HoldingsChannel.com
Lake Point Wealth Management Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 86,646 UNCH $21,847
     IVV86,646UNCH$21,847
VANGUARD INTL EQUITY INDEX F (VT) 103,337 UNCH $6,781
     VT103,337UNCH$6,781
VANGUARD INDEX FDS (VB) 42,982 UNCH $5,668
     VB42,982UNCH$5,668
SPDR S&P 500 ETF TR (SPY) 20,194 UNCH $5,034
     SPY20,194UNCH$5,034
ISHARES TR (SHV) 42,346 UNCH $4,650
     SHV42,346UNCH$4,650
INDEXIQ ETF TR (QAI) 136,013 UNCH $3,937
     QAI136,013UNCH$3,937
WISDOMTREE TR 101,199 UNCH $3,931
     WTMF101,199UNCH$3,931
ISHARES TR (ITOT) 61,386 UNCH $3,484
     ITOT61,386UNCH$3,484
SSGA ACTIVE ETF TR (TOTL) 72,048 UNCH $3,412
     TOTL72,048UNCH$3,412
ISHARES TR (DVY) 38,186 UNCH $3,399
     DVY38,186UNCH$3,399
ISHARES TR (USMV) 61,485 UNCH $3,222
     USMV61,485UNCH$3,222
SPDR S&P MIDCAP 400 ETF TR (MDY) 10,161 UNCH $3,073
     MDY10,161UNCH$3,073
SPDR INDEX SHS FDS (SPDW) 115,822 UNCH $3,054
     SPDW115,822UNCH$3,054
INVESCO EXCHANGE TRADED FD T (RSP) 32,391 UNCH $2,961
     RSP32,391UNCH$2,961
ISHARES TR (DGRO) 82,547 UNCH $2,739
     DGRO82,547UNCH$2,739
ISHARES INC (IEMG) 55,695 UNCH $2,628
     IEMG55,695UNCH$2,628
SPDR SERIES TRUST (SPIB) 71,553 UNCH $2,364
     SPIB71,553UNCH$2,364
ISHARES TR (AGG) 21,675 UNCH $2,237
     AGG21,675UNCH$2,237
ISHARES TR (QUAL) 26,639 UNCH $2,045
     QUAL26,639UNCH$2,045
ISHARES TR (IJR) 27,995 UNCH $1,941
     IJR27,995UNCH$1,941
PIMCO ETF TR (BOND) 17,387 UNCH $1,787
     BOND17,387UNCH$1,787
ISHARES TR (ISTB) 35,749 UNCH $1,760
     ISTB35,749UNCH$1,760
WISDOMTREE TR 34,561 UNCH $1,667
     AGGY34,561UNCH$1,667
FIDELITY 33,876 UNCH $1,644
     FBND33,876UNCH$1,644
SPDR SERIES TRUST (JNK) 48,344 UNCH $1,620
     JNK48,344UNCH$1,620
VANGUARD INTL EQUITY INDEX F (VSS) 16,389 UNCH $1,555
     VSS16,389UNCH$1,555
ISHARES US ETF TR (NEAR) 26,851 UNCH $1,333
     NEAR26,851UNCH$1,333
JP MORGAN EXCHANGE TRADED FD (JPST) 26,622 UNCH $1,329
     JPST26,622UNCH$1,329
VANGUARD INDEX FDS (VOO) 5,645 UNCH $1,297
     VOO5,645UNCH$1,297
SPDR SERIES TRUST (SPAB) 45,805 UNCH $1,274
     SPAB45,805UNCH$1,274
SPDR SER TR (SPSM) 46,081 UNCH $1,211
     SPSM46,081UNCH$1,211
FIRST TR EXCHANGE TRADED FD (FTSL) 25,949 UNCH $1,181
     FTSL25,949UNCH$1,181
SPDR SERIES TRUST (IPE) 21,810 UNCH $1,175
     IPE21,810UNCH$1,175
PIMCO ETF TR (MINT) 11,245 UNCH $1,130
     MINT11,245UNCH$1,130
ISHARES TR (MTUM) 10,508 UNCH $1,053
     MTUM10,508UNCH$1,053
SPDR SERIES TRUST (SPTL) 29,427 UNCH $1,029
     SPTL29,427UNCH$1,029
VANGUARD MUN BD FD INC (VTEB) 19,890 UNCH $1,015
     VTEB19,890UNCH$1,015
ISHARES TR (SUB) 9,606 UNCH $1,012
     SUB9,606UNCH$1,012
AT&T INC 34,647 UNCH $985
     T34,647UNCH$985
INVESCO QQQ TR 6,154 UNCH $949
     QQQ6,154UNCH$949
EXXON MOBIL CORP 12,962 UNCH $886
     XOM12,962UNCH$886
VERIZON COMMUNICATIONS INC 15,134 UNCH $851
     VZ15,134UNCH$851
SPDR INDEX SHS FDS (SPEM) 26,191 UNCH $845
     SPEM26,191UNCH$845
CHEVRON CORP NEW 7,501 UNCH $818
     CVX7,501UNCH$818
SELECT SECTOR SPDR TR (XLK) 12,118 UNCH $743
     XLK12,118UNCH$743
ABBVIE INC 8,054 UNCH $742
     ABBV8,054UNCH$742
SPDR INDEX SHS FDS (RWX) 21,008 UNCH $741
     RWX21,008UNCH$741
ALTRIA GROUP INC 14,942 UNCH $738
     MO14,942UNCH$738
OSI ETF TR (OUSA) 23,713 UNCH $712
     OUSA23,713UNCH$712
DUKE ENERGY CORP NEW 8,051 UNCH $695
     DUK8,051UNCH$695

See Full List: All Stocks Held By Lake Point Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lake Point Wealth Management

Size ($ in 1000's)
At 03/31/2019: $161,437
At 12/31/2018: $161,437

Lake Point Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lake Point Wealth Management 13F filings. Link to 13F filings: SEC filings

Lake Point Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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