LF

LITTLEJOHN FINANCIAL SERVICES, INC.

13F
LITTLEJOHN FINANCIAL SERVICES, INC.
Last update 2025-04-11 59 Stocks (15 new)
Value $127.00 Mil Turnover 31 %
Countries:
Top Holdings: RSP(13.87%)IBHF(5.71%)QQQ(5.34%)TFLO(4.11%)DIA(3.93%)
Summary Stock Picks Current Portfolio
LITTLEJOHN FINANCIAL SERVICES,... 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
RSP
Invesco S&P 500 Equal Weight ETF
101,356
17,558.0
-4.12%
13.870
-0.68%
0.020
+12.80%
+6.14%
72,972.8
 
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
311,308
7,228.6
-1.16%
5.710
-0.08%
0.900
+2.95%
+3.34%
862.0
 
QQQ
INVESCO QQQ Trust
14,422
6,762.8
+39.95%
5.340
+1.52%
0.000
+21.60%
+8.98%
356,891.9
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
102,788
5,207.2
+11.81%
4.110
+0.43%
0.080
+1.14%
+2.31%
6,825.1
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
11,861
4,980.1
+2.27%
3.930
+0.09%
0.010
+10.00%
+5.20%
38,502.5
 
ITA
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
31,739
4,859.3
-0.37%
3.840
-0.02%
0.080
+27.99%
+33.07%
8,478.9
 
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
iShares iBonds 2029 Term High Yield and Income ETF
200,815
4,662.9
+1,499.10%
3.680
+3.45%
2.910
+5.63%
+3.79%
173.9
 
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
192,140
4,488.4
+1,696.54%
3.550
+3.35%
2.010
+4.96%
+4.29%
248.7
 
NVDA
NVIDIA Corp
31,585
3,423.2
+288.07%
2.700
+2.00%
0.000
+48.72%
+22.62%
4,015,045.5
Semiconductors
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
131,205
3,034.8
New Holding
2.400
+2.40%
0.120
+2.68%
+4.09%
2,668.9
 

LITTLEJOHN FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns

LITTLEJOHN FINANCIAL SERVICES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
iShares iBonds 2025 Term High Yield and Income ETF
2025-03-31
Reduce
Reduce
-3.72%
●
23.16 ($23.23) 23.32
$23.20
-0.15%
Reduce -85.42%
30,628
-179,375
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
iShares iBonds 2029 Term High Yield and Income ETF
2025-03-31
Add
Add
+3.45%
●
23.15 ($23.55) 23.78
$23.50
-0.21%
Add 1499.1%
200,815
188,257
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
2025-03-31
Add
Add
+3.35%
●
23.33 ($23.52) 23.71
$23.57
0.21%
Add 1696.54%
192,140
181,445
INTC
Intel Corp
2025-03-31
Sold Out
Sold Out
-2.87%
●
19.1 ($21.88) 27.39
$23.11
5.60%
Sold Out
0
-159,574
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-03-31
Sold Out
Sold Out
-2.67%
●
25.05 ($25.11) 25.16
$25.13
0.06%
Sold Out
0
-119,163
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
New Buy
New Buy
+2.40%
●
22.61 ($22.93) 23.14
$23.18
1.07%
New holding
131,205
131,205
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2025-03-31
New Buy
New Buy
+2.37%
●
24.79 ($25.06) 25.26
$25.27
0.84%
New holding
118,703
118,703
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
iShares iBonds Dec 2026 Term Treasury ETF
2025-03-31
New Buy
New Buy
+2.17%
●
22.77 ($22.84) 22.94
$22.86
0.07%
New holding
119,458
119,458
WM
Waste Management Inc
2025-03-31
New Buy
New Buy
+2.03%
●
200.54 ($221.47) 233.78
$228.55
3.20%
New holding
11,099
11,099
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+2.00%
●
106.98 ($126.74) 149.43
$164.63
29.90%
Add 288.07%
31,585
23,446

LITTLEJOHN FINANCIAL SERVICES, INC. Total Holding History ($B)

To

LITTLEJOHN FINANCIAL SERVICES, INC.'s Asset Allocation

To

LITTLEJOHN FINANCIAL SERVICES, INC. Past Portfolios

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

Top Ranked Articles

  • 1

LITTLEJOHN FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2025-03-31

LITTLEJOHN FINANCIAL SERVICES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

LITTLEJOHN FINANCIAL SERVICES, INC.'s Holdings Heat Map

Size field:

LITTLEJOHN FINANCIAL SERVICES, INC.'s Holdings Bubble Chart

LITTLEJOHN FINANCIAL SERVICES, INC. News

  • 1

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