Lpwm LLC Purchases in Q3 2025

Lpwm LLC

  • $375 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
14.4K
+ 2.28%
$108.08 - $121.73 $1.55M - $1.75M
644K $77.6M
IVE
Ishares S&P 500 Value ETF

ETFs
9.59K
+ 3.12%
$194.44 - $206.51 $1.86M - $1.98M
317K $65.5M
IWS
Ishares Russell Midcap Value E

ETFs
3.64K
+ 1.64%
$132.83 - $140.61 $484K - $512K
225K $31.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.92K
+ 3.03%
$49.43 - $54.52 $342K - $377K
235K $12.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.4K
+ 71.4%
$91.44 - $91.77 $1.31M - $1.32M
34.5K $3.16M
IEFA
Ishares Tr

ETFs
6.52K
+ 3.53%
$81.7 - $87.53 $533K - $571K
191K $16.7M
IWM
Ishares Russell 2000 ETF

ETFs
468
+ 1.34%
$214.92 - $244.84 $101K - $115K
35.4K $8.56M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
962
+ 0.99%
$79.39 - $90.39 $76.4K - $87K
98.2K $8.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.59K
+ 10.97%
$92.26 - $97.51 $424K - $448K
46.5K $4.49M
VTV
Vanguard Value ETF

ETFs
966
+ 3.06%
$175.51 - $186.57 $170K - $180K
32.5K $6.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.44K
+ 45.08%
$62.09 - $66.51 $400K - $428K
20.7K $1.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.28K
+ 2.44%
$49.78 - $50.75 $312K - $319K
264K $13.3M
VONE
Vanguard Russell 1000 ETF

ETFs
107
+ 0.69%
$280.68 - $303.97 $30K - $32.5K
15.7K $4.74M
VGT
Vanguard Information Technolog

ETFs
156
+ 4.96%
$656.44 - $753.15 $102K - $117K
3.3K $2.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.4K
+ 7.35%
$108.97 - $121.65 $153K - $170K
20.5K $2.47M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.7K
+ 1.73%
$107.66 - $112.36 $182K - $190K
99.8K $11.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.36K
+ 7.81%
$50.81 - $51.07 $323K - $325K
87.8K $4.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
520
+ 2.42%
$164.63 - $174.58 $85.6K - $90.8K
22K $3.84M
GOOGL
Alphabet Inc.

Communication Services
9
+ 0.2%
$174.36 - $254.72 $1.57K - $2.29K
4.54K $1.1M
AVGO
Broadcom Inc.

Technology
14
+ 0.26%
$264.74 - $369.57 $3.71K - $5.17K
5.47K $1.8M
VNQ
Vanguard Specialized Funds Van

ETFs
1.44K
+ 2.29%
$88.47 - $93.24 $127K - $134K
64.4K $5.89M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
378
+ 1.54%
$133.48 - $144.38 $50.5K - $54.6K
25K $3.56M
VEA
Vanguard Ftse Developed Market

ETFs
1.57K
+ 2.99%
$56.02 - $60.3 $87.7K - $94.4K
53.9K $3.23M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.73K
+ 1.96%
$45.22 - $48.34 $78.1K - $83.5K
89.9K $4.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.41K
New
$135.0 - $146.02 $190K - $206K
1.41K $205K
VT
Vanguard Total World Stk Index

ETFs
1.49K
New
$128.41 - $138.03 $191K - $205K
1.49K $204K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.82K
New
$40.94 - $42.85 $197K - $206K
4.82K $202K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.59K
+ 4.88%
$97.75 - $100.75 $156K - $160K
34.2K $3.43M
VTI
Vanguard Total Stock Market Et

ETFs
86
+ 1.28%
$303.93 - $329.86 $26.1K - $28.4K
6.79K $2.23M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
3.34K
+ 1.93%
$25.72 - $27.0 $85.9K - $90.1K
176K $4.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.35K
+ 2.12%
$48.5 - $50.19 $65.5K - $67.8K
65K $3.26M
VOX
Vanguard Communication Service

ETFs
204
+ 3.91%
$169.0 - $192.17 $34.5K - $39.2K
5.42K $1.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.85K
+ 0.52%
$50.47 - $50.74 $93.4K - $93.9K
356K $18.1M
XLE
Energy Sector Spdr

ETFs
672
+ 7.89%
$84.25 - $91.99 $56.6K - $61.8K
9.19K $821K
QUAL
Ishares Msci Usa Quality Facto

ETFs
135
+ 2.2%
$182.33 - $194.5 $24.6K - $26.3K
6.28K $1.22M
VONV
Vanguard Russell 1000 Value Et

ETFs
38
+ 0.19%
$84.55 - $89.54 $3.21K - $3.4K
20K $1.79M
VCR
Vanguard Consumer Discretionar

ETFs
103
+ 9.73%
$359.61 - $401.35 $37K - $41.3K
1.16K $460K
IYF
Ishares Tr

ETFs
419
+ 9.6%
$119.89 - $127.16 $50.2K - $53.3K
4.79K $605K
VHT
Vanguard Health Care ETF

ETFs
141
+ 4.96%
$239.12 - $259.95 $33.7K - $36.7K
2.99K $774K
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.96%
$546.99 - $602.2 $6.02K - $6.62K
1.15K $692K
ICLN
Ishares

ETFs
1.53K
+ 10.04%
$13.22 - $15.48 $20.3K - $23.7K
16.8K $260K
PHO
Invesco Exchange Traded Fd Tr

ETFs
608
+ 12.47%
$69.62 - $73.99 $42.3K - $45K
5.48K $395K
VB
Vanguard Small Cap ETF

ETFs
80
+ 4.02%
$237.58 - $259.17 $19K - $20.7K
2.07K $526K
IEMG
Ishares Inc

ETFs
811
+ 3.77%
N/A
22.3K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
192
+ 2.87%
$211.65 - $238.24 $40.6K - $45.7K
6.87K $1.51M
VBR
Vanguard Small Cap Value ETF

ETFs
60
+ 2.78%
$195.41 - $212.37 $11.7K - $12.7K
2.22K $463K
ITA
Ishares Tr

ETFs
6
+ 0.31%
$184.73 - $209.26 $1.11K - $1.26K
1.96K $410K
MSFT
Microsoft Corp

Technology
16
+ 1.24%
$491.09 - $535.64 $7.86K - $8.57K
1.31K $678K
VO
Vanguard Mid Cap ETF

ETFs
70
+ 9.55%
$279.83 - $293.74 $19.6K - $20.6K
803 $235K
Activity Summary
Buys All Purchases 57 New Holdings 3 Increased Positions 54 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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