Landing Point Financial Group, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$131.9B
Holdings
69
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES CORE S&P 500 ETF | 49,550 | $27.8B | 21.11% | |
| 2 | FDVVFIDELITY HIGH DIVIDEND ETF | 341,563 | $16.9B | 12.85% | |
| 3 | CLOAISHARES AAA CLO ACTIVE ETF | 231,382 | $12.0B | 9.08% | |
| 4 | IJHISHARES CORE S&P MID-CAP ETF | 168,370 | $9.8B | 7.45% | |
| 5 | AAPLAPPLE INC COM | 37,772 | $8.4B | 6.36% | |
| 6 | FESMFIDELITY ENHANCED SMALL CAP ETF | 230,698 | $6.8B | 5.16% | |
| 7 | VOOVANGUARD S&P 500 ETF | 12,435 | $6.4B | 4.85% | |
| 8 | USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 69,623 | $3.6B | 2.70% | |
| 9 | NVDANVIDIA CORPORATION COM | 31,104 | $3.4B | 2.56% | |
| 10 | EEMISHARES MSCI EMERGING MARKETS ETF | 65,043 | $2.8B | 2.16% | |
| 11 | VVISA INC COM CL A | 4,799 | $1.7B | 1.28% | |
| 12 | MSFTMICROSOFT CORP COM | 4,110 | $1.5B | 1.17% | |
| 13 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 38,006 | $1.3B | 0.95% | |
| 14 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 12,037 | $1.2B | 0.92% | |
| 15 | IBHEISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF | 50,996 | $1.2B | 0.90% | |
| 16 | IBHFISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | 45,908 | $1.1B | 0.81% | |
| 17 | UNHUNITEDHEALTH GROUP INC COM | 1,993 | $1.0B | 0.79% | |
| 18 | IBHGISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | 45,812 | $1.0B | 0.78% | |
| 19 | IJRISHARES CORE S&P SMALL CAP ETF | 9,495 | $992.9M | 0.75% | |
| 20 | XOMEXXON MOBIL CORP COM | 8,274 | $984.0M | 0.75% | |
| 21 | BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF | 8,785 | $979.5M | 0.74% | |
| 22 | AMZNAMAZON COM INC COM | 5,133 | $976.7M | 0.74% | |
| 23 | QCOMQUALCOMM INC COM | 6,334 | $973.0M | 0.74% | |
| 24 | MAMASTERCARD INCORPORATED CL A | 1,695 | $929.3M | 0.70% | |
| 25 | NOCNORTHROP GRUMMAN CORP COM | 1,675 | $857.7M | 0.65% | |
| 26 | SPYSPDR S&P 500 ETF TRUST | 1,452 | $812.1M | 0.62% | |
| 27 | SHWSHERWIN WILLIAMS CO COM | 2,180 | $761.2M | 0.58% | |
| 28 | DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 26,641 | $739.8M | 0.56% | |
| 29 | METAMETA PLATFORMS INC CL A | 1,266 | $729.8M | 0.55% | |
| 30 | ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 14,338 | $726.9M | 0.55% | |
| 31 | DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | 20,548 | $681.0M | 0.52% | |
| 32 | ACWIISHARES MSCI ACWI ETF | 5,698 | $663.1M | 0.50% | |
| 33 | URIUNITED RENTALS INC COM | 955 | $598.4M | 0.45% | |
| 34 | IWYISHARES RUSSELL TOP 200 GROWTH ETF | 2,825 | $595.9M | 0.45% | |
| 35 | CSXCSX CORP COM | 18,863 | $555.1M | 0.42% | |
| 36 | CITHE CIGNA GROUP COM | 1,584 | $521.1M | 0.40% | |
| 37 | PGRPROGRESSIVE CORP COM | 1,765 | $499.5M | 0.38% | |
| 38 | AQLTISHARES CORE MSCI EAFE ETF | 6,469 | $489.4M | 0.37% | |
| 39 | TSLATESLA INC COM | 1,680 | $435.4M | 0.33% | |
| 40 | DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF | 15,624 | $422.6M | 0.32% | |
| 41 | NFLXNETFLIX INC COM | 439 | $409.4M | 0.31% | |
| 42 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 4,374 | $381.3M | 0.29% | |
| 43 | HDHOME DEPOT INC COM | 1,031 | $378.0M | 0.29% | |
| 44 | FDXFEDEX CORP COM | 1,528 | $372.6M | 0.28% | |
| 45 | LLYELI LILLY & CO COM | 434 | $358.5M | 0.27% | |
| 46 | PPGPPG INDS INC COM | 3,258 | $356.2M | 0.27% | |
| 47 | JNJJOHNSON & JOHNSON COM | 1,943 | $322.2M | 0.24% | |
| 48 | DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 11,488 | $309.5M | 0.23% | |
| 49 | NDSNNORDSON CORP COM | 1,508 | $304.1M | 0.23% | |
| 50 | ETNEATON CORP PLC SHS | 1,104 | $300.2M | 0.23% | |
| 51 | IVWISHARES S&P 500 GROWTH ETF | 3,180 | $295.2M | 0.22% | |
| 52 | IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | 10,854 | $273.0M | 0.21% | |
| 53 | PGPROCTER AND GAMBLE CO COM | 1,591 | $271.1M | 0.21% | |
| 54 | JPMJPMORGAN CHASE & CO. COM | 1,088 | $266.8M | 0.20% | |
| 55 | PHPARKER-HANNIFIN CORP COM | 425 | $258.5M | 0.20% | |
| 56 | LMTLOCKHEED MARTIN CORP COM | 572 | $255.5M | 0.19% | |
| 57 | STZCONSTELLATION BRANDS INC CL A | 1,391 | $255.3M | 0.19% | |
| 58 | IAU*ISHARES GOLD TRUST | 4,179 | $246.4M | 0.19% | |
| 59 | IWMISHARES RUSSELL 2000 ETF | 1,205 | $240.4M | 0.18% | |
| 60 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 2,468 | $231.1M | 0.18% | |
| 61 | KOCOCA COLA CO COM | 3,123 | $223.7M | 0.17% | |
| 62 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 11,248 | $222.5M | 0.17% | |
| 63 | GOOGLALPHABET INC CAP STK CL A | 1,436 | $222.1M | 0.17% | |
| 64 | ELVELEVANCE HEALTH INC COM | 504 | $219.1M | 0.17% | |
| 65 | NDQINVESCO QQQ TRUST SERIES I | 451 | $211.6M | 0.16% | |
| 66 | MZTILANCASTER COLONY CORP COM | 1,201 | $210.3M | 0.16% | |
| 67 | COSTCOSTCO WHSL CORP NEW COM | 222 | $210.0M | 0.16% | |
| 68 | REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 2,409 | $208.2M | 0.16% | |
| 69 | MCDMCDONALDS CORP COM | 653 | $203.9M | 0.15% |