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
-2.88%
+2.44%
3,019.6
REITs
IVV 		iShares Core S&P 500 ETF
20,723
9,236.5
+1.39%
5.480
+0.08%
0.000
+3.61%
+2.03%
588,146.3
 
VUG 		Vanguard Growth ETF
29,503
8,348.3
+4.03%
4.960
+0.19%
0.010
+7.06%
+2.63%
153,119.2
 
VTV 		Vanguard Value ETF
46,398
6,593.2
+4.19%
3.920
+0.16%
0.010
-0.14%
+2.00%
129,814.2
 
IEFA 		iShares Core MSCI EAFE ETF
84,590
5,709.8
+0.42%
3.390
+0.01%
0.010
+9.18%
+18.44%
140,705.9
 
AAPL 		Apple Inc
26,417
5,124.0
-0.59%
3.040
-0.01%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
XLK 		Technology Select Sector SPDR ETF
28,401
4,937.8
-2.97%
2.930
-0.07%
0.010
+8.57%
+2.02%
73,954.0
 
OBDC 		Blue Owl Capital Corp
304,016
4,079.9
+2.13%
2.420
+0.05%
0.080
-0.22%
-0.81%
7,446.0
Asset Management
XLP 		Consumer Staples Select Sector SPDR
47,067
3,491.0
+14.46%
2.070
+0.26%
0.020
+0.68%
+5.15%
16,264.9
 
CFO 		VictoryShares US 500 Enhanced Volatility Wtd ETF
47,016
2,896.7
-56.71%
1.720
-2.15%
0.390
+1.57%
+1.78%
415.4
 

Lumature Wealth Partners, LLC's Historical Top Holdings Breakdowns

Lumature Wealth Partners, 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
BNL 		Broadstone Net Lease Inc2023-06-30Reduce
-6.12%
●
15.19 ($16.04) 17.01
$15.97
-0.44%
Reduce -45.77%
760,650
-641,951
CFO 		VictoryShares US 500 Enhanced Volatility Wtd ETF2023-06-30Reduce
-2.15%
●
59.78 ($61.21) 62.36
$69.78
13.99%
Reduce -56.71%
47,016
-61,584
CDC 		VictoryShares US EQ Income Enhanced Volatility Wtd2023-06-30Reduce
-2.12%
●
56.36 ($58.21) 60.08
$62.66
7.64%
Reduce -55.83%
49,424
-62,471
CSF 		Compass EMP U.S. Discovery 500 Enhanced Volatility2023-06-30Reduce
-0.67%
●
50.46 ($51.02) 51.8
$51.03
0.02%
Reduce -57.69%
16,991
-23,166
XLP 		Consumer Staples Select Sector SPDR2023-06-30Add
+0.26%
●
72.08 ($74.59) 76.95
$82.22
10.23%
Add 14.46%
47,067
5,946
VUG 		Vanguard Growth ETF2023-06-30Add
+0.19%
●
242.7 ($259.67) 282.96
$420.69
62.01%
Add 4.03%
29,503
1,144
VTV 		Vanguard Value ETF2023-06-30Add
+0.16%
●
133.86 ($138.06) 142.1
$171.69
24.36%
Add 4.19%
46,398
1,866
IEMG 		iShares Core MSCI Emerging Markets ETF2023-06-30Add
+0.14%
●
46.89 ($48.49) 50.88
$57.97
19.55%
Add 12.12%
44,765
4,839
XLV 		Health Care Select Sector SPDR2023-06-30Add
+0.13%
●
126.22 ($131.32) 135.1
$133.29
1.50%
Add 25.51%
7,960
1,618
VZ 		Verizon Communications Inc2023-06-30Add
+0.12%
●
34.46 ($37.04) 40.11
$43.24
16.74%
Add 43.53%
17,081
5,180

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

Size field:

Lumature Wealth Partners, LLC's Holdings Bubble Chart

Lumature Wealth Partners, LLC News

  • 1

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