Lionshead Wealth Management, LLC Purchases in Q4 2025

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.9K
+ 26.67%
$50.55 - $50.74 $1.16M - $1.16M
109K $5.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
23K
+ 48.64%
$45.54 - $46.2 $1.05M - $1.06M
70.4K $3.22B
DFAI
Dimensional ETF Tr

ETFs
6.02K
+ 2.65%
$35.82 - $37.52 $216K - $226K
233K $8.89B
DFAT
Dimensional ETF Tr U S Target

ETFs
7.91K
+ 10.33%
$55.75 - $58.83 $441K - $466K
84.5K $5.03B
AAPL
Apple Inc.

Technology
329
+ 1.36%
$245.27 - $275.25 $80.7K - $90.6K
24.5K $6.65B
MEAR
Blackrock Short Maturity Munic

ETFs
8.46K
New
$50.31 - $50.47 $426K - $427K
8.46K $426M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
17.9K
+ 59.45%
$23.4 - $23.6 $418K - $421K
47.9K $1.12B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.79K
+ 5.75%
$72.21 - $75.0 $274K - $284K
69.7K $5.23B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.08K
+ 15.5%
$169.53 - $176.53 $353K - $368K
15.5K $2.75B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.71K
+ 24.01%
$279.76 - $298.12 $478K - $509K
8.83K $2.46B
VB
Vanguard Small Cap ETF

ETFs
1.14K
+ 28.25%
$248.1 - $260.08 $283K - $297K
5.18K $1.34B
AMD
Advanced Micro Devices Inc

Technology
27
+ 0.53%
$164.01 - $264.33 $4.43K - $7.14K
5.11K $1.09B
MINO
Pimco ETF Tr Municipal Income

ETFs
5.73K
New
$45.17 - $45.79 $259K - $262K
5.73K $261M
UAL
United Airlines Holdings, Inc.

Industrials
2.05K
New
$90.77 - $104.05 $186K - $213K
2.05K $229M
AVGO
Broadcom Inc.

Technology
586
New
$324.63 - $385.98 $190K - $226K
586 $203M
VO
Vanguard Mid Cap ETF

ETFs
696
New
$286.27 - $296.23 $199K - $206K
696 $202M
CSCO
Cisco Systems, Inc.

Technology
2.62K
New
$67.46 - $78.0 $177K - $204K
2.62K $202M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.94%
$237.49 - $291.74 $5.94K - $7.29K
2.68K $841M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 0.72%
$524.58 - $588.02 $6.82K - $7.64K
1.83K $1.06B
SJNK
Spdr Bloomberg Short Term High

ETFs
6.39K
+ 6.11%
$25.2 - $25.57 $161K - $163K
111K $2.81B
MRK
Merck & Co., Inc.

Healthcare
93
+ 1.66%
$82.49 - $92.93 $7.67K - $8.64K
5.7K $600M
GOOGL
Alphabet Inc.

Communication Services
99
+ 7.94%
$236.57 - $291.31 $23.4K - $28.8K
1.35K $421M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.7K
+ 2.39%
$77.73 - $78.84 $132K - $134K
72.8K $5.67B
DFAU
Dimensional ETF Tr

ETFs
1.64K
+ 4.63%
$44.77 - $47.01 $73.5K - $77.1K
37.1K $1.73B
QQQ
Invesco Qqq Trust, Series 1

ETFs
74
+ 1.92%
$589.5 - $635.77 $43.6K - $47K
3.94K $2.42B
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.02%
$213.04 - $254.0 $213 - $254
6.24K $1.44B
NVDA
Nvidia Corp

Technology
365
+ 3.71%
$179.83 - $207.04 $65.6K - $75.6K
10.2K $1.9B
BK
Bank Of New York Mellon Corp

Financial Services
24
+ 0.33%
$104.54 - $112.64 $2.51K - $2.7K
7.31K $849M
CRM
Salesforce, Inc.

Technology
12
+ 0.8%
$235.69 - $263.41 $2.83K - $3.16K
1.51K $400M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
812
+ 13.32%
$50.33 - $50.81 $40.9K - $41.3K
6.91K $350M
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.62%
$157.0 - $179.44 $2.36K - $2.69K
2.43K $445M
COF
Capital One Financial Corp

Financial Services
5
+ 0.4%
$201.01 - $225.01 $1.01K - $1.13K
1.24K $301M
WFC
Wells Fargo & Company

Financial Services
53
+ 1.55%
$77.62 - $87.3 $4.11K - $4.63K
3.47K $324M
XLK
Technology Sector Spdr

ETFs
5.97K
+ 100.02%
$278.39 - $304.13 $1.66M - $1.82M
11.9K $1.72B
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 1.41%
$294.11 - $320.41 $13.2K - $14.4K
3.23K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 0.33%
$401.99 - $468.37 $5.23K - $6.09K
3.98K $1.79B
BAC
Bank Of America Corp

Financial Services
147
+ 3.0%
$48.65 - $54.11 $7.15K - $7.95K
5.05K $278M
QCOM
Qualcomm Inc

Technology
7
+ 0.14%
$153.59 - $187.68 $1.08K - $1.31K
4.91K $840M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$236.79 - $250.33 $237 - $250
3.33K $820M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.21%
$459.47 - $491.71 $1.84K - $1.97K
1.87K $884M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.32%
$475.68 - $513.11 $10.5K - $11.3K
1.69K $848M
VTV
Vanguard Value ETF

ETFs
8
+ 0.37%
$182.87 - $189.72 $1.46K - $1.52K
2.16K $412M
DIS
Walt Disney CO

Communication Services
31
+ 0.76%
$105.69 - $116.65 $3.28K - $3.62K
4.09K $465M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.96%
$211.96 - $244.38 $4.88K - $5.62K
2.42K $553M
INTU
Intuit Inc

Technology
8
+ 1.57%
$641.79 - $683.39 $5.13K - $5.47K
518 $343M
PFE
Pfizer Inc

Healthcare
35
+ 0.12%
$24.23 - $27.37 $848 - $958
29.2K $728M
HON
Honeywell International Inc

Industrials
9
+ 0.72%
$194.07 - $220.67 $1.75K - $1.99K
1.26K $246M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.08%
$242.03 - $260.73 $242 - $261
1.29K $316M
ABT
Abbott Laboratories

Healthcare
5
+ 0.23%
$123.62 - $134.59 $618 - $673
2.22K $278M
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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