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Home > Institutional Investor > Lake Hills Wealth Management, Llc > Profile

Instuitional Investor - Lake Hills Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lake Hills Wealth Management, Llc
Portfolio Value $144,825,435
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 207,905 $19,071,126 13.17%
2.
Ishares Trust
 IEF 216,888 $17,943,144 12.39%
3.
Spdr Gold Trust
 GLD 35,881 $10,338,751 7.14%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 55,510 $9,615,997 6.64%
5.
Sector Spdr Trust
 XLB 87,421 $8,169,492 5.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)