Lhm, Inc. Top Holdings and 13F Report (2024) → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) About Lhm, Inc.Investment ActivityLhm, Inc. has $135.07 million in total holdings as of March 31, 2024.Lhm, Inc. owns shares of 14 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 23.37% of the portfolio was purchased this quarter.About 15.05% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 7 new stocks and bought additional shares in 6 stocks.Lhm, Inc. sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $95,310,268Micron Technology $6,580,431BlackRock Flexible Income ETF $4,531,337AT&T $4,235,810SPDR S&P Biotech ETF $3,550,214 Largest New Holdings this Quarter BlackRock Flexible Income ETF $4,531,337 HoldingAlphabet $2,832,201 HoldingOwens & Minor $2,627,878 HoldingWestern Alliance Bancorporation $2,170,521 HoldingKraneShares CSI China Internet ETF $2,102,625 Holding Largest Purchases this Quarter Micron Technology 42,273 shares (about $4.99M)BlackRock Flexible Income ETF 86,377 shares (about $4.53M)Alphabet 18,765 shares (about $2.83M)Owens & Minor 94,835 shares (about $2.63M)Western Alliance Bancorporation 33,814 shares (about $2.17M) Largest Sales this Quarter Vanguard Total Stock Market ETF 78,214 shares (about $20.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLhm, Inc. 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$95,310,268$20,327,819 ▼-17.6%366,71970.6%ETFMUMicron Technology$6,580,431$4,988,426 ▲313.3%55,7644.9%Computer and TechnologyBINCBlackRock Flexible Income ETF$4,531,337$4,531,337 ▲New Holding86,3773.4%ETFTAT&T$4,235,810$1,753,963 ▲70.7%240,6713.1%Computer and TechnologyXBISPDR S&P Biotech ETF$3,550,214$1,730,793 ▲95.1%37,4142.6%ETFGOOGLAlphabet$2,832,201$2,832,201 ▲New Holding18,7652.1%Computer and TechnologyOMIOwens & Minor$2,627,878$2,627,878 ▲New Holding94,8351.9%MedicalIPGPIPG Photonics$2,577,500$1,524,317 ▲144.7%28,4211.9%Computer and TechnologyCIENCiena$2,524,769$1,682,289 ▲199.7%51,0571.9%Computer and TechnologyWHRWhirlpool$2,429,685$2,022,225 ▲496.3%20,3101.8%Consumer DiscretionaryWALWestern Alliance Bancorporation$2,170,521$2,170,521 ▲New Holding33,8141.6%FinanceKWEBKraneShares CSI China Internet ETF$2,102,625$2,102,625 ▲New Holding80,1001.6%ManufacturingTSMTaiwan Semiconductor Manufacturing$1,944,172$1,944,172 ▲New Holding14,2451.4%Computer and TechnologyCMAComerica$1,655,199$1,655,199 ▲New Holding30,1001.2%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 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. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
