Lionsbridge Wealth Management LLC Portfolio Holdings by Sector
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY AGG MOAT JCPB OMFL JPST JEPI LQD 39 stocks |
$91,036
83.95% of portfolio
|
  14  
|
  23  
|
  8  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,258
3.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$3,081
2.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP TPL 2 stocks |
$2,835
2.61% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$2,506
2.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,149
1.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,417
1.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,272
1.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$888
0.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|