StockDriftsStockDriftsTop 50 Lionsbridge Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | 13.06% | 141.8K | $13.0M | new | $91.52(+0.01%) | 2026-03-31 | |
| JPIE | JPMORGAN INCOME ETF | 6.64% | 143.2K | $6.6M | +1.90%(+2.68K) | $45.37(+1.08%) | 2026-03-31 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 5.17% | 215.2K | $5.1M | -17.80%(-46.61K) | $21.49(+24.62%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC COM | 4.98% | 9.0K | $5.0M | +1.96%(+173) | $111.21(+592.37%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.67% | 77.6K | $3.7M | -1.21%(-948) | $46.28(+0.44%) | 2026-03-31 | |
| GLD | SPDR GOLD ETF | 3.03% | 7.0K | $3.0M | -1.46%(-104) | $232.12(+79.77%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 2.82% | 29.0K | $2.8M | -1.39%(-410) | $75.22(+31.99%) | 2026-03-31 | |
| AGG | ISHARES AGGREGATE BOND ETF | 2.47% | 24.8K | $2.5M | -3.85%(-993) | $97.40(+0.63%) | 2026-03-31 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 2.39% | 19.2K | $2.4M | -17.30%(-4.01K) | $104.01(+28.77%) | 2026-03-31 | |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | 2.38% | 12.4K | $2.4M | -27.11%(-4.60K) | $165.01(+22.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.88% | +22.08% |
| Top 20 Holdings Unweighted | +8.97% | +29.39% |
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