Lionshead Wealth Management, LLC Reduced Holdings in Q3 2025

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13.5K
- 50.06%
$100.37 - $100.74 $1.36M - $1.36M
13.5K $1.36B
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.68K
- 44.37%
$282.75 - $294.19 $1.61M - $1.67M
7.12K $2.09B
TFLO
Ishares Treasury Floating Rate

ETFs
-15.2K
- 24.62%
$50.45 - $50.65 $767K - $770K
46.5K $2.35B
DFAT
Dimensional ETF Tr U S Target

ETFs
-21.1K
- 21.57%
$53.36 - $59.69 $1.12M - $1.26M
76.6K $4.46B
IWM
Ishares Russell 2000 ETF

ETFs
-2.55K
- 43.41%
$214.92 - $244.84 $549K - $625K
3.33K $806M
HYG
Ishares Tr

ETFs
-4.63K
- 33.74%
$79.85 - $81.32 $370K - $377K
9.09K $738M
YMAR
First Tr Ex Tr Viii Cboe Vest
-14.8K
- 49.51%
$25.23 - $26.26 $372K - $388K
15.1K $395M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-7.26K
- 13.71%
$61.83 - $67.07 $449K - $487K
45.7K $3.01B
DFAU
Dimensional ETF Tr

ETFs
-9.51K
- 21.16%
$42.42 - $45.96 $403K - $437K
35.4K $1.62B
VTV
Vanguard Value ETF

ETFs
-747
- 25.8%
$175.51 - $186.57 $131K - $139K
2.15K $403M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.25K
- 17.01%
$49.09 - $50.58 $61.4K - $63.2K
6.1K $308M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-628
- 17.14%
$72.01 - $74.44 $45.2K - $46.7K
3.04K $223M
MRK
Merck & Co., Inc.

Healthcare
-75
- 1.32%
$77.6 - $87.37 $5.82K - $6.55K
5.61K $471M
BX
Blackstone Inc.

Financial Services
-572
- 19.09%
$152.77 - $188.68 $87.4K - $108K
2.43K $414M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-63
- 1.73%
$65.64 - $78.22 $4.14K - $4.93K
3.58K $240M
FE
Firstenergy Corp

Utilities
-1
- 0.02%
$39.76 - $45.82 $39.8 - $45.8
5.28K $242M
First Tr Exchng Traded Fd Vi
-53
- 0.47%
N/A
11.2K $368M
IWN
Ishares Russell2000 Val ETF

ETFs
-6
- 0.42%
$157.1 - $178.94 $943 - $1.07K
1.43K $253M
WFC
Wells Fargo & Company

Financial Services
-32
- 0.93%
$77.05 - $85.16 $2.47K - $2.73K
3.42K $287M
AOS
Smith A O Corp

Industrials
-163
- 1.69%
$67.24 - $74.3 $11K - $12.1K
9.49K $697M
MPC
Marathon Petroleum Corp

Energy
-5
- 0.34%
$158.59 - $198.69 $793 - $993
1.46K $281M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-815
- 17.43%
$546.99 - $602.2 $446K - $491K
3.86K $2.32B
BK
Bank Of New York Mellon Corp

Financial Services
-15
- 0.21%
$90.65 - $109.75 $1.36K - $1.65K
7.29K $794M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.56%
$617.65 - $666.84 $13K - $14K
3.74K $2.49B
META
Meta Platforms, Inc.

Communication Services
-73
- 2.24%
$695.21 - $791.73 $50.8K - $57.8K
3.18K $2.34B
AAPL
Apple Inc.

Technology
-1.25K
- 4.92%
$202.38 - $256.87 $253K - $321K
24.1K $6.15B
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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