HoldingsChannel.com
LGL Partners LLC Top Holdings
As of  09/30/2022, below is a summary of the LGL Partners LLC top holdings by largest position size, as per the latest 13f filing made by LGL Partners LLC. In the LGL Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by LGL Partners LLC in that top holding, then the share count change between reporting periods, and finally the LGL Partners LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,513,265 +6,551 $63,542
     SCHB1,513,265+6,551$63,542
ISHARES TR (IWV) 298,692 +1,365 $61,841
     IWV298,692+1,365$61,841
VANGUARD INDEX FDS (VTV) 496,563 +3,410 $61,316
     VTV496,563+3,410$61,316
VANGUARD INDEX FDS (VTI) 210,411 +2,343 $37,762
     VTI210,411+2,343$37,762
SPDR S&P 500 ETF TR (SPY) 98,034 -47,941 $35,016
     SPY98,034-47,941$35,016
ISHARES TR (IVLU) 1,695,207 +638,175 $33,480
     IVLU1,695,207+638,175$33,480
SPDR SER TR (SPYG) 504,034 -193,645 $25,252
     SPYG504,034-193,645$25,252
ISHARES TR (IJH) 102,556 -54,683 $22,486
     IJH102,556-54,683$22,486
ISHARES TR (IJR) 141,940 -70,177 $12,376
     IJR141,940-70,177$12,376
ISHARES TR (IEI) 102,213 +356 $11,681
     IEI102,213+356$11,681
ISHARES TR (EFA) 192,240 -651,039 $10,767
     EFA192,240-651,039$10,767
SCHWAB STRATEGIC TR 255,262 -682,654 $7,181
     SCHF255,262-682,654$7,181
VANGUARD MUN BD FDS (VTEB) 141,837 +8,558 $6,828
     VTEB141,837+8,558$6,828
ISHARES TR (IVV) 17,409 +1,105 $6,244
     IVV17,409+1,105$6,244
APPLE INC 34,276 +4,252 $4,737
     AAPL34,276+4,252$4,737
ISHARES TR (DGRO) 102,877 +102,877 $4,575
     DGRO102,877+102,877$4,575
AMAZON COM INC 29,469 +14,889 $3,330
     AMZN29,469+14,889$3,330
ISHARES TR (DVY) 27,413 -32,851 $2,939
     DVY27,413-32,851$2,939
FIRST TR EXCHANGE TRADED FD (FDN) 20,659 +16,061 $2,608
     FDN20,659+16,061$2,608
MICROSOFT CORP 11,096 +7,724 $2,584
     MSFT11,096+7,724$2,584
ALPHABET INC 26,690 +25,856 $2,553
     GOOGL26,690+25,856$2,553
SPDR SER TR (XBI) 29,303 +13,568 $2,324
     XBI29,303+13,568$2,324
VANGUARD TAX MANAGED FDS (VEA) 59,728 -474,285 $2,172
     VEA59,728-474,285$2,172
DIMENSIONAL ETF TRUST (DFUS) 55,743 UNCH $2,164
     DFUS55,743UNCH$2,164
VANGUARD SPECIALIZED FUNDS (VIG) 14,429 +1,165 $1,950
     VIG14,429+1,165$1,950
ISHARES TR (OEF) 11,046 UNCH $1,795
     OEF11,046UNCH$1,795
ISHARES TR (IEFA) 29,790 UNCH $1,569
     IEFA29,790UNCH$1,569
VANGUARD WHITEHALL FDS (VYM) 11,772 UNCH $1,117
     VYM11,772UNCH$1,117
BERKSHIRE HATHAWAY INC DEL      $1,114
     BRK.B4,172+98$1,114
MASTERCARD INCORPORATED 3,825 +2,450 $1,088
     MA3,825+2,450$1,088
INVESCO QQQ TR 3,665 +854 $980
     QQQ3,665+854$980
VISA INC 5,031 +737 $894
     V5,031+737$894
ALPHABET INC 9,060 +8,769 $871
     GOOG9,060+8,769$871
VANECK ETF TRUST (ITM) 19,658 +91 $856
     ITM19,658+91$856
VANGUARD INTL EQUITY INDEX F (VWO) 23,298 +264 $850
     VWO23,298+264$850
NIKE INC 10,137 +2,459 $843
     NKE10,137+2,459$843
VANECK ETF TRUST (GDXJ) 28,250 UNCH $832
     GDXJ28,250UNCH$832
ISHARES TR (MUB) 7,369 +27 $756
     MUB7,369+27$756
ISHARES INC (IEMG) 17,478 -202 $751
     IEMG17,478-202$751
LILLY ELI & CO 2,257 UNCH $730
     LLY2,257UNCH$730
CALAVO GROWERS INC 22,900 +1,500 $727
     CVGW22,900+1,500$727
JOHNSON & JOHNSON 4,443 +1,366 $726
     JNJ4,443+1,366$726
DISNEY WALT CO 7,354 +749 $694
     DIS7,354+749$694
CENTRAL SECS CORP 20,402 +20,402 $688
     CET20,402+20,402$688
SELECT SECTOR SPDR TR (XLF) 21,813 -381 $662
     XLF21,813-381$662
STARBUCKS CORP 7,547 +2,913 $636
     SBUX7,547+2,913$636
ACCENTURE PLC IRELAND 2,444 +1,177 $629
     ACN2,444+1,177$629
SPDR GOLD TR (GLD) 3,983 -399 $616
     GLD3,983-399$616
MEDTRONIC PLC 7,240 +2,603 $585
     MDT7,240+2,603$585
VANGUARD INDEX FDS (VOO) 1,766 UNCH $580
     VOO1,766UNCH$580

See Full List: All Stocks Held By LGL Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LGL Partners LLC

Size ($ in 1000's)
At 09/30/2022: $480,066
At 06/30/2022: $618,200

LGL Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LGL Partners LLC 13F filings. Link to 13F filings: SEC filings

LGL Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.