Lpwm LLC Purchases in Q1 2025

Lpwm LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
135K
+ 73.21%
$50.39 - $50.66 $6.79M - $6.83M
319K $16.1M
IVE
Ishares S&P 500 Value ETF

ETFs
14.6K
+ 5.2%
$185.78 - $198.58 $2.7M - $2.89M
294K $55.6M
IEFA
Ishares Tr

ETFs
3.87K
+ 2.04%
$69.57 - $78.65 $269K - $304K
193K $14.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.4K
New
$507.05 - $563.67 $1.22M - $1.35M
2.4K $1.23M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
20.6K
+ 40.1%
$50.72 - $50.92 $1.04M - $1.05M
72K $3.66M
UNH
Unitedhealth Group Inc

Healthcare
1.74K
+ 201.15%
$461.52 - $548.18 $804K - $955K
2.61K $1.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 1.55%
$442.66 - $534.52 $62K - $74.8K
9.2K $4.83M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.27K
+ 2.92%
$48.43 - $49.86 $352K - $362K
256K $12.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.69K
+ 5.57%
$42.5 - $46.71 $327K - $359K
146K $6.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.2K
New
$44.72 - $46.25 $500K - $517K
11.2K $514K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.4K
+ 2.47%
$105.1 - $109.61 $253K - $263K
99.9K $10.8M
VNQ
Vanguard Specialized Funds Van

ETFs
4.29K
+ 7.46%
$85.55 - $94.34 $367K - $404K
61.8K $5.54M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7K
+ 190.27%
$57.21 - $65.8 $400K - $461K
10.7K $621K
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.41K
+ 7.09%
$38.22 - $41.19 $245K - $264K
96.8K $3.93M
IWS
Ishares Russell Midcap Value E

ETFs
9.28K
+ 4.58%
$122.59 - $135.24 $1.14M - $1.25M
212K $26.5M
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
New
$117.15 - $158.79 $176K - $238K
1.5K $238K
XOM
Exxon Mobil Corp

Energy
2.01K
New
$105.44 - $118.93 $212K - $239K
2.01K $238K
V
Visa Inc.

Financial Services
632
New
$306.92 - $362.71 $194K - $229K
632 $221K
VT
Vanguard Total World Stk Index

ETFs
1.78K
New
$115.08 - $123.97 $205K - $221K
1.78K $206K
IYE
Ishares Tr

ETFs
4.18K
New
$45.23 - $49.95 $189K - $209K
4.18K $203K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$56.51 - $62.98 $186K - $208K
3.3K $201K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.92K
+ 5.42%
$54.25 - $57.64 $213K - $226K
76.2K $4.2M
ABC
Amerisourcebergen Corp

Healthcare
968
New
N/A
968 $179K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
777
+ 2.99%
$110.75 - $119.78 $86.1K - $93.1K
26.8K $3.12M
MMM
3 M CO

Industrials
268
+ 13.62%
$129.7 - $155.12 $34.8K - $41.6K
2.24K $328K
VHT
Vanguard Health Care ETF

ETFs
160
+ 5.44%
$254.06 - $273.83 $40.6K - $43.8K
3.1K $815K
XLV
Select Sector Spdr Fund Health

ETFs
230
+ 4.91%
$137.61 - $149.68 $31.7K - $34.4K
4.91K $709K
VONV
Vanguard Russell 1000 Value Et

ETFs
520
+ 2.66%
$80.21 - $86.14 $41.7K - $44.8K
20.1K $1.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
467
+ 8.23%
$168.16 - $186.21 $78.5K - $87K
6.14K $1.04M
PHO
Invesco Exchange Traded Fd Tr

ETFs
388
+ 8.65%
$63.77 - $68.75 $24.7K - $26.7K
4.88K $313K
XLC
Select Sector Spdr Tr Communic

ETFs
8
+ 0.26%
$94.84 - $105.31 $759 - $842
3.07K $294K
MSFT
Microsoft Corp

Technology
90
+ 7.48%
$375.39 - $447.2 $33.8K - $40.2K
1.29K $485K
DELL
Dell Technologies Inc.

Technology
361
+ 14.1%
$90.34 - $124.66 $32.6K - $45K
2.92K $266K
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 0.88%
$271.18 - $303.12 $16K - $17.9K
6.73K $1.84M
GOOG
Alphabet Inc.

Communication Services
77
+ 2.5%
$156.06 - $207.71 $12K - $16K
3.16K $493K
AAPL
Apple Inc.

Technology
26
+ 0.64%
$209.68 - $247.1 $5.45K - $6.42K
4.12K $914K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.04%
$154.33 - $206.19 $309 - $412
4.53K $698K
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 1.83%
$190.26 - $242.06 $22.5K - $28.6K
6.56K $1.25M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.97K
+ 6.14%
$77.33 - $90.16 $384K - $448K
86K $6.72M
IWM
Ishares Russell 2000 ETF

ETFs
1.19K
+ 3.88%
$198.1 - $229.79 $236K - $273K
31.9K $6.39M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lpwm LLC Portfolio

Follow Lpwm LLC 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 Lpwm LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpwm LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email