Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LFS ASSET MANAGEMENT (CIK 1942844) reported $99.1M across 48 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: PFF ($12.4M, 12.53%), IYK ($7.9M, 7.93%), UNH ($5.6M, 5.65%), MCD ($5.3M, 5.33%), AOM ($4.7M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PFF | ISHARES PREFERRED INCOME SEC ETF | $12.4M | 12.53% | 392,223 | Added |
| 2 | IYK | ISHARES U S CONSUMER STAPLES ETF | $7.9M | 7.93% | 43,726 | Added |
| 3 | UNH | UNITEDHEALTH GRP INC | $5.6M | 5.65% | 11,078 | New |
| 4 | MCD | MCDONALDS CORP | $5.3M | 5.33% | 22,896 | New |
| 5 | AOM | ISHARES CORE MODERATE ALLOCATIN ETF | $4.7M | 4.75% | 128,460 | Added |
| 6 | RWM | PROSHARES SHORT RUSSELL 2000 ETF | $4.3M | 4.31% | 162,164 | New |
| 7 | AAPL | APPLE INC | $4.2M | 4.29% | 30,745 | Added |
| 8 | WRB | W R BERKLEY CORP | $4.2M | 4.21% | 64,580 | Trimmed |
| 9 | RISR | FOLIOBEYOND RISING RATES ETF | $4.1M | 4.18% | 131,435 | Added |
| 10 | PDBC | INVSC ACTVLY MNG OPTM YD DVRS ETF | $4.1M | 4.10% | 251,190 | Added |
| 11 | DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | $3.4M | 3.43% | 55,062 | New |
| 12 | MSFT | MICROSOFT CORP | $2.9M | 2.97% | 12,643 | Trimmed |
| 13 | RSPS | INVSC SP 500 EQL WGHT CNSMR STPL ETF | $2.9M | 2.92% | 18,843 | New |
| 14 | TFLO | ISHARES TREASURY FLOATNG RATE BD ETF | $2.8M | 2.86% | 56,046 | Added |
| 15 | SDS | PROSHARES ULTRASHORT S&P 500 ETF | $2.4M | 2.44% | 44,275 | Added |
| 16 | COP | CONOCOPHILLIPS | $2.3M | 2.28% | 22,100 | New |
| 17 | AOK | ISHARES CORE CONSERVATIVE ALLOCATION | $2.1M | 2.13% | 64,681 | Trimmed |
| 18 | UNP | UNION PACIFIC CORP | $2.1M | 2.12% | 10,800 | Trimmed |
| 19 | CHIE | GLOBAL X MSCI CHINA ENERGY ETF | $2.1M | 2.08% | 136,423 | Added |
| 20 | ADP | AUTO DATA PROCESSING | $2.0M | 1.99% | 8,736 | Added |
| 21 | BCI | ABRDN BLMBRG ALL CM SG K 1 FR ETF | $1.7M | 1.71% | 65,559 | New |
| 22 | TBT | PROSHRES ULTRASHT 20 PLS YR TRSY ETF | $1.5M | 1.52% | 47,287 | New |
| 23 | TDTT | FLEXSHARES IBOXX 3 YR TIPS IDX ETF | $1.4M | 1.37% | 57,964 | Trimmed |
| 24 | SQQQ | PROSHARES ULTRAPRO SHORT QQQ ETF | $1.3M | 1.35% | 21,773 | New |
| 25 | PFFA | VIRTUS INFRCP US PRERD STCK ETF | $1.0M | 1.03% | 53,763 | New |
Source: SEC Form 13F filings · as of 2022-09-30