Lionsbridge Wealth Management LLC Reduced Holdings in Q2 2024

Lionsbridge Wealth Management LLC

  • $120 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.4K
- 65.31%
$102.13 - $110.88 $1.67M - $1.82M
8.71K $928K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-9.48K
- 53.3%
$96.76 - $109.6 $918K - $1.04M
8.31K $806K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.68K
- 29.0%
$516.55 - $556.17 $869K - $935K
4.12K $2.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-279
- 0.35%
$83.97 - $89.72 $23.4K - $25K
79K $6.84M
COP
Conocophillips

Energy
-114
- 0.56%
$109.39 - $133.52 $12.5K - $15.2K
20.2K $2.32M
OMFL
Invesco Exchange Traded Self I

ETFs
-210
- 0.24%
$51.23 - $54.89 $10.8K - $11.5K
86K $4.51M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-174
- 0.29%
$54.04 - $58.09 $9.4K - $10.1K
60K $3.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.57K
- 2.18%
$55.45 - $57.39 $87.2K - $90.3K
70.7K $4.01M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-226
- 0.62%
$99.32 - $106.72 $22.4K - $24.1K
36.4K $3.74M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.3%
$325.1 - $368.03 $3.58K - $4.05K
3.7K $1.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.17K
- 0.81%
$45.27 - $46.67 $53K - $54.7K
143K $6.63M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-308
- 0.83%
$104.54 - $108.46 $32.2K - $33.4K
36.9K $3.95M
JPIE
J P Morgan Exchange Traded Fd
-1.58K
- 0.84%
$44.81 - $45.47 $70.6K - $71.6K
185K $8.42M
XLF
Financial Sector Spdr

ETFs
-572
- 0.9%
$39.59 - $42.49 $22.6K - $24.3K
63.3K $2.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-308
- 0.77%
$76.09 - $82.16 $23.4K - $25.3K
39.9K $3.13M
PWR
Quanta Services, Inc.

Industrials
-52
- 0.43%
$243.26 - $283.43 $12.6K - $14.7K
12.1K $3.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.74K
- 6.75%
$50.84 - $55.56 $88.7K - $96.9K
24.1K $1.34M
XLV
Select Sector Spdr Fund Health

ETFs
-155
- 0.91%
$138.43 - $147.09 $21.5K - $22.8K
16.9K $2.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
-507
- 1.43%
$30.65 - $32.13 $15.5K - $16.3K
35K $1.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-764
- 0.94%
$50.22 - $50.48 $38.4K - $38.6K
80.7K $4.07M
FISV
Fiserv Inc

Technology
-48
- 0.51%
N/A
9.3K $1.16M
URA
Global X Uranium ETF

ETFs
-178
- 0.61%
$28.77 - $33.21 $5.12K - $5.91K
29.2K $844K
Fidelity Wise Origin Bitcoin
-4.03K
- 43.05%
N/A
5.33K $0
GOAU
ETF Ser Solutions Us Global Go
-31
- 0.07%
N/A
45.3K $0
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.36%
$180.08 - $204.79 $4.5K - $5.12K
7.01K $1.42M
EEM
Ishares Msci Emerging Markets

ETFs
-517
- 2.42%
$39.71 - $43.79 $20.5K - $22.6K
20.9K $888K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-394
- 0.81%
$19.46 - $21.29 $7.67K - $8.39K
48.5K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
-39
- 0.38%
$77.86 - $86.45 $3.04K - $3.37K
10.3K $886K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-21
- 0.13%
$57.33 - $65.34 $1.2K - $1.37K
15.6K $990K
COPX
Global X Copper Miners ETF

ETFs
-54
- 0.24%
$42.73 - $52.72 $2.31K - $2.85K
22.3K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-9
- 0.07%
$154.56 - $173.19 $1.39K - $1.56K
12.3K $2.1M
MSFT
Microsoft Corp

Technology
-67
- 1.37%
$389.33 - $452.85 $26.1K - $30.3K
4.81K $2.15M
Activity Summary
Buys All Purchases 21 New Holdings 12 Increased Positions 9 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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