LH
| |
Lake Hills Wealth Management, LLC13F | |
| Lake Hills Wealth Management, LLC | |
| Last update 2024-10-11 | 52 Stocks (11 new) |
| Value $149.00 Mil | Turnover 12 % |
| Portfolio Report | |
Lake Hills Wealth Management, ... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 210,320 | 17488.110 | +5.33% | 11.700 | +0.59% | 0.080 | -0.68% | +0.06% | 21942.052 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 102,000 | 10329.540 | -2.18% | 6.910 | -0.16% | 0.010 | -1.89% | -0.90% | 118578.481 | ||
FXI | iShares China Large-Cap ETF | 261,428 | 8308.180 | -4.05% | 5.560 | -0.21% | 0.180 | +30.40% | +35.83% | 10189.466 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 106,059 | 7607.610 | -4.36% | 5.090 | -0.23% | 0.100 | +7.04% | +14.00% | 7478.721 | ||
AMLP | Alerian MLP ETF | 153,541 | 7236.390 | -3.73% | 4.840 | -0.20% | 0.080 | +3.85% | +11.69% | 9041.261 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 68,823 | 6752.910 | +27.65% | 4.520 | +0.98% | 0.020 | -3.64% | -2.25% | 33560.881 | ||
XLE | The Energy Select Sector SPDR Fund | 70,230 | 6166.190 | +7.88% | 4.130 | +0.30% | 0.020 | +4.30% | +7.55% | 35683.499 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 49,465 | 5916.260 | +2.29% | 3.960 | +0.09% | 0.040 | -2.19% | -0.63% | 14525.843 | ||
EEM | iShares MSCI Emerging Markets ETF | 114,938 | 5271.060 | -3.54% | 3.530 | -0.13% | 0.030 | +12.20% | +12.78% | 18468.502 | ||
GLD | SPDR Gold Shares ETF | 21,536 | 5234.470 | -0.27% | 3.500 | -0.01% | 0.010 | +13.88% | +32.53% | 78350.852 |
Lake Hills Wealth Management, LLC's Historical Top Holdings Breakdowns
Lake Hills Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLRE | Real Estate Select Sector SPDR Fund (The) | 2024-09-30 | Sold Out | -4.72% | 38.04 ($42.14) 45.36 | $43.81 | 3.96% | Sold Out | 0 | -171,172 | |
PPLT | abrdn Physical Platinum Shares ETF | 2024-09-30 | New Buy | +2.48% | 83.08 ($88.29) 94.22 | $91.48 | 3.61% | New holding | 41,302 | 41,302 | |
XOP | SPDR Oil & Gas Exploration and Production ETF | 2024-09-30 | New Buy | +1.99% | 126.87 ($138.16) 148.36 | $132.96 | -3.76% | New holding | 22,566 | 22,566 | |
XBI | SPDR Biotech ETF | 2024-09-30 | Sold Out | -1.49% | 90.87 ($98.25) 102.43 | $100.62 | 2.41% | Sold Out | 0 | -22,360 | |
XLU | Utilities Select Sector SPDR ETF | 2024-09-30 | New Buy | +1.41% | 67.67 ($74.19) 80.78 | $78.36 | 5.62% | New holding | 26,022 | 26,022 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2024-09-30 | Add | +0.98% | 92.67 ($96.67) 99.14 | $94.22 | -2.53% | Add 27.65% | 68,823 | 14,906 | |
URA | Global X Uranium ETF | 2024-09-30 | New Buy | +0.78% | 23.18 ($26.85) 31.26 | $30.01 | 11.77% | New holding | 40,581 | 40,581 | |
VGSH | Vanguard Short-Term Government Bond ETF | 2024-09-30 | Add | +0.76% | 57.74 ($58.57) 59.13 | $58.25 | -0.55% | Add 92.73% | 39,917 | 19,206 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-09-30 | Reduce | -0.70% | 100.3 ($100.53) 100.74 | $100.37 | -0.16% | Reduce -64.41% | 5,392 | -9,757 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -0.61% | 98.91 ($118.12) 134.91 | $139.91 | 18.45% | Reduce -40.31% | 10,165 | -6,865 |
Lake Hills Wealth Management, LLC Total Holding History ($B)
Lake Hills Wealth Management, LLC's Asset Allocation
Lake Hills Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lake Hills Wealth Management, LLC's Hypothetical Growth since 2024-09-30
Lake Hills Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Lake Hills Wealth Management, LLC's Holdings Heat Map
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Lake Hills Wealth Management, LLC's Holdings Bubble Chart
Lake Hills Wealth Management, LLC News
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