Landing Point Financial Group, LLC
Q1 2025 13F Holdings
- Locationavon, OH
- Num holdings
69
- Value ($000)
$131,890
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002025964
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $27.84M | 21 % | 49,550 | ||
FDVV FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | $16.94M | 13 % | 341,563 | ||
CLOA ISHARES AAA CLO ACTIVE ETF | ETF | 092528504 | $11.98M | 9 % | 231,382 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $9.82M | 7 % | 168,370 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $8.39M | 6 % | 37,772 | ||
FESM FIDELITY ENHANCED SMALL CAP ETF | ETF | 31609A206 | $6.80M | 5 % | 230,698 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $6.39M | 5 % | 12,435 | ||
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288620 | $3.56M | 3 % | 69,623 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $3.37M | 3 % | 31,104 | ||
EEM ISHARES MSCI EMERGING MARKETS ETF | ETF | 464287234 | $2.84M | 2 % | 65,043 |
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