Lfs Asset Management Portfolio Holdings
Lfs Asset Management
- $99.1 Million
- Q3 2022
Lfs Asset Management has filed its 13F form on December 05, 2022 for Q3 2022 where it was disclosed a total value porftolio of $99.1 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Pfd And with a value of $12.4M, Ishares U.S. Consumer Staples with a value of $7.86M, Unitedhealth Group Inc with a value of $5.6M, Mcdonalds Corp with a value of $5.28M, and Ishares Tr Core Moderate Alloc with a value of $4.7M.
Examining the 13F form we can see an decrease of $23.9M in the current position value, from $123M to 99.1M.
Lfs Asset Management is based out at San Ramon, CA
Below you can find more details about Lfs Asset Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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