Lionsbridge Wealth Management LLC Portfolio Holdings by Sector
Lionsbridge Wealth Management LLC
- $127 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG MOAT SPY JCPB OMFL JEPI JPST LQD 40 stocks |
$98,680
85.4% of portfolio
|
  21  
|
  18  
|
  11  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3,163
2.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$2,703
2.34% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,649
2.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$2,591
2.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,051
1.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,422
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,408
1.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$877
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|