Lionsbridge Wealth Management LLC Portfolio Holdings by Sector
Lionsbridge Wealth Management LLC
- $85.1 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPMO JCPB XLU RSP XLF DIA IJR GLD 34 stocks |
$60,688
77.21% of portfolio
|
  9  
|
  25  
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3,798
4.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL COP EQT 3 stocks |
$3,387
4.31% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
WULF IREN 2 stocks |
$2,183
2.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,883
2.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,759
2.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,557
1.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$1,045
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$904
1.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$667
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$369
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$361
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|