Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$126.57M
Total Bought
$33.61M
Total Sold
$37.83M
Net Transaction
-$4.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR
FUTU AI TECH ETF
075,272+75,27202,5772.04%+2,577
SPDR GOLD TR(GLD)09,737+9,73702,3671.87%+2,367
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
037,961+37,96101,8041.43%+1,804
GOLDMAN SACHS ETF TR014,648+14,64801,7521.38%+1,752
BLACKROCK ETF TRUST
ISHARES US EQUIT
035,351+35,35101,7491.38%+1,749
PACER FDS TR
LUNT LRGCP MULTI
034,023+34,02301,6851.33%+1,685
ISHARES TR012,547+12,54701,3511.07%+1,351
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
028,793+28,79301,3161.04%+1,316
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
011,022+11,02201,2901.02%+1,290
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
45,89063,751+17,8612,6873,8983.08%+1,210
BLACKROCK ETF TRUST II021,188+21,18801,1340.90%+1,134
PIMCO ETF TR
MULTISECTOR BD
042,442+42,44201,1310.89%+1,131
ETF OPPORTUNITIES TRUST
SMI FULL ETF
040,714+40,71401,1280.89%+1,128
SELECT SECTOR SPDR TR
ST STR FINL ETF
63,31479,519+16,2052,6033,6042.85%+1,001
SPDR DOW JONES INDL AVERAGE(DIA)02,238+2,23809470.75%+947
SELECT SECTOR SPDR TR
ST STR REAL ETF
021,182+21,18209460.75%+946
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
96,138124,830+28,6922,6603,6052.85%+945
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
05,205+5,20509330.74%+933
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,355+4,35508730.69%+873
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,848+3,84808690.69%+869
VANECK ETF TRUST
GOLD MINERS ETF
021,491+21,49108560.68%+856
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
018,941+18,94107840.62%+784
BLACKROCK ETF TRUST II014,085+14,08507350.58%+735
WISDOMTREE TR(WT)024,075+24,07506190.49%+619
VANECK ETF TRUST
REAL ASSETS ETF
13,04930,467+17,4183568820.70%+526
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
09,608+9,60804880.39%+488
QUANTA SVCS INC12,12611,963-1633,0813,5672.82%+486
ISHARES TR8,70811,995+3,2879291,4031.11%+474
PIMCO ETF TR
ACTIVE BD ETF
04,729+4,72904470.35%+447
CAMBRIA ETF TR012,277+12,27704250.34%+425
VANECK ETF TRUST
INDIA GROWTH LDR
07,673+7,67304190.33%+419
PACER FDS TR
DEVELOPED MRKT
011,602+11,60203670.29%+367
FIDELITY WISE ORIGIN BITCOIN(FBTC)5,33311,079+5,7462806150.49%+335
APPLE INC(AAPL)15,46915,239-2303,2583,5512.81%+293
SELECT SECTOR SPDR TR
ST STR UTIL ETF
25,10124,763-3381,7102,0001.58%+290
FISERV INC(FISV)9,2958,981-3141,3851,6131.27%+228
HOME DEPOT INC(HD)3,6983,659-391,2731,4831.17%+210
ACCENTURE PLC IRELAND
SHS CLASS A
4,4284,391-371,3431,5521.23%+209
ISHARES TR78,37377,052-1,3217,6087,8036.16%+195
ISHARES TR39,93739,380-5573,1283,2932.60%+165
PACER FDS TR
US CASH COWS 100
60,01659,211-8053,2703,4242.71%+154
ISHARES TR36,89136,232-6593,9524,0933.23%+142
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
143,210140,475-2,7356,6356,7775.35%+142
ETF SER SOLUTIONS
US GBL GLD PRE
45,28846,265+9778609860.78%+125
SPDR S&P MIDCAP 400 ETF TR(MDY)4,1184,080-382,2032,3241.84%+121
TEXAS PACIFIC LAND CORPORATI(TPL)708692-165206120.48%+92
VANECK ETF TRUST
MRNGSTR INT MOAT
21,85021,578-2726857560.60%+71
ISHARES TR
MSCI USA QLT FCT
12,30812,103-2052,1022,1701.71%+68
ISHARES TR20,85420,464-3908889380.74%+50
ISHARES TR34,98234,417-5651,1041,1440.90%+40
EXCHANGE LISTED FDS TR48,53947,102-1,4371,0331,0480.83%+15
ISHARES TR91691603343440.27%+10
JPMORGAN CHASE & CO.(JPM)7,0066,745-2611,4171,4221.12%+5
PIMCO ETF TR
ENHAN SHRT MA AC
5,7095,70905755750.45%0
ORAGENICS INC10,00020,000+10,0001080.01%-3
MICROSOFT CORP(MSFT)4,8094,687-1222,1492,0171.59%-133
PACER FDS TR
US SM CAP CA ETF
45,65339,867-5,7861,9891,8551.47%-134
CONOCOPHILLIPS(COP)20,24920,134-1152,3162,1201.67%-196
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
70,74362,144-8,5994,0103,6982.92%-312
ISHARES TR
ULTRA SHORT DUR
23,81716,717-7,1001,2038480.67%-355
GOLDMAN SACHS ETF TR23,96116,796-7,1651,2078510.67%-356
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
12,9730-12,9733850-385
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
24,72916,883-7,8461,2348470.67%-387
PROSHARES TR34,6330-34,6333950-395
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
8,3090-8,3098060-806
FIRST TR EXCHANGE-TRADED FD31,6780-31,6788320-832
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
36,40727,723-8,6843,7422,9022.29%-840
GLOBAL X FDS
GLOBAL X URANIUM
29,1730-29,1738450-845
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
17,8410-17,8418470-847
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,3470-10,3478860-886
J P MORGAN EXCHANGE TRADED F
INCOME ETF
185,211160,236-24,9758,4207,4335.87%-986
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,5930-15,5939910-991
GLOBAL X FDS
GLOBAL X COPPER
22,2830-22,2831,0050-1,005
SELECT SECTOR SPDR TR
ST STR MATER ETF
17,8554,538-13,3171,5774370.35%-1,139
ISHARES TR
FLTG RATE NT ETF
22,5880-22,5881,1540-1,154
JANUS DETROIT STR TR
HENDRSON AAA CL
22,7860-22,7861,1590-1,159
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
24,0920-24,0921,3370-1,337
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,9630-16,9631,5460-1,546
VANECK ETF TRUST
MRNGSTR WDE MOAT
79,01251,473-27,5396,8434,9903.94%-1,853
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
85,97840,048-45,9304,5132,1221.68%-2,391
SELECT SECTOR SPDR TR
ST STR CARE ETF
16,9400-16,9402,4690-2,469
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
80,6620-80,6624,0710-4,071
SPDR S&P 500 ETF TR(SPY)16,5663,431-13,1359,0161,9691.56%-7,047
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