LPF Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$117M
Signature - Title
Debbie Bectal - CCO
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by LPF Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LPF Advisors LLC reported 37 stock holdings with total value $117M as of Q3 2024. Top holdings included VTI, BND, QQQ, VCIT, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 37 $117M +$3.58M -$826K +$2.75M VTI, BND, QQQ, VCIT, FBND 13F-HR 10/21/2024, 11:44 AM
Q2 2024 37 $108M +$8.16M -$36.6K +$8.12M VTI, BND, QQQ, VCIT, FBND 13F-HR 7/12/2024, 02:52 PM
Q1 2024 29 $99.8M +$3.48M -$962K +$2.52M VTI, BND, QQQ, VCIT, FBND 13F-HR 5/6/2024, 09:46 PM
Q4 2023 29 $94.1M $0 $0 VTI, BND, VCIT, QQQ, FBND 13F-HR 5/6/2024, 12:49 PM