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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.18B
$215,000 0.07% of portfolio
28,872
Q1 2025 Reduced 42.82%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $309 Million
  • Prior Value $311 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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