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The Analysis of LiftPoint Family Wealth Advisors LLC's Holdings & P&L

Currently, LiftPoint Family Wealth Advisors LLC holds 68 types of securities in its portfolio with a total value $147.6M. In the most recent quarter, they have increased their positions in N/A (+10.5K shares, valued at $7.9M), CORO (+61.1K shares, valued at $2.2M), NVDA (+3.7K shares, valued at $745.3K); decreased their positions in QUAL (-11.9K shares, valued at $2.6M), EFV (-31.9K shares, valued at $2.4M), IEMG (-19.6K shares, valued at $1.6M); initiated new positions in CORO (+61.1K shares, valued at $2.2M), N/A (+841 shares, valued at $605.6K), AMD (+732 shares, valued at $425.2K).

1M P&L

-2.4M-2.06%

3M P&L

+878.7K+0.79%

HY P&L

+11.4M+11.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A98.1M

86.0%

2Consumer Electronics3.9M

3.4%

3Semiconductors2.7M

2.4%

Top Industries by Stock Count

1N/A34 stocks

59.6%

2Semiconductors3 stocks

5.3%

3Internet Content & Information2 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR37.0K shares39.90%2026-06-302026-08-05

DYNF BLACKROCK ETF TRUST187.2K shares1.76%2026-06-302026-08-05

IVW ISHARES TR79.5K shares1.36%2026-06-302026-08-05

IEMG ISHARES INC106.8K shares-15.49%2026-06-302026-08-05

IVE ISHARES TR35.2K shares-14.01%2026-06-302026-08-05

EFG ISHARES TR53.0K shares5.80%2026-06-302026-08-05

EFV ISHARES TR81.9K shares-28.05%2026-06-302026-08-05

BAI BLACKROCK ETF TRUST96.5K shares-9.85%2026-06-302026-08-05

Sponsored

THRO BLACKROCK ETF TRUST113.2K shares-16.16%2026-06-302026-08-05

BLCR BLACKROCK ETF TRUST78.3K shares12.04%2026-06-302026-08-05

AAPL APPLE INC13.6K shares21.12%2026-06-302026-08-05

LMUB ISHARES TR71.3K shares8.56%2026-06-302026-08-05

MUB ISHARES TR30.1K shares-1.24%2026-06-302026-08-05

QUAL ISHARES TR12.9K shares-48.03%2026-06-302026-08-05

MTUM ISHARES TR7.1K shares-25.67%2026-06-302026-08-05

CORO BLACKROCK ETF TRUST61.1K sharesnew addition2026-06-302026-08-05

Sponsored

IDEF BLACKROCK ETF TRUST66.2K shares21.39%2026-06-302026-08-05

NVDA NVIDIA CORPORATION10.1K shares58.24%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP13.2K shares1.52%2026-06-302026-08-05

MUNI PIMCO ETF TR33.9K shares4.14%2026-06-302026-08-05

LLY ELI LILLY & CO1.3K shares18.47%2026-06-302026-08-05

IUSB ISHARES TR33.9K shares43.72%2026-06-302026-08-05

MINO PIMCO ETF TR28.5K shares6.35%2026-06-302026-08-05

MSFT MICROSOFT CORP3.1K shares57.20%2026-06-302026-08-05

Sponsored

ITA ISHARES TR4.5K shares3.78%2026-06-302026-08-05

IYW ISHARES TR4.3K shares-11.61%2026-06-302026-08-05

WMT WALMART INC8.7K shares13.55%2026-06-302026-08-05

USMV ISHARES TR9.2K shares4.87%2026-06-302026-08-05

SGOV ISHARES TR8.4K shares76.89%2026-06-302026-08-05

OEF ISHARES TR2.2K shares-16.08%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares93.90%2026-06-302026-08-05

EMXC ISHARES INC6.8K shares-2.33%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC1.9K shares93.84%2026-06-302026-08-05

AMZN AMAZON COM INC2.8K shares106.47%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS4.1K shares0.00%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.6K shares77.26%2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC841 sharesnew addition2026-06-302026-08-05

PYLD PIMCO ETF TR22.6K shares4.53%2026-06-302026-08-05

ABBVIE INC ABBVIE INC2.1K shares11.58%2026-06-302026-08-05

BOND PIMCO ETF TR5.7K shares7.25%2026-06-302026-08-05

Sponsored

CVX CHEVRON CORPORATION3.1K shares57.84%2026-06-302026-08-05

GOOG ALPHABET INC1.4K shares71.06%2026-06-302026-08-05

IAU ISHARES GOLD TR6.3K shares-1.61%2026-06-302026-08-05

JMST J P MORGAN EXCHANGE TRADED F9.0K shares119.32%2026-06-302026-08-05

TLH ISHARES TR4.4K shares-36.69%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC732 sharesnew addition2026-06-302026-08-05

HD HOME DEPOT INC1.1K sharesnew addition2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC685 shares89.23%2026-06-302026-08-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS993 shares0.00%2026-06-302026-08-05

