Lionsbridge Wealth Management LLC Portfolio Holdings by Sector

Lionsbridge Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL AGG JCPB JEPI EFA LQD XLU XLF 39 stocks	$77,820 83.57% of portfolio	12	27	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,845 4.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP TPL 2 stocks	$2,397 2.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$2,278 2.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN FISV 2 stocks	$1,906 2.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,336 1.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,281 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,073 1.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$810 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$280 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF 1 stocks	$96 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts

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