Lake Hills Wealth Management, LLC Portfolio Holdings
Lake Hills Wealth Management, LLC
- $150 Million
- Q4 2024
Lake Hills Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $13.1M, Alps ETF Tr Alerian Mlp ETF with a value of $7.75M, Invesco ETF Tr Ii S&P 500 Low with a value of $7.28M, Ishares Tr with a value of $7.29M, and Energy Sector Spdr with a value of $6.53M.
Examining the 13F form we can see an increase of $385K in the current position value, from $149M to 150M.
Below you can find more details about Lake Hills Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$150 Million
ETFs: $138 Million
Technology: $4.28 Million
Consumer Cyclical: $2.83 Million
Industrials: $1.76 Million
Energy: $895,000
Communication Services: $689,000
Basic Materials: $637,000
Financial Services: $292,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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