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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Lhm, Inc. Portfolio

Follow Lhm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lhm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lhm, Inc. with notifications on news.