Lakeridge Wealth Management LLC Incresed Positions in Q4 2025

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
7.85K
+ 11.98%
$73.09 - $78.36 $574K - $615K
73.4K $5.65B
LLY
Eli Lilly & CO

Healthcare
41
+ 2.55%
$799.57 - $1025.28 $32.8K - $42K
1.65K $1.77B
AAPL
Apple Inc.

Technology
258
+ 0.98%
$245.27 - $275.25 $63.3K - $71K
26.5K $7.19B
FDVV
Fidelity High Dividend ETF

ETFs
3.05K
+ 0.9%
$54.66 - $56.68 $167K - $173K
342K $19.4B
GOOG
Alphabet Inc.

Communication Services
634
+ 18.46%
$237.49 - $291.74 $151K - $185K
4.07K $1.28B
IXUS
Ishares Tr

ETFs
4K
+ 17.89%
$81.21 - $85.27 $324K - $341K
26.3K $2.23B
LVHI
Franklin International Low Vol

ETFs
3.25K
+ 2.74%
$34.73 - $36.81 $113K - $120K
122K $4.49B
AMZN
Amazon Com Inc

Consumer Cyclical
942
+ 11.3%
$213.04 - $254.0 $201K - $239K
9.28K $2.14B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
5.63K
+ 9.08%
$50.23 - $50.46 $283K - $284K
67.6K $3.4B
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.24K
+ 4.15%
$61.3 - $64.67 $198K - $209K
81.1K $5.22B
IDEV
Ishares Core Msci Intl Develop

ETFs
2.04K
+ 6.48%
$79.1 - $82.39 $161K - $168K
33.4K $2.76B
NVDA
Nvidia Corp

Technology
1.29K
+ 3.85%
$179.83 - $207.04 $231K - $266K
34.7K $6.47B
IBM
International Business Machines Corp

Technology
52
+ 0.38%
$275.97 - $314.98 $14.4K - $16.4K
13.9K $4.1B
PDEC
Innovator U.S. Equity Power Bu
4.16K
+ 39.39%
N/A
14.7K $639M
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.19%
$656.2 - $690.71 $13.8K - $14.5K
11.4K $7.78B
J P Morgan Exchange Traded F
2.44K
+ 13.22%
N/A
20.9K $1.39B
CAT
Caterpillar Inc

Industrials
22
+ 1.25%
$480.82 - $585.49 $10.6K - $12.9K
1.78K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
327
+ 12.65%
$401.99 - $468.37 $131K - $153K
2.91K $1.31B
JNJ
Johnson & Johnson

Healthcare
79
+ 1.29%
$185.98 - $199.58 $14.7K - $15.8K
6.21K $1.29B
XOM
Exxon Mobil Corp

Energy
219
+ 1.38%
$110.64 - $119.78 $24.2K - $26.2K
16.1K $1.94B
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 1.51%
$294.11 - $320.41 $52.1K - $56.7K
11.9K $3.83B
AVGO
Broadcom Inc.

Technology
293
+ 30.3%
$324.63 - $385.98 $95.1K - $113K
1.26K $436M
MRK
Merck & Co., Inc.

Healthcare
131
+ 3.06%
$82.49 - $92.93 $10.8K - $12.2K
4.42K $465M
VTI
Vanguard Total Stock Market Et

ETFs
265
+ 12.81%
$321.8 - $337.95 $85.3K - $89.6K
2.33K $782M
META
Meta Platforms, Inc.

Communication Services
255
+ 28.94%
$609.01 - $751.67 $155K - $192K
1.14K $750M
HCA
Hca Healthcare, Inc.

Healthcare
11
+ 0.47%
$410.68 - $476.61 $4.52K - $5.24K
2.36K $1.1B
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 24.82%
$59.18 - $62.09 $79.9K - $83.8K
6.79K $424M
RTX
Raytheon Technologies Corp

Industrials
413
+ 31.77%
$157.0 - $179.44 $64.8K - $74.1K
1.71K $314M
WMT
Walmart Inc.

Consumer Defensive
253
+ 3.39%
$101.18 - $109.03 $25.6K - $27.6K
7.72K $860M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.18K
+ 32.72%
$74.09 - $75.1 $87.1K - $88.3K
4.77K $353M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.11K
+ 6.86%
$63.25 - $66.24 $70.3K - $73.7K
17.3K $1.14B
GE
General Electric CO

Industrials
207
+ 9.79%
$291.49 - $314.28 $60.3K - $65.1K
2.32K $715M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 11.74%
$589.5 - $635.77 $59.5K - $64.2K
961 $590M
EEM
Ishares Msci Emerging Markets

ETFs
978
+ 6.85%
$51.94 - $56.01 $50.8K - $54.8K
15.2K $834M
VIG
Vanguard Dividend Appreciation

ETFs
274
+ 9.27%
N/A
3.23K $710M
IAU
Ishares Gold Trust

ETFs
22
+ 0.28%
$72.65 - $82.5 $1.6K - $1.82K
7.99K $649M
IVE
Ishares S&P 500 Value ETF

ETFs
153
+ 2.4%
$202.52 - $212.07 $31K - $32.4K
6.54K $1.39B
INTC
Intel Corp

Technology
772
+ 6.62%
$34.71 - $41.53 $26.8K - $32.1K
12.4K $459M
CSCO
Cisco Systems, Inc.

Technology
240
+ 4.62%
$67.46 - $78.0 $16.2K - $18.7K
5.43K $419M
PJAN
Innovator U.S. Equity Power Bu

ETFs
700
+ 2.93%
$45.42 - $46.3 $31.8K - $32.4K
24.6K $1.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 6.25%
$31.41 - $33.69 $36.1K - $38.7K
19.5K $636M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 3.0%
$475.68 - $513.11 $47.1K - $50.8K
3.4K $1.71B
DOV
Dover Corp

Industrials
4
+ 0.25%
$161.16 - $183.97 $645 - $736
1.6K $312M
Ge Vernova Inc
28
+ 3.97%
N/A
733 $479M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
913
+ 9.04%
$52.54 - $55.77 $48K - $50.9K
11K $592M
AVY
Avery Dennison Corp

Industrials
18
+ 0.92%
$157.49 - $186.28 $2.83K - $3.35K
1.97K $359M
ELV
Elevance Health, Inc.

Healthcare
54
+ 7.32%
$303.78 - $362.34 $16.4K - $19.6K
792 $278M
DFAI
Dimensional ETF Tr

ETFs
412
+ 3.45%
$35.82 - $37.52 $14.8K - $15.5K
12.4K $471M
JGRO
J P Morgan Exchange Traded Fd
455
+ 6.0%
N/A
8.04K $746M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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