Lpwm LLC Incresed Positions in Q4 2025

Lpwm LLC

  • $395 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
12.1K
+ 3.82%
$202.52 - $212.07 $2.46M - $2.57M
329K $69M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.4K
+ 2.39%
$118.2 - $126.51 $1.82M - $1.95M
660K $80M
XLK
Technology Sector Spdr

ETFs
6.16K
+ 108.49%
$278.39 - $304.13 $1.71M - $1.87M
11.8K $3.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.4K
+ 98.71%
$63.25 - $66.24 $1.29M - $1.35M
41.2K $2.64M
IWM
Ishares Russell 2000 ETF

ETFs
4.55K
+ 12.86%
$236.79 - $250.33 $1.08M - $1.14M
39.9K $9.48M
XLE
Energy Sector Spdr

ETFs
8.83K
+ 96.03%
$85.22 - $92.02 $752K - $812K
18K $1.66M
VTV
Vanguard Value ETF

ETFs
4.26K
+ 13.09%
$182.87 - $189.72 $779K - $808K
36.8K $6.89M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.6K
+ 66.58%
$46.57 - $47.16 $726K - $736K
39K $1.82M
IEFA
Ishares Tr

ETFs
5.03K
+ 2.63%
$86.09 - $89.88 $433K - $452K
196K $17.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.39K
+ 26.35%
$118.29 - $126.28 $638K - $681K
25.9K $3.13M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.97K
+ 13.52%
$169.53 - $176.53 $504K - $525K
25K $4.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.74K
+ 13.85%
$99.87 - $101.27 $473K - $480K
38.9K $3.89M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.2K
+ 4.62%
$49.98 - $50.22 $609K - $612K
276K $13.8M
IWS
Ishares Russell Midcap Value E

ETFs
6.25K
+ 2.78%
$135.66 - $140.93 $848K - $881K
232K $31.9M
VBR
Vanguard Small Cap Value ETF

ETFs
1.76K
+ 79.19%
$201.42 - $211.15 $354K - $371K
3.98K $817K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.46K
+ 92.22%
$95.72 - $101.47 $331K - $351K
7.21K $692K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.18K
+ 154.26%
$142.79 - $150.05 $311K - $326K
3.59K $524K
AMZN
Amazon Com Inc

Consumer Cyclical
772
+ 11.24%
$213.04 - $254.0 $164K - $196K
7.64K $1.79M
VEA
Vanguard Ftse Developed Market

ETFs
2.56K
+ 4.74%
$59.18 - $62.09 $151K - $159K
56.4K $3.46M
XLV
Select Sector Spdr Fund Health

ETFs
1.11K
+ 21.93%
$141.95 - $152.82 $157K - $169K
6.16K $935K
MSFT
Microsoft Corp

Technology
465
+ 35.5%
$496.82 - $542.07 $231K - $252K
1.78K $900K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.74K
+ 2.79%
$84.91 - $90.88 $233K - $249K
101K $8.92M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.14K
+ 4.71%
$50.85 - $51.0 $210K - $211K
92K $4.68M
GOOG
Alphabet Inc.

Communication Services
310
+ 11.95%
$237.49 - $291.74 $73.6K - $90.4K
2.9K $829K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.68K
+ 1.52%
$26.1 - $27.38 $69.9K - $73.3K
179K $4.88M
AVGO
Broadcom Inc.

Technology
308
+ 5.63%
$324.63 - $385.98 $100K - $119K
5.78K $1.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.67K
+ 2.67%
$110.25 - $112.92 $294K - $301K
103K $11.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.69K
+ 5.8%
$94.02 - $97.61 $253K - $263K
49.1K $4.65M
VONE
Vanguard Russell 1000 ETF

ETFs
381
+ 2.43%
$296.54 - $311.51 $113K - $119K
16.1K $4.88M
IEMG
Ishares Inc

ETFs
2.65K
+ 11.88%
N/A
25K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
180
+ 7.48%
$600.51 - $631.95 $108K - $114K
2.59K $1.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.89K
+ 2.91%
$49.98 - $50.59 $94.5K - $95.6K
66.9K $3.36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
220
+ 22.0%
$459.47 - $491.71 $101K - $108K
1.22K $574K
QUAL
Ishares Msci Usa Quality Facto

ETFs
540
+ 8.6%
$191.01 - $199.18 $103K - $108K
6.82K $1.33M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.29K
+ 2.54%
$46.68 - $48.34 $107K - $110K
92.2K $4.39M
META
Meta Platforms, Inc.

Communication Services
242
+ 53.66%
$609.01 - $751.67 $147K - $182K
693 $422K
AAPL
Apple Inc.

Technology
139
+ 3.67%
$245.27 - $275.25 $34.1K - $38.3K
3.92K $1.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
730
+ 9.25%
$67.07 - $73.01 $49K - $53.3K
8.62K $618K
VTI
Vanguard Total Stock Market Et

ETFs
204
+ 3.01%
$321.8 - $337.95 $65.6K - $68.9K
6.99K $2.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
84
+ 13.27%
$482.23 - $557.53 $40.5K - $46.8K
717 $385K
V
Visa Inc.

Financial Services
254
+ 39.5%
$325.75 - $352.42 $82.7K - $89.5K
897 $292K
UNH
Unitedhealth Group Inc

Healthcare
362
+ 17.4%
$320.52 - $369.92 $116K - $134K
2.44K $783K
VNQ
Vanguard Specialized Funds Van

ETFs
2K
+ 3.11%
$88.13 - $92.69 $176K - $185K
66.4K $5.95M
VB
Vanguard Small Cap ETF

ETFs
284
+ 13.72%
$248.1 - $260.08 $70.5K - $73.9K
2.35K $588K
VGT
Vanguard Information Technolog

ETFs
23
+ 0.7%
$736.33 - $801.52 $16.9K - $18.4K
3.32K $2.51M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
478
+ 1.92%
$139.66 - $144.52 $66.8K - $69.1K
25.4K $3.6M
PHO
Invesco Exchange Traded Fd Tr

ETFs
415
+ 7.57%
$71.1 - $74.61 $29.5K - $31K
5.9K $421K
VUG
Vanguard Growth ETF

ETFs
12
+ 0.48%
$470.44 - $504.26 $5.65K - $6.05K
2.51K $1.21M
VONV
Vanguard Russell 1000 Value Et

ETFs
41
+ 0.2%
$87.55 - $91.32 $3.59K - $3.74K
20.1K $1.81M
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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