Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$105.50M
Total Bought
$22.97M
Total Sold
$28.62M
Net Transaction
-$5.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
44,945128,959+84,0144,12711,84111.22%+7,714
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
95,906165,273+69,3674,8098,2937.86%+3,485
PIMCO ETF TR
ENHAN SHRT MA AC
48,79178,787+29,9964,8677,8907.48%+3,022
SELECT SECTOR SPDR TR
ST STR ENERG ETF
026,652+26,65202,4092.28%+2,409
PROSHARES TR14,158173,274+159,1161972,5072.38%+2,311
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
013,124+13,12401,8601.76%+1,860
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
020,815+20,81501,0390.98%+1,039
TEXAS PACIFIC LAND CORPORATI(TPL)764767+31,0061,3991.33%+393
CONOCOPHILLIPS(COP)21,51220,902-6102,2292,5042.37%+275
PACER FDS TR
US CASH COWS 100
58,40258,427+252,7962,8882.74%+92
GLOBAL X FDS
CYBRSCURTY ETF
8,9549,191+2372172230.21%+6
ACCENTURE PLC IRELAND
SHS CLASS A
4,5164,541+251,3941,3951.32%+1
PIMCO ETF TR
ENHNCD LW DUR AC
55,08755,088+15,1645,1644.89%0
JPMORGAN CHASE & CO(JPM)7,4327,426-61,0811,0771.02%-4
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
9,4559,422-337637590.72%-4
ISHARES TR91691602522440.23%-8
SELECT SECTOR SPDR TR
ST STR FINL ETF
63,11963,790+6712,1282,1162.01%-12
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
30,43330,275-1587557380.70%-17
TIDAL ETF TR39,22339,113-1108097920.75%-17
J P MORGAN EXCHANGE TRADED F
INCOME ETF
72,71273,574+8623,2873,2673.10%-20
SIMPLIFY EXCHANGE TRADED FUN34,52134,511-108067770.74%-29
VANECK ETF TRUST
MRNGSTR INT MOAT
24,22624,372+1467697270.69%-42
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
38,60839,282+6741,7981,7551.66%-44
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46,61146,105-5062,3522,3072.19%-44
ISHARES TR4,1394,129-107757300.69%-45
HOME DEPOT INC(HD)3,9353,891-441,2221,1761.11%-47
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
20,98520,912-737607100.67%-51
NAVITAS SEMICONDUCTOR CORP(NVTS)15,00015,00001581040.10%-54
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
41,49941,577+782,2962,2272.11%-69
JOHNSON & JOHNSON(JNJ)8,1648,196+321,3511,2771.21%-75
PEPSICO INC(PEP)8,4248,485+611,5601,4381.36%-123
TEXAS INSTRS INC(TXN)6,3886,450+621,1501,0260.97%-124
FISERV INC(FISV)9,7209,738+181,2261,1001.04%-126
QUANTA SVCS INC12,88212,764-1182,5312,3882.26%-143
MICROSOFT CORP(MSFT)5,2285,032-1961,7801,5891.51%-191
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
69,59267,486-2,1063,4093,0942.93%-315
VANECK ETF TRUST
MRNGSTR WDE MOAT
54,83853,431-1,4074,3764,0523.84%-323
APPLE INC(AAPL)14,55114,550-12,8222,4912.36%-331
ISHARES TR37,75120,375-17,3761,4937730.73%-720
ISHARES TR49,16339,806-9,3573,5642,7432.60%-821
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
36,89826,839-10,0593,3502,4492.32%-901
ISHARES TR31,68623,787-7,8993,1582,2442.13%-914
SPDR S&P MIDCAP 400 ETF TR(MDY)7,4745,828-1,6463,5792,6612.52%-918
ISHARES TR
MSCI USA QLT FCT
29,96523,317-6,6484,0413,0732.91%-968
VANGUARD INDEX FDS9,9320-9,9324,0450-4,045
ISHARES TR119,12041,185-77,93511,6683,8733.67%-7,795
SPDR S&P 500 ETF TR(SPY)22,589735-21,85410,0133140.30%-9,699
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