Lionshead Wealth Management, LLC Reduced Holdings in Q4 2025

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-5.12K
- 10.87%
$58.64 - $58.96 $300K - $302K
41.9K $2.46B
TFLO
Ishares Treasury Floating Rate

ETFs
-4.91K
- 10.56%
$50.42 - $50.61 $248K - $249K
41.6K $2.1B
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.12%
$358.03 - $397.02 $1.07K - $1.19K
2.56K $879M
First Tr Exchng Traded Fd Vi
-7.58K
- 8.79%
N/A
78.6K $1.87B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.18K
- 8.75%
$100.37 - $100.72 $119K - $119K
12.3K $1.24B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.37K
- 5.19%
$63.24 - $66.46 $150K - $158K
43.3K $2.9B
PEG
Public Service Enterprise Group Inc

Utilities
-189
- 0.66%
$79.86 - $84.83 $15.1K - $16K
28.6K $2.29B
HYG
Ishares Tr

ETFs
-1.25K
- 13.72%
$79.95 - $81.28 $99.8K - $101K
7.85K $633M
Tidal Trust Iii
-2.91K
- 15.15%
N/A
16.3K $305M
SPYG
Spdr Portfolio

ETFs
-1.51K
- 3.35%
$102.4 - $109.39 $155K - $165K
43.5K $4.65B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2.11K
- 5.09%
$41.81 - $42.69 $88.2K - $90.1K
39.3K $1.71B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.13K
- 4.37%
$25.2 - $26.46 $53.7K - $56.4K
46.7K $1.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.1K
- 7.28%
$23.02 - $24.23 $48.3K - $50.9K
26.7K $643M
SPY
Spdr S&P 500 ETF Trust

ETFs
-118
- 3.16%
$653.02 - $687.39 $77.1K - $81.1K
3.62K $2.47B
PG
Procter & Gamble CO

Consumer Defensive
-27
- 1.72%
$145.5 - $153.18 $3.93K - $4.14K
1.54K $221M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-299
- 3.96%
$71.0 - $74.64 $21.2K - $22.3K
7.25K $538M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.7%
$452.1 - $514.24 $1.36K - $1.54K
423 $205M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-334
- 1.81%
$37.18 - $38.47 $12.4K - $12.8K
18.1K $690M
DFAE
Dimensional ETF Tr

ETFs
-459
- 5.18%
$30.74 - $33.05 $14.1K - $15.2K
8.41K $274M
ED
Consolidated Edison Inc

Utilities
-15
- 0.56%
$96.11 - $102.39 $1.44K - $1.54K
2.66K $264M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-23
- 0.24%
$44.07 - $44.82 $1.01K - $1.03K
9.75K $429M
American Centy ETF Tr
-141
- 3.9%
N/A
3.48K $243M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-31
- 0.36%
$27.16 - $27.68 $842 - $858
8.65K $235M
BOND
Pimco Active Bond Exchange Tra

ETFs
-27
- 0.36%
$93.0 - $94.55 $2.51K - $2.55K
7.5K $701M
AXP
American Express CO

Financial Services
-59
- 9.15%
$316.26 - $372.77 $18.7K - $22K
586 $217M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-384
- 2.71%
$32.24 - $33.72 $12.4K - $12.9K
13.8K $476M
SPGI
S&P Global Inc.

Financial Services
-3
- 0.68%
$472.05 - $502.96 $1.42K - $1.51K
438 $229M
PWR
Quanta Services, Inc.

Industrials
-20
- 0.32%
$412.21 - $453.83 $8.24K - $9.08K
6.17K $2.6B
First Tr Exchng Traded Fd Vi
-533
- 0.64%
N/A
83.3K $2.16B
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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