Debbie Bectal

@Lpf Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$119.535M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MRNAModerna Inc Recent Activity Exited	0%	$280,419 4,196 shares@ $66.84 avg price	Exited
ORealty Income Corp Recent Activity Exited	0%	$224,760 3,544 shares@ $63.42 avg price	Exited
IEMGIshares Inc Recent Activity Exited	0%	$218,962 3,814 shares@ $57.42 avg price	Exited
7093⤦Pennymac Corp Recent Activity Exited	0%	$24,920 25,000 shares@ $1.0 avg price	Exited