LP
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Landing Point Financial Group, LLC13F | |
| Landing Point Financial Group, LLC | |
| Last update 2025-05-13 | 69 Stocks (6 new) |
| Value $132.00 Mil | Turnover 19 % |
Landing Point Financial Group,... Top Holdings of 2025-03-31
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| 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 | +18.87% | +8.94% | 642,209.1 | ||
FDVV | Fidelity High Dividend ETF | 341,563 | 16,941.5 | -0.07% | 12.850 | -0.01% | 0.350 | +15.72% | +9.96% | 5,723.4 | ||
CLOA | BlackRock AAA CLO ETF | 231,382 | 11,980.9 | New Holding | 9.080 | +9.08% | 1.490 | +1.94% | +2.90% | 990.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 168,370 | 9,824.4 | -13.50% | 7.450 | -1.27% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
AAPL | Apple Inc | 37,772 | 8,390.2 | -2.08% | 6.360 | -0.15% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
FESM | Fidelity Enhanced Small Cap ETF | 230,698 | 6,801.0 | New Holding | 5.160 | +5.16% | 0.410 | +19.42% | +3.87% | 1,938.6 | ||
VOO | Vanguard S&P 500 ETF | 12,435 | 6,390.5 | -7.35% | 4.850 | -0.42% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
USIG | iShares U.S. Credit Bond ETF | 69,623 | 3,556.3 | +20.70% | 2.700 | +0.46% | 0.030 | +3.14% | +4.15% | 14,246.2 | ||
NVDA | NVIDIA Corp | 31,104 | 3,371.1 | -3.94% | 2.560 | -0.13% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
EEM | iShares MSCI Emerging Markets ETF | 65,043 | 2,842.4 | +0.71% | 2.160 | +0.02% | 0.020 | +17.16% | +20.55% | 18,987.0 |
Landing Point Financial Group, LLC's Historical Top Holdings Breakdowns
Landing Point Financial Group, LLC's Top Stock Picks
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| 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 | $33.41 | 4.28% | 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 | $114.15 | 1.16% | 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 | $22.77 | 0.42% | 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 | $64.40 | 3.70% | 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 | $100.63 | 0.12% | 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 | $637.33 | 7.93% | 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 | $131.90 | 10.09% | 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 | $51.17 | 1.01% | 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 | $582.86 | 7.82% | Reduce -7.35% | 12,435 | -987 |
Landing Point Financial Group, LLC Total Holding History ($B)
Landing Point Financial Group, LLC's Asset Allocation
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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Landing Point Financial Group, LLC's Holdings Bubble Chart
Landing Point Financial Group, LLC News
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