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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
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$1.42M
3,411 shares@ $416.4 avg price
SGOVIshares Tr
Recent Activity
Exited
0%
$543,082
5,392 shares@ $100.72 avg price
XUnited States Stl Corp New
Recent Activity
Exited
0%
$334,363
9,464 shares@ $35.33 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$274,465
2,341 shares@ $117.25 avg price
HDHome Depot Inc
Recent Activity
Exited
0%
$244,741
604 shares@ $405.21 avg price
IJRIshares Tr
Recent Activity
Exited
0%
$215,524
1,843 shares@ $116.95 avg price