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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
XMESpdr Ser Tr
Recent Activity
Increased 19.34%
2.04%
$2.983M
52,568 shares@ $56.75 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 204.55%
1.87%
$2.733M↓ Put
15,931 shares@ $171.53 avg price
PFFIshares Tr
Recent Activity
Increased 7.49%
1.49%
$2.175M
69,172 shares@ $31.45 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 3.27%
1.47%
$2.147M
16,828 shares@ $127.6 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 7.1%
1.45%
$2.109M
27,867 shares@ $75.69 avg price
URAGlobal X Fds
Recent Activity
Increased 51.15%
1.13%
$1.643M
61,337 shares@ $26.79 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.42%
0.94%
$1.371M
10,207 shares@ $134.3 avg price
VLOValero Energy Corp
Recent Activity
Increased 43.28%
0.28%
$403,811
3,294 shares@ $122.59 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.92%
0.22%
$314,525
537 shares@ $585.71 avg price
IWDIshares Tr
Recent Activity
Increased 0.85%
0.19%
$266,462
1,439 shares@ $185.18 avg price