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 Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MMD Main Stay Mac Kay Defined Term Municipal Opportunities Fund Financial Services	$0	$537 Million 0.46% of portfolio	31,879	Q3 2024 Reduced 0.78%

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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