Lionshead Wealth Management, LLC Purchases in Q3 2025

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
117K
+ 105.41%
$34.05 - $36.55 $3.97M - $4.26M
227K $8.26B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
85.9K
New
$50.53 - $50.82 $4.34M - $4.36M
85.9K $4.36B
SPYG
Spdr Portfolio

ETFs
17.3K
+ 62.38%
$94.33 - $105.31 $1.63M - $1.82M
45.1K $4.71B
First Tr Exchng Traded Fd Vi
83.8K
New
N/A
83.8K $2.12B
First Tr Exchng Traded Fd Vi
86.2K
New
N/A
86.2K $2.01B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
41.4K
New
$40.28 - $42.14 $1.67M - $1.75M
41.4K $1.75B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.5K
+ 28.3%
$70.77 - $73.59 $1.03M - $1.07M
65.9K $4.83B
PLTR
Palantir Technologies Inc.

Technology
138
+ 1.06%
$130.68 - $186.97 $18K - $25.8K
13.1K $2.4B
VOE
Vanguard Mid Cap Value Index F

ETFs
6.26K
+ 87.28%
$164.63 - $174.58 $1.03M - $1.09M
13.4K $2.36B
VGSH
Vanguard

ETFs
20.1K
+ 74.47%
$58.43 - $58.88 $1.17M - $1.18M
47K $2.77B
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.9K
+ 78.82%
$44.34 - $45.94 $926K - $960K
47.4K $2.16B
NVDA
Nvidia Corp

Technology
703
+ 7.69%
$153.3 - $186.58 $108K - $131K
9.85K $1.84B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.21K
+ 14.89%
$76.16 - $78.59 $702K - $724K
71.1K $5.55B
TSLA
Tesla, Inc.

Consumer Cyclical
120
+ 3.12%
$293.94 - $444.72 $35.3K - $53.4K
3.96K $1.76B
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
63.7K
New
$10.83 - $11.54 $690K - $735K
63.7K $733M
SJNK
Spdr Bloomberg Short Term High

ETFs
24.4K
+ 30.41%
$25.28 - $25.63 $616K - $624K
104K $2.67B
AMD
Advanced Micro Devices Inc

Technology
2.97K
+ 140.97%
$134.8 - $184.42 $401K - $548K
5.08K $822M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.55K
New
$67.01 - $72.84 $506K - $550K
7.55K $547M
VB
Vanguard Small Cap ETF

ETFs
1.8K
+ 80.07%
$237.58 - $259.17 $427K - $465K
4.04K $1.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.06K
+ 140.32%
$404.94 - $499.99 $428K - $529K
1.81K $879M
MSFT
Microsoft Corp

Technology
163
+ 5.79%
$491.09 - $535.64 $80K - $87.3K
2.98K $1.54B
DIS
Walt Disney CO

Communication Services
4.06K
New
$112.25 - $124.0 $455K - $503K
4.06K $464M
JPM
Jpmorgan Chase & CO

Financial Services
745
+ 30.53%
$282.78 - $316.06 $211K - $235K
3.19K $1B
SOXX
Ishares Semiconductor ETF

ETFs
53
+ 1.22%
$236.93 - $271.12 $12.6K - $14.4K
4.41K $1.2B
Tidal Trust Iii
19.2K
New
N/A
19.2K $370M
NOC
Northrop Grumman Corp

Industrials
576
New
$498.9 - $609.32 $287K - $351K
576 $351M
GOOGL
Alphabet Inc.

Communication Services
1.25K
New
$174.36 - $254.72 $217K - $318K
1.25K $303M
ABT
Abbott Laboratories

Healthcare
2.22K
New
$120.51 - $136.62 $267K - $303K
2.22K $297M
LLY
Eli Lilly & CO

Healthcare
391
+ 72.01%
$625.65 - $812.69 $245K - $318K
934 $713M
COF
Capital One Financial Corp

Financial Services
1.24K
New
$207.29 - $229.74 $256K - $284K
1.24K $263M
RSG
Republic Services, Inc.

Industrials
1.13K
New
$225.33 - $246.01 $254K - $278K
1.13K $259M
BAC
Bank Of America Corp

Financial Services
4.91K
New
$44.92 - $52.42 $220K - $257K
4.91K $253M
ASTS
Ast Space Mobile, Inc.

Communication Services
5K
New
$36.91 - $60.06 $185K - $300K
5K $245M
American Centy ETF Tr
3.62K
New
N/A
3.62K $244M
PG
Procter & Gamble CO

Consumer Defensive
1.57K
New
$150.47 - $161.22 $236K - $253K
1.57K $241M
T
At&T Inc.

Communication Services
8.42K
New
$26.94 - $29.62 $227K - $249K
8.42K $238M
GOOG
Alphabet Inc.

Communication Services
26
+ 0.99%
$175.16 - $255.24 $4.55K - $6.64K
2.65K $646M
IWF
Ishares Russell 1000 Gr ETF

ETFs
73
+ 4.08%
$420.11 - $472.68 $30.7K - $34.5K
1.86K $873M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
750
+ 1.56%
$23.82 - $25.84 $17.9K - $19.4K
48.8K $1.25B
SPGI
S&P Global Inc.

Financial Services
441
New
$484.94 - $564.15 $214K - $249K
441 $215M
AXP
American Express CO

Financial Services
645
New
$294.27 - $342.31 $190K - $221K
645 $214M
ABBV
Abb Vie Inc.

Healthcare
764
+ 46.76%
$184.85 - $231.54 $141K - $177K
2.4K $555M
LMT
Lockheed Martin Corp

Industrials
426
New
$410.74 - $499.21 $175K - $213K
426 $213M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.64K
+ 90.34%
$43.1 - $44.6 $200K - $207K
9.77K $433M
Barrick Mng Corp
6.39K
New
N/A
6.39K $209M
Linde PLC
440
New
N/A
440 $209M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.72K
+ 25.21%
$35.76 - $37.93 $133K - $141K
18.5K $698M
AMZN
Amazon Com Inc

Consumer Cyclical
122
+ 2.0%
$211.65 - $238.24 $25.8K - $29.1K
6.24K $1.37B
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 10.54%
$357.4 - $423.42 $87.2K - $103K
2.56K $1.04B
Activity Summary
Buys All Purchases 68 New Holdings 23 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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