Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$112.49M
Total Bought
$14.81M
Total Sold
$21.36M
Net Transaction
-$6.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
57,11092,411+35,3015,2228,4607.52%+3,238
ISHARES TR27,03449,775+22,7412,0443,9033.47%+1,859
GOLDMAN SACHS ETF TR034,501+34,50101,7441.55%+1,744
APPLE INC(AAPL)9,76817,310+7,5422,4464,1213.66%+1,675
SELECT SECTOR SPDR TR
ST STR UTIL ETF
22,93342,052+19,1191,7363,2432.88%+1,508
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,93411,998+5,0641,2152,0781.85%+863
SPDR DOW JONES INDL AVERAGE(DIA)2,9454,952+2,0071,2532,0791.85%+826
VANGUARD STAR FDS010,917+10,91706780.60%+678
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
17,94134,079+16,1387071,3571.21%+650
PROSHARES TR
SHOR S&P 500 NEW
08,094+8,09403610.32%+361
GLOBAL X FDS
GLB X MLP ENRG I
04,791+4,79103060.27%+306
CHEVRON CORP NEW(CVX)01,679+1,67902810.25%+281
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,53814,371+4,8334807280.65%+247
ISHARES TR
FLTG RATE NT ETF
04,170+4,17002130.19%+213
PIMCO ETF TR
ENHAN SHRT MA AC
5,7097,423+1,7145737470.66%+174
ISHARES TR13,99216,275+2,2831,6121,7021.51%+90
SPDR GOLD TR(GLD)8,4627,308-1,1542,0492,1061.87%+57
ORAGENICS INC20,00020,0000740.00%-3
PACER FDS TR
DEVELOPED MRKT
10,3049,420-8843012960.26%-5
PIMCO ETF TR
ACTIVE BD ETF
4,5794,249-3304143930.35%-21
TEXAS PACIFIC LAND CORPORATI(TPL)625499-1266916610.59%-30
CAMBRIA ETF TR10,9879,667-1,3203443070.27%-37
WISDOMTREE TR(WT)22,67620,712-1,9645635230.46%-40
BLACKROCK ETF TRUST II13,29712,060-1,2376566070.54%-48
VANECK ETF TRUST
INDIA GROWTH LDR
6,8566,188-6683372650.24%-72
PIMCO ETF TR
MULTISECTOR BD
41,77637,441-4,3351,0839870.88%-96
TERAWULF INC(WULF)34,30435,189+885194960.09%-98
BLACKROCK ETF TRUST II20,85818,728-2,1301,0859810.87%-104
ISHARES TR22,05218,541-3,5119228100.72%-112
EXCHANGE LISTED FDS TR44,62039,526-5,0949568430.75%-113
ISHARES TR32,87229,637-3,2351,0339110.81%-123
LISTED FD TR
HORI KI INFL ETF
50,53942,470-8,0691,9251,7261.53%-198
CONOCOPHILLIPS(COP)19,50916,535-2,9741,9351,7371.54%-198
FISERV INC(FISV)8,1936,673-1,5201,6831,4741.31%-209
VANGUARD INDEX FDS5,3074,597-7101,0087920.70%-216
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,0233,410-6139036730.60%-229
JPMORGAN CHASE & CO.(JPM)6,3385,225-1,1131,5191,2821.14%-238
VANECK ETF TRUST
URANI NUCLE ETF
3,1500-3,1502560-256
ISHARES TR34,87631,887-2,9893,7263,4663.08%-260
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
25,91722,404-3,5131,1869120.81%-274
VISTRA CORP(VST)2,0060-2,0062770-277
HOME DEPOT INC(HD)3,4992,928-5711,3611,0730.95%-288
SPDR S&P MIDCAP 400 ETF TR(MDY)3,8223,487-3352,1771,8601.65%-317
GLOBAL X FDS
GLOBAL X URANIUM
12,5300-12,5303360-336
BLACKROCK ETF TRUST
ISHARES US EQUIT
33,23027,595-5,6351,7031,3461.20%-358
ACCENTURE PLC IRELAND
SHS CLASS A
4,1073,435-6721,4451,0720.95%-373
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
92,37886,167-6,2115,3154,9244.38%-391
EQT CORP(EQT)8,6500-8,6503990-399
CONSTELLATION ENERGY CORP(CEG)1,7940-1,7944010-401
ISHARES TR
MSCI USA QLT FCT
11,3229,369-1,9532,0161,6011.42%-415
SPDR S&P 500 ETF TR(SPY)2,3671,716-6511,3879600.85%-427
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
37,47129,903-7,5682,0321,5941.42%-438
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
76,63272,083-4,5494,7544,3023.82%-452
MICROSOFT CORP(MSFT)4,2903,559-7311,8081,3361.19%-472
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
175,711164,572-11,1395,1804,7034.18%-477
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
134,675119,886-14,7896,2045,6395.01%-565
SELECT SECTOR SPDR TR
ST STR FINL ETF
73,95260,345-13,6073,5743,0062.67%-568
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
26,00421,004-5,0002,7272,0981.86%-629
PACER FDS TR
US CASH COWS 100
55,00045,001-9,9993,1062,4642.19%-642
VANECK ETF TRUST
MRNGSTR WDE MOAT
35,09428,624-6,4703,2542,5192.24%-735
J P MORGAN EXCHANGE TRADED F
INCOME ETF
152,213133,878-18,3356,9446,1685.48%-776
ISHARES TR74,46064,746-9,7147,2156,4055.69%-810
QUANTA SVCS INC10,8668,966-1,9003,4342,2792.03%-1,155
ISHARES TR
ULTRA SHORT DUR
58,04134,564-23,4772,9271,7521.56%-1,175
FIDELITY WISE ORIGIN BITCOIN(FBTC)15,2080-15,2081,2410-1,241
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
58,43230,699-27,7332,9281,5391.37%-1,389
GOLDMAN SACHS ETF TR58,0940-58,0942,9170-2,917
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