Lionsbridge Wealth Management LLC Portfolio Holdings by Sector
Lionsbridge Wealth Management LLC
- $86 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPMO JCPB RSP IJR MDY XLF AGG VXF 35 stocks |
$62,337
78.38% of portfolio
|
  25  
|
  10  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3,694
4.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
WULF IREN 2 stocks |
$2,502
3.15% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP TPL EQT 3 stocks |
$2,379
2.99% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,815
2.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,804
2.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,643
2.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$939
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$902
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$651
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$405
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$360
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NUV 1 stocks |
$103
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|