Lionshead Wealth Management, LLC Incresed Positions in Q3 2025

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
117K
+ 105.41%
$34.05 - $36.55 $3.97M - $4.26M
227K $8.26B
SPYG
Spdr Portfolio

ETFs
17.3K
+ 62.38%
$94.33 - $105.31 $1.63M - $1.82M
45.1K $4.71B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.5K
+ 28.3%
$70.77 - $73.59 $1.03M - $1.07M
65.9K $4.83B
PLTR
Palantir Technologies Inc.

Technology
138
+ 1.06%
$130.68 - $186.97 $18K - $25.8K
13.1K $2.4B
VOE
Vanguard Mid Cap Value Index F

ETFs
6.26K
+ 87.28%
$164.63 - $174.58 $1.03M - $1.09M
13.4K $2.36B
VGSH
Vanguard

ETFs
20.1K
+ 74.47%
$58.43 - $58.88 $1.17M - $1.18M
47K $2.77B
PWR
Quanta Services, Inc.

Industrials
4
+ 0.06%
$372.29 - $421.68 $1.49K - $1.69K
6.19K $2.56B
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.9K
+ 78.82%
$44.34 - $45.94 $926K - $960K
47.4K $2.16B
NVDA
Nvidia Corp

Technology
703
+ 7.69%
$153.3 - $186.58 $108K - $131K
9.85K $1.84B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.21K
+ 14.89%
$76.16 - $78.59 $702K - $724K
71.1K $5.55B
SJNK
Spdr Bloomberg Short Term High

ETFs
24.4K
+ 30.41%
$25.28 - $25.63 $616K - $624K
104K $2.67B
AMD
Advanced Micro Devices Inc

Technology
2.97K
+ 140.97%
$134.8 - $184.42 $401K - $548K
5.08K $822M
VB
Vanguard Small Cap ETF

ETFs
1.8K
+ 80.07%
$237.58 - $259.17 $427K - $465K
4.04K $1.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.06K
+ 140.32%
$404.94 - $499.99 $428K - $529K
1.81K $879M
MSFT
Microsoft Corp

Technology
163
+ 5.79%
$491.09 - $535.64 $80K - $87.3K
2.98K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
745
+ 30.53%
$282.78 - $316.06 $211K - $235K
3.19K $1B
SOXX
Ishares Semiconductor ETF

ETFs
53
+ 1.22%
$236.93 - $271.12 $12.6K - $14.4K
4.41K $1.2B
LLY
Eli Lilly & CO

Healthcare
391
+ 72.01%
$625.65 - $812.69 $245K - $318K
934 $713M
GOOG
Alphabet Inc.

Communication Services
26
+ 0.99%
$175.16 - $255.24 $4.55K - $6.64K
2.65K $646M
IWF
Ishares Russell 1000 Gr ETF

ETFs
73
+ 4.08%
$420.11 - $472.68 $30.7K - $34.5K
1.86K $873M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
750
+ 1.56%
$23.82 - $25.84 $17.9K - $19.4K
48.8K $1.25B
ABBV
Abb Vie Inc.

Healthcare
764
+ 46.76%
$184.85 - $231.54 $141K - $177K
2.4K $555M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.64K
+ 90.34%
$43.1 - $44.6 $200K - $207K
9.77K $433M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.72K
+ 25.21%
$35.76 - $37.93 $133K - $141K
18.5K $698M
AMZN
Amazon Com Inc

Consumer Cyclical
122
+ 2.0%
$211.65 - $238.24 $25.8K - $29.1K
6.24K $1.37B
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 10.54%
$357.4 - $423.42 $87.2K - $103K
2.56K $1.04B
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.18K
+ 28.93%
$30.76 - $33.01 $97.9K - $105K
14.2K $465M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.85K
+ 6.85%
$21.69 - $23.34 $40.1K - $43.2K
28.8K $671M
PFE
Pfizer Inc

Healthcare
4.52K
+ 18.29%
$23.29 - $25.88 $105K - $117K
29.2K $744M
ITW
Illinois Tool Works Inc

Industrials
408
+ 46.58%
$252.31 - $269.41 $103K - $110K
1.28K $335M
PEG
Public Service Enterprise Group Inc

Utilities
765
+ 2.73%
$79.99 - $90.14 $61.2K - $69K
28.8K $2.4B
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.67%
$144.19 - $167.33 $2.31K - $2.68K
2.41K $404M
SNPS
Synopsys Inc

Technology
23
+ 2.56%
$387.78 - $645.35 $8.92K - $14.8K
920 $454M
QCOM
Qualcomm Inc

Technology
6
+ 0.12%
$145.84 - $173.55 $875 - $1.04K
4.9K $816M
DFAE
Dimensional ETF Tr

ETFs
264
+ 3.07%
$28.84 - $31.84 $7.61K - $8.41K
8.87K $280M
ED
Consolidated Edison Inc

Utilities
672
+ 33.52%
$95.57 - $105.36 $64.2K - $70.8K
2.68K $269M
INTU
Intuit Inc

Technology
16
+ 3.24%
$646.03 - $807.39 $10.3K - $12.9K
510 $348M
BOND
Pimco Active Bond Exchange Tra

ETFs
244
+ 3.35%
$90.83 - $93.81 $22.2K - $22.9K
7.53K $702M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
720
+ 2.46%
$23.53 - $23.75 $16.9K - $17.1K
30K $708M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
318
+ 3.8%
$26.15 - $27.4 $8.32K - $8.71K
8.68K $237M
HON
Honeywell International Inc

Industrials
8
+ 0.64%
$207.7 - $240.4 $1.66K - $1.92K
1.25K $264M
OWL
Blue Owl Capital Inc.

Financial Services
335
+ 2.42%
$16.93 - $20.8 $5.67K - $6.97K
14.2K $240M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.97%
$459.11 - $506.91 $7.35K - $8.11K
1.67K $837M
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.05%
$226.02 - $259.01 $226 - $259
2.04K $488M
Activity Summary
Buys All Purchases 68 New Holdings 23 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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