Lpf Advisors LLC Portfolio Holdings

Lpf Advisors LLC

  • $117 Billion
  • Q3 2024

Lpf Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 37 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 $28.5B, Vanguard Bd Index Fd Inc Total with a value of $15.2B, Invesco Qqq Trust, Series 1 with a value of $12.4B, Vanguard Intermediate Term Cor with a value of $11.8B, and Fidelity Merrimack Str Tr Tota with a value of $11.2B.

Examining the 13F form we can see an increase of $8.43B in the current position value, from $108B to 117B.

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 $117 Billion
ETFs: $114 Billion
Technology: $850 Million
Financial Services: $799 Million
Consumer Defensive: $776 Million
Consumer Cyclical: $389 Million
Healthcare: $280 Million
Real Estate: $225 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$537 Million 0.46% of portfolio
31,879
Q3 2024 Reduced 0.78%
$3.58T
$533 Million 0.46% of portfolio
2,288
Q3 2024 Reduced 2.85%
$13.9B
$474 Million 0.41% of portfolio
14,563
Q4 2023 New
$3.13T
$317 Million 0.27% of portfolio
736
Q3 2024 Added 27.78%
$11.5B
$302 Million 0.26% of portfolio
4,670
Q4 2023 New
$20.3B
$280 Million 0.24% of portfolio
4,196
Q3 2024 Added 8.06%
$579B
$262 Million 0.22% of portfolio
569
Q3 2024 Reduced 6.87%
$398B
$263 Million 0.22% of portfolio
649
Q1 2024 Reduced 1.22%
$35.2B
$225 Million 0.19% of portfolio
3,544
Q3 2024 New
$2.48B
$126 Million 0.11% of portfolio
17,140
Q3 2024 Reduced 13.65%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $117 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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