Lpf Advisors LLC Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Lpf Advisors LLCInvestment ActivityLpf Advisors LLC has $99.84 million in total holdings as of March 31, 2024.Lpf Advisors LLC owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Lpf Advisors LLC has purchased 29 new stocks and bought additional shares in 11 stocks.Lpf Advisors LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $25,171,397Vanguard Total Bond Market ETF $13,962,617Invesco QQQ $10,909,385Vanguard Intermediate-Term Corporate Bond ETF $10,559,652Fidelity Total Bond ETF $9,941,188 Largest New Holdings this Quarter iShares Russell 1000 Value ETF $226,216 HoldingInvesco S&P 500 Equal Weight ETF $211,543 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 14,448 shares (about $1.37M)Vanguard Total Stock Market ETF 1,726 shares (about $448.59K)Schwab US Dividend Equity ETF 3,895 shares (about $314.05K)Fidelity Total Bond ETF 5,276 shares (about $239.06K)iShares Russell 1000 Value ETF 1,263 shares (about $226.22K) Largest Sales this Quarter Apple 931 shares (about $159.65K)VanEck Fallen Angel High Yield Bond ETF 3,004 shares (about $87.18K)Schwab International Small-Cap Equity ETF 2,219 shares (about $79.44K)Microsoft 152 shares (about $63.91K)iShares MSCI USA Min Vol Factor ETF 500 shares (about $41.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLpf Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$25,171,397$448,589 ▲1.8%96,85025.2%ETFBNDVanguard Total Bond Market ETF$13,962,617$207,068 ▲1.5%192,24314.0%ETFQQQInvesco QQQ$10,909,385$164,729 ▲1.5%24,57010.9%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$10,559,652$184,206 ▲1.8%131,16010.6%ETFFBNDFidelity Total Bond ETF$9,941,188$239,055 ▲2.5%219,40410.0%ETFTLTiShares 20+ Year Treasury Bond ETF$6,136,662$1,367,067 ▲28.7%64,8566.1%ETFVOEVanguard Mid-Cap Value ETF$6,041,076$55,972 ▲0.9%38,7476.1%ETFSCHCSchwab International Small-Cap Equity ETF$3,724,459$79,440 ▼-2.1%104,0353.7%ETFSCHDSchwab US Dividend Equity ETF$3,281,134$314,052 ▲10.6%40,6943.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,476,799$87,176 ▼-3.4%85,3482.5%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,602,319$39,235 ▲2.5%14,4981.6%ETFSSBSouthState$794,8600.0%9,3480.8%FinanceMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$525,119$278 ▲0.1%32,1170.5%Financial ServicesUSMViShares MSCI USA Min Vol Factor ETF$511,259$41,790 ▼-7.6%6,1170.5%ETFLWLamb Weston$497,4950.0%4,6700.5%Consumer StaplesRWJInvesco S&P SmallCap 600 Revenue ETF$496,810$24,616 ▲5.2%11,6050.5%ETFCAGConagra Brands$431,6470.0%14,5630.4%Consumer StaplesSRLNSPDR Blackstone Senior Loan ETF$405,772$21,055 ▼-4.9%9,6360.4%ETFAAPLApple$386,344$159,648 ▼-29.2%2,2530.4%Computer and TechnologyVOOVanguard S&P 500 ETF$267,4410.0%5560.3%ETFHDHome Depot$248,957$3,069 ▼-1.2%6490.2%Retail/WholesaleBRK.BBerkshire Hathaway$232,127$33,642 ▼-12.7%5520.2%FinanceMOATVanEck Morningstar Wide Moat ETF$227,4470.0%2,5300.2%ETFIWDiShares Russell 1000 Value ETF$226,216$226,216 ▲New Holding1,2630.2%ETFHYBLSPDR Blackstone High Income ETF$222,244$14,843 ▼-6.3%7,8310.2%ETFMSFTMicrosoft$211,897$63,905 ▼-23.2%5040.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$211,543$211,543 ▲New Holding1,2490.2%ETFHBIHanesbrands$115,1300.0%19,8500.1%Consumer DiscretionaryPENNYMAC CORP$24,7110.0%25,0000.0%NOTE 5.500%11/0HRHealthcare Realty Trust$0$236,671 ▼-100.0%00.0%FinanceMCDMcDonald's$0$221,196 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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