StockDriftsStockDriftsTop 50 Lumature Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNL | BROADSTONE NET LEASE INC | 6.97% | 760.6K | $11.7M | -45.77%(-641.95K) | — | 2023-06-30 | |
| IVV | ISHARES TR | 5.48% | 20.7K | $9.2M | +1.39%(+285) | — | 2023-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.96% | 29.5K | $8.3M | +4.03%(+1.14K) | — | 2023-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.92% | 46.4K | $6.6M | +4.19%(+1.87K) | — | 2023-06-30 | |
| IEFA | ISHARES TR | 3.39% | 84.6K | $5.7M | +0.42%(+356) | — | 2023-06-30 | |
| AAPL | APPLE INC | 3.04% | 26.4K | $5.1M | -0.59%(-156) | — | 2023-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.93% | 28.4K | $4.9M | -2.97%(-870) | — | 2023-06-30 | |
| OBDC | OWL ROCK CAPITAL CORPORATION | 2.42% | 304.0K | $4.1M | +2.13%(+6.33K) | — | 2023-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 2.07% | 47.1K | $3.5M | +14.46%(+5.95K) | — | 2023-06-30 | |
| CFO | VICTORY PORTFOLIOS II | 1.72% | 47.0K | $2.9M | -56.71%(-61.58K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lumature Wealth Partners, Llc reports $168.40M in US-listed equity holdings across 384 positions in its most recent 13F filing. Its largest disclosed positions are BNL (7.0%), IVV (5.5%) and VUG (5.0%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lumature Wealth Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843558). View Lumature Wealth Partners, Llc’s 13F filings on SEC