Lionshead Wealth Management, LLC
Top Portfolio Positions
59 positions ·
$47,577,649 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,164 | $6,132,581 | 12.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,617 | $2,352,279 | 4.94% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
28,277 | $2,289,023 | 4.81% | |
| PWR |
Quanta Services, Inc.
Industrials
|
4,098 | $2,249,883 | 4.73% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,857 | $2,226,183 | 4.68% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
13,204 | $1,931,481 | 4.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,193 | $1,826,811 | 3.84% | |
| NVDA |
Nvidia Corp
Technology
|
10,193 | $1,777,659 | 3.74% | |
| AZZ |
Azz Inc
Industrials
|
14,000 | $1,751,820 | 3.68% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,993 | $1,484,397 | 3.12% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ESOA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,225 | 17,382 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $142,010 | 17,382 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $179,903 | 17,382 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $172,777 | 17,382 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $164,259 | 17,382 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $438,721 | 34,764 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||