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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
VTIVanguard Index Fds
Recent Activity
Increased 4.34%
25.46%
$30.425M
105,006 shares@ $289.75 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 5.28%
12.85%
$15.352M
213,486 shares@ $71.92 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.92%
11.33%
$13.536M
26,482 shares@ $511.16 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 5.32%
10.01%
$11.958M
148,977 shares@ $80.28 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 5.69%
9.47%
$11.316M
252,202 shares@ $44.87 avg price
VOEVanguard Index Fds
Recent Activity
Increased 4.14%
5.69%
$6.799M
42,038 shares@ $161.75 avg price
TLTIshares Tr
Recent Activity
Increased 6.18%
5.58%
$6.665M
76,324 shares@ $87.33 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 4.51%
3.26%
$3.892M
113,407 shares@ $34.33 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 212.95%
2.98%
$3.556M
130,146 shares@ $27.32 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 8.24%
2.36%
$2.809M
97,980 shares@ $28.68 avg price