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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
STIPIshares Tr
Recent Activity
Decreased -12.52%
1.96%
$2.861M
28,437 shares@ $100.6 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 204.55%
1.87%
$2.733M↓ Put
15,931 shares@ $171.53 avg price
AAPLApple Inc
Recent Activity
Decreased -1.15%
1.82%
$2.665M
10,642 shares@ $250.43 avg price
AGGIshares Tr
Recent Activity
Decreased -76.2%
1.61%
$2.352M
24,274 shares@ $96.91 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
VTVVanguard Index Fds
Recent Activity
Decreased -3.11%
1.44%
$2.097M
12,386 shares@ $169.31 avg price
COPXGlobal X Fds
Recent Activity
New Position
1.42%
$2.073M
54,295 shares@ $38.18 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.33%
1.27%
$1.852M
8,442 shares@ $219.39 avg price