TSLA TESLA INC866 shares58.61%2026-06-302026-08-05

BLACKROCK ETF TRUST BLACKROCK ETF TRUST12.7K sharesnew addition2026-06-302026-08-05

GOVT ISHARES TR13.5K shares11.06%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL597 sharesnew addition2026-06-302026-08-05

PMBS PIMCO ETF TR6.0K shares8.30%2026-06-302026-08-05

VYMI VANGUARD WHITEHALL FDS2.7K shares0.00%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC2.0K shares-7.56%2026-06-302026-08-05

Sponsored

WFC WELLS FARGO & CO3.1K shares12.96%2026-06-302026-08-05

MBB ISHARES TR2.7K shares13.57%2026-06-302026-08-05

URI UNITED RENTALS INC225 sharesnew addition2026-06-302026-08-05

VISA INC VISA INC738 sharesnew addition2026-06-302026-08-05

MU MICRON TECHNOLOGY INC215 sharesnew addition2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP995 shares11.67%2026-06-302026-08-05

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-06-302026-08-05

KO COCA COLA CO2.9K sharesnew addition2026-06-302026-08-05

Sponsored

CAT CATERPILLAR INC216 sharesnew addition2026-06-302026-08-05

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II4.2K sharesnew addition2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP2.5K sharesnew addition2026-06-302026-08-05

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-08-05

ISHARES TR

39.90%

Shares37.0K

Event2026-06-30

Filed2026-08-05

DYNF

BLACKROCK ETF TRUST

1.76%

Shares187.2K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

1.36%

Shares79.5K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-15.49%

Shares106.8K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-14.01%

Shares35.2K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

5.80%

Shares53.0K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

-28.05%

Shares81.9K

Event2026-06-30

Filed2026-08-05

BAI

BLACKROCK ETF TRUST

-9.85%

Shares96.5K

Event2026-06-30

Filed2026-08-05

THRO

BLACKROCK ETF TRUST

-16.16%

Shares113.2K

Event2026-06-30

Filed2026-08-05

BLCR

BLACKROCK ETF TRUST

12.04%

Shares78.3K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

21.12%

Shares13.6K

Event2026-06-30

Filed2026-08-05

LMUB

ISHARES TR

8.56%

Shares71.3K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

-1.24%

Shares30.1K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-48.03%

Shares12.9K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

-25.67%

Shares7.1K

Event2026-06-30

Filed2026-08-05

CORO

BLACKROCK ETF TRUST

New

Shares61.1K

Event2026-06-30

Filed2026-08-05

IDEF

BLACKROCK ETF TRUST

21.39%

Shares66.2K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

58.24%

Shares10.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

1.52%

Shares13.2K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO ETF TR

4.14%

Shares33.9K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

18.47%

Shares1.3K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

43.72%

Shares33.9K

Event2026-06-30

Filed2026-08-05

MINO

PIMCO ETF TR

6.35%

Shares28.5K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

57.20%

Shares3.1K

Event2026-06-30

Filed2026-08-05

ITA

ISHARES TR

3.78%

Shares4.5K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

-11.61%

Shares4.3K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

13.55%

Shares8.7K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

4.87%

Shares9.2K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

76.89%

Shares8.4K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

-16.08%

Shares2.2K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

93.90%

Shares2.2K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

-2.33%

Shares6.8K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

93.84%

Shares1.9K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

106.47%

Shares2.8K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

77.26%

Shares1.6K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

New

Shares841

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO ETF TR

4.53%

Shares22.6K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

11.58%

Shares2.1K

Event2026-06-30

Filed2026-08-05

BOND

PIMCO ETF TR

7.25%

Shares5.7K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

57.84%

Shares3.1K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

71.06%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-1.61%

Shares6.3K

Event2026-06-30

Filed2026-08-05

JMST

J P MORGAN EXCHANGE TRADED F

119.32%

Shares9.0K

Event2026-06-30

Filed2026-08-05

TLH

ISHARES TR

-36.69%

Shares4.4K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares732

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

89.23%

Shares685

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares993

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

58.61%

Shares866

Event2026-06-30

Filed2026-08-05

BLACKROCK ETF TRUST

New

Shares12.7K

Event2026-06-30

Filed2026-08-05

GOVT

ISHARES TR

11.06%

Shares13.5K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares597

Event2026-06-30

Filed2026-08-05

PMBS

PIMCO ETF TR

8.30%

Shares6.0K

Event2026-06-30

Filed2026-08-05

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-7.56%

Shares2.0K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

12.96%

Shares3.1K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

13.57%

Shares2.7K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

New

Shares225

Event2026-06-30

Filed2026-08-05

VISA INC

New

Shares738

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares215

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

11.67%

Shares995

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

New

Shares216

Event2026-06-30

Filed2026-08-05

BLACKROCK ETF TRUST II

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

APPLE INC Put PutAPPLE INC20 shares0.00%2026-06-302026-08-05

APPLE INC Put

APPLE INC

0.00%

Shares20

Event2026-06-30

Filed2026-08-05