Lpf Advisors LLC Portfolio Holdings

Lpf Advisors LLC

$108 Billion
Q2 2024

Lpf Advisors LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $108 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 $26.3B, Vanguard Bd Index Fd Inc Total with a value of $14.2B, Invesco Qqq Trust, Series 1 with a value of $12B, Vanguard Intermediate Term Cor with a value of $10.9B, and Fidelity Merrimack Str Tr Tota with a value of $10.2B.

Examining the 13F form we can see an increase of $8.61B in the current position value, from $99.8B to 108B.

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 $108 Billion

ETFs: $105 Billion

Financial Services: $1.5 Billion

Consumer Defensive: $807 Million

Technology: $753 Million

Healthcare: $461 Million

Consumer Cyclical: $321 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SSB South State Corp Financial Services	$7.12B	$714 Million 0.66% of portfolio	9,348	Q4 2023 New
LW Lamb Weston Holdings, Inc. Consumer Defensive	$9.58B	$393 Million 0.36% of portfolio	4,670	Q4 2023 New
HBI Hanesbrands Inc. Consumer Cyclical	$2.49B	$97.9 Million 0.09% of portfolio	19,850	Q4 2023 New

Summary

Portfolio
No. of Stocks 37
Current Value $108 Billion
Prior Value $99.8 Billion
Filing
Period Q2 2024
Filing Date July 12, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 8 stocks
Additional Purchases 18 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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