| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 3.8% |
| ACCENTURE PLC IRELAND SHS CLASS A | 19 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.1% |
| HOME DEPOT INC | 19 | Q2 2024 | 2.0% |
| FISERV INC | 19 | Q2 2024 | 1.5% |
| JPMORGAN CHASE & CO COM | 19 | Q2 2024 | 1.6% |
| VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 18 | Q2 2024 | 11.1% |
| PEPSICO INC COM | 17 | Q4 2023 | 2.0% |
| JOHNSON & JOHNSON COM | 17 | Q4 2023 | 1.9% |
| TEXAS INSTRS INC COM | 17 | Q4 2023 | 1.9% |
View Lionsbridge Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-17 |
| 13F-HR | 2022-11-14 |
View Lionsbridge Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.