Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$119.13M
Total Bought
$26.02M
Total Sold
$33.98M
Net Transaction
-$7.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
057,110+57,11005,2224.38%+5,222
ISHARES TR
ULTRA SHORT DUR
058,041+58,04102,9272.46%+2,927
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
16,88358,432+41,5498472,9282.46%+2,081
GOLDMAN SACHS ETF TR16,79658,094+41,2988512,9172.45%+2,066
LISTED FD TR
HORI KI INFL ETF
050,539+50,53901,9251.62%+1,925
BLACKROCK ETF TRUST
ISHARES US EQUIT
033,230+33,23001,7031.43%+1,703
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
62,14492,378+30,2343,6985,3154.46%+1,616
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
124,830175,711+50,8813,6055,1804.35%+1,575
BLACKROCK ETF TRUST II020,858+20,85801,0850.91%+1,085
VANGUARD INDEX FDS05,307+5,30701,0080.85%+1,008
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
63,75176,632+12,8813,8984,7543.99%+857
BLACKROCK ETF TRUST II013,297+13,29706560.55%+656
FIDELITY WISE ORIGIN BITCOIN(FBTC)11,07915,208+4,1296151,2411.04%+625
CONSTELLATION ENERGY CORP(CEG)01,794+1,79404010.34%+401
EQT CORP(EQT)08,650+8,65003990.33%+399
GLOBAL X FDS
GLOBAL X URANIUM
012,530+12,53003360.28%+336
SPDR DOW JONES INDL AVERAGE(DIA)2,2382,945+7079471,2531.05%+306
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,2056,934+1,7299331,2151.02%+283
VISTRA CORP(VST)02,006+2,00602770.23%+277
VANECK ETF TRUST
URANI NUCLE ETF
03,150+3,15002560.22%+256
ISHARES TR11,99513,992+1,9971,4031,6121.35%+209
TERAWULF INC(WULF)034,304+34,30401940.16%+194
JPMORGAN CHASE & CO.(JPM)6,7456,338-4071,4221,5191.28%+97
TEXAS PACIFIC LAND CORPORATI(TPL)692625-676126910.58%+79
FISERV INC(FISV)8,9818,193-7881,6131,6831.41%+70
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,3554,023-3328739030.76%+30
ORAGENICS INC20,00020,0000870.01%-0
PIMCO ETF TR
ENHAN SHRT MA AC
5,7095,70905755730.48%-2
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,6089,538-704884800.40%-7
ISHARES TR20,46422,052+1,5889389220.77%-16
SELECT SECTOR SPDR TR
ST STR FINL ETF
79,51973,952-5,5673,6043,5743.00%-30
PIMCO ETF TR
ACTIVE BD ETF
4,7294,579-1504474140.35%-33
PIMCO ETF TR
MULTISECTOR BD
42,44241,776-6661,1311,0830.91%-48
WISDOMTREE TR(WT)24,07522,676-1,3996195630.47%-56
PACER FDS TR
DEVELOPED MRKT
11,60210,304-1,2983673010.25%-66
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
18,94117,941-1,0007847070.59%-77
CAMBRIA ETF TR12,27710,987-1,2904253440.29%-81
VANECK ETF TRUST
INDIA GROWTH LDR
7,6736,856-8174193370.28%-82
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
40,04837,471-2,5772,1222,0321.71%-90
EXCHANGE LISTED FDS TR47,10244,620-2,4821,0489560.80%-92
ACCENTURE PLC IRELAND
SHS CLASS A
4,3914,107-2841,5521,4451.21%-107
ISHARES TR34,41732,872-1,5451,1441,0330.87%-110
HOME DEPOT INC(HD)3,6593,499-1601,4831,3611.14%-122
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
28,79325,917-2,8761,3161,1861.00%-130
QUANTA SVCS INC11,96310,866-1,0973,5673,4342.88%-133
SPDR S&P MIDCAP 400 ETF TR(MDY)4,0803,822-2582,3242,1771.83%-147
ISHARES TR
MSCI USA QLT FCT
12,10311,322-7812,1702,0161.69%-154
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
27,72326,004-1,7192,9022,7272.29%-174
CONOCOPHILLIPS(COP)20,13419,509-6252,1201,9351.62%-185
MICROSOFT CORP(MSFT)4,6874,290-3972,0171,8081.52%-209
SELECT SECTOR SPDR TR
ST STR UTIL ETF
24,76322,933-1,8302,0001,7361.46%-265
SPDR GOLD TR(GLD)9,7378,462-1,2752,3672,0491.72%-318
PACER FDS TR
US CASH COWS 100
59,21155,000-4,2113,4243,1062.61%-318
ISHARES TR9160-9163440-344
ISHARES TR36,23234,876-1,3564,0933,7263.13%-367
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,5380-4,5384370-437
J P MORGAN EXCHANGE TRADED F
INCOME ETF
160,236152,213-8,0237,4336,9445.83%-489
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
140,475134,675-5,8006,7776,2045.21%-572
SPDR S&P 500 ETF TR(SPY)3,4312,367-1,0641,9691,3871.16%-581
ISHARES TR77,05274,460-2,5927,8037,2156.06%-588
BLACKROCK ETF TRUST II14,0850-14,0857350-735
VANECK ETF TRUST
MRNGSTR INT MOAT
21,5780-21,5787560-756
ISHARES TR
ULTRA SHORT DUR
16,7170-16,7178480-848
VANECK ETF TRUST
GOLD MINERS ETF
21,4910-21,4918560-856
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,8480-3,8488690-869
VANECK ETF TRUST
REAL ASSETS ETF
30,4670-30,4678820-882
SELECT SECTOR SPDR TR
ST STR REAL ETF
21,1820-21,1829460-946
ETF SER SOLUTIONS
US GBL GLD PRE
46,2650-46,2659860-986
APPLE INC(AAPL)15,2399,768-5,4713,5512,4462.05%-1,105
ETF OPPORTUNITIES TRUST
SMI FULL ETF
40,7140-40,7141,1280-1,128
BLACKROCK ETF TRUST II21,1880-21,1881,1340-1,134
ISHARES TR39,38027,034-12,3463,2932,0441.72%-1,249
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
11,0220-11,0221,2900-1,290
ISHARES TR12,5470-12,5471,3510-1,351
PACER FDS TR
LUNT LRGCP MULTI
34,0230-34,0231,6850-1,685
VANECK ETF TRUST
MRNGSTR WDE MOAT
51,47335,094-16,3794,9903,2542.73%-1,736
BLACKROCK ETF TRUST
ISHARES US EQUIT
35,3510-35,3511,7490-1,749
GOLDMAN SACHS ETF TR14,6480-14,6481,7520-1,752
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
37,9610-37,9611,8040-1,804
PACER FDS TR
US SM CAP CA ETF
39,8670-39,8671,8550-1,855
ISHARES TR
FUTU AI TECH ETF
75,2720-75,2722,5770-2,577
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