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CIK: 0001799556
Total reported value
$122.2M
$122.2M
29 檔
57.7%
At the close of Q1 2024, LPF Advisors LLC disclosed equity holdings valued at approximately $122.2M, spread across 29 reported holdings.
During Q1 2024, LPF Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, QQQ) accounted for 57.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.21% | — | +1.81% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 13.98% | — | +1.51% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.93% | — | +1.53% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.58% | — | +1.78% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.96% | — | +2.46% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.15% | — | +28.66% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 6.05% | — | +0.94% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.73% | — | -2.09% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.29% | — | +10.58% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.48% | — | -3.40% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | — | +2.51% | |
| 12 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.80% | — | — | |
| 13 | MMD | Nyli Mackay Dt Muni Oppo Fnd | Stock-Other | 0.53% | — | +0.05% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | — | -7.56% | |
| 15 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.50% | — | — | |
| 16 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.50% | — | +5.21% | |
| 17 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.43% | — | — | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.41% | — | -4.93% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.39% | — | -29.24% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | -1.22% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | -12.66% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.23% | — | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | — | — | |
| 25 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.22% | — | -6.26% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | — | -23.17% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | — | — | |
| 28 | HN9 | Hanesbrands Inc | Stock-Other | 0.12% | — | — | |
| 29 | PMT 5.5 11-01-24Bond | Pennymac CORP | Bond | 0.02% | — | — |
According to official SEC Form 13F filings, LPF Advisors LLC reported a total U.S. public equity portfolio value of $122.2M across 29 disclosed positions in Q1 2024.
During Q1 2024, LPF Advisors LLC's top holdings by market value included VTI (25.2%)、BND (14.0%)、QQQ (10.9%). The largest single position, VTI, represented 25.2% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, LPF Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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