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Lifetime Wealth Management P.C.

All holdings · as of Dec 31, 2025

89 positions

CompanyClassValueShares% of portfolio
BRAG HSE HLDGS INC$13.2K33,0000.0%
SPLASH BEVERAGE GROUP INC$45.6K66,0500.0%
NEXGEN ENERGY LTD$92.0K10,0000.1%
BRAEMAR HOTELS & RESORTS$170.3K11,5000.1%
Alphabet Inc.$207.7K6620.1%
JPMORGAN CHASE & CO$208.5K6470.1%
FIRST TRUST EXCHANGE-TRADED FUND$211.9K1,0260.1%
AT&T INC.$226.5K9,1190.1%
GENERAL ELECTRIC CO$231.0K7500.1%
INTERNATIONAL BUSINESS MACHINES CORP$235.1K7940.1%
CVR PARTNERS, LPUANMLP$251.1K2,4500.2%
CHEVRON CORP$262.1K1,7200.2%
INVESCO EXCHANGE TRADED FD$278.1K13,6430.2%
ETF SER SOLUTIONS$286.6K6,7350.2%
Broadcom Inc.$303.7K8770.2%
United Airlines Holdings Inc$311.1K2,7820.2%
SELECT SECTOR SPDR TR$316.5K5,7780.2%
Sprouts Farmers Market, Inc.$318.7K4,0000.2%
CAMBRIA ETF TR$320.8K10,1940.2%
Meta Platforms Inc$335.3K5080.2%
SUNCOR ENERGY INC NEW$342.2K7,7150.2%
Alphabet Inc.$367.8K1,1750.2%
Amazon.com Inc$500.2K2,1670.3%
NATURAL RESOURCE PARTNERS LP$555.9K5,3250.3%
MPLX LPMPLXMLP$587.1K11,0000.4%
OMEGA HEALTHCARE INVESTORS INC$599.1K13,5120.4%
VANECK ETF TRUST$602.6K23,3400.4%
iShares MSCI UAE ETF$620.2K7,1160.4%
HONEYWELL INTERNATIONAL INC$636.8K3,2640.4%
NUVEEN AMT FREE QLTY MUN$651.3K56,0000.4%
ABRDN ETFS$661.6K21,3690.4%
NVIDIA Corp$663.8K3,5590.4%
CAMBRIA ETF TR$665.1K20,4720.4%
GLOBAL SHIP LEASE INC NEW$722.6K20,6230.5%
PIMCO ETF TR$845.0K16,3290.5%
AMERICAN CENTY ETF TR$873.9K11,5340.5%
TIDAL TRUST I$953.7K25,8950.6%
VANGUARD INDEX FDS$981.3K1,5650.6%
BlackRock Taxable Municipal Bond TrustBBNClosed-End Fund$1.00M61,4560.6%
ISHARES TR$1.00M10,4440.6%
MICROSOFT CORP$1.00M2,0770.6%
GOLDMAN SACHS ETF TR$1.01M20,4950.6%
LEGG MASON ETF INVT$1.01M27,5390.6%
ALLIANCEBERNSTEIN HOLDING L.P.ABMLP$1.02M26,4500.6%
ISHARES TR$1.07M3,1120.7%
ABBOTT LABORATORIES$1.08M8,6220.7%
KRANESHARES TRUST$1.12M43,0550.7%
FRANKLIN TEMPLETON ETF TR$1.17M43,6250.7%
Sixth Street Specialty Lending, Inc.TSLXCommon Stock$1.19M54,8870.7%
WISDOMTREE TR$1.24M21,6230.8%
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