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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 $174,682,352
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 56,333 $31,998,834 18.32%
2.
Ishares Trust
 IEF 79,743 $17,207,742 9.85%
3.
Invesco Qqq Tr
 25,640 $14,144,050 8.1%
4.
Ishares Trust
 IEF 156,803 $12,992,697 7.44%
5.
Sector Spdr Trust
 XLB 90,806 $12,239,741 7.01%
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)