Lpwm LLC Reduced Holdings in Q4 2024

Lpwm LLC

  • $311 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-72.2K
- 41.15%
$96.64 - $101.23 $6.98M - $7.31M
103K $10M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-27.9K
- 77.61%
$83.09 - $89.28 $2.32M - $2.49M
8.05K $684K
IWS
Ishares Russell Midcap Value E

ETFs
-1.61K
- 0.79%
$128.08 - $140.32 $206K - $226K
203K $26.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
-51.5K
- 7.67%
$95.27 - $107.82 $4.91M - $5.56M
620K $64.1M
MUB
Ishares National Muni Bond ETF

ETFs
-4.52K
- 7.68%
$105.78 - $108.7 $478K - $492K
54.4K $5.79M
XLE
Energy Sector Spdr

ETFs
-3.18K
- 33.06%
$83.32 - $97.27 $265K - $309K
6.43K $551K
VEA
Vanguard Ftse Developed Market

ETFs
-480
- 0.9%
$47.57 - $52.44 $22.8K - $25.2K
53.1K $2.54M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.55K
- 11.53%
$80.87 - $87.69 $206K - $224K
19.6K $1.59M
VTV
Vanguard Value ETF

ETFs
-476
- 1.54%
$168.32 - $181.87 $80.1K - $86.6K
30.4K $5.14M
VTI
Vanguard Total Stock Market Et

ETFs
-691
- 9.39%
$280.04 - $302.45 $194K - $209K
6.67K $1.93M
MMM
3 M CO

Industrials
-446
- 18.48%
$124.74 - $137.12 $55.6K - $61.2K
1.97K $254K
TIP
Ishares Tr Tips Bd ETF

ETFs
-438
- 6.81%
$106.33 - $110.69 $46.6K - $48.5K
5.99K $638K
VONE
Vanguard Russell 1000 ETF

ETFs
-779
- 3.65%
$257.18 - $277.76 $200K - $216K
20.5K $5.48M
ECL
Ecolab Inc.

Basic Materials
-136
- 10.27%
$234.32 - $261.43 $31.9K - $35.6K
1.19K $278K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-220
- 5.58%
$60.13 - $67.31 $13.2K - $14.8K
3.72K $226K
IEMG
Ishares Inc

ETFs
-456
- 2.1%
N/A
21.2K $1.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-75
- 1.91%
$71.75 - $75.11 $5.38K - $5.63K
3.85K $276K
VBR
Vanguard Small Cap Value ETF

ETFs
-59
- 3.59%
$197.36 - $217.3 $11.6K - $12.8K
1.58K $313K
VTWO
Vanguard Russell 2000 ETF

ETFs
-4
- 0.1%
$87.42 - $98.06 $350 - $392
3.96K $353K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2
- 0.12%
$124.26 - $134.12 $249 - $268
1.72K $221K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10
- 0.61%
$311.11 - $335.64 $3.11K - $3.36K
1.64K $528K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.7%
$370.24 - $418.94 $2.59K - $2.93K
1K $401K
AAPL
Apple Inc.

Technology
-25
- 0.61%
$221.69 - $259.02 $5.54K - $6.48K
4.09K $1.02M
VGT
Vanguard Information Technolog

ETFs
-34
- 1.06%
$571.78 - $647.97 $19.4K - $22K
3.17K $1.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
-198
- 0.99%
$94.43 - $105.47 $18.7K - $20.9K
19.7K $2M
NVDA
Nvidia Corp

Technology
-1.36K
- 4.51%
$117.0 - $148.88 $159K - $203K
28.9K $3.88M
AVGO
Broadcom Inc.

Technology
-167
- 2.97%
$159.67 - $250.0 $26.7K - $41.8K
5.45K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-33
- 1.45%
$213.65 - $479.86 $7.05K - $15.8K
2.24K $905K
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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