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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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