Lake Point Wealth Management has filed its 13F form on July 19, 2022 for Q2 2022 where it was disclosed a total value porftolio of $176 Million distributed in 493 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $23.7M, Vanguard Mid Cap ETF with a value of $22.2M, Vanguard Index Fds S&P 500 ETF with a value of $18.6M, Dimensional ETF Tr U S Core Eq with a value of $17.1M, and Flexshares Tr Iboxx 5 Yr Targe with a value of $13.5M.
Examining the 13F form we can see an decrease of $40.1M in the current position value, from $216M to 176M.
Also it can be appreciated an additional of 69 stocks purchases and 45 closed positions.
Below you can find more details about Lake Point Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
ETFs: $167 Million
Financial Services: $1.8 Million
Consumer Defensive: $1.26 Million
Technology: $1.11 Million
Industrials: $1.09 Million
Energy: $645,000
Consumer Cyclical: $639,000
Healthcare: $579,000
Other: $725,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
