LH
| |
Lake Hills Wealth Management, LLC13F | |
| Lake Hills Wealth Management, LLC | |
| Last update 2025-07-09 | 53 Stocks (26 new) |
| Value $175.00 Mil | Turnover 57 % |
Lake Hills Wealth Management, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 56,333 | 31,998.8 | +4,956.82% | 18.320 | +17.96% | 0.000 | +22.85% | +8.08% | 662,678.3 | ||
IWM | iShares Russell 2000 ETF | 79,743 | 17,207.7 | New Holding | 9.850 | +9.85% | 0.030 | +22.54% | +1.57% | 66,850.0 | ||
QQQ | INVESCO QQQ Trust | 25,640 | 14,144.0 | +53.18% | 8.100 | +2.81% | 0.000 | +30.16% | +10.44% | 358,954.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 156,803 | 12,992.7 | -27.70% | 7.440 | -3.43% | 0.050 | +0.82% | +2.70% | 23,724.3 | ||
XLV | Health Care Select Sector SPDR | 90,806 | 12,239.7 | New Holding | 7.010 | +7.01% | 0.040 | -0.31% | -3.56% | 33,062.1 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 62,283 | 11,319.3 | +12.20% | 6.480 | +0.70% | 0.020 | +16.17% | +6.17% | 74,103.1 | ||
GLD | SPDR Gold Shares ETF | 23,292 | 7,100.1 | -35.09% | 4.060 | -2.51% | 0.010 | -1.11% | +28.89% | 103,205.7 | ||
SLV | iShares Silver Trust | 202,837 | 6,655.1 | New Holding | 3.810 | +3.81% | 0.040 | +18.19% | +33.73% | 18,386.3 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 89,756 | 6,536.0 | New Holding | 3.740 | +3.74% | 0.090 | +3.22% | +5.02% | 7,655.3 | ||
INDA | iShares MSCI India ETF | 108,764 | 6,056.0 | +1.40% | 3.470 | +0.05% | 0.060 | +3.19% | +3.89% | 10,109.6 |
Lake Hills Wealth Management, LLC's Historical Top Holdings Breakdowns
Lake Hills Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +17.96% | 456.74 ($525.37) 568.03 | $578.53 | 10.12% | Add 4956.82% | 56,333 | 55,219 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -11.45% | 91.43 ($91.58) 91.74 | $91.66 | 0.08% | Reduce -86.92% | 27,191 | -180,714 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | New Buy New Buy | +9.85% | 174.82 ($201.21) 215.79 | $223.32 | 10.99% | New holding | 79,743 | 79,743 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | New Buy New Buy | +7.01% | 128.77 ($135.21) 146.01 | $131.53 | -2.72% | New holding | 90,806 | 90,806 | |
XLE | The Energy Select Sector SPDR Fund | 2025-06-30 | Sold Out Sold Out | -5.64% | 76.44 ($83.45) 94.13 | $85.92 | 2.97% | Sold Out | 0 | -87,421 | |
XME | SPDR Metals & Mining ETF | 2025-06-30 | Sold Out Sold Out | -4.82% | 48.48 ($59.31) 67.3 | $76.79 | 29.47% | Sold Out | 0 | -124,714 | |
XLU | Utilities Select Sector SPDR ETF | 2025-06-30 | Sold Out Sold Out | -4.48% | 73.09 ($79.67) 82.77 | $84.12 | 5.59% | Sold Out | 0 | -82,340 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-06-30 | Sold Out Sold Out | -4.20% | 176.34 ($204.4) 218.59 | $223.21 | 9.20% | Sold Out | 0 | -30,803 | |
ITB | iShares U.S. Home Construction ETF | 2025-06-30 | Sold Out Sold Out | -4.09% | 85.52 ($91.42) 96.61 | $95.44 | 4.40% | Sold Out | 0 | -62,214 | |
SLV | iShares Silver Trust | 2025-06-30 | New Buy New Buy | +3.81% | 27.08 ($30.59) 33.74 | $35.21 | 15.10% | New holding | 202,837 | 202,837 |
Lake Hills Wealth Management, LLC Total Holding History ($B)
Lake Hills Wealth Management, LLC's Asset Allocation
Lake Hills Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lake Hills Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Lake Hills Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Lake Hills Wealth Management, LLC's Holdings Heat Map
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Lake Hills Wealth Management, LLC's Holdings Bubble Chart
Lake Hills Wealth Management, LLC News
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