LBA Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q1 2017 - May 9, 2017
Value $
$190M
Signature - Title
David T. Albaneze - Chief Compliance Officer
Location
501 Riverside Ave, Suite 800, Jacksonville, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2017 437 $190M +$7.91M -$6.44M +$1.47M BND, MDY, VCSH, IJH, VWO 13F-HR 5/9/2017, 04:31 PM
Q4 2016 438 $183M +$9.67M -$8.33M +$1.34M BND, MDY, VCSH, IJH, IGSB 13F-HR 2/10/2017, 02:36 PM
Q3 2016 444 $177M +$9.23M -$15M -$5.78M BND, MDY, VCSH, IJH, IGSB 13F-HR 11/10/2016, 02:58 PM
Q2 2016 439 $178M +$8.61M -$4.81M +$3.8M BND, MDY, VCSH, IJH, IGSB 13F-HR 8/12/2016, 08:48 AM
Q1 2016 411 $173M +$15.8M -$17.8M -$2.07M BND, MDY, VCSH, IJH, IGSB 13F-HR 5/5/2016, 03:51 PM
Q4 2015 406 $174M +$17.9M -$5.96M +$12M BND, MDY, VCSH, IJH, IGSB 13F-HR 2/2/2016, 06:50 PM
Q3 2015 341 $159M +$21.8M -$12.7M +$9.1M BND, MDY, IGSB, VCSH, IJH 13F-HR 11/3/2015, 03:06 PM
Q2 2015 317 $159M +$8.87M -$6.48M +$2.38M MDY, BND, IGSB, VCSH, IJH 13F-HR 8/12/2015, 02:07 PM
Q1 2015 310 $159M +$8.49M -$3.55M +$4.94M MDY, BND, IGSB, VCSH, IJH 13F-HR 5/1/2015, 09:58 AM
Q4 2014 292 $151M +$14.4M -$10.5M +$3.87M MDY, BND, IGSB, VCSH, AGG 13F-HR 2/4/2015, 04:54 PM
Q3 2014 427 $144M +$24.9M -$6.49M +$18.4M MDY, BND, IGSB, VCSH, AGG 13F-HR 11/10/2014, 01:08 PM
Q2 2014 270 $123M +$5.53M -$3.12M +$2.41M MDY, BND, IGSB, AGG, SHM 13F-HR 7/24/2014, 03:10 PM
Q1 2014 263 $122M +$5.71M -$6.51M -$797K MDY, BND, IGSB, AGG, SHM 13F-HR 5/1/2014, 01:45 PM
Q4 2013 259 $121M $0 $0 MDY, IGSB, BND, AGG, EEM 13F-HR 2/20/2014, 04:09 PM