Lionsbridge Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$119M
Signature - Title
Carolyn Ham - Managing Member/CCO
Location
Jacksonville Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Lionsbridge Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lionsbridge Wealth Management LLC reported 61 stock holdings with total value $119M as of Q4 2024. Top holdings included AGG, JPIE, JCPB, JEPI, and BIL.
Holdings Value