Lionsbridge Wealth Management LLC Reduced Holdings in Q1 2025

Lionsbridge Wealth Management LLC

  • $104 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-27.7K
- 47.46%
$50.03 - $50.27 $1.39M - $1.39M
30.7K $1.54M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-23.5K
- 40.45%
$50.44 - $50.7 $1.18M - $1.19M
34.6K $1.75M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-23.6K
- 40.61%
$50.24 - $50.57 $1.19M - $1.19M
34.5K $1.74M
PWR
Quanta Services, Inc.

Industrials
-1.9K
- 17.49%
$236.71 - $358.03 $450K - $680K
8.97K $2.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.71K
- 13.05%
$95.85 - $99.25 $931K - $964K
64.7K $6.4M
JPIE
J P Morgan Exchange Traded Fd
-18.3K
- 12.05%
$45.46 - $46.18 $834K - $847K
134K $6.17M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10K
- 18.18%
$53.6 - $58.97 $536K - $590K
45K $2.46M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-5K
- 19.23%
$96.88 - $111.25 $484K - $556K
21K $2.1M
XLF
Financial Sector Spdr

ETFs
-13.6K
- 18.4%
$47.32 - $52.19 $644K - $710K
60.3K $3.01M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-14.8K
- 10.98%
$45.56 - $47.23 $674K - $698K
120K $5.64M
HEQT
Simplify Exchange Traded Fds H
-11.1K
- 6.34%
$28.48 - $30.52 $317K - $340K
165K $4.7M
MSFT
Microsoft Corp

Technology
-731
- 17.04%
$375.39 - $447.2 $274K - $327K
3.56K $1.34M
OMFL
Invesco Exchange Traded Self I

ETFs
-7.57K
- 20.2%
$52.19 - $57.45 $395K - $435K
29.9K $1.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
-651
- 27.5%
$551.42 - $612.93 $359K - $399K
1.72K $959K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.95K
- 17.25%
$168.16 - $186.21 $328K - $364K
9.37K $1.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.21K
- 6.72%
$56.17 - $59.71 $349K - $371K
86.2K $4.92M
ACN
Accenture PLC

Technology
-672
- 16.36%
$300.91 - $398.25 $202K - $268K
3.44K $1.07M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.64K
- 16.96%
$48.06 - $53.73 $271K - $303K
27.6K $1.35M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-335
- 8.77%
$522.96 - $601.18 $175K - $201K
3.49K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
-571
- 16.32%
$347.25 - $424.87 $198K - $243K
2.93K $1.07M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-3.51K
- 13.55%
$40.15 - $47.73 $141K - $168K
22.4K $911K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.99K
- 8.57%
$105.1 - $109.61 $314K - $328K
31.9K $3.47M
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 17.56%
$225.19 - $279.95 $251K - $312K
5.23K $1.28M
XLY
Select Sector Spdr Consumer Di

ETFs
-613
- 15.24%
$192.6 - $233.2 $118K - $143K
3.41K $673K
VXF
Vanguard Extended Market ETF

ETFs
-710
- 13.38%
$170.36 - $201.04 $121K - $143K
4.6K $791K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-8.07K
- 15.97%
$38.54 - $41.5 $311K - $335K
42.5K $1.73M
COP
Conocophillips

Energy
-2.97K
- 15.24%
$88.6 - $105.85 $263K - $315K
16.5K $1.74M
FISV
Fiserv Inc

Technology
-1.52K
- 18.55%
N/A
6.67K $835K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.24K
- 9.84%
$30.73 - $32.26 $99.4K - $104K
29.6K $910K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-5.09K
- 11.42%
$21.3 - $22.61 $109K - $115K
39.5K $843K
EEM
Ishares Msci Emerging Markets

ETFs
-3.51K
- 15.92%
$40.81 - $45.34 $143K - $159K
18.5K $810K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
-668
- 9.74%
$39.22 - $49.82 $26.2K - $33.3K
6.19K $265K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-1.32K
- 12.01%
$30.59 - $33.02 $40.4K - $43.6K
9.67K $306K
TPL
Texas Pacific Land Corp

Energy
-126
- 20.16%
$1180.08 - $1431.01 $149K - $180K
499 $661K
BOND
Pimco Active Bond Exchange Tra

ETFs
-330
- 7.21%
$89.27 - $92.9 $29.5K - $30.7K
4.25K $392K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-884
- 8.58%
$29.06 - $32.62 $25.7K - $28.8K
9.42K $295K
Blackrock ETF Trust Ii
-2.13K
- 10.21%
N/A
18.7K $0
Blackrock ETF Trust Ii
-1.24K
- 9.3%
N/A
12.1K $0
Pimco ETF Tr
-4.34K
- 10.38%
N/A
37.4K $0
J P Morgan Exchange Traded F
-4.55K
- 5.94%
N/A
72.1K $0
Wisdomtree Tr
-1.96K
- 8.66%
N/A
20.7K $0
GLD
Spdr Gold Trust

ETFs
-1.15K
- 13.64%
$243.19 - $288.14 $281K - $333K
7.31K $2.11M
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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