Lionsbridge Wealth Management LLC Purchases in Q3 2025

Lionsbridge Wealth Management LLC

  • $86 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
23.1K
New
$50.79 - $76.4 $1.17M - $1.77M
23.1K $1.77M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.9K
+ 47.53%
$110.74 - $122.12 $1.32M - $1.46M
37.1K $4.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.52K
+ 65.45%
$181.56 - $190.33 $1.37M - $1.43M
19K $3.61M
WULF
Terawulf Inc.

Financial Services
32.2K
+ 25.32%
$4.63 - $11.7 $149K - $376K
159K $1.86M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14K
New
$91.44 - $91.77 $1.28M - $1.28M
14K $1.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.03K
+ 48.06%
$108.46 - $120.63 $979K - $1.09M
27.8K $3.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.87K
+ 52.17%
$567.09 - $607.37 $1.06M - $1.14M
5.46K $3.25M
VXF
Vanguard Extended Market ETF

ETFs
5.1K
+ 69.98%
$193.58 - $213.07 $987K - $1.09M
12.4K $2.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 161.33%
$55.61 - $57.37 $1.1M - $1.13M
31.9K $1.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
+ 43.67%
$54.35 - $59.32 $646K - $705K
39.1K $2.32M
GLD
Spdr Gold Trust

ETFs
222
+ 3.15%
$300.96 - $355.47 $66.8K - $78.9K
7.28K $2.59M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.02K
New
$105.16 - $140.03 $318K - $423K
3.02K $410K
AAPL
Apple Inc.

Technology
27
+ 0.38%
$202.38 - $256.87 $5.46K - $6.94K
7.13K $1.82M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
13.2K
New
$24.87 - $25.69 $329K - $340K
13.2K $337K
PWR
Quanta Services, Inc.

Industrials
20
+ 0.22%
$372.29 - $421.68 $7.45K - $8.43K
8.92K $3.69M
HYD
Vaneck High Yield Muni ETF

ETFs
5.09K
New
$48.85 - $50.94 $249K - $259K
5.09K $259K
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 1.46%
$282.78 - $316.06 $21.2K - $23.7K
5.21K $1.64M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
918
+ 2.2%
$41.13 - $44.7 $37.8K - $41K
42.6K $1.91M
XLF
Financial Sector Spdr

ETFs
1.07K
+ 1.81%
$51.37 - $54.25 $54.8K - $57.9K
60.1K $3.24M
XLU
Utilities Sector Spdr

ETFs
411
+ 2.2%
$81.14 - $87.32 $33.3K - $35.9K
19.1K $1.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
111
+ 1.22%
$182.33 - $194.5 $20.2K - $21.6K
9.18K $1.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
397
+ 1.78%
$87.29 - $93.61 $34.7K - $37.2K
22.7K $2.12M
JPIE
J P Morgan Exchange Traded Fd
2.31K
+ 1.68%
$46.01 - $46.55 $106K - $108K
140K $6.5M
COP
Conocophillips

Energy
302
+ 1.85%
$91.0 - $98.99 $27.5K - $29.9K
16.6K $1.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
255
+ 1.25%
$68.24 - $73.73 $17.4K - $18.8K
20.6K $1.51M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
11.6K
New
$8.46 - $9.02 $97.9K - $104K
11.6K $103K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
33
+ 0.99%
$435.72 - $463.74 $14.4K - $15.3K
3.37K $1.56M
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$491.09 - $535.64 $491 - $536
3.48K $1.8M
EEM
Ishares Msci Emerging Markets

ETFs
77
+ 0.63%
$48.07 - $53.4 $3.7K - $4.11K
12.2K $651K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
241
+ 1.67%
$69.02 - $73.57 $16.6K - $17.7K
14.7K $1.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
153
+ 1.57%
$55.15 - $58.11 $8.44K - $8.89K
9.89K $568K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
100
+ 1.08%
$33.78 - $36.74 $3.38K - $3.67K
9.35K $340K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
303
+ 1.08%
N/A
28.5K $2.45M
MLPX
Global X Mlp & Energy Infrastr

ETFs
148
+ 3.12%
$59.5 - $62.99 $8.81K - $9.32K
4.9K $306K
Blackrock ETF Trust Ii
4.54K
+ 23.49%
N/A
23.9K $0
Pimco ETF Tr
8.97K
+ 23.21%
N/A
47.6K $0
Tidal Trust I
54.9K
+ 29.57%
N/A
241K $0
J P Morgan Exchange Traded F
8.29K
New
N/A
8.29K $0
J P Morgan Exchange Traded F
16.2K
+ 146.73%
N/A
27.3K $0
TPL
Texas Pacific Land Corp

Energy
19
+ 3.86%
$854.83 - $1075.97 $16.2K - $20.4K
511 $477K
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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