Holdings
LiftPoint Family Wealth Advisors LLC
As of Jun 30, 2026, LiftPoint Family Wealth Advisors LLC reported 29 positions worth US$20.9M. Largest: Apple Inc, Nvidia Corporation and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 13,570 | US$3.93M | +2,366 | Jun 30, 2026 |
| Nvidia Corporation | 10,121 | US$2.03M | +3,725 | Jun 30, 2026 |
| Exxon Mobil Corporation | 13,159 | US$1.8M | +197 | Jun 30, 2026 |
| Eli Lilly And Company | 1,334 | US$1.6M | +208 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,347 | US$1.2M | +1,515 | Jun 30, 2026 |
| Microsoft Corp. | 3,133 | US$1.17M | +1,140 | Jun 30, 2026 |
| Walmart Inc. | 8,725 | US$988K | +1,041 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,193 | US$718K | +1,062 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,839 | US$677K | +1,464 | Jun 30, 2026 |
| Broadcom Inc. | 1,629 | US$615K | +710 | Jun 30, 2026 |