Lpf Advisors LLC Top Holdings and 13F Report (2025) About Lpf Advisors LLCInvestment ActivityLpf Advisors LLC has $122.17 million in total holdings as of March 31, 2025.Lpf Advisors LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.53% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Lpf Advisors LLC has purchased 34 new stocks and bought additional shares in 14 stocks.Lpf Advisors LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $30,529,560Vanguard Total Bond Market ETF $16,624,902Invesco QQQ $13,059,063Vanguard Intermediate-Term Corporate Bond ETF $12,834,509Fidelity Total Bond ETF $12,254,852 Largest New Holdings this Quarter 756109104 - Realty Income $211,738 Holding60770K107 - Moderna $210,441 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $206,275 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 6,076 shares (about $1.67M)Vanguard Total Bond Market ETF 12,857 shares (about $944.35K)Fidelity Total Bond ETF 16,250 shares (about $741.81K)Vanguard Intermediate-Term Corporate Bond ETF 8,002 shares (about $654.24K)Invesco QQQ 1,367 shares (about $641.02K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,275 shares (about $655.17K)Schwab US Dividend Equity ETF 13,213 shares (about $369.44K)Apple 1,343 shares (about $298.32K)Invesco S&P SmallCap 600 Revenue ETF 2,164 shares (about $88.08K)SPDR Blackstone Senior Loan ETF 1,542 shares (about $63.42K) 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$30,529,560$1,669,916 ▲5.8%111,08225.0%ETFBNDVanguard Total Bond Market ETF$16,624,902$944,347 ▲6.0%226,34313.6%ETFQQQInvesco QQQ$13,059,063$641,019 ▲5.2%27,84910.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$12,834,509$654,239 ▲5.4%156,97910.5%ETFFBNDFidelity Total Bond ETF$12,254,852$741,814 ▲6.4%268,45210.0%ETFVOEVanguard Mid-Cap Value ETF$7,281,094$532,199 ▲7.9%45,3536.0%ETFTLTiShares 20+ Year Treasury Bond ETF$7,037,575$89,756 ▲1.3%77,3105.8%ETFSCHCSchwab International Small-Cap Equity ETF$4,394,993$325,968 ▲8.0%122,4923.6%ETFSCHDSchwab US Dividend Equity ETF$3,269,462$369,437 ▼-10.2%116,9332.7%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,101,130$273,420 ▲9.7%107,4542.5%ManufacturingVOOVanguard S&P 500 ETF$2,238,869$655,166 ▼-22.6%4,3571.8%ETFIJRiShares Core S&P Small-Cap ETF$2,205,316$252,436 ▲12.9%21,0891.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$808,570$562 ▼-0.1%8,6330.7%ETFVTEBVanguard Tax-Exempt Bond ETF$721,0290.0%14,5310.6%ETFAAPLApple$515,341$298,320 ▼-36.7%2,3200.4%Computer and TechnologyMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$467,413$5,806 ▼-1.2%30,9960.4%Financial ServicesIEFAiShares Core MSCI EAFE ETF$461,389$681 ▲0.1%6,0990.4%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$401,755$88,076 ▼-18.0%9,8710.3%ETFCAGConagra Brands$388,3950.0%14,5630.3%Consumer StaplesBRK.BBerkshire Hathaway$303,0400.0%5690.2%FinanceVOVanguard Mid-Cap ETF$291,207$517 ▲0.2%1,1260.2%ETFIJHiShares Core S&P Mid-Cap ETF$281,657$350 ▲0.1%4,8270.2%ETFMSFTMicrosoft$276,4490.0%7360.2%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$268,226$404 ▲0.2%1,3270.2%ETFSRLNSPDR Blackstone Senior Loan ETF$257,145$63,423 ▼-19.8%6,2520.2%ETFLWLamb Weston$248,9110.0%4,6700.2%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$246,5100.0%2,4920.2%FinanceIWDiShares Russell 1000 Value ETF$237,6460.0%1,2630.2%ETFMOATVanEck Morningstar Wide Moat ETF$222,6400.0%2,5300.2%ETFORealty Income$211,738$211,738 ▲New Holding3,6500.2%FinanceMRNAModerna$210,441$210,441 ▲New Holding7,4230.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$209,609$6,756 ▼-3.1%1,2100.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$206,275$206,275 ▲New Holding3,8220.2%ETFHBIHanesbrands$98,8980.0%17,1400.1%Consumer DiscretionaryTSLATesla$0$219,689 ▼-100.0%00.0%Auto/Tires/TrucksHYBLSPDR Blackstone High Income ETF$0$207,008 ▼-100.0%00.0%ETFHDHome Depot$0$203,831 ▼-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 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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