Lpwm LLC Incresed Positions in Q4 2024

Lpwm LLC

  • $311 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
85.5K
+ 714.38%
$106.56 - $113.11 $9.11M - $9.67M
97.5K $10.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
33K
+ 15.29%
$48.33 - $49.08 $1.6M - $1.62M
249K $12.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.5K
+ 216.95%
$91.29 - $91.8 $1.33M - $1.33M
21.2K $1.94M
IEFA
Ishares Tr

ETFs
30.6K
+ 19.28%
$70.06 - $77.43 $2.14M - $2.37M
189K $13.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.1K
+ 11.59%
$50.37 - $50.6 $963K - $968K
184K $9.27M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.91K
+ 6.46%
$84.34 - $95.14 $414K - $467K
81K $7.07M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
28.5K
+ 20.62%
$23.41 - $25.88 $668K - $738K
167K $3.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.8K
+ 12.91%
$44.04 - $49.49 $695K - $781K
138K $6.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.66K
+ 7.68%
$50.67 - $50.9 $186K - $186K
51.4K $2.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
17.6K
+ 24.25%
$39.22 - $47.52 $692K - $838K
90.4K $3.57M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.36K
+ 14.86%
$114.08 - $125.68 $384K - $423K
26K $2.98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.61K
+ 13.53%
$55.45 - $61.08 $478K - $526K
72.3K $4.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
689
+ 13.81%
$176.42 - $186.91 $122K - $129K
5.68K $1.01M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$161.86 - $196.66 $162 - $197
4.52K $856K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.02K
+ 2.44%
$87.25 - $95.52 $89.3K - $97.7K
42.9K $3.8M
IWM
Ishares Russell 2000 ETF

ETFs
326
+ 1.07%
$216.13 - $242.4 $70.5K - $79K
30.7K $6.78M
IYF
Ishares Tr

ETFs
426
+ 10.81%
$102.7 - $119.05 $43.8K - $50.7K
4.37K $482K
VOX
Vanguard Communication Service

ETFs
124
+ 2.44%
$144.31 - $163.57 $17.9K - $20.3K
5.21K $807K
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 12.01%
$567.81 - $607.81 $55.6K - $59.6K
914 $535K
VCR
Vanguard Consumer Discretionar

ETFs
52
+ 5.16%
$328.51 - $401.37 $17.1K - $20.9K
1.06K $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 3.63%
$481.22 - $538.17 $19.2K - $21.5K
1.14K $583K
XLK
Technology Sector Spdr

ETFs
2
+ 0.03%
$220.26 - $241.44 $441 - $483
5.78K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
245
+ 1.48%
$49.79 - $51.14 $12.2K - $12.5K
16.8K $841K
VNQ
Vanguard Specialized Funds Van

ETFs
4.83K
+ 9.18%
$87.85 - $98.6 $425K - $477K
57.5K $5.12M
VHT
Vanguard Health Care ETF

ETFs
128
+ 4.55%
$250.81 - $283.3 $32.1K - $36.3K
2.94K $746K
VOE
Vanguard Mid Cap Value Index F

ETFs
249
+ 1.18%
$160.89 - $176.18 $40.1K - $43.9K
21.4K $3.46M
IVE
Ishares S&P 500 Value ETF

ETFs
2.64K
+ 0.95%
$189.5 - $206.17 $500K - $543K
280K $53.4M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 29 Reductions 29 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