Lionsbridge Wealth Management LLC Portfolio Holdings

Lionsbridge Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.48M, Ishares Core U.S. Aggregate Bo with a value of $6.4M, J P Morgan Exchange Traded Fd with a value of $6.17M, J P Morgan Exchange Traded Fd with a value of $5.64M, and J P Morgan Exchange Traded Fd with a value of $4.92M.

Examining the 13F form we can see an decrease of $4.83M in the current position value, from $109M to 104M.

Lionsbridge Wealth Management LLC is based out at Jacksonville Beach, FL

Below you can find more details about Lionsbridge Wealth Management LLC portfolio as well as his latest detailed transactions.