LW

Lumature Wealth Partners, LLC

13F
Lumature Wealth Partners, LLC
Last update 2023-08-15 384 Stocks (13 new)
Value $168.00 Mil Turnover 3 %
Countries:
Top Holdings: BNL(6.97%)IVV(5.48%)VUG(4.96%)VTV(3.92%)IEFA(3.39%)
Summary Stock Picks Current Portfolio
Lumature Wealth Partners, LLC Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BNL
Broadstone Net Lease Inc
760,650
11,744.4
-45.77%
6.970
-6.12%
0.410
+0.74%
+3.01%
2,981.8
REITs
IVV
iShares Core S&P 500 ETF
20,723
9,236.5
+1.39%
5.480
+0.08%
0.000
+22.72%
+7.98%
636,566.3
 
VUG
Vanguard Growth ETF
29,503
8,348.3
+4.03%
4.960
+0.19%
0.010
+31.56%
+9.91%
165,246.7
 
VTV
Vanguard Value ETF
46,398
6,593.2
+4.19%
3.920
+0.16%
0.010
+12.38%
+5.99%
133,164.7
 
IEFA
iShares Core MSCI EAFE ETF
84,590
5,709.8
+0.42%
3.390
+0.01%
0.010
+12.67%
+20.28%
143,257.1
 
AAPL
Apple Inc
26,417
5,124.0
-0.59%
3.040
-0.01%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
XLK
Technology Select Sector SPDR ETF
28,401
4,937.8
-2.97%
2.930
-0.07%
0.010
+39.27%
+12.73%
83,007.4
 
OBDC
Blue Owl Capital Corp
304,016
4,079.9
+2.13%
2.420
+0.05%
0.080
+12.80%
+3.52%
7,573.7
Asset Management
XLP
Consumer Staples Select Sector SPDR
47,067
3,491.0
+14.46%
2.070
+0.26%
0.020
+0.43%
+4.14%
15,789.5
 
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF
47,016
2,896.7
-56.71%
1.720
-2.15%
0.390
+13.73%
+4.81%
412.0
 

Lumature Wealth Partners, LLC's Historical Top Holdings Breakdowns

Lumature Wealth Partners, LLC Total Holding History ($B)

To

Lumature Wealth Partners, LLC's Asset Allocation

To

Lumature Wealth Partners, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Lumature Wealth Partners, LLC's Hypothetical Growth since 2023-06-30

Lumature Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lumature Wealth Partners, LLC's Holdings Heat Map

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Lumature Wealth Partners, LLC's Holdings Bubble Chart

Lumature Wealth Partners, LLC News

  • 1

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