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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
XLRESelect Sector Spdr Tr
Recent Activity
New Position
3.39%
$4.955M
121,841 shares@ $40.67 avg price
COPXGlobal X Fds
Recent Activity
New Position
1.42%
$2.073M
54,295 shares@ $38.18 avg price
ETHAIshares Ethereum Tr
Recent Activity
New Position
1.22%
$1.776M
70,210 shares@ $25.3 avg price
IWMIshares Tr
Recent Activity
New Position
1.03%
$1.507M
6,819 shares@ $220.96 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.31%
$451,470
14,812 shares@ $30.49 avg price
CTVACorteva Inc
Recent Activity
New Position
0.29%
$417,061
7,322 shares@ $56.96 avg price
ARCBArcbest Corp
Recent Activity
New Position
0.29%
$413,968
4,436 shares@ $93.33 avg price
ASTSAst Spacemobile Inc
Recent Activity
New Position
0.26%
$373,892
17,720 shares@ $21.1 avg price
GCTGigacloud Technology Inc
Recent Activity
New Position
0.23%
$331,952
17,924 shares@ $18.52 avg price
LITGlobal X Fds
Recent Activity
New Position
0.23%
$324,405
7,955 shares@ $40.79 avg price