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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
NKENike Inc
Recent Activity
Increased 32.76%
0.18%
$259,775
3,433 shares@ $75.67 avg price
MARAMara Holdings Inc
Recent Activity
Increased 27.07%
0.15%
$217,792
12,987 shares@ $16.78 avg price
REKRRekor Systems Inc
Recent Activity
Increased 20.25%
0.15%
$213,201
136,667 shares@ $1.57 avg price