Lionsbridge Wealth Management LLC Closed Holding Positions

Lionsbridge Wealth Management LLC

  • $109 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MAS
Masco Corp

Industrials
Q1 2020 Filed on Apr 29, 2020
13
$27.53 - $49.9 $358 - $649
Noble Energy Inc Com
Q1 2020 Filed on Apr 29, 2020
1,058
N/A
LEN
Lennar Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
15
$29.35 - $71.22 $440 - $1.07K
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on Apr 29, 2020
21
$34.88 - $64.24 $732 - $1.35K
SPGI
S&P Global Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
15
$192.05 - $311.16 $2.88K - $4.67K
VTV
Vanguard Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
192
$76.76 - $121.42 $14.7K - $23.3K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on Apr 29, 2020
276
$111.91 - $172.17 $30.9K - $47.5K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
49,791
$71.75 - $82.34 $3.57M - $4.1M
VO
Vanguard Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
96
$112.37 - $186.27 $10.8K - $17.9K
VGT
Vanguard Information Technolog

ETFs
Q1 2020 Filed on Apr 29, 2020
94
$185.49 - $273.21 $17.4K - $25.7K
VUG
Vanguard Growth ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
279
$137.53 - $201.6 $38.4K - $56.2K
AVGO
Broadcom Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
26
$167.87 - $324.7 $4.36K - $8.44K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2020 Filed on Apr 29, 2020
870
N/A
VLO
Valero Energy Corp

Energy
Q1 2020 Filed on Apr 29, 2020
15
$32.62 - $96.89 $489 - $1.45K
VFC
V F Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
200
$45.99 - $100.23 $9.2K - $20K
UHS
Universal Health Services Inc

Healthcare
Q1 2020 Filed on Apr 29, 2020
8
$67.69 - $147.78 $542 - $1.18K
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on Apr 29, 2020
10
$114.04 - $187.19 $1.14K - $1.87K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 29, 2020
14
$44.18 - $93.46 $619 - $1.31K
TWTR
Twitter, Inc.

Communication Services
Q1 2020 Filed on Apr 29, 2020
255
$22.0 - $39.05 $5.61K - $9.96K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
37
$25.69 - $56.67 $951 - $2.1K
VZ
Verizon Communications Inc

Communication Services
Q1 2020 Filed on Apr 29, 2020
539
$49.94 - $61.05 $26.9K - $32.9K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on Apr 29, 2020
33
$199.77 - $247.81 $6.59K - $8.18K
V
Visa Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
45
$135.74 - $213.31 $6.11K - $9.6K
ZTS
Zoetis Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
18
$92.66 - $144.94 $1.67K - $2.61K
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
700
$1.9 - $4.98 $1.33K - $3.49K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
10
$78.28 - $155.73 $783 - $1.56K
YELP
Yelp Inc

Communication Services
Q1 2020 Filed on Apr 29, 2020
10
$14.46 - $37.24 $145 - $372
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q1 2020 Filed on Apr 29, 2020
6
$15.71 - $24.91 $94.3 - $149
XLNX
Xilinx, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
20
N/A
XEL
Xcel Energy Inc

Utilities
Q1 2020 Filed on Apr 29, 2020
31
$50.0 - $71.16 $1.55K - $2.21K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
11
$21.59 - $62.57 $237 - $688
Wyndham Destinations Inc Com
Q1 2020 Filed on Apr 29, 2020
15
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
6
$64.22 - $156.67 $385 - $940
WDC
Western Digital Corp

Technology
Q1 2020 Filed on Apr 29, 2020
86
$29.19 - $70.93 $2.51K - $6.1K
WCC
Wesco International Inc

Industrials
Q1 2020 Filed on Apr 29, 2020
0
$15.77 - $59.53 $0 - $0
WM
Waste Management Inc

Industrials
Q1 2020 Filed on Apr 29, 2020
12
$87.87 - $126.22 $1.05K - $1.51K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 29, 2020
1
$40.75 - $81.0 $40.8 - $81
Wabco Hldgs Inc Com
Q1 2020 Filed on Apr 29, 2020
6
N/A
WPC
W. P. Carey Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
444
$43.86 - $88.27 $19.5K - $39.2K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
4
$81.69 - $141.34 $327 - $565
TRU
Trans Union

Industrials
Q1 2020 Filed on Apr 29, 2020
27
$54.98 - $100.35 $1.48K - $2.71K
TXT
Textron Inc

Industrials
Q1 2020 Filed on Apr 29, 2020
13
$21.66 - $50.93 $282 - $662
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
53
$34.6 - $51.17 $1.83K - $2.71K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2020 Filed on Apr 29, 2020
73
$39.5 - $59.28 $2.88K - $4.33K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 29, 2020
23,331
$22.29 - $38.7 $520K - $903K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
3
$13.54 - $24.27 $40.6 - $72.8
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
29,466
$35.83 - $62.24 $1.06M - $1.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
54,874
$26.61 - $40.52 $1.46M - $2.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 29, 2020
78,946
$22.3 - $34.12 $1.76M - $2.69M
Track This Portfolio

Track Lionsbridge Wealth Management LLC Portfolio

Follow Lionsbridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionsbridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email