Lionsbridge Wealth Management LLC Purchases in Q2 2025

Lionsbridge Wealth Management LLC

  • $87.5 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.1K
New
$416.06 - $551.64 $4.2M - $5.57M
10.1K $5.57M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25.1K
New
$82.32 - $112.47 $2.07M - $2.83M
25.1K $2.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.24K
+ 130.36%
$496.48 - $617.85 $1.11M - $1.38M
3.95K $2.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.6K
+ 319.82%
$89.87 - $92.93 $1.22M - $1.26M
17.8K $1.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
25.7K
+ 75.53%
$39.34 - $40.41 $1.01M - $1.04M
59.8K $2.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
14.5K
New
$56.88 - $70.77 $823K - $1.02M
14.5K $1.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.31K
New
$141.37 - $228.57 $467K - $756K
3.31K $748K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.44K
+ 86.48%
$55.54 - $69.09 $524K - $652K
20.4K $1.41M
GOOGL
Alphabet Inc.

Communication Services
4K
New
$144.7 - $178.6 $579K - $715K
4K $705K
VXF
Vanguard Extended Market ETF

ETFs
2.69K
+ 58.43%
$150.43 - $192.71 $404K - $518K
7.28K $1.4M
VST
Vistra Corp.

Utilities
2.14K
New
$98.07 - $195.04 $210K - $417K
2.14K $414K
EQT
Eqt Corp

Energy
6.23K
New
$46.11 - $60.44 $287K - $377K
6.23K $363K
CEG
Constellation Energy Corp

Utilities
1.12K
New
$170.96 - $322.76 $192K - $362K
1.12K $362K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.51K
+ 15.42%
$90.56 - $109.49 $227K - $275K
18.8K $2.05M
EQIX
Equinix Inc

Real Estate
392
New
$740.07 - $914.43 $290K - $358K
392 $311K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.09K
+ 41.63%
$100.04 - $100.54 $309K - $311K
10.5K $1.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.1K
+ 42.45%
$50.36 - $50.68 $307K - $309K
20.5K $1.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
+ 3.39%
$96.84 - $99.46 $213K - $219K
66.9K $6.64M
JPIE
J P Morgan Exchange Traded Fd
3.82K
+ 2.85%
$45.12 - $46.32 $172K - $177K
138K $6.38M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.23K
+ 3.52%
$45.9 - $47.2 $194K - $199K
124K $5.84M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
101
+ 2.9%
$468.22 - $566.51 $47.3K - $57.2K
3.59K $2.03M
Blackrock ETF Trust Ii
24.2K
+ 200.38%
N/A
36.2K $0
Blackrock ETF Trust Ii
620
+ 3.31%
N/A
19.3K $0
Harris Oakmark ETF Trust
63.3K
New
N/A
63.3K $0
Tidal ETF Tr
186K
New
N/A
186K $0
Pimco ETF Tr
1.21K
+ 3.23%
N/A
38.7K $0
Oragenics Inc Com
667
New
N/A
667 $0
Wisdomtree Tr
69.8K
+ 336.84%
N/A
90.5K $0
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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