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CIK: 0001799556
Total reported value
$122.2M
$122.2M
34 檔
67.6%
At the close of Q4 2024, LPF Advisors LLC disclosed equity holdings valued at approximately $122.2M, spread across 34 reported holdings.
During Q4 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 67.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.45% | — | +4.34% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.84% | — | +5.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.32% | — | +3.91% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.00% | — | +5.31% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.47% | — | +5.69% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 5.69% | — | +4.13% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.58% | — | +6.18% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.26% | — | +4.50% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.97% | — | +212.94% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | — | -0.21% | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.35% | — | +8.24% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.80% | — | +6.13% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.77% | — | +60.10% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | — | -0.28% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | — | — | |
| 16 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.46% | — | +2.10% | |
| 17 | MMD | Nyli Mackay Dt Muni Oppo Fnd | Stock-Other | 0.39% | — | -1.56% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | — | — | |
| 19 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.34% | — | — | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.27% | — | -3.10% | |
| 21 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.26% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | -1.33% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | — | — | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.23% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | — | -5.28% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.20% | — | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | — | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.18% | — | — | |
| 32 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.17% | — | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | — | -19.26% | |
| 34 | HN9 | Hanesbrands Inc | Stock-Other | 0.12% | — | — |
According to official SEC Form 13F filings, LPF Advisors LLC reported a total U.S. public equity portfolio value of $122.2M across 34 disclosed positions in Q4 2024.
During Q4 2024, LPF Advisors LLC's top holdings by market value included VTI (25.4%)、BND (12.8%)、QQQ (11.3%). The largest single position, VTI, represented 25.4% of total portfolio value.
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In Q4 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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