Lpf Advisors LLC Portfolio Holdings

Lpf Advisors LLC

  • $117 Billion
  • Q3 2024

Lpf Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $28.5B, Vanguard Bd Index Fd Inc Total with a value of $15.2B, Invesco Qqq Trust, Series 1 with a value of $12.4B, Vanguard Intermediate Term Cor with a value of $11.8B, and Fidelity Merrimack Str Tr Tota with a value of $11.2B.

Examining the 13F form we can see an increase of $8.43B in the current position value, from $108B to 117B.

Lpf Advisors LLC is based out at Sarasota, FL

Below you can find more details about Lpf Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $114 Billion
Technology: $850 Million
Financial Services: $799 Million
Consumer Defensive: $776 Million
Consumer Cyclical: $389 Million
Healthcare: $280 Million
Real Estate: $225 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.5 Billion 24.38% of portfolio
100,641
Q3 2024 Added 2.19%
$0
$15.2 Billion 13.03% of portfolio
202,798
Q3 2024 Added 3.24%
$0
$12.4 Billion 10.64% of portfolio
25,485
Q3 2024 Added 2.01%
$0
$11.8 Billion 10.14% of portfolio
141,463
Q3 2024 Added 3.78%
$0
$11.2 Billion 9.54% of portfolio
238,632
Q3 2024 Added 5.21%
$0
$7.05 Billion 6.03% of portfolio
71,883
Q3 2024 Added 6.86%
$0
$6.77 Billion 5.79% of portfolio
40,370
Q3 2024 Added 2.48%
$0
$4.18 Billion 3.58% of portfolio
108,519
Q3 2024 Added 2.7%
$0
$3.52 Billion 3.01% of portfolio
41,588
Q3 2024 Added 1.62%
$0
$2.98 Billion 2.55% of portfolio
5,644
Q3 2024 Reduced 0.12%
$0
$2.66 Billion 2.28% of portfolio
90,525
Q3 2024 Added 2.79%
$0
$2.06 Billion 1.76% of portfolio
17,597
Q3 2024 Added 2.74%
$0
$791 Million 0.68% of portfolio
8,663
Q3 2024 Added 4.29%
$0
$743 Million 0.64% of portfolio
14,531
Q2 2024 New
$0
$539 Million 0.46% of portfolio
11,788
Q3 2024 Added 0.39%
$0
$475 Million 0.41% of portfolio
6,090
Q2 2024 New
$0
$304 Million 0.26% of portfolio
4,886
Q2 2024 New
$0
$297 Million 0.25% of portfolio
1,124
Q2 2024 New
$0
$269 Million 0.23% of portfolio
1,325
Q3 2024 Reduced 0.3%
$0
$266 Million 0.23% of portfolio
2,631
Q3 2024 Reduced 0.98%
$0
$240 Million 0.21% of portfolio
1,263
Q1 2024 New
$0
$245 Million 0.21% of portfolio
2,530
Q4 2023 New
$0
$224 Million 0.19% of portfolio
1,249
Q1 2024 New
$0
$219 Million 0.19% of portfolio
3,814
Q2 2024 New
$0
$209 Million 0.18% of portfolio
7,298
Q2 2024 Reduced 6.81%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $117 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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