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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
AMZNAmazon Com Inc
Recent Activity
0.46%
$1.414M
6,444 shares@ $219.39 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.04%
0.44%
$1.344M
5,779 shares@ $232.53 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.97%
0.41%
$1.264M
5,453 shares@ $231.85 avg price
VUGVanguard Index Fds
Recent Activity
0.37%
$1.136M
2,767 shares@ $410.48 avg price
IEMGIshares Inc
Recent Activity
Decreased -2.1%
0.36%
$1.108M
21,220 shares@ $52.22 avg price
AAPLApple Inc
Recent Activity
Decreased -0.6%
0.33%
$1.024M
4,089 shares@ $250.42 avg price
QUALIshares Tr
Recent Activity
Increased 13.82%
0.33%
$1.011M
5,677 shares@ $178.09 avg price
TSLATesla Inc
Recent Activity
Decreased -1.45%
0.3%
$904,865
2,241 shares@ $403.78 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.03%
0.28%
$856,287
4,523 shares@ $189.32 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 1.49%
0.28%
$841,783
16,792 shares@ $50.14 avg price