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  Name: LPWM LLC
  City: MINNEAPOLIS
  State: MN
  Zip: 55402
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $272,340,000
  Total Value Change : $19,377,000
  Securities Held Change : 2
   
All Securities Held : 72
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 38
  Unchanged Positions : 19
  Decreased Positions : 12

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DELL)1 Year Chart         DELL Dell Technologies Inc 52 New $134.12 $394,000 3,190 0.14% 394,000 3,190 0.001    N/A
   (PSX)1 Year Chart         PSX Phillips 66 66 New $144.85 $230,000 1,390 0.08% 230,000 1,390 0    Oil & Gas Refining, P...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 69 New $111.24 $208,000 1,911 0.08% 208,000 1,911 0.001    Closed - End Fund - E...

      3 Records Found
  1    
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