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LPF Advisors

Latest statistics and disclosures from LPF Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, QQQ, VCIT, FBND, and represent 70.65% of LPF Advisors's stock portfolio.
Added to shares of these 10 stocks: TLT, VTI, SCHD, FBND, IWD, RSP, BND, VCIT, QQQ, VOE.
Started 2 new stock positions in IWD, RSP.
Reduced shares in these 10 stocks: HR, MCD, AAPL, ANGL, SCHC, MSFT, USMV, BRK.B, SRLN, HYBL.
Sold out of its positions in HR, MCD.
LPF Advisors was a net buyer of stock by $2.5M.
LPF Advisors has $100M in assets under management (AUM), dropping by 6.13%.
Central Index Key (CIK): 0001799556

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Positions held by LPF Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LPF Advisors

LPF Advisors holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	25.2	$25M		97k	259.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	14.0	$14M		192k	72.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.9	$11M		25k	444.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.6	$11M		131k	80.51	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	10.0	$9.9M	+2%	219k	45.31	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	6.1	$6.1M	+28%	65k	94.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	6.1	$6.0M		39k	155.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.7	$3.7M	-2%	104k	35.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$3.3M	+10%	41k	80.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.5	$2.5M	-3%	85k	29.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$1.6M	+2%	15k	110.52	View chart
South State Corporation (SSB)	0.8	$795k		9.3k	85.03	View chart
Mainstay Definedterm Mn Opp (MMD)	0.5	$525k		32k	16.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$511k	-7%	6.1k	83.58	View chart
Lamb Weston Hldgs (LW)	0.5	$498k		4.7k	106.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.5	$497k	+5%	12k	42.81	View chart
ConAgra Foods (CAG)	0.4	$432k		15k	29.64	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$406k	-4%	9.6k	42.11	View chart
Apple (AAPL)	0.4	$386k	-29%	2.3k	171.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$267k		556.00	481.01	View chart
Home Depot (HD)	0.2	$249k		649.00	383.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$232k	-12%	552.00	420.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$227k		2.5k	89.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$226k	NEW	1.3k	179.11	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.2	$222k	-6%	7.8k	28.38	View chart
Microsoft Corporation (MSFT)	0.2	$212k	-23%	504.00	420.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$212k	NEW	1.2k	169.37	View chart
Hanesbrands (HBI)	0.1	$115k		20k	5.80	View chart
Pennymac Corp Note 5.500%11/0	0.0	$25k		25k	0.99	View chart

Past Filings by LPF Advisors

SEC 13F filings are viewable for LPF Advisors going back to 2023

LPF Advisors 2024 Q1 filed May 7, 2024
LPF Advisors 2023 Q4 filed May 6, 2024

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