Maripau Wealth Management »

Loomis Grw Y M utual fund shares owned by Maripau Wealth Management

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Maripau Wealth Management from 13F filings

Historical chart of Maripau Wealth Management investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund held by Maripau Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Loomis Grw Y M utual fund by Maripau Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $353k 12k 28.54

More positions owned by Maripau Wealth Management

Pacer FDS TR Swan Etf (PSFF)
SPDR Portfolio S&P Etf (SPLG)
iShares Core S&P 500 Etf (IVV)
iShares TR Core Etf (IUSB)
Vanguard Tax-Managed Etf (VEA)
iShares TR MSCI USA Etf (QUAL)
iShares S&P 500 Etf (IVW)
iShares TR EAFE Etf (EFV)
Apple Common Stock (AAPL)
Aptus Collard Investment Opportunity Etf (ACIO)
BlackRock ETF Trust Etf (DYNF)
iShares TR EAFE Etf (EFG)
iShares TR MBS ETF Etf (MBB)
Nvidia Corporation Common Stock (NVDA)
iShares TR 20 YR TR Etf (TLT)

View all positions for Maripau Wealth Management

Top funds holding Loomis Grw Y M utual fund

Maripau Wealth Management
Williams Jones Wealth Management
PSI Advisors
Eagle Bay Advisors
Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Loomis Grw Y M utual fund