Lionsbridge Wealth Management LLC Portfolio Holdings

Lionsbridge Wealth Management LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $7.8M, J P Morgan Exchange Traded Fd with a value of $7.43M, J P Morgan Exchange Traded Fd with a value of $6.78M, Vaneck Morningstar Wide Moat E with a value of $4.42M, and Ishares Iboxx $ Investment Gra with a value of $4.09M.

Examining the 13F form we can see an decrease of $5.75M in the current position value, from $120M to 114M.

Lionsbridge Wealth Management LLC is based out at Jacksonville Beach, FL

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