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  Name: Lake Hills Wealth Management LLC
  City: AUSTIN
  State: TX
  Zip: 78730
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $111,169,000
  Total Value Change : $11,225,000
  Securities Held Change : 5
   
All Securities Held : 44
  New Positions : 16
  Closed Positions : 12
  Increased Positions : 9
  Unchanged Positions : 6
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 16 - $454.91 $2,323,000 5,231 2.09% 181,000 0 0.001    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 28 - $183.54 $1,440,000 7,985 1.3% 227,000 0 0    Internet Software & S...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 30 - $532.75 $1,222,000 2,325 1.1% 112,000 0 0    Closed - End Fund - E...
   (CTAS)1 Year Chart         CTAS Cintas Corp 33 - $697.46 $614,000 893 0.55% 76,000 0 0.001    Business Services
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 34 - $487.17 $550,000 1,145 0.49% 50,000 0 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 36 - $183.52 $296,000 1,622 0.27% 20,000 0 0    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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