Lionshead Wealth Management, LLC New Holdings in Q4 2024

Lionshead Wealth Management, LLC

  • $138 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
41.4K
New
$221.69 - $259.02 $9.18M - $10.7M
41.4K $10.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
129K
New
$54.54 - $61.04 $7.05M - $7.89M
129K $7.19B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
76K
New
$74.5 - $78.37 $5.66M - $5.95M
76K $5.68B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
89.9K
New
$61.21 - $68.19 $5.5M - $6.13M
89.9K $5.62B
HYG
Ishares Tr

ETFs
60.3K
New
$78.09 - $80.04 $4.71M - $4.83M
60.3K $4.74B
VOT
Vanguard Mid Cap Growth Index

ETFs
18K
New
$241.48 - $274.89 $4.34M - $4.94M
18K $4.56B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
67.9K
New
$65.67 - $69.79 $4.46M - $4.74M
67.9K $4.55B
DFAI
Dimensional ETF Tr

ETFs
154K
New
$29.0 - $31.6 $4.46M - $4.86M
154K $4.49B
PEG
Public Service Enterprise Group Inc

Utilities
52.7K
New
$81.87 - $94.51 $4.31M - $4.98M
52.7K $4.45B
First Tr Exchng Traded Fd Vi
120K
New
N/A
120K $3.68B
YMAR
First Tr Ex Tr Viii Cboe Vest
155K
New
$22.79 - $24.1 $3.54M - $3.74M
155K $3.54B
SPYG
Spdr Portfolio

ETFs
35.8K
New
$81.74 - $91.38 $2.93M - $3.27M
35.8K $3.15B
TGRW
T Rowe Price Exchange Traded F

Technology
77K
New
$37.03 - $41.54 $2.85M - $3.2M
77K $3.06B
TFLO
Ishares Treasury Floating Rate

ETFs
58.8K
New
$50.37 - $50.63 $2.96M - $2.98M
58.8K $2.97B
XLK
Technology Sector Spdr

ETFs
11.9K
New
$220.26 - $241.44 $2.63M - $2.88M
11.9K $2.78B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.1K
New
$100.16 - $100.7 $2.62M - $2.63M
26.1K $2.62B
META
Meta Platforms, Inc.

Communication Services
3.95K
New
$554.08 - $632.68 $2.19M - $2.5M
3.95K $2.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.37K
New
$481.22 - $538.17 $2.1M - $2.35M
4.37K $2.24B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
90.9K
New
$22.01 - $66.82 $2M - $6.07M
90.9K $2.06B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7.14K
New
$278.19 - $315.36 $1.99M - $2.25M
7.14K $2.06B
PWR
Quanta Services, Inc.

Industrials
6.24K
New
$296.05 - $346.6 $1.85M - $2.16M
6.24K $1.97B
DFAU
Dimensional ETF Tr

ETFs
44.8K
New
$39.27 - $42.38 $1.76M - $1.9M
44.8K $1.81B
IWM
Ishares Russell 2000 ETF

ETFs
8.08K
New
$216.13 - $242.4 $1.75M - $1.96M
8.08K $1.79B
TSLA
Tesla, Inc.

Consumer Cyclical
4.12K
New
$213.65 - $479.86 $879K - $1.98M
4.12K $1.66B
NVDA
Nvidia Corp

Technology
12.3K
New
$117.0 - $148.88 $1.44M - $1.83M
12.3K $1.65B
AMZN
Amazon Com Inc

Consumer Cyclical
6.86K
New
$180.88 - $232.93 $1.24M - $1.6M
6.86K $1.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.07K
New
$442.29 - $483.08 $1.36M - $1.48M
3.07K $1.39B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.38K
New
$370.24 - $418.94 $1.25M - $1.41M
3.38K $1.36B
MSFT
Microsoft Corp

Technology
2.88K
New
$406.35 - $454.46 $1.17M - $1.31M
2.88K $1.21B
BOND
Pimco Active Bond Exchange Tra

ETFs
12.4K
New
$90.42 - $94.5 $1.13M - $1.18M
12.4K $1.13B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.36K
New
$174.22 - $187.62 $1.11M - $1.19M
6.36K $1.11B
PLTR
Palantir Technologies Inc.

Technology
14.6K
New
$36.46 - $82.38 $533K - $1.2M
14.6K $1.11B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50.2K
New
$18.41 - $40.87 $925K - $2.05M
50.2K $929M
VGSH
Vanguard

ETFs
15.9K
New
$58.02 - $58.88 $924K - $938K
15.9K $927M
BX
Blackstone Inc.

Financial Services
5.35K
New
$148.45 - $199.05 $794K - $1.06M
5.35K $922M
DUHP
Dimensional ETF Tr Dimensional

ETFs
27.1K
New
$33.62 - $35.69 $911K - $967K
27.1K $915M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
87.4K
New
$10.26 - $11.26 $897K - $984K
87.4K $915M
HD
Home Depot, Inc.

Consumer Cyclical
2.34K
New
$385.02 - $431.37 $900K - $1.01M
2.34K $909M
VTV
Vanguard Value ETF

ETFs
5.32K
New
$168.32 - $181.87 $895K - $967K
5.32K $900M
VB
Vanguard Small Cap ETF

ETFs
3.6K
New
$233.76 - $261.58 $842K - $942K
3.6K $865M
XLI
Industrial Sector Spdr

ETFs
6.19K
New
$131.76 - $143.99 $816K - $891K
6.19K $816M
QCOM
Qualcomm Inc

Technology
4.9K
New
$150.4 - $178.04 $736K - $872K
4.9K $752M
PFE
Pfizer Inc

Healthcare
27K
New
$24.8 - $30.19 $670K - $815K
27K $716M
AOS
Smith A O Corp

Industrials
10.1K
New
$68.02 - $88.94 $690K - $902K
10.1K $692M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.5K
New
$50.02 - $51.24 $674K - $690K
13.5K $678M
BK
Bank Of New York Mellon Corp

Financial Services
8.78K
New
$70.82 - $81.87 $621K - $718K
8.78K $674M
CRM
Salesforce, Inc.

Technology
1.77K
New
$270.87 - $367.87 $480K - $652K
1.77K $593M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.37K
New
$134.53 - $150.65 $588K - $659K
4.37K $592M
AZZ
Azz Inc

Industrials
7K
New
$75.86 - $96.0 $531K - $672K
7K $573M
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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