LPFG

Landing Point Financial Group Portfolio holdings

AUM $192M
1-Year Est. Return 12.69%
This Quarter Est. Return
1 Year Est. Return
+12.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.81M
3
+$4.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.95M

Top Sells

1
+$9.34M
2
+$524K
3
+$508K
4
PGR icon
Progressive
PGR
+$471K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$390K

Sector Composition

1 Technology 12.1%
2 Industrials 2.5%
3 Financials 2.45%
4 Consumer Discretionary 2.27%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
51
Eaton
ETN
$131B
$414K 0.22%
1,106
JNJ icon
52
Johnson & Johnson
JNJ
$487B
$398K 0.21%
2,144
+199
GS icon
53
Goldman Sachs
GS
$256B
$387K 0.2%
+486
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$67.3B
$384K 0.2%
3,180
FDX icon
55
FedEx
FDX
$64.7B
$374K 0.19%
1,584
-11
WFC icon
56
Wells Fargo
WFC
$282B
$359K 0.19%
+4,283
JPM icon
57
JPMorgan Chase
JPM
$858B
$351K 0.18%
1,112
-21
NDSN icon
58
Nordson
NDSN
$13.4B
$346K 0.18%
1,524
+11
PPG icon
59
PPG Industries
PPG
$22.7B
$343K 0.18%
3,260
+1
MO icon
60
Altria Group
MO
$97.3B
$340K 0.18%
+5,153
CEG icon
61
Constellation Energy
CEG
$112B
$330K 0.17%
+1,004
AMD icon
62
Advanced Micro Devices
AMD
$355B
$328K 0.17%
+2,026
PH icon
63
Parker-Hannifin
PH
$111B
$323K 0.17%
425
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.09T
$289K 0.15%
+574
HOOD icon
65
Robinhood
HOOD
$119B
$286K 0.15%
+2,000
AMAT icon
66
Applied Materials
AMAT
$214B
$279K 0.15%
+1,365
QQQ icon
67
Invesco QQQ Trust
QQQ
$409B
$279K 0.15%
465
-128
LOW icon
68
Lowe's Companies
LOW
$139B
$279K 0.15%
+1,110
IBDQ icon
69
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$277K 0.14%
10,995
+71
PG icon
70
Procter & Gamble
PG
$335B
$270K 0.14%
1,758
+165
KO icon
71
Coca-Cola
KO
$301B
$263K 0.14%
3,959
+813
BA icon
72
Boeing
BA
$153B
$262K 0.14%
+1,215
LMT icon
73
Lockheed Martin
LMT
$105B
$260K 0.14%
521
-47
PNC icon
74
PNC Financial Services
PNC
$77.6B
$260K 0.14%
1,293
+116
MCD icon
75
McDonald's
MCD
$222B
$249K 0.13%
+819
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