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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

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased 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
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 1 - $81.40 $11,200,000 136,956 10.07% -4,427,000 -53,520 0.015    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 3 - $4.60 $7,573,000 159,576 6.81% 204,000 -13,741 0.104    Closed - End Fund - Debt
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 4 - $65.71 $7,326,000 111,215 6.59% -244,000 -9,601 0.072    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 7 - $43.63 $4,838,000 117,778 4.35% -269,000 -9,240 0.002    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 12 - $77.67 $3,171,000 41,530 2.85% -11,000 -2,644 0.002    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 13 - $146.00 $3,058,000 20,701 2.75% -5,000 -1,758 0.001    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 14 - $99.33 $3,030,000 30,472 2.73% -3,167,000 -32,382 0.003    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 18 - $162.95 $2,127,000 13,058 1.91% -3,000 -1,191 0.002    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 21 - $120.86 $2,014,000 16,643 1.81% 51,000 -941 0.005    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 25 - $191.04 $1,877,000 10,943 1.69% -1,335,000 -5,742 0    Personal Computers
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 27 - $947.80 $1,538,000 1,702 1.38% 683,000 -25 0    Semiconductor - Speci...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 29 - $110.34 $1,224,000 11,075 1.1% -2,999,000 -27,271 0.006    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 37 - $0.00 $253,000 2,510 0.23% -4,067,000 -40,572 0.003    N/A
      13 Records Found
  1    
Page 1 of 1
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