Lpwm
AI_NATIVE detailed information: This accession holds the following tickers:[ "ENVX", null, "MMM", "VONG", null, "GOOGL", "AVGO", "FCX", "EMXC", "MUB", "META", null, null, "IVW", "IJH", null, null, null, "IWS", null, "MSFT", null, "VHT", "IWF", "IEMG", "UNH", "AAPL", "SPY", "ECL", "NVDA", "IEFA", null, null, null, null, "VNQ", "VXF", "VV", "VOE", null, null, "VWO", "VSS", null, null, "IWR", "AMZN", "IVE", null, "VEU", null, "VGT", null, "VUG", "VEA", "VNQI", "VONE", "VTWO", "VTEB", "VBR", "VT", "VB", "VOO", "VTV", "V", null, null, null, null, "BRK-B", "CRWD", "DELL", null, "IWB", "QQQ", "IWM", "GOOG", "XOM", "TSLA", "PM", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 84
- Total Value
- 310457207
- Accession Number
- 0001951757-25-000345
- Form Type
- 13F-HR
- CIK
- lpwm
- Manager Name
- Lpwm
Data Enrichment
70% identified59 identified25 unidentified
Holdings
84 positions • $310.5M total value
Manager:
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Page 5 of 5
464287796
Shares:4.2K
Value:$205.9K
% of Portfolio:0.1% ($205.9K/$310.5M)
464288224
Shares:15.3K
Value:$174.4K
% of Portfolio:0.1% ($174.4K/$310.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287796)✕ | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $205.9K | 0.1% ($205.9K/$310.5M) | QoQ NEW(+$205.9K) YoY NEW(+$205.9K) |
| 5.3K | QoQ 0.00% (-0)YoY +2.52% (-131) | All Managers (Combined) | $201.3K | 0.1% ($201.3K/$310.5M) | ||
| 3.3K | QoQ NEW(+3.3K) YoY NEW(+3.3K) | All Managers (Combined) | $200.2K | 0.1% ($200.2K/$310.5M) | QoQ NEW(+$200.2K) YoY NEW(+$200.2K) | |
(cusip464288224)✕ | 15.3K | QoQ 0.00% (+0) | All Managers (Combined) | $174.4K | 0.1% ($174.4K/$310.5M) |