Lakeridge Wealth Management LLC Purchases in Q1 2025

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
62.2K
New
$50.08 - $50.71 $3.12M - $3.16M
62.2K $3.15B
AMT
American Tower Corp

Real Estate
5.7K
New
$173.46 - $217.6 $988K - $1.24M
5.7K $1.24B
FDVV
Fidelity High Dividend ETF

ETFs
21.6K
+ 7.3%
$48.86 - $52.28 $1.06M - $1.13M
318K $15.8B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
18.5K
+ 62.85%
$49.92 - $50.3 $925K - $932K
48K $2.41B
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.41K
+ 6.02%
$105.1 - $109.61 $674K - $703K
113K $12.3B
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
17.2K
New
$49.52 - $50.2 $852K - $864K
17.2K $862M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.1K
+ 6.76%
$47.59 - $48.35 $621K - $631K
206K $9.96B
JPM
Jpmorgan Chase & CO

Financial Services
2.17K
+ 22.49%
$225.19 - $279.95 $489K - $608K
11.8K $2.9B
AVDE
American Centy ETF Tr Avantis

ETFs
3.62K
+ 5.91%
$60.63 - $68.55 $219K - $248K
64.9K $4.3B
SHW
Sherwin Williams CO

Basic Materials
546
+ 1.5%
$330.16 - $365.55 $180K - $200K
37K $12.9B
LVHI
Franklin International Low Vol

ETFs
6.56K
+ 6.12%
$30.53 - $32.85 $200K - $215K
114K $3.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
210
+ 6.73%
$442.66 - $534.52 $93K - $112K
3.33K $1.77B
OKE
Oneok Inc

Energy
2.96K
New
$89.57 - $109.85 $265K - $325K
2.96K $294M
First Tr Exchng Traded Fd Vi
7.19K
New
N/A
7.19K $264M
IXUS
Ishares Tr

ETFs
2.78K
+ 15.65%
$65.06 - $72.31 $181K - $201K
20.6K $1.44B
SLV
I Shares Silver Trust

ETFs
8.25K
New
$26.93 - $31.32 $222K - $259K
8.25K $256M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.59K
+ 3.39%
$46.74 - $47.55 $168K - $171K
110K $5.21B
YUM
Yum Brands Inc

Consumer Cyclical
1.41K
New
$123.25 - $162.53 $174K - $230K
1.41K $223M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.22K
New
$56.12 - $68.15 $181K - $219K
3.22K $219M
JGRO
J P Morgan Exchange Traded Fd
3.31K
+ 85.86%
N/A
7.16K $528M
XOM
Exxon Mobil Corp

Energy
278
+ 1.73%
$105.44 - $118.93 $29.3K - $33.1K
16.4K $1.95B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.23K
+ 4.21%
$63.77 - $71.36 $78.6K - $88K
30.5K $2.1B
META
Meta Platforms, Inc.

Communication Services
314
+ 54.61%
$576.36 - $736.67 $181K - $231K
889 $512M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 38.01%
$56.17 - $59.71 $168K - $178K
10.8K $619M
T
At&T Inc.

Communication Services
236
+ 0.86%
$21.56 - $28.28 $5.09K - $6.67K
27.6K $781M
J P Morgan Exchange Traded F
3.09K
+ 21.47%
N/A
17.5K $1.04B
PM
Philip Morris International Inc.

Consumer Defensive
163
+ 5.24%
$117.15 - $158.79 $19.1K - $25.9K
3.27K $520M
PGR
Progressive Corp

Financial Services
69
+ 2.43%
$235.61 - $291.22 $16.3K - $20.1K
2.9K $822M
GE
General Electric CO

Industrials
302
+ 14.49%
$168.59 - $212.13 $50.9K - $64.1K
2.39K $478M
IAU
Ishares Gold Trust

ETFs
784
+ 10.63%
$49.74 - $58.96 $39K - $46.2K
8.16K $481M
MO
Altria Group, Inc.

Consumer Defensive
695
+ 14.18%
$50.81 - $60.02 $35.3K - $41.7K
5.6K $336M
V
Visa Inc.

Financial Services
81
+ 5.68%
$306.92 - $362.71 $24.9K - $29.4K
1.51K $528M
DVY
Ishares Tr

ETFs
413
+ 6.03%
$128.58 - $138.1 $53.1K - $57K
7.26K $975M
KO
Coca Cola CO

Consumer Defensive
267
+ 4.59%
$60.81 - $72.32 $16.2K - $19.3K
6.09K $436M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.46K
+ 8.86%
$22.35 - $24.52 $55K - $60.3K
30.2K $718M
ABT
Abbott Laboratories

Healthcare
162
+ 6.61%
$111.1 - $140.22 $18K - $22.7K
2.61K $347M
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 1.43%
$279.74 - $321.29 $10.1K - $11.6K
2.55K $796M
LNG
Cheniere Energy, Inc.

Energy
198
+ 17.43%
$209.32 - $253.66 $41.4K - $50.2K
1.33K $309M
PG
Procter & Gamble CO

Consumer Defensive
184
+ 1.7%
$158.56 - $176.26 $29.2K - $32.4K
11K $1.87B
AVEM
American Centy ETF Tr Avantis

ETFs
523
+ 3.39%
$57.11 - $62.4 $29.9K - $32.6K
15.9K $959M
ELV
Elevance Health, Inc.

Healthcare
9
+ 1.25%
$365.9 - $436.25 $3.29K - $3.93K
729 $317M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
2.48K
+ 3.3%
$18.54 - $18.88 $45.9K - $46.8K
77.6K $1.45B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
249
+ 22.89%
$196.12 - $229.48 $48.8K - $57.1K
1.34K $270M
INTC
Intel Corp

Technology
525
+ 4.38%
$19.1 - $27.39 $10K - $14.4K
12.5K $284M
CSCO
Cisco Systems, Inc.

Technology
473
+ 10.11%
$58.74 - $64.87 $27.8K - $30.7K
5.15K $318M
SBUX
Starbucks Corp

Consumer Cyclical
93
+ 2.19%
$91.75 - $115.81 $8.53K - $10.8K
4.35K $426M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31
+ 0.22%
$71.17 - $73.66 $2.21K - $2.28K
13.9K $1.02B
XEL
Xcel Energy Inc

Utilities
23
+ 0.41%
$63.37 - $72.1 $1.46K - $1.66K
5.57K $395M
XLE
Energy Sector Spdr

ETFs
11
+ 0.46%
$85.7 - $93.96 $943 - $1.03K
2.4K $224M
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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