Landing Point Financial Group, LLC Portfolio Holdings

Landing Point Financial Group, LLC

  • $132 Billion
  • Q1 2025

Landing Point Financial Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.8B, Fidelity High Dividend ETF with a value of $16.9B, Ishares Aaa Clo Active ETF with a value of $12B, Ishares Core S&P Mid Cap ETF with a value of $9.82B, and Apple Inc. with a value of $8.39B.

Examining the 13F form we can see an increase of $845M in the current position value, from $131B to 132B.

Landing Point Financial Group, LLC is based out at Avon, OH

Below you can find more details about Landing Point Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $80.9 Billion
Technology: $14.3 Billion
Industrials: $3.5 Billion
Financial Services: $3.38 Billion
Healthcare: $2.46 Billion
Consumer Cyclical: $1.99 Billion
Communication Services: $1.36 Billion
Consumer Defensive: $1.17 Billion
Other: $2.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.65B
$210 Million 0.16% of portfolio
1,201
Q1 2025 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $132 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Landing Point Financial Group, LLC Portfolio

Follow Landing Point Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landing Point Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landing Point Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email