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Home > Institutional Investor > Lionshead Wealth Management, Llc > Profile

Instuitional Investor - Lionshead Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lionshead Wealth Management, Llc
Portfolio Value $108,328,820
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 65,331 $5,052,739 4.66%
2.
Apple Inc.
 AAPL 24,202 $4,965,566 4.58%
3.
Spdr Series Trust
 45,391 $4,326,678 3.99%
4.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 60,227 $4,291,779 3.96%
5.
Dimensional Etf Trust
 116,871 $4,040,251 3.73%
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)