Lake Hills Wealth Management, LLC Portfolio Holdings

Lake Hills Wealth Management, LLC

  • $149 Million
  • Q3 2024

Lake Hills Wealth Management, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $17.5M, Ishares Core U.S. Aggregate Bo with a value of $10.3M, Ishares Tr with a value of $8.31M, Invesco ETF Tr Ii S&P 500 Low with a value of $7.61M, and Alps ETF Tr Alerian Mlp ETF with a value of $7.24M.

Examining the 13F form we can see an increase of $9.85M in the current position value, from $139M to 149M.

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

Portfolio value $149 Million
ETFs: $138 Million
Technology: $5.3 Million
Consumer Cyclical: $2.63 Million
Industrials: $1.26 Million
Energy: $841,000
Basic Materials: $334,000
Communication Services: $290,000
Financial Services: $230,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65B
$1.42 Million 0.95% of portfolio
3,411
Q3 2024 Added 118.09%
$1.77B
$445,000 0.3% of portfolio
46,916
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $149 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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