Lionsbridge Wealth Management LLC Portfolio Holdings

Lionsbridge Wealth Management LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $120 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.02M, J P Morgan Exchange Traded Fd with a value of $8.42M, Ishares Core U.S. Aggregate Bo with a value of $7.61M, Vaneck Morningstar Wide Moat E with a value of $6.84M, and J P Morgan Exchange Traded Fd with a value of $6.63M.

Examining the 13F form we can see an decrease of $7M in the current position value, from $127M to 120M.

Lionsbridge Wealth Management LLC is based out at Jacksonville Beach, FL

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