Lionsbridge Wealth Management LLC Portfolio Holdings by Sector
Lionsbridge Wealth Management LLC
- $114 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG JCPB MOAT LQD JEPI XLF COWZ EFA 46 stocks |
$82,673
81.81% of portfolio
|
  22  
|
  22  
|
  19  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3,564
3.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,549
3.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP TPL 2 stocks |
$2,730
2.7% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$2,676
2.65% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,016
2.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,482
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,421
1.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$938
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|