Lpwm LLC Portfolio Holdings
Lpwm LLC
- $311 Million
- Q4 2024
Lpwm LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Million distributed in 78 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 $64.1M, Ishares S&P 500 Value ETF with a value of $53.4M, Ishares Russell Midcap Value E with a value of $26.2M, Ishares Tr with a value of $13.3M, and Vanguard Sht Trm Inflt Prot Fd with a value of $12.1M.
Examining the 13F form we can see an increase of $2.94M in the current position value, from $308M to 311M.
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
$311 Million
ETFs: $294 Million
Technology: $7.18 Million
Financial Services: $4.65 Million
Consumer Cyclical: $2.32 Million
Communication Services: $1.71 Million
Industrials: $802,000
Basic Materials: $480,000
Healthcare: $438,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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