Lake Hills Wealth Management, LLC Portfolio Holdings

Lake Hills Wealth Management, LLC

  • $148 Million
  • Q1 2025

Lake Hills Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $19.1M, Ishares Barclays 1 3 Year Trea with a value of $17.9M, Spdr Gold Trust with a value of $10.3M, Invesco S&P 500 Equal Weight E with a value of $9.54M, and Energy Sector Spdr with a value of $8.08M.

Examining the 13F form we can see an decrease of $1.41M in the current position value, from $150M to 148M.

Below you can find more details about Lake Hills Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $134 Million
Industrials: $4.93 Million
Consumer Cyclical: $3.58 Million
Technology: $2.84 Million
Consumer Defensive: $885,000
Healthcare: $837,000
Basic Materials: $670,000
Energy: $414,000
Other: $309,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37B
$461,000 0.31% of portfolio
9,183
Q1 2025 New
$1.06B
$425,000 0.29% of portfolio
60,600
Q1 2025 Added 35.89%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $148 Million
  • Prior Value $150 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Lake Hills Wealth Management, LLC Portfolio

Follow Lake Hills Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Hills Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Hills Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email