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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$514,000 0.17% of portfolio
11,180
Q1 2025 New
$0
$487,000 0.16% of portfolio
4,366
Q4 2024 Added 10.81%
$0
$498,000 0.16% of portfolio
1,633
Q1 2025 Reduced 0.37%
$0
$482,000 0.16% of portfolio
862
Q1 2025 Reduced 5.69%
$2.89T
$485,000 0.16% of portfolio
1,294
Q1 2025 Added 7.48%
$983B
$493,000 0.16% of portfolio
3,161
Q1 2025 Added 2.5%
$0
$457,000 0.15% of portfolio
2,066
Q1 2025 Reduced 1.62%
$797B
$377,000 0.12% of portfolio
1,455
Q1 2025 Reduced 35.07%
$0
$360,000 0.12% of portfolio
1,000
Q4 2024 Reduced 0.7%
$75.2B
$328,000 0.11% of portfolio
2,236
Q1 2025 Added 13.62%
$0
$345,000 0.11% of portfolio
1,059
Q4 2024 Added 5.16%
$0
$337,000 0.11% of portfolio
3,046
Q1 2025 Reduced 49.16%
$0
$313,000 0.1% of portfolio
4,875
Q1 2025 Added 8.65%
$0
$316,000 0.1% of portfolio
3,907
Q1 2025 Reduced 1.24%
$68B
$301,000 0.1% of portfolio
1,188
Q4 2024 Reduced 10.27%
$0
$294,000 0.1% of portfolio
3,074
Q1 2025 Added 0.26%
$22.1B
$266,000 0.09% of portfolio
2,921
Q1 2025 Added 14.1%
$0
$273,000 0.09% of portfolio
1,472
Q1 2025 Reduced 7.07%
$688B
$260,000 0.08% of portfolio
1,060
Q1 2025 Reduced 4.5%
$244B
$238,000 0.08% of portfolio
1,500
Q1 2025 New
$1.3T
$260,000 0.08% of portfolio
451
Q2 2024 New
$0
$238,000 0.08% of portfolio
3,704
Q1 2025 Reduced 0.46%
$431B
$238,000 0.08% of portfolio
2,006
Q1 2025 New
$1.18B
$215,000 0.07% of portfolio
28,872
Q1 2025 Reduced 42.82%
$81.3B
$223,000 0.07% of portfolio
633
Q4 2024 New
$0
$206,000 0.07% of portfolio
1,781
Q1 2025 New
$0
$203,000 0.07% of portfolio
4,177
Q1 2025 New
$0
$227,000 0.07% of portfolio
2,994
Q4 2024 New
$548B
$221,000 0.07% of portfolio
632
Q1 2025 New
$48.2B
$201,000 0.06% of portfolio
5,316
Q3 2024 Added 2.53%
$0
$176,000 0.06% of portfolio
15,270
Q2 2024 Added 10.89%
$0
$201,000 0.06% of portfolio
3,300
Q1 2025 New
$38.4B
$179,000 0.06% of portfolio
968
Q1 2025 New

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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