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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
27
3
0
1
1
0
21
6
9
LLBH PRIVATE WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)253,253
Activities
New10

Increased41

Unchanged53

Decreased24

Sold Out18

Top 10 Stock Holdingstotal 64.55%
BGB14.16

LGF/B13.14

WSC12.58

LGF/A11.35

FEN4.02

 
VNLA2.5

XOM2.17

ALLO1.92

BGT1.42

AAPL1.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BGB
14.16%
COM SHS BEN IN
LGF/B
13.14%
CL B NON VTG
WSC
12.58%
COM
LGF/A
11.35%
CL A VTG
FEN
4.02%
COM
VNLA
2.5%
SHORT DUR ETF
XOM
2.17%
COM
ALLO
1.92%
COM
BGT
1.42%
COM
AAPL
1.29%
COM
RA
1.28%
SHS BEN INT
ENT
1.18%
COM
EVV
1%
COM
BA
0.95%
COM
AMZN
0.91%
COM
PCI
0.89%
COM SHS
NBB
0.88%
COM
NSL
0.87%
COM
BRK.A
0.85%
CL A
JNJ
0.83%
COM
BX
0.82%
COM UNIT LTD
KKR
0.75%
CL A
PEP
0.74%
COM
ARES
0.71%
CL A COM STK
PANW
0.68%
COM
FDS
0.67%
COM
FB
0.67%
CL A
APO
0.63%
CL A SHS
CG
0.6%
COM UTS LTD PTN
PFE
0.56%
COM
BRK.B
0.53%
CL B NEW
DIS
0.53%
COM DISNEY
INTC
0.52%
COM
JPM
0.5%
COM
TYG
0.46%
COM
OKTA
0.46%
CL A
GLD
0.45%
GOLD SHS
EEM
0.44%
MSCI EMG MKT ETF
KO
0.44%
COM
IWM
0.44%
RUSSELL 2000 ETF
SO
0.43%
COM
IWD
0.4%
RUS 1000 VAL ETF
CBG
0.4%
CL A
T
0.37%
COM
MSFT
0.35%
COM
GOOGL
0.35%
CAP STK CL A
HD
0.34%
COM
PG
0.3%
COM
BAC
0.29%
COM
CVX
0.28%
COM
AXP
0.27%
COM
PSTG
0.27%
CL A
IBM
0.26%
COM
FIF
0.26%
COM
HAS
0.26%
COM
WDAY
0.26%
CL A
WMT
0.26%
COM
SPY
0.25%
TR UNIT
MRK
0.23%
COM
RSP
0.22%
S&P500 EQL WGT
VZ
0.22%
COM
CBS
0.22%
CL B
CL
0.22%
COM
GOOG
0.21%
CAP STK CL C
UTX
0.2%
COM
SLV
0.2%
ISHARES
IYH
0.19%
US HLTHCARE ETF
IYJ
0.19%
U.S. INDS ETF
WFC
0.19%
COM
YUM
0.18%
COM
SCHD
0.18%
US DIVIDEND EQ
SCHB
0.17%
US BRD MKT ETF
UNP
0.17%
COM
UNH
0.17%
COM
CMCSA
0.17%
CL A
VTI
0.17%
TOTAL STK MKT
ELS
0.17%
COM
DWDP
0.17%
COM
AMGN
0.16%
COM
IYW
0.16%
U.S. TECH ETF
IYK
0.15%
U.S. CNSM GD ETF
BMO
0.14%
COM
ICUI
0.14%
COM
MCD
0.14%
COM
ROST
0.14%
COM
ROLL
0.13%
COM
AVGO
0.13%
COM
MMM
0.13%
COM
EXC
0.12%
COM
PIM
0.12%
SH BEN INT
ALB
0.12%
COM
INTU
0.12%
COM
WST
0.11%
COM
V
0.11%
COM CL A
CSCO
0.11%
COM
BCPC
0.11%
COM
CLDR
0.11%
COM
HON
0.11%
COM
BOE
0.1%
COM
CII
0.1%
COM
IRBT
0.1%
COM
NVDA
0.1%
COM
ETJ
0.1%
COM
EAGL
0.1%
CL A
ETY
0.1%
COM
SYY
0.09%
COM
CRM
0.09%
COM
P
0.09%
COM
TDG
0.09%
COM
BMY
0.09%
COM
ES
0.09%
COM
HPP
0.08%
COM
GE
0.08%
COM
IJH
0.08%
CORE S&P MCP ETF
BLW
0.08%
COM SHS
FPL
0.08%
COM
CWH
0.07%
CL A
BIT
0.07%
COM
KYN
0.07%
COM
RDFN
0.07%
COM
KMF
0.06%
COM
JRS
0.06%
COM
MITK
0.06%
COM NEW
NRK
0.05%
COM
JQC
0.04%
COM SHS
AMZA
0.04%
INFRAC ACT MLP
AWP
0.03%
COM SH BEN INT
CAPR
0.02%
COM
ARES
0.89%
COM UNIT RP IN
FDX
0.15%
COM
CELG
0.09%
COM
FMS
0.09%
SPONSORED ADR
IBB
0.09%
NASDQ BIOTEC ETF
LMT
0.09%
COM
NRZ
0.09%
COM NEW
BABA
0.09%
SPONSORED ADS
TROW
0.08%
COM
AMP
0.08%
COM
COST
0.08%
COM
ORCL
0.08%
COM
ADBE
0.08%
COM
QQQ
0.08%
UNIT SER 1
AINV
0.04%
COM
EFA
0.02%
MSCI EAFE ETF
SPY
< 0.01%
PUT
EFA
< 0.01%
PUT