Lionsbridge Wealth Management LLC Portfolio Holdings by Sector

Lionsbridge Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AGG JCPB QQQ XLF SPMO SPY MOAT TOTL 33 stocks	$65,910 81.92% of portfolio	14	19	3	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$3,363 4.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP TPL EQT 3 stocks	$2,343 2.91% of portfolio	1	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,731 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,488 1.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,457 1.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$748 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$705 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$585 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF 1 stocks	$556 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$480 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$414 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$362 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$311 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts

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