We are live on
!
Find out more
LPFG
Landing Point Financial Group Portfolio holdings
AUM
$206M
1-Year Est. Return
15.97%
This Fund
S&P 500
This Quarter
Est. Return
+0.76%
1 Year Est. Return
+15.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
99.58%
Top 10 Holdings %
Top 10 Hldgs %
76.29%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$30.1M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
+$17.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$12.5M |
| 4 |
Apple
AAPL
|
+$9.09M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7.36M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.6% |
| 2 | Industrials | 2.88% |
| 3 | Financials | 2.66% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Healthcare | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$509M
| $683K | 0.52% |
+30,523
| New | +$684K |
|
27
iShares Core MSCI EAFE ETF
IEFA
$190B
| $660K | 0.5% |
+8,797
| New | +$649K |
|
28
CSX Corp
CSX
$93.4B
| $639K | 0.49% |
+19,403
| New | +$665K |
|
29
Sherwin-Williams
SHW
$82.7B
| $561K | 0.43% |
+1,578
| New | +$589K |
|
30
Dimensional US High Profitability ETF
DUHP
$12.2B
| $493K | 0.38% |
+14,024
| New | +$485K |
|
31
Tesla
TSLA
$1.23T
| $481K | 0.37% |
+1,430
| New | +$460K |
|
32
Alpha Architect 1-3 Month Box ETF
BOXX
$13.2B
| $477K | 0.36% |
+4,306
| New | +$472K |
|
33
Netflix
NFLX
$299B
| $466K | 0.36% |
+4,540
| New | +$374K |
|
34
Cigna
CI
$73.7B
| $464K | 0.35% |
+1,584
| New | +$505K |
|
35
Progressive
PGR
$123B
| $453K | 0.35% |
+1,765
| New | +$444K |
|
36
Home Depot
HD
$331B
| $419K | 0.32% |
+1,030
| New | +$421K |
|
37
FedEx
FDX
$72.7B
| $416K | 0.32% |
+1,585
| New | +$443K |
|
38
Eli Lilly
LLY
$1.02T
| $407K | 0.31% |
+466
| New | +$386K |
|
39
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
| $385K | 0.29% |
+3,828
| New | +$385K |
|
40
Dimensional International Core Equity 2 ETF
DFIC
$14.8B
| $379K | 0.29% |
+13,840
| New | +$371K |
|
41
PPG Industries
PPG
$24.6B
| $370K | 0.28% |
+3,222
| New | +$403K |
|
|
IBDQ
42
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $346K | 0.26% |
+13,779
| New | +$345K |
|
43
Eaton
ETN
$161B
| $342K | 0.26% |
+1,104
| New | +$387K |
|
44
iShares S&P 500 Growth ETF
IVW
$73.8B
| $334K | 0.25% |
+3,180
| New | +$317K |
|
45
Nordson
NDSN
$16.6B
| $325K | 0.25% |
+1,518
| New | +$375K |
|
46
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
| $320K | 0.24% |
+8,629
| New | +$321K |
|
47
Johnson & Johnson
JNJ
$618B
| $319K | 0.24% |
+2,053
| New | +$318K |
|
48
JPMorgan Chase
JPM
$935B
| $311K | 0.24% |
+1,130
| New | +$263K |
|
49
Parker-Hannifin
PH
$123B
| $288K | 0.22% |
+425
| New | +$281K |
|
50
Procter & Gamble
PG
$336B
| $269K | 0.21% |
+1,588
| New | +$270K |
|
Similar funds
AFT
SC
SCM
ASI
TS
SAM
ACM
AFTS
Landing Point Financial Group's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Landing Point Financial Group, which disclosed 69 positions worth $131M. Its ten largest holdings account for 76% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 50,848 shares worth $30.8M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Industrials and Financials.
- Landing Point Financial Group's largest Q4 2024 buy was iShares Core S&P 500 ETF: 50,848 shares worth $30.8M.
- Landing Point Financial Group's ten largest holdings make up 76% of its $131M portfolio in Q4 2024.
- Landing Point Financial Group disclosed 69 positions in Q4 2024, its first 13F filing on record.
Based on Landing Point Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.