Lgl Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $244M, Ishares Core S&P 500 ETF with a value of $68.8M, Spdr S&P 500 ETF Trust with a value of $63.4M, Vanguard Bd Index Fd Inc Total with a value of $38.6M, and Ishares Core S&P Mid Cap ETF with a value of $24.3M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $608M to 634M.
Lgl Partners, LLC is based out at West Conshohocken, PA
Below you can find more details about Lgl Partners, LLC portfolio as well as his latest detailed transactions.
