HoldingsChannel.com
Lumature Wealth Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Lumature Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Lumature Wealth Partners LLC. In the Lumature Wealth 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 Lumature Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Lumature Wealth Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
BROADSTONE NET LEASE INC 2,005,985 -124,826 $41,143
     BNL2,005,985-124,826$41,143
VANGUARD MALVERN FDS (VTIP) 223,625 +223,625 $11,208
     VTIP223,625+223,625$11,208
FIDELITY MERRIMACK STR TR 178,081 +178,081 $8,827
     FLDR178,081+178,081$8,827
ISHARES TR (IVV) 21,527 -1,588 $8,162
     IVV21,527-1,588$8,162
VANGUARD INDEX FDS (VTV) 46,349 +923 $6,112
     VTV46,349+923$6,112
VANGUARD INDEX FDS (VUG) 26,285 +2,471 $5,859
     VUG26,285+2,471$5,859
ISHARES TR (FLOT) 111,995 +111,995 $5,591
     FLOT111,995+111,995$5,591
ISHARES TR (IEFA) 92,646 +6,661 $5,452
     IEFA92,646+6,661$5,452
SELECT SECTOR SPDR TR (XLK) 37,371 -1,215 $4,751
     XLK37,371-1,215$4,751
VICTORY PORTFOLIOS II 63,900 +63,900 $4,224
     CDC63,900+63,900$4,224
VICTORY PORTFOLIOS II 64,844 +64,844 $4,167
     CFO64,844+64,844$4,167
SELECT SECTOR SPDR TR (XLP) 53,636 +25,636 $3,871
     XLP53,636+25,636$3,871
APPLE INC 26,127 -4,827 $3,572
     AAPL26,127-4,827$3,572
ISHARES U S ETF TR (NEAR) 62,807 +61,871 $3,094
     NEAR62,807+61,871$3,094
OWL ROCK CAPITAL CORPORATION 222,585 -13,820 $2,744
     ORCC222,585-13,820$2,744
COCA COLA CO 36,818 +18,596 $2,316
     KO36,818+18,596$2,316
MICROSOFT CORP 8,381 -633 $2,153
     MSFT8,381-633$2,153
VANGUARD INDEX FDS (VOE) 16,456 +808 $2,131
     VOE16,456+808$2,131
VANGUARD INDEX FDS (VOT) 11,421 +1,571 $2,003
     VOT11,421+1,571$2,003
ALPHABET INC 903 +63 $1,968
     GOOGL903+63$1,968
ISHARES TR (AGG) 19,307 -33,189 $1,963
     AGG19,307-33,189$1,963
JOHNSON & JOHNSON 9,578 -666 $1,700
     JNJ9,578-666$1,700
ISHARES INC (IEMG) 34,029 +3,450 $1,669
     IEMG34,029+3,450$1,669
VANGUARD INDEX FDS (VTI) 8,830 +8,080 $1,665
     VTI8,830+8,080$1,665
PROCTER AND GAMBLE CO 11,179 -306 $1,607
     PG11,179-306$1,607
S&P GLOBAL INC 4,728 +1,297 $1,594
     SPGI4,728+1,297$1,594
HOME DEPOT INC 5,757 +2,069 $1,579
     HD5,757+2,069$1,579
ISHARES TR (IJT) 14,803 -928 $1,559
     IJT14,803-928$1,559
ISHARES TR (IJS) 17,315 +859 $1,542
     IJS17,315+859$1,542
ISHARES TR (STIP) 14,908 +14,908 $1,512
     STIP14,908+14,908$1,512
L3HARRIS TECHNOLOGIES INC 6,085 UNCH $1,471
     LHX6,085UNCH$1,471
GENERAL DYNAMICS CORP 6,525 -911 $1,444
     GD6,525-911$1,444
BERKSHIRE HATHAWAY INC DEL      $1,437
     BRK.B5,263-376$1,437
WALMART INC 11,596 -1,277 $1,410
     WMT11,596-1,277$1,410
VICTORY PORTFOLIOS II 25,161 +25,161 $1,387
     CSF25,161+25,161$1,387
STARBUCKS CORP 17,388 +2,382 $1,328
     SBUX17,388+2,382$1,328
LILLY ELI & CO 3,980 -724 $1,290
     LLY3,980-724$1,290
ACCENTURE PLC IRELAND 4,580 -146 $1,272
     ACN4,580-146$1,272
ORACLE CORP 18,018 +313 $1,259
     ORCL18,018+313$1,259
CINTAS CORP 3,119 -29 $1,165
     CTAS3,119-29$1,165
CISCO SYS INC 26,265 +833 $1,120
     CSCO26,265+833$1,120
DISNEY WALT CO 11,779 +1,653 $1,112
     DIS11,779+1,653$1,112
NIKE INC 10,853 -5,073 $1,109
     NKE10,853-5,073$1,109
SELECT SECTOR SPDR TR (XLV) 8,304 +6 $1,065
     XLV8,304+6$1,065
COSTCO WHSL CORP NEW 2,131 -254 $1,021
     COST2,131-254$1,021
AMERICAN EXPRESS CO 7,290 +6,711 $1,011
     AXP7,290+6,711$1,011
AMAZON COM INC 9,497 +9,130 $1,009
     AMZN9,497+9,130$1,009
UNITED PARCEL SERVICE INC 5,394 +363 $985
     UPS5,394+363$985
SPDR GOLD TR (GLD) 5,714 -275 $963
     GLD5,714-275$963
EXXON MOBIL CORP 10,829 -357 $927
     XOM10,829-357$927

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

See Details: Top 10 Stocks Held By Lumature Wealth Partners LLC

Size ($ in 1000's)
At 06/30/2022: $224,494
At 03/31/2022: $249,209

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

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

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