Lpwm LLC Portfolio Holdings
Lpwm LLC
- $308 Million
- Q3 2024
Lpwm LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $308 Million distributed in 77 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 $64.8M, Ishares S&P 500 Value ETF with a value of $54.7M, Ishares Russell Midcap Value E with a value of $27M, Ishares Core U.S. Aggregate Bo with a value of $17.8M, and Ishares Tr with a value of $12.4M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $286M to 308M.
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
$308 Million
ETFs: $293 Million
Technology: $6.42 Million
Financial Services: $4.69 Million
Consumer Cyclical: $1.8 Million
Communication Services: $1.52 Million
Basic Materials: $602,000
Industrials: $329,000
Healthcare: $280,000
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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