Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$124.84M
Total Bought
$17.93M
Total Sold
$23.03M
Net Transaction
-$5.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)12,96816,566+3,5986,7839,0167.22%+2,232
SELECT SECTOR SPDR TR
ST STR UTIL ETF
025,101+25,10101,7101.37%+1,710
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
18,39145,890+27,4991,0292,6872.15%+1,658
SELECT SECTOR SPDR TR
ST STR MATER ETF
017,855+17,85501,5771.26%+1,577
SELECT SECTOR SPDR TR
ST STR ENERG ETF
016,963+16,96301,5461.24%+1,546
JANUS DETROIT STR TR
HENDRSON AAA CL
022,786+22,78601,1590.93%+1,159
ISHARES TR
FLTG RATE NT ETF
022,588+22,58801,1540.92%+1,154
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
017,841+17,84108470.68%+847
VANECK ETF TRUST
MRNGSTR INT MOAT
021,850+21,85006850.55%+685
POWERSHARES ACTIVELY MANAGED
ULTRA SHRT DUR
11,76624,729+12,9635871,2340.99%+647
PACER FDS TR
US SM CAP CA ETF
27,31745,653+18,3361,3431,9891.59%+646
GOLDMAN SACHS ETF TR11,70623,961+12,2555891,2070.97%+617
ISHARES TR
ULTRA SHORT DUR
11,63423,817+12,1835881,2030.96%+615
APPLE INC(AAPL)15,45015,469+192,6493,2582.61%+609
TEXAS PACIFIC LAND CORPORATI(TPL)0708+70805200.42%+520
PROSHARES TR034,633+34,63303950.32%+395
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
012,973+12,97303850.31%+385
FIRST TR EXCHANGE-TRADED FD17,03731,678+14,6414678320.67%+365
VANECK ETF TRUST
REAL ASSETS ETF
013,049+13,04903560.28%+356
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
93,15796,138+2,9812,4682,6602.13%+192
MICROSOFT CORP(MSFT)4,8764,809-672,0512,1491.72%+98
ISHARES TR
MSCI USA QLT FCT
12,31712,308-92,0242,1021.68%+77
GLOBAL X FDS
GLOBAL X COPPER
22,33722,283-549481,0050.81%+57
ETF SER SOLUTIONS
US GBL GLD PRE
45,31945,288-318088600.69%+53
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,61415,593-219439910.79%+47
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,38610,347-398488860.71%+38
ISHARES TR91691603093340.27%+25
EXCHANGE LISTED FDS TR48,93348,539-3941,0111,0330.83%+22
ORAGENICS INC010,000+10,0000100.01%+10
ISHARES TR21,37120,854-5178788880.71%+10
JPMORGAN CHASE & CO.(JPM)7,0317,006-251,4081,4171.14%+9
PIMCO ETF TR
ENHAN SHRT MA AC
5,7095,70905745750.46%+1
GLOBAL X FDS
GLOBAL X URANIUM
29,35129,173-1788468450.68%-2
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
81,42680,662-7644,1084,0713.26%-37
ISHARES TR35,48934,982-5071,1441,1040.88%-40
SELECT SECTOR SPDR TR
ST STR CARE ETF
17,09516,940-1552,5252,4691.98%-56
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
25,83624,092-1,7441,4011,3371.07%-64
QUANTA SVCS INC12,17812,126-523,1643,0812.47%-83
ISHARES TR40,24539,937-3083,2143,1282.51%-86
SELECT SECTOR SPDR TR
ST STR FINL ETF
63,88663,314-5722,6912,6032.08%-88
J P MORGAN EXCHANGE TRADED F
INCOME ETF
186,786185,211-1,5758,5108,4206.74%-90
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
144,381143,210-1,1716,7356,6355.31%-100
ISHARES TR37,19936,891-3084,0523,9523.17%-100
FISERV INC(FISV)9,3439,295-481,4931,3851.11%-108
ISHARES TR78,99978,373-6267,7377,6086.09%-129
HOME DEPOT INC(HD)3,7093,698-111,4231,2731.02%-150
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
36,63336,407-2263,9013,7423.00%-159
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
72,31670,743-1,5734,1844,0103.21%-174
ACCENTURE PLC IRELAND
SHS CLASS A
4,4284,42801,5351,3431.08%-191
PACER FDS TR
US CASH COWS 100
60,19060,016-1743,4983,2702.62%-227
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
86,18885,978-2104,7604,5133.62%-247
CONOCOPHILLIPS(COP)20,36320,249-1142,5922,3161.86%-276
VANECK ETF TRUST
MRNGSTR WDE MOAT
79,29179,012-2797,1286,8435.48%-285
FIDELITY WISE ORIGIN BITCOIN(FBTC)9,3655,333-4,0325812800.22%-301
ISHARES TR5,0670-5,0674790-479
GLOBAL X FDS
CYBRSCURTY ETF
24,5470-24,5477300-730
VANECK ETF TRUST
MORTGAGE REIT
69,4520-69,4528120-812
SPDR S&P MIDCAP 400 ETF TR(MDY)5,8004,118-1,6823,2272,2031.77%-1,024
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
17,7928,309-9,4831,9588060.65%-1,152
ISHARES TR6,4220-6,4221,3510-1,351
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,6430-7,6431,5920-1,592
SELECT SECTOR SPDR TR
ST STR DISCR ETF
9,2720-9,2721,7050-1,705
ISHARES TR25,0998,708-16,3912,7749290.74%-1,845
INVESCO EXCH TRADED FD TR II31,7300-31,7302,5450-2,545
SPDR SER TR
ST STR P500GRW
35,4080-35,4082,5900-2,590
ISHARES TR38,0220-38,0223,9930-3,993
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