1114 KINDER MORGAN Common Stock 49456B101 281447 16655 SH SOLE 0 0 16655 YUM BRANDS INC Common Stock 988498101 279090 2136 SH SOLE 0 0 2136 SOUTHWEST AIRLINES Common Stock 844741108 278894 9657 SH SOLE 0 0 9657 STRYKER CORP Common Stock 863667101 277001 925 SH SOLE 0 0 925 NORFOLK SOUTHERN Common Stock 655844108 275856 1167 SH SOLE 0 0 1167 PAYCHEX INC Common Stock 704326107 272645 2289 SH SOLE 0 0 2289 INNOVATIVE INDUSTRIAL Common Stock 45781V101 254068 2520 SH SOLE 0 0 2520 BANK MONTREAL Common Stock 063671101 246063 2487 SH SOLE 0 0 2487 3M CO Common Stock 88579Y101 245535 2246 SH SOLE 0 0 2246 AGILENT TECHNOLOGIES Common Stock 00846U101 239689 1724 SH SOLE 0 0 1724 T-MOBILE US Common Stock 872590104 225106 1404 SH SOLE 0 0 1404 QUALCOMM INC Common Stock 747525103 224612 1553 SH SOLE 0 0 1553 EMERSON ELEC CO Common Stock 291011104 215878 2218 SH SOLE 0 0 2218 REGENERON PHARMACEUTICAL Common Stock 75886F107 213425 243 SH SOLE 0 0 243 ISHARES TR Common Stock 464287168 210996 1800 SH SOLE 0 0 1800 W P CAREY Common Stock 92936U109 209013 3225 SH SOLE 0 0 3225 KIMBERLY CLARK Common Stock 494368103 202855 1669 SH SOLE 0 0 1669 MEDICAL PROPERTIES Common Stock 58463J304 165247 33655 SH SOLE 0 0 33655 EQUITRANS MIDSTREAM Common Stock 294600101 128585 12631 SH SOLE 0 0 12631 WARNER BROS Common Stock 934423104 115144 10118 SH SOLE 0 0 10118 RUBICON TECHNOLOGIES INC Common Stock 78112J208 76342 41266 SH SOLE 0 0 41266 ALLSPRING INCOME OPPORTUNIT Common Stock 94987B105 66732 10235 SH SOLE 0 0 10235 GLOBALSTAR INC Common Stock 378973408 38800 20000 SH SOLE 0 0 20000