Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $314 Billion
  • Q4 2024

Lhm, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $314 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $122B, Blackrock ETF Trust Ii with a value of $52.2B, Ishares Russell2000 Val ETF with a value of $15.7B, Kornit Digital Ltd. with a value of $14.1B, and Spdr Ser Tr Spdr S&P Biotech E with a value of $11.2B.

Examining the 13F form we can see an decrease of $3.55B in the current position value, from $318B to 314B.

Lhm, Inc. is based out at Sandy, UT

Below you can find more details about Lhm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $314 Billion
ETFs: $155 Billion
Financial Services: $27.1 Billion
Technology: $20.2 Billion
Consumer Cyclical: $17.5 Billion
Industrials: $14.1 Billion
Communication Services: $5.77 Billion
Healthcare: $2.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.47B
$14.1 Billion 4.47% of portfolio
453,964
Q4 2024 Added 12.31%
$238M
$10.4 Billion 3.31% of portfolio
863,659
Q3 2024 Added 5.0%
$103B
$8.53 Billion 2.71% of portfolio
101,165
Q4 2024 Added 20.6%
$8.9B
$8.46 Billion 2.69% of portfolio
135,252
Q4 2024 Added 209.22%
$9.87B
$8.25 Billion 2.63% of portfolio
98,783
Q4 2024 Added 21.43%
$1.4B
$6.08 Billion 1.93% of portfolio
127,182
Q4 2024 New
$13.8B
$5.95 Billion 1.89% of portfolio
70,145
Q4 2024 Reduced 21.17%
$174B
$5.77 Billion 1.84% of portfolio
253,492
Q4 2024 Added 5.64%
$1.17B
$4.89 Billion 1.56% of portfolio
122,353
Q4 2024 New
$5.6B
$4.88 Billion 1.55% of portfolio
42,600
Q4 2024 Added 13.86%
$3.56B
$4.27 Billion 1.36% of portfolio
58,769
Q4 2024 Added 4.82%
$679M
$2.3 Billion 0.73% of portfolio
175,792
Q4 2024 Added 4.06%
$331M
$1.64 Billion 0.52% of portfolio
85,790
Q4 2024 New
$1.09T
$1.41 Billion 0.45% of portfolio
7,122
Q4 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $314 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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