Lpwm LLC Portfolio Holdings
Lpwm LLC
- $309 Million
- Q1 2025
Lpwm LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $309 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $56.6M, Ishares S&P 500 Value ETF with a value of $55.6M, Ishares Russell Midcap Value E with a value of $26.5M, Jp Morgan ETF Tr Ultra Short I with a value of $16.1M, and Ishares Tr with a value of $14.8M.
Examining the 13F form we can see an decrease of $1.94M in the current position value, from $311M to 309M.
Lpwm LLC is based out at Minneapolis, MN
Below you can find more details about Lpwm LLC portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $292 Million
Technology: $5.88 Million
Financial Services: $5.31 Million
Consumer Cyclical: $1.63 Million
Healthcare: $1.54 Million
Communication Services: $1.45 Million
Industrials: $543,000
Basic Materials: $502,000
Other: $476,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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