Lionshead Wealth Management, LLC Portfolio Holdings

Lionshead Wealth Management, LLC

  • $138 Billion
  • Q4 2024

Lionshead Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.4B, Dimensional ETF Tr U S Target with a value of $7.19B, Vanguard Bd Index Fd Inc Inter with a value of $5.68B, Wisdomtree U.S. Midcap Fund with a value of $5.62B, and Ishares Tr with a value of $4.74B.

Examining the 13F form we can see an increase of $138B in the current position value.

Lionshead Wealth Management, LLC is based out at New York, NY

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

Portfolio value $138 Billion
ETFs: $79.8 Billion
Technology: $17.5 Billion
Financial Services: $6.58 Billion
Industrials: $5.54 Billion
Utilities: $5.25 Billion
Consumer Cyclical: $4.33 Billion
Healthcare: $3.88 Billion
Communication Services: $3.69 Billion
Other: $827 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$10.4 Billion 7.49% of portfolio
41,389
Q4 2024 New
$0
$7.19 Billion 5.2% of portfolio
129,199
Q4 2024 New
$0
$5.68 Billion 4.1% of portfolio
75,961
Q4 2024 New
$0
$5.62 Billion 4.06% of portfolio
89,899
Q4 2024 New
$0
$4.74 Billion 3.43% of portfolio
60,313
Q4 2024 New
$0
$4.56 Billion 3.3% of portfolio
17,987
Q4 2024 New
$0
$4.55 Billion 3.29% of portfolio
67,904
Q4 2024 New
$0
$4.49 Billion 3.25% of portfolio
153,826
Q4 2024 New
$41.8B
$4.45 Billion 3.22% of portfolio
52,672
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$3.68 Billion 2.66% of portfolio
-
Q4 2024 New
$0
$3.68 Billion 2.66% of portfolio
6,284
Q4 2024 New
$0
$3.54 Billion 2.56% of portfolio
155,208
Q4 2024 New
$0
$3.15 Billion 2.28% of portfolio
35,836
Q4 2024 New
$0
$3.06 Billion 2.21% of portfolio
76,980
Q4 2024 New
$0
$2.97 Billion 2.14% of portfolio
58,772
Q4 2024 New
$0
$2.78 Billion 2.01% of portfolio
11,940
Q4 2024 New
$1.64T
$2.31 Billion 1.67% of portfolio
3,950
Q4 2024 New
$0
$2.24 Billion 1.62% of portfolio
4,374
Q4 2024 New
$0
$2.06 Billion 1.49% of portfolio
90,906
Q4 2024 New
$0
$2.06 Billion 1.49% of portfolio
7,141
Q4 2024 New
$40.8B
$1.97 Billion 1.42% of portfolio
6,236
Q4 2024 New
$0
$1.81 Billion 1.31% of portfolio
44,775
Q4 2024 New
$0
$1.79 Billion 1.29% of portfolio
8,080
Q4 2024 New
$1.12T
$1.66 Billion 1.2% of portfolio
4,116
Q4 2024 New
$346B
$1.65 Billion 1.19% of portfolio
12,274
Q4 2024 New
$2.33T
$1.5 Billion 1.09% of portfolio
6,856
Q4 2024 New
$624B
$1.39 Billion 1.01% of portfolio
3,073
Q4 2024 New
$0
$1.36 Billion 0.98% of portfolio
3,375
Q4 2024 New
$3.04T
$1.21 Billion 0.88% of portfolio
2,877
Q4 2024 New
$0
$1.13 Billion 0.82% of portfolio
12,446
Q4 2024 New
$0
$1.11 Billion 0.81% of portfolio
6,356
Q4 2024 New
$234B
$1.11 Billion 0.8% of portfolio
14,625
Q4 2024 New
$117B
$922 Million 0.67% of portfolio
5,346
Q4 2024 New
$0
$927 Million 0.67% of portfolio
15,932
Q4 2024 New
$0
$929 Million 0.67% of portfolio
50,242
Q4 2024 New
$419B
$909 Million 0.66% of portfolio
2,338
Q4 2024 New
$0
$915 Million 0.66% of portfolio
87,428
Q4 2024 New
$0
$915 Million 0.66% of portfolio
27,084
Q4 2024 New
$0
$900 Million 0.65% of portfolio
5,317
Q4 2024 New
$0
$865 Million 0.63% of portfolio
3,600
Q4 2024 New
$0
$816 Million 0.59% of portfolio
6,190
Q4 2024 New
$193B
$752 Million 0.54% of portfolio
4,896
Q4 2024 New
$143B
$716 Million 0.52% of portfolio
27,004
Q4 2024 New
$8.4B
$692 Million 0.5% of portfolio
10,143
Q4 2024 New
$71B
$674 Million 0.49% of portfolio
8,775
Q4 2024 New
$0
$678 Million 0.49% of portfolio
13,475
Q4 2024 New
$0
$592 Million 0.43% of portfolio
4,374
Q4 2024 New
$327B
$593 Million 0.43% of portfolio
1,773
Q4 2024 New
$341B
$561 Million 0.41% of portfolio
3,159
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $138 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 114 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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