Lakeridge Wealth Management LLC Purchases in Q3 2024

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
105K
New
$28.72 - $31.28 $3.01M - $3.28M
105K $3.26B
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.01%
$294.65 - $384.0 $1.47K - $1.92K
36.5K $13.9B
FDVV
Fidelity High Dividend ETF

ETFs
9.75K
+ 3.64%
$46.26 - $50.65 $451K - $494K
277K $14.1B
AVUS
American Centy ETF Tr Avantis

ETFs
12.2K
+ 23.76%
$86.27 - $95.15 $1.06M - $1.16M
63.7K $6.06B
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.94K
+ 7.5%
$106.11 - $113.72 $737K - $789K
99.5K $11.2B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
23K
+ 24.37%
$47.18 - $48.74 $1.08M - $1.12M
117K $5.71B
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.86K
+ 5.87%
$106.85 - $117.19 $412K - $452K
69.6K $8.15B
AVDE
American Centy ETF Tr Avantis

ETFs
10.4K
+ 32.31%
$60.09 - $67.67 $626K - $705K
42.7K $2.86B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.78K
+ 10.01%
$31.05 - $34.29 $273K - $301K
96.5K $3.31B
IVV
Ishares Core S&P 500 ETF

ETFs
126
+ 1.29%
$520.18 - $576.82 $65.5K - $72.7K
9.91K $5.72B
APP
App Lovin Corp

Technology
2K
New
$67.14 - $130.65 $134K - $261K
2K $261M
PAUG
Innovator U.S. Equity Power Bu

ETFs
6.83K
New
$35.57 - $37.86 $243K - $258K
6.83K $258M
PSEP
Innovator U.S. Equity Power Bu
6.33K
New
N/A
6.33K $244M
BX
Blackstone Inc.

Financial Services
1.54K
New
$120.77 - $159.66 $186K - $246K
1.54K $236M
UNH
Unitedhealth Group Inc

Healthcare
396
New
$488.01 - $604.18 $193K - $239K
396 $232M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.77K
New
$20.51 - $24.25 $200K - $237K
9.77K $231M
NOC
Northrop Grumman Corp

Industrials
429
New
$423.73 - $533.14 $182K - $229K
429 $227M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.27K
New
$49.88 - $50.45 $213K - $215K
4.27K $214M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.06K
New
$91.37 - $101.65 $188K - $210K
2.06K $210M
SLV
I Shares Silver Trust

ETFs
7.25K
New
$24.33 - $29.38 $176K - $213K
7.25K $206M
AVEM
American Centy ETF Tr Avantis

ETFs
2.7K
+ 34.68%
$57.2 - $65.59 $154K - $177K
10.5K $677M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.18K
+ 8.3%
$37.89 - $40.48 $120K - $129K
41.5K $1.68B
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.4%
$245.82 - $304.51 $2.46K - $3.05K
2.51K $765M
IXUS
Ishares Tr

ETFs
573
+ 3.8%
$64.9 - $73.35 $37.2K - $42K
15.7K $1.14B
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.71K
+ 8.28%
$21.91 - $26.03 $37.5K - $44.5K
22.4K $574M
IVE
Ishares S&P 500 Value ETF

ETFs
104
+ 1.67%
$181.06 - $197.17 $18.8K - $20.5K
6.34K $1.25B
WMT
Walmart Inc.

Consumer Defensive
46
+ 0.57%
$66.91 - $81.4 $3.08K - $3.74K
8.13K $657M
ETN
Eaton Corp PLC

Industrials
260
+ 28.76%
$272.52 - $333.02 $70.9K - $86.6K
1.16K $386M
J P Morgan Exchange Traded F
1.21K
+ 13.99%
N/A
9.87K $604M
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 0.76%
$72.51 - $98.6 $2.32K - $3.16K
4.22K $411M
EEM
Ishares Msci Emerging Markets

ETFs
902
+ 6.97%
$40.42 - $46.7 $36.5K - $42.1K
13.9K $635M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
221
+ 4.04%
$105.53 - $118.34 $23.3K - $26.2K
5.69K $666M
T
At&T Inc.

Communication Services
66
+ 0.24%
$18.21 - $22.28 $1.2K - $1.47K
27.2K $599M
RKLB
Rocket Lab Usa, Inc.

Industrials
3K
+ 30.0%
$4.54 - $9.78 $13.6K - $29.3K
13K $126M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.08%
$156.14 - $187.2 $312 - $374
2.39K $441M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
42
+ 0.43%
$64.57 - $71.76 $2.71K - $3.01K
9.8K $703M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.31K
+ 14.5%
$24.39 - $25.28 $56.3K - $58.3K
18.2K $458M
SCHG
Schwab Strategic Tr Us Large C

ETFs
480
+ 9.04%
$92.63 - $105.69 $44.5K - $50.7K
5.79K $603M
XEL
Xcel Energy Inc

Utilities
17
+ 0.31%
$52.11 - $65.3 $886 - $1.11K
5.53K $361M
STE
Steris PLC

Healthcare
7
+ 0.26%
$213.51 - $247.14 $1.49K - $1.73K
2.71K $656M
GE
General Electric CO

Industrials
1
+ 0.05%
$156.66 - $189.66 $157 - $190
1.97K $371M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44
+ 0.33%
$57.32 - $62.65 $2.52K - $2.76K
13.5K $843M
XOM
Exxon Mobil Corp

Energy
165
+ 1.04%
$109.72 - $119.0 $18.1K - $19.6K
16K $1.88B
KO
Coca Cola CO

Consumer Defensive
19
+ 0.33%
$62.69 - $73.01 $1.19K - $1.39K
5.77K $414M
XLK
Technology Sector Spdr

ETFs
211
+ 9.9%
$197.34 - $237.68 $41.6K - $50.2K
2.34K $529M
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.42%
$173.36 - $189.8 $2.08K - $2.28K
2.87K $545M
JEPI
J P Morgan Exchange Traded Fd

ETFs
399
+ 5.51%
$54.98 - $59.51 $21.9K - $23.7K
7.64K $455M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
51
+ 0.7%
$61.71 - $68.15 $3.15K - $3.48K
7.38K $500M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.04%
$162.83 - $179.16 $163 - $179
2.63K $472M
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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