LP

Landing Point Financial Group, LLC

13F
Landing Point Financial Group, LLC
Last update 2025-05-13 69 Stocks (6 new)
Value $132.00 Mil Turnover 19 %
Countries:
Landing Point Financial Group,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
49,550
27,842.2
-2.55%
21.110
-0.60%
0.000
+19.71%
+7.98%
636,576.3
 
FDVV
Fidelity High Dividend ETF
341,563
16,941.5
-0.07%
12.850
-0.01%
0.350
+16.04%
+9.31%
5,689.5
 
CLOA
BlackRock AAA CLO ETF
231,382
11,980.9
New Holding
9.080
+9.08%
1.490
+0.62%
+0.14%
990.1
 
IJH
iShares Core S&P Mid-Cap ETF
168,370
9,824.4
-13.50%
7.450
-1.27%
0.010
+16.64%
+3.13%
97,920.0
 
AAPL
Apple Inc
37,772
8,390.2
-2.08%
6.360
-0.15%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
FESM
Fidelity Enhanced Small Cap ETF
230,698
6,801.0
New Holding
5.160
+5.16%
0.410
+19.49%
+2.22%
1,907.8
 
VOO
Vanguard S&P 500 ETF
12,435
6,390.5
-7.35%
4.850
-0.42%
0.000
+19.71%
+7.97%
658,032.1
 
USIG
iShares U.S. Credit Bond ETF
69,623
3,556.3
+20.70%
2.700
+0.46%
0.030
+3.61%
+4.29%
14,265.7
 
NVDA
NVIDIA Corp
31,104
3,371.1
-3.94%
2.560
-0.13%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
EEM
iShares MSCI Emerging Markets ETF
65,043
2,842.4
+0.71%
2.160
+0.02%
0.020
+17.32%
+19.34%
18,796.9
 

Landing Point Financial Group, LLC's Historical Top Holdings Breakdowns

Landing Point Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLOA
BlackRock AAA CLO ETF
2025-03-31
New Buy
New Buy
+9.08%
51.65 ($51.83) 52.02
$51.84
0.02%
New holding
231,382
231,382
FESM
Fidelity Enhanced Small Cap ETF
2025-03-31
New Buy
New Buy
+5.16%
29.17 ($32.04) 34.06
$32.88
2.62%
New holding
230,698
230,698
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-4.59%
102.49 ($112.84) 119.96
$112.83
-0.01%
Reduce -84.58%
9,495
-52,083
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-4.25%
22.25 ($22.67) 23
$22.82
0.64%
Sold Out
0
-248,107
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.27%
57.21 ($62.1) 65.8
$63.88
2.87%
Reduce -13.5%
168,370
-26,276
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.63%
100.34 ($100.51) 100.68
$100.62
0.11%
Add 214.45%
12,037
8,209
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.60%
554.06 ($590.51) 615.85
$631.74
6.98%
Reduce -2.55%
49,550
-1,298
ACWI
iShares MSCI ACWI Index Fund
2025-03-31
New Buy
New Buy
+0.50%
115.16 ($119.81) 124.13
$130.35
8.80%
New holding
5,698
5,698
USIG
iShares U.S. Credit Bond ETF
2025-03-31
Add
Add
+0.46%
49.67 ($50.66) 51.43
$51.24
1.14%
Add 20.7%
69,623
11,941
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.42%
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -7.35%
12,435
-987

Landing Point Financial Group, LLC Total Holding History ($B)

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Landing Point Financial Group, LLC's Asset Allocation

To

Landing Point Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Landing Point Financial Group, LLC's Hypothetical Growth since 2025-03-31

Landing Point Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Landing Point Financial Group, LLC's Holdings Heat Map

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