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