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David Benning

@Lpwm Llc

Latest period2024 - Q4ReportedManaged Assets$311.325MTotal holdings78
Assets growth rate1.93%Assets growth rate (2-Q avg)3.7%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lpwm Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Lpwm Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.325M in assets, with a quarterly growth rate of 1.93% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by David Benning, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ENVXEnovix Corporation
Recent Activity
New Position
0.18%
$548,881
50,495 shares@ $10.88 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.1%
$296,819
3,066 shares@ $96.81 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.08%
$235,358
2,994 shares@ $78.61 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.07%
$216,587
633 shares@ $342.16 avg price