Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $318 Billion
  • Q3 2024

Lhm, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $318 Billion distributed in 19 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 $136B, Blackrock ETF Trust Ii with a value of $84.6B, Kornit Digital Ltd. with a value of $10.4B, Spdr Ser Tr Spdr S&P Biotech E with a value of $9.46B, and Micron Technology Inc with a value of $8.7B.

Examining the 13F form we can see an increase of $80.8B in the current position value, from $237B to 318B.

Lhm, Inc. is based out at Sandy, UT

Below you can find more details about Lhm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $318 Billion
ETFs: $152 Billion
Technology: $20.8 Billion
Financial Services: $17.6 Billion
Industrials: $10.4 Billion
Communication Services: $9.6 Billion
Consumer Cyclical: $4 Billion
Healthcare: $2.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$136 Billion 42.69% of portfolio
477,654
Q3 2024 Reduced 2.93%
Blackrock ETF Trust Ii
-
$84.6 Billion 26.63% of portfolio
-
Q3 2024 Added 108.65%
$1.56B
$10.4 Billion 3.29% of portfolio
404,209
Q3 2024 Added 7.59%
$0
$9.46 Billion 2.98% of portfolio
95,762
Q3 2024 Added 23.98%
$112B
$8.7 Billion 2.74% of portfolio
83,887
Q3 2024 Added 34.19%
Coherent Corp
-
$8.4 Billion 2.64% of portfolio
-
Q3 2024 New
$240M
$7.95 Billion 2.5% of portfolio
863,659
Q3 2024 Added 5.0%
$10.2B
$7.04 Billion 2.21% of portfolio
81,347
Q3 2024 Added 54.79%
Simplify Exchange Traded Fun
-
$6.97 Billion 2.19% of portfolio
-
Q3 2024 New
$0
$6.49 Billion 2.04% of portfolio
190,910
Q2 2024 Added 1,240.19%
$10.4B
$5.48 Billion 1.72% of portfolio
88,988
Q3 2024 Added 6.29%
$165B
$5.28 Billion 1.66% of portfolio
239,950
Q3 2024 Reduced 26.68%
$984B
$4.32 Billion 1.36% of portfolio
26,045
Q2 2024 Reduced 81.77%
$3.91B
$4.17 Billion 1.31% of portfolio
56,069
Q3 2024 Added 22.49%
$6.13B
$4 Billion 1.26% of portfolio
37,415
Q2 2024 Added 84.22%
$942M
$2.65 Billion 0.83% of portfolio
168,932
Q3 2024 Added 18.23%
$986B
$2.48 Billion 0.78% of portfolio
14,245
Q2 2024 Reduced 67.43%
Pimco ETF Tr
-
$999 Million 0.31% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $318 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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