Lpf Advisors LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $99.8 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $25.2B, Vanguard Bd Index Fd Inc Total with a value of $14B, Invesco Qqq Trust, Series 1 with a value of $10.9B, Vanguard Intermediate Term Cor with a value of $10.6B, and Fidelity Merrimack Str Tr Tota with a value of $9.94B.

Examining the 13F form we can see an increase of $5.76B in the current position value, from $94.1B to 99.8B.

Lpf Advisors LLC is based out at Sarasota, FL

Below you can find more details about Lpf Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $99.8 Billion
ETFs: $96.4 Billion
Financial Services: $1.55 Billion
Consumer Defensive: $929 Million
Technology: $598 Million
Consumer Cyclical: $364 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $99.8 Billion
  • Prior Value $94.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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