Lake Hills Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$149M
Signature - Title
Jack C. Marino Jr. - Co-Owner
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Lake Hills Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lake Hills Wealth Management, LLC reported 52 stock holdings with total value $149M as of Q3 2024. Top holdings included SHY, AGG, FXI, SPLV, and AMLP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 52 $149M +$18.7M -$14.1M +$4.6M SHY, AGG, FXI, SPLV, AMLP 13F-HR 10/10/2024, 07:48 PM
Q2 2024 47 $139M +$38.4M -$9.87M +$28.6M SHY, AGG, AMLP, SPLV, FXI 13F-HR 7/9/2024, 12:25 PM
Q1 2024 44 $111M +$36.7M -$29.5M +$7.27M SHY, GLD, AMLP, SPLV, FXI 13F-HR 4/4/2024, 07:14 PM
Q4 2023 39 $99.9M +$43M -$45.3M -$2.27M SHY, SPLV, AMLP, STIP, GLD 13F-HR 1/22/2024, 07:09 PM
Q3 2023 32 $98.8M +$53.1M -$45.1M +$7.99M BIL, SHY, SPLV, XLV, INDA 13F-HR 10/16/2023, 02:06 PM
Q2 2023 41 $91.8M +$38.2M -$42.4M -$4.2M BIL, PSQ, XLU, XLV, SGOV 13F-HR 8/4/2023, 03:05 PM
Q1 2023 29 $95.8M +$59.7M -$64.5M -$4.8M BIL, SGOV, SPHD, PSQ, SH 13F-HR 4/19/2023, 03:35 PM
Q4 2022 39 $100M +$100M $0 +$100M SHM, SHY, UUP, VGSH, JPST 13F-HR 1/17/2023, 07:27 PM
Q3 2022 0 $0 $0 $0 13F-HR 11/4/2022, 11:04 AM
Q2 2022 26 $135M +$57.1M -$55.8M +$1.31M SHV, SHY, VGSH, UUP, JPST 13F-HR 7/25/2022, 02:09 PM
Q1 2022 39 $139M +$79M -$75.2M +$3.72M IVV, SHY, UUP, IEF, GLD 13F-HR 4/21/2022, 11:30 AM
Q4 2021 56 $141M $0 $0 IVV, QQQ, SOXX, SHY, IEF 13F-HR 1/10/2022, 04:51 PM