Landing-Point-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  "QCOM",
  null,
  "META",
  "IVW",
  "IJH",
  "MA",
  "MSFT",
  "IJR",
  "NOC",
  null,
  null,
  null,
  "EEM",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "PPG",
  "IEFA",
  null,
  "SHW",
  "CI",
  null,
  "LANC",
  "AMZN",
  null,
  "VOO",
  "V",
  "SCHF",
  "NDSN",
  null,
  "FDX",
  "KO",
  "STZ",
  "COST",
  "CSX",
  "DFAC",
  "USMV",
  "QQQ",
  "IWM",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 69
Total Value: 131889809
Accession Number: 0001765380-25-000219
Form Type: 13F-HR
CIK: landing-point-financial-group
Manager Name: Landing-Point-Financial-Group

Data Enrichment

71% identified

49 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $131.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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COCA COLA CO

KO|191216100

Shares:3.1K

Value:$223.7K

% of Portfolio:0.2% ($223.7K/$131.9M)

808524805

SCHF|808524805

Shares:11.2K

Value:$222.5K

% of Portfolio:0.2% ($222.5K/$131.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.4K

Value:$222.1K

% of Portfolio:0.2% ($222.1K/$131.9M)

Elevance Health, Inc.

ELV|036752103

Shares:504

Value:$219.1K

% of Portfolio:0.2% ($219.1K/$131.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:451

Value:$211.6K

% of Portfolio:0.2% ($211.6K/$131.9M)

LANCASTER COLONY CORP

LANC|513847103

Shares:1.2K

Value:$210.3K

% of Portfolio:0.2% ($210.3K/$131.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:222

Value:$210.0K

% of Portfolio:0.2% ($210.0K/$131.9M)

464288562

Shares:2.4K

Value:$208.2K

% of Portfolio:0.2% ($208.2K/$131.9M)

MCDONALDS CORP

MCD|580135101

Shares:653

Value:$203.9K

% of Portfolio:0.2% ($203.9K/$131.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	3.1K	QoQ -9.29% (-320) YoY-	All Managers (Combined)	$223.7K	0.2% ($223.7K/$131.9M)	QoQ -5.44% (-$12.9K) YoY-
(SCHFcusip808524805)	11.2K	QoQ -8.51% (-1.0K) YoY-	All Managers (Combined)	$222.5K	0.2% ($222.5K/$131.9M)	QoQ -8.09% (-$19.6K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.4K	QoQ +16.74% (-206) YoY-	All Managers (Combined)	$222.1K	0.2% ($222.1K/$131.9M)	QoQ -1.67% (-$3.8K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	504	QoQ NEW(+504) YoY-	All Managers (Combined)	$219.1K	0.2% ($219.1K/$131.9M)	QoQ NEW(+$219.1K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	451	QoQ +5.62% (-24) YoY-	All Managers (Combined)	$211.6K	0.2% ($211.6K/$131.9M)	QoQ -6.18% (-$13.9K) YoY-
LANCASTER COLONY CORP(LANCcusip513847103)	1.2K	QoQ +0.33% (-4) YoY-	All Managers (Combined)	$210.3K	0.2% ($210.3K/$131.9M)	QoQ -8.35% (-$19.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	222	QoQ -4.31% (-10) YoY-	All Managers (Combined)	$210.0K	0.2% ($210.0K/$131.9M)	QoQ -15.15% (-$37.5K) YoY-
(cusip464288562)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$208.2K	0.2% ($208.2K/$131.9M)	QoQ NEW(+$208.2K) YoY-
MCDONALDS CORP(MCDcusip580135101)	653	QoQ -7.37% (-52) YoY-	All Managers (Combined)	$203.9K	0.2% ($203.9K/$131.9M)	QoQ -5.93% (-$12.9K) YoY-