Lionshead Wealth Management, LLC Purchases in Q4 2024

Lionshead Wealth Management, LLC

  • $138 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
3.16K
New
$164.99 - $203.87 $521K - $644K
3.16K $561M
SNPS
Synopsys Inc

Technology
1.15K
New
$485.36 - $588.0 $560K - $678K
1.15K $560M
XLF
Financial Sector Spdr

ETFs
11.4K
New
$44.89 - $51.34 $514K - $588K
11.4K $553M
MRK
Merck & Co., Inc.

Healthcare
5.34K
New
$96.31 - $114.76 $514K - $613K
5.34K $536M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.2K
New
$25.61 - $28.0 $517K - $565K
20.2K $522M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
19.2K
New
$26.65 - $29.34 $511K - $562K
19.2K $520M
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
New
$205.18 - $250.29 $440K - $537K
2.15K $514M
GOOG
Alphabet Inc.

Communication Services
2.56K
New
$163.08 - $198.16 $417K - $506K
2.56K $487M
IWN
Ishares Russell2000 Val ETF

ETFs
2.82K
New
$162.69 - $181.35 $459K - $512K
2.82K $463M
LLY
Eli Lilly & CO

Healthcare
587
New
$727.2 - $932.06 $427K - $547K
587 $453M
TMO
Thermo Fisher Scientific Inc.

Healthcare
857
New
$501.29 - $612.85 $430K - $525K
857 $446M
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
17.5K
New
$25.11 - $28.13 $439K - $491K
17.5K $441M
ITW
Illinois Tool Works Inc

Industrials
1.73K
New
$253.56 - $278.5 $438K - $481K
1.73K $440M
ESOA
Energy Services Of America Corp

Industrials
34.8K
New
$9.31 - $18.8 $324K - $654K
34.8K $440M
MPC
Marathon Petroleum Corp

Energy
2.89K
New
$131.65 - $174.84 $380K - $505K
2.89K $403M
DFAE
Dimensional ETF Tr

ETFs
15.8K
New
$25.36 - $28.15 $400K - $444K
15.8K $401M
AMD
Advanced Micro Devices Inc

Technology
3.21K
New
$118.88 - $172.8 $381K - $555K
3.21K $388M
RVNU
Xtrackers Municipal Infrastruc

ETFs
15.3K
New
$25.17 - $26.23 $385K - $401K
15.3K $386M
TROW
Price T Rowe Group Inc

Financial Services
3.41K
New
$106.48 - $124.69 $363K - $425K
3.41K $385M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
8.78K
New
$42.79 - $44.9 $376K - $394K
8.78K $377M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
14.3K
New
$26.08 - $27.65 $373K - $395K
14.3K $374M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.27K
New
$69.58 - $74.87 $367K - $394K
5.27K $369M
AXP
American Express CO

Financial Services
1.24K
New
$267.35 - $305.57 $332K - $380K
1.24K $369M
UNH
Unitedhealth Group Inc

Healthcare
714
New
$485.52 - $625.25 $347K - $446K
714 $361M
BDX
Becton Dickinson & CO

Healthcare
1.58K
New
$220.02 - $243.75 $348K - $386K
1.58K $359M
NOC
Northrop Grumman Corp

Industrials
760
New
$466.52 - $543.88 $355K - $413K
760 $357M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.11K
New
$77.25 - $91.3 $318K - $375K
4.11K $351M
INTU
Intuit Inc

Technology
552
New
$602.01 - $706.25 $332K - $390K
552 $347M
SRE
Sempra Energy

Utilities
3.95K
New
$80.81 - $94.77 $319K - $374K
3.95K $346M
American Centy ETF Tr
6.61K
New
N/A
6.61K $343M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.64K
New
$44.04 - $49.49 $336K - $378K
7.64K $336M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13K
New
$25.33 - $51.16 $329K - $664K
13K $336M
ABT
Abbott Laboratories

Healthcare
2.89K
New
$111.93 - $119.39 $323K - $345K
2.89K $327M
OWL
Blue Owl Capital Inc.

Financial Services
13.8K
New
$19.51 - $24.81 $268K - $341K
13.8K $320M
RTX
Raytheon Technologies Corp

Industrials
2.72K
New
$114.45 - $127.21 $311K - $346K
2.72K $315M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.58K
New
$61.52 - $66.5 $282K - $305K
4.58K $292M
HON
Honeywell International Inc

Industrials
1.25K
New
$202.84 - $236.0 $253K - $295K
1.25K $282M
MMM
3 M CO

Industrials
2.11K
New
$124.74 - $137.12 $263K - $289K
2.11K $272M
V
Visa Inc.

Financial Services
856
New
$273.87 - $320.91 $234K - $275K
856 $271M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.08K
New
$225.16 - $265.16 $243K - $286K
1.08K $268M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.96K
New
$26.16 - $29.13 $261K - $290K
9.96K $261M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.1K
New
$50.62 - $52.07 $258K - $265K
5.1K $260M
CRWD
Crowd Strike Holdings, Inc.

Technology
755
New
$275.15 - $388.2 $208K - $293K
755 $258M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.27K
New
$48.87 - $53.53 $257K - $282K
5.27K $258M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2K
New
$123.8 - $167.8 $247K - $335K
2K $252M
VTI
Vanguard Total Stock Market Et

ETFs
862
New
$280.04 - $302.45 $241K - $261K
862 $250M
PICK
Ishares Inc Msci Global Select

ETFs
6.99K
New
$34.86 - $43.59 $244K - $305K
6.99K $245M
WFC
Wells Fargo & Company

Financial Services
3.46K
New
$54.98 - $77.35 $190K - $268K
3.46K $243M
ED
Consolidated Edison Inc

Utilities
2.7K
New
$88.87 - $107.38 $240K - $290K
2.7K $241M
Activity Summary
Buys All Purchases 114 New Holdings 114 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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