Lpf Advisors LLC Portfolio Holdings

Lpf Advisors LLC

  • $122 Billion
  • Q1 2025

Lpf Advisors LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 34 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 $30.5B, Vanguard Bd Index Fd Inc Total with a value of $16.6B, Invesco Qqq Trust, Series 1 with a value of $13.1B, Vanguard Intermediate Term Cor with a value of $12.8B, and Fidelity Merrimack Str Tr Tota with a value of $12.3B.

Examining the 13F form we can see an increase of $2.63B in the current position value, from $120B to 122B.

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 $122 Billion
ETFs: $119 Billion
Technology: $792 Million
Financial Services: $770 Million
Consumer Defensive: $637 Million
Real Estate: $212 Million
Healthcare: $210 Million
Consumer Cyclical: $98.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$515 Million 0.42% of portfolio
2,320
Q1 2025 Reduced 36.66%
$683B
$303 Million 0.25% of portfolio
569
Q3 2024 Reduced 6.87%
$2.8T
$276 Million 0.23% of portfolio
736
Q3 2024 Added 27.78%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $122 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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