Lpf Advisors LLC Top Holdings and 13F Report (2024) About Lpf Advisors LLCInvestment ActivityLpf Advisors LLC has $116.89 million in total holdings as of September 30, 2024.Lpf Advisors LLC owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Lpf Advisors LLC has purchased 37 new stocks and bought additional shares in 15 stocks.Lpf Advisors LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $28,497,637Vanguard Total Bond Market ETF $15,232,193Invesco QQQ $12,438,552Vanguard Intermediate-Term Corporate Bond ETF $11,847,546Fidelity Total Bond ETF $11,153,657 Largest New Holdings this Quarter Realty Income $224,760 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,153 shares (about $609.65K)Fidelity Total Bond ETF 11,820 shares (about $552.47K)Vanguard Total Bond Market ETF 6,366 shares (about $478.15K)iShares 20+ Year Treasury Bond ETF 4,613 shares (about $452.53K)Vanguard Intermediate-Term Corporate Bond ETF 5,153 shares (about $431.56K) Largest Sales this Quarter SPDR Blackstone Senior Loan ETF 1,078 shares (about $45.02K)Hanesbrands 2,710 shares (about $19.92K)Berkshire Hathaway 42 shares (about $19.33K)Apple 67 shares (about $15.61K)MainStay MacKay DefinedTerm Municipal Opportunities Fund 251 shares (about $4.23K) 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$28,497,637$609,646 ▲2.2%100,64124.4%ETFBNDVanguard Total Bond Market ETF$15,232,193$478,151 ▲3.2%202,79813.0%ETFQQQInvesco QQQ$12,438,552$244,525 ▲2.0%25,48510.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$11,847,546$431,564 ▲3.8%141,46310.1%ETFFBNDFidelity Total Bond ETF$11,153,657$552,467 ▲5.2%238,6329.5%ETFTLTiShares 20+ Year Treasury Bond ETF$7,051,700$452,534 ▲6.9%71,8836.0%ETFVOEVanguard Mid-Cap Value ETF$6,768,900$163,647 ▲2.5%40,3705.8%ETFSCHCSchwab International Small-Cap Equity ETF$4,181,248$110,119 ▲2.7%108,5193.6%ETFSCHDSchwab US Dividend Equity ETF$3,515,436$56,128 ▲1.6%41,5883.0%ETFVOOVanguard S&P 500 ETF$2,978,277$3,694 ▼-0.1%5,6442.5%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,662,340$72,260 ▲2.8%90,5252.3%ManufacturingIJRiShares Core S&P Small-Cap ETF$2,058,146$54,971 ▲2.7%17,5971.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$791,018$32,506 ▲4.3%8,6630.7%ETFVTEBVanguard Tax-Exempt Bond ETF$742,8250.0%14,5310.6%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$538,829$2,103 ▲0.4%11,7880.5%ETFMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$537,478$4,232 ▼-0.8%31,8790.5%Financial ServicesAAPLApple$533,104$15,611 ▼-2.8%2,2880.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$475,3250.0%6,0900.4%ETFCAGConagra Brands$473,5890.0%14,5630.4%Consumer StaplesSRLNSPDR Blackstone Senior Loan ETF$335,876$45,017 ▼-11.8%8,0430.3%ETFMSFTMicrosoft$316,712$68,850 ▲27.8%7360.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$304,4950.0%4,8860.3%ETFLWLamb Weston$302,3360.0%4,6700.3%Consumer StaplesVOVanguard Mid-Cap ETF$296,5450.0%1,1240.3%ETFMRNAModerna$280,419$20,918 ▲8.1%4,1960.2%MedicalMTUMiShares MSCI USA Momentum Factor ETF$268,657$811 ▼-0.3%1,3250.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$266,441$2,633 ▼-1.0%2,6310.2%FinanceHDHome Depot$262,9750.0%6490.2%Retail/WholesaleBRK.BBerkshire Hathaway$261,888$19,331 ▼-6.9%5690.2%FinanceMOATVanEck Morningstar Wide Moat ETF$245,2840.0%2,5300.2%ETFIWDiShares Russell 1000 Value ETF$239,7170.0%1,2630.2%ETFORealty Income$224,760$224,760 ▲New Holding3,5440.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$223,7710.0%1,2490.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$218,9620.0%3,8140.2%ETFHYBLSPDR Blackstone High Income ETF$209,4890.0%7,2980.2%ETFHBIHanesbrands$125,979$19,919 ▼-13.7%17,1400.1%Consumer DiscretionaryPENNYMAC CORP$24,9200.0%25,0000.0%NOTE 5.500%11/0SSBSouthState$0$714,374 ▼-100.0%00.0%FinanceShowing 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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