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  Name: Lionsbridge Wealth Management LLC
  City: Jacksonville Beach
  State: FL
  Zip: 32250
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $129,283,000
  Total Value Change : $4,163,000
  Securities Held Change : 2
   
All Securities Held : 54
  New Positions : 13
  Closed Positions : 11
  Increased Positions : 11
  Unchanged Positions : 1
  Decreased Positions : 29

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 20 New $75.01 $2,590,000 35,408 2% 2,590,000 35,408 0.002    Closed - End Fund - E...
   (SPMO)1 Year Chart         SPMO Powershares S&p 500 Momentu... 21 New $81.42 $2,545,000 31,730 1.97% 2,545,000 31,730 0.235    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 22 New $143.70 $2,525,000 17,095 1.95% 2,525,000 17,095 0.001    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 27 New $175.97 $1,705,000 9,272 1.32% 1,705,000 9,272 0.001    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 28 New $210.16 $1,592,000 7,643 1.23% 1,592,000 7,643 0.003    Closed - End Fund - E...
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 33 New $0.00 $1,401,000 25,836 1.08% 1,401,000 25,836 0.029    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 35 New $0.00 $1,343,000 27,317 1.04% 1,343,000 27,317 0.026    N/A
   (HELO)1 Year Chart         HELO Jpmorgan Hedged Equity Ladd... 37 New $0.00 $1,029,000 18,391 0.8% 1,029,000 18,391 0.204    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... 42 New $83.26 $848,000 10,386 0.66% 848,000 10,386 0.001    N/A
   (URA)1 Year Chart         URA Global X Uranium ETF 43 New $32.24 $846,000 29,351 0.65% 846,000 29,351 0.023    Closed - End Fund - E...
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 50 New $0.00 $581,000 9,365 0.45% 581,000 9,365 0.104    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 52 New $90.45 $479,000 5,067 0.37% 479,000 5,067 0    Closed - End Fund - E...
   (FCG)1 Year Chart         FCG First Trust ISE-Revere Natu... 53 New $27.63 $467,000 17,037 0.36% 467,000 17,037 0.013    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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