test

Debbie Bectal

@Lpf Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$119.535MTotal holdings34
Assets growth rate2.27%Assets growth rate (2-Q avg)5.02%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lpf Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Lpf Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 119.535M in assets, with a quarterly growth rate of 2.27% and a 2-quarter average growth rate of 5.02%. The portfolio is managed by Debbie Bectal, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -0.21%
2.54%
$3.034M
5,632 shares@ $538.69 avg price
USMVIshares Tr
Recent Activity
Decreased -0.27%
0.65%
$767,057
8,639 shares@ $88.8 avg price
MMDNyli Mackay Definedterm Muni
Recent Activity
Decreased -1.56%
0.4%
$468,525
31,381 shares@ $14.94 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -3.09%
0.28%
$325,244
7,794 shares@ $41.74 avg price
IJHIshares Tr
Recent Activity
Decreased -1.33%
0.26%
$300,396
4,821 shares@ $62.31 avg price
AGGIshares Tr
Recent Activity
Decreased -5.28%
0.21%
$241,475
2,492 shares@ $96.91 avg price
HDHome Depot Inc
Recent Activity
Decreased -19.26%
0.18%
$203,831
524 shares@ $389.0 avg price