Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $237 Billion
  • Q2 2024

Lhm, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $237 Billion distributed in 17 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 $132B, Blackrock ETF Trust Ii with a value of $39.6B, Micron Technology Inc with a value of $8.22B, Spdr Ser Tr Spdr S&P Biotech E with a value of $7.16B, and Security National Financial Corp with a value of $6.57B.

Examining the 13F form we can see an increase of $230B in the current position value, from $6.51B to 237B.

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 $237 Billion
ETFs: $144 Billion
Technology: $18.6 Billion
Financial Services: $12.1 Billion
Communication Services: $11 Billion
Industrials: $5.52 Billion
Consumer Cyclical: $3.82 Billion
Healthcare: $1.93 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172M
$6.57 Billion 2.77% of portfolio
190,910
Q2 2024 Added 330.85%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $237 Billion
  • Prior Value $6.51 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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