Lpf Advisors LLC Portfolio Holdings

Lpf Advisors LLC

  • $120 Billion
  • Q4 2024

Lpf Advisors LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 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 $30.4B, Vanguard Bd Index Fd Inc Total with a value of $15.4B, Invesco Qqq Trust, Series 1 with a value of $13.5B, Vanguard Intermediate Term Cor with a value of $12B, and Fidelity Merrimack Str Tr Tota with a value of $11.3B.

Examining the 13F form we can see an increase of $2.65B in the current position value, from $117B to 120B.

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 $120 Billion
ETFs: $116 Billion
Technology: $1.23 Billion
Financial Services: $726 Million
Consumer Defensive: $716 Million
Consumer Cyclical: $563 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $120 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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