LPF ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
LPF Advisors is based out of Sarasota. LPF Advisors is a large advisory firm with 696 clients and discretionary assets under management (AUM) of $231,345,807 (Form ADV from 2024-06 …
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LPF ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
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LPF Advisors is based out of Sarasota. LPF Advisors is a large advisory firm with 696 clients and discretionary assets under management (AUM) of $231,345,807 (Form ADV from 2024-06 …
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LPF Advisors LLC 13F Filings
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LPF Advisors LLC reported 37 holdings with total value $117 M as of Q3 2024. Top holdings included VTI, BND, QQQ, VCIT, and FBND. LPF Advisors LLC 13F Portfolio Filings Most …
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PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings
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Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …
whalewisdom.com
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LPF Advisors LLC Q3 2024 13F Top Portfolio Holdings
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LPF Advisors LLC reported 37 holdings with total value $117 M as of Q3 2024. Top holdings included VTI, BND, QQQ, VCIT, and FBND. LPF Advisors LLC Q3 2024 13F Holdings …
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LPF Advisors LLC Portfolio | LPF Advisors LLC 13F Holdings & Trades
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Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; LPF Advisors LLC: LPF Advisors LLC: 0.56%: $108453000: 37: N/A
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MISSION HILLS FINANCIAL ADVISORY, LLC Top 13F Holdings
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Their last reported 13F filing for Q3 2024 included $117,528,247 in managed 13F securities and a top 10 holdings concentration of 67.43%. Mission Hills Financial Advisory's largest holding is …
whalewisdom.com
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LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com
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Sep 30, 2024 · LPL Financial is based out of San Diego. LPL Financial is a large advisory firm with 1374922 clients and discretionary assets under management (AUM) of $462,816,589,215 …
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HIGH PROBABILITY ADVISORS, LLC Top 13F Holdings
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Sep 30, 2024 · High Probability Advisors is a large advisory firm with 296 clients and discretionary assets under management (AUM) of $641,235,426 (Form ADV from 2024-02-14). Their last …
whalewisdom.com
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ENCLAVE ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
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Sep 30, 2024 · Enclave Advisors is based out of Austin. Their last reported 13F filing for Q3 2024 included $590,007,614 in managed 13F securities and a top 10 holdings concentration of …
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PROMETHIUM ADVISORS,LLC Top 13F Holdings
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Sep 30, 2024 · Promethium Advisors is based out of Bethesda. Their last reported 13F filing for Q3 2024 included $141,504,651 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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