The Analysis of Landing Point Financial Group, LLC's Holdings
Currently, Landing Point Financial Group, LLC holds 83 types of securities in its portfolio with a total value $200.5M. In the most recent quarter, they have increased their positions in IVV (+3.4K shares, valued at $2.3M), FDVV (+25.2K shares, valued at $1.4M), N/A (+12.2K shares, valued at $799.9K); decreased their positions in AAPL (-1.8K shares, valued at $483.9K), V (-980 shares, valued at $343.7K), SGOV (-1.7K shares, valued at $175.5K); initiated new positions in N/A (+12.2K shares, valued at $799.9K), N/A (+17.6K shares, valued at $680.8K), PGR (+1.3K shares, valued at $286.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF60.4K shares5.90%2025-12-312026-02-11
FDVV FIDELITY HIGH DIVIDEND ETF482.0K shares5.53%2025-12-312026-02-11 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF299.7K shares2.05%2025-12-312026-02-11 CLOA ISHARES AAA CLO ACTIVE ETF271.0K shares5.96%2025-12-312026-02-11 AAPL APPLE INC COM43.8K shares-3.91%2025-12-312026-02-11 FESM FIDELITY ENHANCED SMALL CAP ETF258.8K shares6.28%2025-12-312026-02-11 EFV ISHARES MSCI EAFE VALUE ETF92.0K shares7.37%2025-12-312026-02-11 NVDA NVIDIA CORPORATION COM34.9K shares-1.63%2025-12-312026-02-11 EEM ISHARES MSCI EMERGING MARKETS ETF88.7K shares6.80%2025-12-312026-02-11 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF73.2K shares8.68%2025-12-312026-02-11 AMZN AMAZON COM INC COM11.2K shares-0.79%2025-12-312026-02-11 MSFT MICROSOFT CORP COM5.0K shares0.46%2025-12-312026-02-11 AGG ISHARES CORE U.S. AGGREGATE BOND ETF20.7K shares-5.36%2025-12-312026-02-11 IJH ISHARES CORE S&P MID-CAP ETF28.9K shares-0.92%2025-12-312026-02-11 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF47.8K shares-1.60%2025-12-312026-02-11 ACWI ISHARES MSCI ACWI ETF13.0K shares10.88%2025-12-312026-02-11 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF77.0K shares21.25%2025-12-312026-02-11 V VISA INC COM CL A4.5K shares-17.77%2025-12-312026-02-11 IWY ISHARES RUSSELL TOP 200 GROWTH ETF4.9K shares5.86%2025-12-312026-02-11 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF13.2K shares-11.67%2025-12-312026-02-11 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF32.2K shares-2.03%2025-12-312026-02-11 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF9.6K shares-8.27%2025-12-312026-02-11 XOM EXXON MOBIL CORP COM9.0K shares10.69%2025-12-312026-02-11 QCOM QUALCOMM INC COM6.1K shares-3.06%2025-12-312026-02-11 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF27.6K shares0.24%2025-12-312026-02-11 META META PLATFORMS INC CL A1.6K shares4.56%2025-12-312026-02-11 NOC NORTHROP GRUMMAN CORP COM1.7K shares-5.91%2025-12-312026-02-11 SPY STATE STREET SPDR S&P 500 ETF1.4K shares-2.11%2025-12-312026-02-11 MA MASTERCARD INCORPORATED CL A1.6K shares0.06%2025-12-312026-02-11 AKRE FOCUS ETF AKRE FOCUS ETF12.2K sharesnew addition2025-12-312026-02-11 IEFA ISHARES CORE MSCI EAFE ETF8.4K shares10.60%2025-12-312026-02-11 TSLA TESLA INC COM1.6K shares-3.63%2025-12-312026-02-11 LLY ELI LILLY & CO COM645 shares0.00%2025-12-312026-02-11 CSX CSX CORP COM19.0K shares0.18%2025-12-312026-02-11 URI UNITED RENTALS INC COM844 shares-1.17%2025-12-312026-02-11 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF20.1K shares-0.43%2025-12-312026-02-11 UNH UNITEDHEALTH GROUP INC COM2.0K shares3.47%2025-12-312026-02-11 IJR ISHARES CORE S&P SMALL CAP ETF5.0K shares-8.11%2025-12-312026-02-11 CLF CLEVELAND-CLIFFS INC NEW COM42.5K shares-1.22%2025-12-312026-02-11 SHW SHERWIN WILLIAMS CO COM1.6K shares-8.15%2025-12-312026-02-11 HD HOME DEPOT INC COM1.5K shares-1.65%2025-12-312026-02-11 AVUV AVANTIS U.S. SMALL CAP VALUE ETF4.7K shares-11.55%2025-12-312026-02-11 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF20.8K shares-11.11%2025-12-312026-02-11 NFLX NETFLIX INC. COM4.9K shares967.25%2025-12-312026-02-11 FDX FEDEX CORP COM1.6K shares0.51%2025-12-312026-02-11 PH PARKER-HANNIFIN CORP COM496 shares16.71%2025-12-312026-02-11 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF13.5K shares-2.96%2025-12-312026-02-11 GS GOLDMAN SACHS GROUP INC COM481 shares-1.03%2025-12-312026-02-11 IVW ISHARES S&P 500 GROWTH ETF3.2K shares0.00%2025-12-312026-02-11 CEG CONSTELLATION ENERGY CORP COM1.1K shares9.06%2025-12-312026-02-11 WFC WELLS FARGO & CO COM4.1K shares-3.57%2025-12-312026-02-11 ORCL ORACLE CORP COM1.9K shares1.58%2025-12-312026-02-11 NDSN NORDSON CORP COM1.5K shares0.00%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO COM1.1K shares0.36%2025-12-312026-02-11 AMD ADVANCED MICRO DEVICES INC COM1.7K shares-17.52%2025-12-312026-02-11 AMAT APPLIED MATLS INC COM1.3K shares-1.83%2025-12-312026-02-11 PPG PPG INDS INC COM3.3K shares0.03%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON COM1.4K shares-34.33%2025-12-312026-02-11 PGR PROGRESSIVE CORP COM1.3K sharesnew addition2025-12-312026-02-11 MO ALTRIA GROUP INC COM4.9K shares-4.15%2025-12-312026-02-11 MCD MCDONALDS CORP COM889 shares8.55%2025-12-312026-02-11 PNC PNC FINL SVCS GROUP INC COM1.3K shares0.00%2025-12-312026-02-11 KO COCA COLA CO COM3.9K shares-2.55%2025-12-312026-02-11 BA BOEING CO COM1.2K shares0.00%2025-12-312026-02-11 LOW LOWES COS INC COM1.1K shares-5.05%2025-12-312026-02-11 SCHF SCHWAB INTERNATIONAL EQUITY ETF10.5K shares0.98%2025-12-312026-02-11 PG PROCTER & GAMBLE CO COM1.6K shares-6.20%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP COM478 shares-8.25%2025-12-312026-02-11 IWM ISHARES RUSSELL 2000 ETF938 shares0.21%2025-12-312026-02-11 MU MICRON TECHNOLOGY INC COM793 shares-39.05%2025-12-312026-02-11 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF2.7K shares0.00%2025-12-312026-02-11 USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.2K shares0.05%2025-12-312026-02-11 COST COSTCO WHOLESALE CORPORATION COM232 shares0.00%2025-12-312026-02-11 ANNX ANNEXON INC COM34.9K sharesnew addition2025-12-312026-02-11 FDMT 4D MOLECULAR THERAPEUTICS INC COM19.0K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available