Lionshead Wealth Management, LLC Reduced Holdings in Q1 2025

Lionshead Wealth Management, LLC

  • $96.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16K
- 38.66%
$209.68 - $247.1 $3.36M - $3.95M
25.4K $5.64B
HYG
Ishares Tr

ETFs
-46.6K
- 77.25%
$78.51 - $80.11 $3.66M - $3.73M
13.7K $1.08B
First Tr Exchng Traded Fd Vi
-109K
- 90.66%
N/A
11.2K $338M
YMAR
First Tr Ex Tr Viii Cboe Vest
-125K
- 80.79%
$22.77 - $24.61 $2.86M - $3.09M
29.8K $715M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-36.9K
- 41.07%
$58.11 - $65.29 $2.15M - $2.41M
53K $3.16B
DFAT
Dimensional ETF Tr U S Target

ETFs
-31.5K
- 24.37%
$50.44 - $58.1 $1.59M - $1.83M
97.7K $5.03B
PEG
Public Service Enterprise Group Inc

Utilities
-24.7K
- 46.87%
$78.2 - $90.39 $1.93M - $2.23M
28K $2.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.53K
- 40.23%
$551.42 - $612.93 $1.39M - $1.55M
3.76K $2.11B
XLK
Technology Sector Spdr

ETFs
-5.97K
- 49.99%
$206.38 - $242.18 $1.23M - $1.45M
5.97K $1.23B
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.19K
- 28.85%
$237.72 - $276.98 $1.23M - $1.44M
12.8K $3.13B
DFAI
Dimensional ETF Tr

ETFs
-43.2K
- 28.11%
$28.88 - $32.4 $1.25M - $1.4M
111K $3.45B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-42.9K
- 47.16%
$21.23 - $23.75 $910K - $1.02M
48K $1.03B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-14.1K
- 18.58%
$73.78 - $76.59 $1.04M - $1.08M
61.9K $4.74B
SPYG
Spdr Portfolio

ETFs
-8.09K
- 22.58%
$80.05 - $92.39 $648K - $747K
27.7K $2.23B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.59K
- 46.96%
$360.07 - $417.26 $571K - $661K
1.79K $647M
TSLA
Tesla, Inc.

Consumer Cyclical
-274
- 6.66%
$222.15 - $428.22 $60.9K - $117K
3.84K $996M
NVDA
Nvidia Corp

Technology
-3.13K
- 25.51%
$106.98 - $149.43 $335K - $468K
9.14K $991M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.65K
- 23.06%
$254.58 - $302.92 $419K - $499K
5.49K $1.4B
IWM
Ishares Russell 2000 ETF

ETFs
-2.2K
- 27.19%
$198.1 - $229.79 $435K - $505K
5.88K $1.17B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.18K
- 50.0%
$169.43 - $182.84 $538K - $581K
3.18K $551M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.42K
- 46.34%
$442.66 - $534.52 $630K - $761K
1.65K $878M
BX
Blackstone Inc.

Financial Services
-2.35K
- 43.94%
$136.53 - $186.74 $321K - $439K
3K $419M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.17K
- 41.5%
$89.27 - $92.9 $461K - $480K
7.28K $673M
META
Meta Platforms, Inc.

Communication Services
-693
- 17.54%
$576.36 - $736.67 $399K - $511K
3.26K $1.88B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-12.3K
- 45.52%
$32.57 - $35.82 $402K - $442K
14.8K $489M
XLI
Industrial Sector Spdr

ETFs
-3.1K
- 50.0%
$128.78 - $141.67 $399K - $438K
3.1K $406M
VTV
Vanguard Value ETF

ETFs
-2.42K
- 45.55%
$167.73 - $179.21 $406K - $434K
2.9K $500M
PWR
Quanta Services, Inc.

Industrials
-51
- 0.82%
$236.71 - $358.03 $12.1K - $18.3K
6.19K $1.57B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-23.3K
- 46.28%
$18.36 - $20.51 $427K - $477K
27K $534M
VB
Vanguard Small Cap ETF

ETFs
-1.36K
- 37.69%
$217.89 - $252.64 $296K - $343K
2.24K $498M
AMZN
Amazon Com Inc

Consumer Cyclical
-742
- 10.82%
$190.26 - $242.06 $141K - $180K
6.11K $1.16B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-6.13K
- 45.47%
$49.69 - $50.76 $304K - $311K
7.35K $367M
ESOA
Energy Services Of America Corp

Industrials
-17.4K
- 50.0%
$9.07 - $14.66 $158K - $255K
17.4K $165M
XLF
Financial Sector Spdr

ETFs
-5.72K
- 50.0%
$47.32 - $52.19 $271K - $299K
5.72K $285M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.39K
- 49.13%
$149.27 - $169.4 $207K - $235K
1.44K $217M
ITW
Illinois Tool Works Inc

Industrials
-850
- 49.25%
$244.9 - $274.48 $208K - $233K
876 $219M
ABBV
Abb Vie Inc.

Healthcare
-1.53K
- 48.27%
$169.2 - $216.66 $258K - $330K
1.63K $342M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.19K
- 45.52%
$25.54 - $28.79 $235K - $265K
11K $306M
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
-7.95K
- 45.52%
$24.35 - $26.26 $194K - $209K
9.52K $236M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-8.72K
- 45.52%
$26.71 - $31.58 $233K - $275K
10.4K $316M
MPC
Marathon Petroleum Corp

Energy
-1.43K
- 49.41%
$134.72 - $159.03 $192K - $227K
1.46K $213M
DFAE
Dimensional ETF Tr

ETFs
-7.19K
- 45.52%
$24.64 - $26.86 $177K - $193K
8.6K $223M
SNPS
Synopsys Inc

Technology
-256
- 22.2%
$428.58 - $551.54 $110K - $141K
897 $385M
AMD
Advanced Micro Devices Inc

Technology
-1.1K
- 34.28%
$96.63 - $129.55 $106K - $143K
2.11K $217M
CRM
Salesforce, Inc.

Technology
-160
- 9.02%
$268.36 - $359.95 $42.9K - $57.6K
1.61K $433M
MSFT
Microsoft Corp

Technology
-62
- 2.16%
$375.39 - $447.2 $23.3K - $27.7K
2.82K $1.06B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.64K
- 41.5%
$42.36 - $43.8 $154K - $160K
5.13K $223M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-5.93K
- 41.5%
$25.83 - $27.09 $153K - $161K
8.36K $223M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-471
- 11.46%
$65.15 - $91.81 $30.7K - $43.2K
3.64K $238M
Activity Summary
Buys All Purchases 18 New Holdings 7 Increased Positions 11 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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