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
$1.1T
$234 Million 0.17% of portfolio
1,237
Q4 2024 New
$0
$225 Million 0.16% of portfolio
3,200
Q4 2024 New
$124B
$226 Million 0.16% of portfolio
2,282
Q4 2024 New
$0
$216 Million 0.16% of portfolio
7,010
Q4 2024 New
$177B
$228 Million 0.16% of portfolio
458
Q4 2024 New
$265B
$224 Million 0.16% of portfolio
3,780
Q4 2024 New
$23.2B
$211 Million 0.15% of portfolio
5,296
Q4 2024 New
$461B
$204 Million 0.15% of portfolio
229
Q4 2024 New
$112B
$202 Million 0.15% of portfolio
416
Q4 2024 New
$0
$208 Million 0.15% of portfolio
5,066
Q4 2024 New
$0
$214 Million 0.15% of portfolio
3,930
Q4 2024 New
$32.4B
$198 Million 0.14% of portfolio
12,776
Q4 2024 New
America Movil Sab De Cv
-
$165 Million 0.12% of portfolio
-
Q4 2024 New
$7.44B
$118 Million 0.09% of portfolio
10,000
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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