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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
AGGIshares Tr
Recent Activity
Decreased -76.2%
1.61%
$2.352M
24,274 shares@ $96.91 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.11%
1.44%
$2.097M
12,386 shares@ $169.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.33%
1.27%
$1.852M
8,442 shares@ $219.39 avg price
IVVIshares Tr
Recent Activity
Decreased -0.34%
0.94%
$1.364M
2,317 shares@ $588.69 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -70.48%
0.68%
$990,370
10,832 shares@ $91.44 avg price
SHVIshares Tr
Recent Activity
Decreased -22.48%
0.46%
$670,570
6,090 shares@ $110.12 avg price
PCTPurecycle Technologies Inc
Recent Activity
Decreased -4.94%
0.32%
$457,109
44,596 shares@ $10.25 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Decreased -2.32%
0.31%
$448,963
5,295 shares@ $84.79 avg price
GLNGGolar Lng Ltd
Recent Activity
Decreased -5.58%
0.2%
$279,608
6,607 shares@ $42.32 avg price
IJHIshares Tr
Recent Activity
Decreased -14.62%
0.14%
$204,475
3,282 shares@ $62.31 avg price