Lpf Advisors LLC Top Holdings and 13F Report (2025) About Lpf Advisors LLCInvestment ActivityLpf Advisors LLC has $119.54 million in total holdings as of December 31, 2024.Lpf Advisors LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Lpf Advisors LLC has purchased 37 new stocks and bought additional shares in 13 stocks.Lpf Advisors LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $30,425,348Vanguard Total Bond Market ETF $15,351,782Invesco QQQ $13,536,466Vanguard Intermediate-Term Corporate Bond ETF $11,958,390Fidelity Total Bond ETF $11,316,300 Largest New Holdings this Quarter Tesla $219,689 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 88,558 shares (about $2.42M)Vanguard Total Stock Market ETF 4,365 shares (about $1.26M)Vanguard Total Bond Market ETF 10,688 shares (about $768.57K)Fidelity Total Bond ETF 13,570 shares (about $608.89K)Vanguard Intermediate-Term Corporate Bond ETF 7,514 shares (about $603.15K) Largest Sales this Quarter Home Depot 125 shares (about $48.62K)iShares Core U.S. Aggregate Bond ETF 139 shares (about $13.47K)SPDR Blackstone Senior Loan ETF 249 shares (about $10.39K)MainStay MacKay DefinedTerm Municipal Opportunities Fund 498 shares (about $7.44K)Vanguard S&P 500 ETF 12 shares (about $6.46K) 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$30,425,348$1,264,753 ▲4.3%105,00625.5%ETFBNDVanguard Total Bond Market ETF$15,351,782$768,574 ▲5.3%213,48612.8%ETFQQQInvesco QQQ$13,536,466$509,624 ▲3.9%26,48211.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$11,958,390$603,149 ▲5.3%148,97710.0%ETFFBNDFidelity Total Bond ETF$11,316,300$608,886 ▲5.7%252,2029.5%ETFVOEVanguard Mid-Cap Value ETF$6,799,438$269,791 ▲4.1%42,0385.7%ETFTLTiShares 20+ Year Treasury Bond ETF$6,665,360$387,832 ▲6.2%76,3245.6%ETFSCHCSchwab International Small-Cap Equity ETF$3,892,184$167,759 ▲4.5%113,4073.3%ETFSCHDSchwab US Dividend Equity ETF$3,555,580$2,419,399 ▲212.9%130,1463.0%ETFVOOVanguard S&P 500 ETF$3,033,884$6,464 ▼-0.2%5,6322.5%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,809,087$213,735 ▲8.2%97,9802.4%ManufacturingIJRiShares Core S&P Small-Cap ETF$2,151,273$124,181 ▲6.1%18,6751.8%ETFAAPLApple$917,289$344,328 ▲60.1%3,6630.8%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$767,057$2,131 ▼-0.3%8,6390.6%ETFVTEBVanguard Tax-Exempt Bond ETF$728,4390.0%14,5310.6%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$550,722$11,303 ▲2.1%12,0350.5%ETFMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$468,525$7,435 ▼-1.6%31,3810.4%Financial ServicesIEFAiShares Core MSCI EAFE ETF$428,0050.0%6,0900.4%ETFCAGConagra Brands$404,1230.0%14,5630.3%Consumer StaplesSRLNSPDR Blackstone Senior Loan ETF$325,244$10,391 ▼-3.1%7,7940.3%ETFLWLamb Weston$312,0960.0%4,6700.3%Consumer StaplesMSFTMicrosoft$310,3180.0%7360.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$300,396$4,050 ▼-1.3%4,8210.3%ETFVOVanguard Mid-Cap ETF$296,8820.0%1,1240.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$274,1690.0%1,3250.2%ETFBRK.BBerkshire Hathaway$257,9160.0%5690.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$241,475$13,469 ▼-5.3%2,4920.2%FinanceMOATVanEck Morningstar Wide Moat ETF$234,5940.0%2,5300.2%ETFIWDiShares Russell 1000 Value ETF$233,8190.0%1,2630.2%ETFTSLATesla$219,689$219,689 ▲New Holding5440.2%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$218,8620.0%1,2490.2%ETFHYBLSPDR Blackstone High Income ETF$207,0080.0%7,2980.2%ETFHDHome Depot$203,831$48,624 ▼-19.3%5240.2%Retail/WholesaleHBIHanesbrands$139,5200.0%17,1400.1%Consumer DiscretionaryMRNAModerna$0$280,419 ▼-100.0%00.0%MedicalORealty Income$0$224,760 ▼-100.0%00.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$0$218,962 ▼-100.0%00.0%ETFPENNYMAC CORP$0$24,920 ▼-100.0%00.0%NOTE 5.500%11/0Showing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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