Lgl Partners, LLC Portfolio Holdings

Lgl Partners, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $200 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $55.2M, Ishares Core S&P 500 ETF with a value of $24.1M, Ishares Core S&P Mid Cap ETF with a value of $23.4M, Ishares Core S&P Sm Cap ETF with a value of $14.6M, and Ishares Tr Msci Eafe ETF with a value of $9.83M.

Examining the 13F form we can see an decrease of $435M in the current position value, from $636M to 200M.

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.