Lake Hills Wealth Management

Lake Hills Wealth Management as of March 31, 2025

Portfolio Holdings for Lake Hills Wealth Management

Lake Hills Wealth Management holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 13.2 $19M 208k 91.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 12.4 $18M 217k 82.73
Spdr Gold Tr Gold Shs (GLD) 7.1 $10M 36k 288.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.6 $9.6M 56k 173.23
Select Sector Spdr Tr Energy (XLE) 5.6 $8.2M 87k 93.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.4 $7.8M 17k 468.92
Alps Etf Tr Alerian Mlp (AMLP) 4.9 $7.1M 136k 51.94
Spdr Ser Tr S&p Metals Mng (XME) 4.8 $7.0M 125k 55.99
Select Sector Spdr Tr Sbi Int-utils (XLU) 4.5 $6.5M 82k 78.85
Select Sector Spdr Tr Sbi Cons Discr (XLY) 4.2 $6.1M 31k 197.46
Ishares Tr Us Home Cons Etf (ITB) 4.1 $5.9M 62k 95.21
Ishares Tr Msci India Etf (INDA) 3.8 $5.5M 107k 51.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.5 $5.1M 43k 118.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.2 $4.7M 45k 103.47
Ishares Tr U.s. Med Dvc Etf (IHI) 2.9 $4.2M 69k 60.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.2 $3.2M 55k 58.69
Apple (AAPL) 1.6 $2.3M 10k 222.13
Amazon (AMZN) 1.4 $2.0M 10k 190.26
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.9M 19k 98.92
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $970k 9.6k 100.67
Ishares Tr Core S&p500 Etf (IVV) 0.6 $854k 1.5k 561.90
Cintas Corporation (CTAS) 0.6 $814k 4.0k 205.53
Ishares Tr Short Treas Bd (SHV) 0.4 $649k 5.9k 110.46
Celsius Hldgs Com New (CELH) 0.4 $606k 17k 35.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $573k 1.1k 513.91
Chipotle Mexican Grill (CMG) 0.3 $461k 9.2k 50.21
Natera (NTRA) 0.3 $440k 3.1k 141.41
Freeport-mcmoran CL B (FCX) 0.3 $436k 12k 37.86
D.R. Horton (DHI) 0.3 $420k 3.3k 127.13
Purecycle Technologies (PCT) 0.3 $419k 61k 6.92
Valero Energy Corporation (VLO) 0.3 $415k 3.1k 132.07
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $397k 3.0k 132.23
Regeneron Pharmaceuticals (REGN) 0.3 $391k 616.00 634.23
Advanced Micro Devices (AMD) 0.3 $380k 3.7k 102.75
Jd.com Spon Ads Cl A (JD) 0.2 $341k 8.3k 41.12
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $315k 1.6k 193.99
Meta Platforms Cl A (META) 0.2 $310k 537.00 576.58
Global X Fds Lithium Btry Etf (LIT) 0.2 $309k 8.0k 38.80
Altria (MO) 0.2 $279k 4.7k 60.02
Mosaic (MOS) 0.2 $235k 8.7k 27.01
Ishares Tr Tips Bd Etf (TIP) 0.1 $211k 1.9k 111.09
Rekor Systems (REKR) 0.1 $165k 186k 0.89
Automatic Data Processing Put Option (ADP) 0.0 $32k 12k 2.60