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
$1.29B
$461,000 0.31% of portfolio
9,183
Q1 2025 New
$979M
$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
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