test

Jack C. Marino Jr.

@Lake Hills Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$146.438MTotal holdings61
Assets growth rate-1.99%Assets growth rate (2-Q avg)2.63%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lake Hills Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Lake Hills Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.438M in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of 2.63%. The portfolio is managed by Jack C. Marino Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHYIshares Tr
Recent Activity
Decreased -23.78%
8.98%
$13.142M
160,305 shares@ $81.99 avg price
FXIIshares Tr
Recent Activity
Decreased -8.44%
4.98%
$7.286M
239,355 shares@ $30.44 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.98%
4.97%
$7.277M
103,951 shares@ $70.0 avg price
IEIIshares Tr
Recent Activity
Decreased -3.3%
3.78%
$5.527M
47,831 shares@ $115.55 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -1.72%
3.5%
$5.124M
21,164 shares@ $242.13 avg price
IEFIshares Tr
Recent Activity
Decreased -20.97%
3.44%
$5.028M
54,388 shares@ $92.46 avg price
TIPIshares Tr
Recent Activity
Decreased -16.47%
2.37%
$3.465M
32,516 shares@ $106.56 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -1.32%
2.12%
$3.102M
39,457 shares@ $78.62 avg price
STIPIshares Tr
Recent Activity
Decreased -12.52%
1.96%
$2.861M
28,437 shares@ $100.6 avg price
AAPLApple Inc
Recent Activity
Decreased -1.15%
1.82%
$2.665M
10,642 shares@ $250.43 avg price