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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 6.78%
3.38%
$4.941M
28,196 shares@ $175.23 avg price
IHIIshares Tr
Recent Activity
Increased 7.45%
3.03%
$4.434M
75,997 shares@ $58.36 avg price
PPLTAbrdn Platinum Etf Trust
Recent Activity
Increased 12.32%
2.64%
$3.852M
46,387 shares@ $83.05 avg price
TIPIshares Tr
Recent Activity
Decreased -16.47%
2.37%
$3.465M
32,516 shares@ $106.56 avg price
XOPSpdr Ser Tr
Recent Activity
Increased 9.11%
2.23%
$3.259M
24,621 shares@ $132.38 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 36.76%
2.17%
$3.176M
54,590 shares@ $58.18 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -1.32%
2.12%
$3.102M
39,457 shares@ $78.62 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Increased 8.76%
2.07%
$3.027M
141,586 shares@ $21.39 avg price
XMESpdr Ser Tr
Recent Activity
Increased 19.34%
2.04%
$2.983M
52,568 shares@ $56.75 avg price