Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (SHY) | 136,956 | -53,520 | $11,200 |
SHY | 136,956 | -53,520 | $11,200 |
SPDR GOLD TR (GLD) | 37,877 | +7,382 | $7,792 |
GLD | 37,877 | +7,382 | $7,792 |
ALPS ETF TR (AMLP) | 159,576 | -13,741 | $7,573 |
AMLP | 159,576 | -13,741 | $7,573 |
INVESCO EXCH TRADED FD TR II (SPLV) | 111,215 | -9,601 | $7,326 |
SPLV | 111,215 | -9,601 | $7,326 |
ISHARES TR (FXI) | 273,371 | +79,442 | $6,580 |
FXI | 273,371 | +79,442 | $6,580 |
SELECT SECTOR SPDR TR (XLE) | 62,011 | +32,379 | $5,854 |
XLE | 62,011 | +32,379 | $5,854 |
ISHARES TR (EEM) | 117,778 | -9,240 | $4,838 |
EEM | 117,778 | -9,240 | $4,838 |
ISHARES TR (IEF) | 45,744 | +45,744 | $4,330 |
IEF | 45,744 | +45,744 | $4,330 |
ISHARES TR (AGG) | 41,756 | +41,756 | $4,090 |
AGG | 41,756 | +41,756 | $4,090 |
ISHARES TR (TIP) | 33,161 | +4,573 | $3,562 |
TIP | 33,161 | +4,573 | $3,562 |
INVESCO EXCHANGE TRADED FD T (RSP) | 19,408 | +19,408 | $3,287 |
RSP | 19,408 | +19,408 | $3,287 |
SELECT SECTOR SPDR TR (XLP) | 41,530 | -2,644 | $3,171 |
XLP | 41,530 | -2,644 | $3,171 |
SELECT SECTOR SPDR TR (XLV) | 20,701 | -1,758 | $3,058 |
XLV | 20,701 | -1,758 | $3,058 |
ISHARES TR (STIP) | 30,472 | -32,382 | $3,030 |
STIP | 30,472 | -32,382 | $3,030 |
SPDR SER TR (BIL) | 30,734 | +16,202 | $2,821 |
BIL | 30,734 | +16,202 | $2,821 |
INVESCO QQQ TR | 5,231 | +11,000 | $2,323 |
QQQ | 5,231 | UNCH | $2,323 |
ISHARES INC (EWW) | 32,793 | +32,793 | $2,273 |
EWW | 32,793 | +32,793 | $2,273 |
VANGUARD INDEX FDS (VTV) | 13,058 | -1,191 | $2,127 |
VTV | 13,058 | -1,191 | $2,127 |
ISHARES TR (PFF) | 65,084 | +65,084 | $2,098 |
PFF | 65,084 | +65,084 | $2,098 |
SPDR SER TR (XME) | 33,968 | +33,968 | $2,048 |
XME | 33,968 | +33,968 | $2,048 |
VANGUARD WHITEHALL FDS (VYM) | 16,643 | -941 | $2,014 |
VYM | 16,643 | -941 | $2,014 |
ISHARES INC (EWZ) | 62,093 | +62,093 | $2,013 |
EWZ | 62,093 | +62,093 | $2,013 |
SELECT SECTOR SPDR TR (XLRE) | 48,731 | +48,731 | $1,926 |
XLRE | 48,731 | +48,731 | $1,926 |
ISHARES TR (IEI) | 16,347 | +13,328 | $1,893 |
IEI | 16,347 | +13,328 | $1,893 |
APPLE INC | 10,943 | -5,742 | $1,877 |
AAPL | 10,943 | -5,742 | $1,877 |
SUPER MICRO COMPUTER INC | 1,559 | +1,559 | $1,575 |
SMCI | 1,559 | +1,559 | $1,575 |
NVIDIA CORPORATION | 1,702 | -25 | $1,538 |
NVDA | 1,702 | -25 | $1,538 |
AMAZON COM INC | 7,985 | UNCH | $1,440 |
AMZN | 7,985 | UNCH | $1,440 |
ISHARES TR (SHV) | 11,075 | -27,271 | $1,224 |
SHV | 11,075 | -27,271 | $1,224 |
ISHARES TR (IVV) | 2,325 | UNCH | $1,222 |
IVV | 2,325 | UNCH | $1,222 |
VANGUARD SCOTTSDALE FDS (VGSH) | 15,004 | +15,004 | $871 |
VGSH | 15,004 | +15,004 | $871 |
GLOBAL X FDS | 25,397 | +25,397 | $732 |
URA | 25,397 | +25,397 | $732 |
CINTAS CORP | 893 | UNCH | $614 |
CTAS | 893 | UNCH | $614 |
VANGUARD INDEX FDS (VOO) | 1,145 | UNCH | $550 |
VOO | 1,145 | UNCH | $550 |
ALIBABA GROUP HLDG LTD | 5,850 | +2,719 | $423 |
BABA | 5,850 | +2,719 | $423 |
VANGUARD SPECIALIZED FUNDS (VIG) | 1,622 | UNCH | $296 |
VIG | 1,622 | UNCH | $296 |
ISHARES TR (SGOV) | 2,510 | -40,572 | $253 |
SGOV | 2,510 | -40,572 | $253 |
META PLATFORMS INC | 507 | +507 | $246 |
META | 507 | +507 | $246 |
CROWDSTRIKE HLDGS INC | 685 | +685 | $220 |
CRWD | 685 | +685 | $220 |
PUBLIC STORAGE | 728 | +728 | $211 |
PSA | 728 | +728 | $211 |
EXTRA SPACE STORAGE INC | 1,405 | +1,405 | $207 |
EXR | 1,405 | +1,405 | $207 |
ANTERO RESOURCES CORP | 7,091 | +7,091 | $206 |
AR | 7,091 | +7,091 | $206 |
COUPANG INC | 10,400 | +10,400 | $185 |
CPNG | 10,400 | +10,400 | $185 |
See Full List: All Stocks Held By Lake Hills Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lake Hills Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $111,169 At 12/31/2023: $99,970 Lake Hills Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lake Hills Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |