Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

Lakeridge Wealth Management LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $14.1B, Sherwin Williams CO with a value of $13.9B, Ishares Iboxx $ Investment Gra with a value of $11.2B, First Tr Mid Cap Core Alphadex with a value of $8.15B, and Apple Inc. with a value of $6.79B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $166B to 182B.

Lakeridge Wealth Management LLC is based out at Mentor, OH

Below you can find more details about Lakeridge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $109 Billion
Technology: $23 Billion
Basic Materials: $14.2 Billion
Financial Services: $6.27 Billion
Healthcare: $5.62 Billion
Consumer Defensive: $5.57 Billion
Industrials: $4.87 Billion
Consumer Cyclical: $4.83 Billion
Other: $7.04 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.55B
$828 Million 0.45% of portfolio
21,946
Q3 2024 Reduced 7.3%
$8.53B
$302 Million 0.17% of portfolio
8,500
Q4 2023 New
$5.63B
$317 Million 0.17% of portfolio
2,835
Q4 2023 New
$6.86B
$216 Million 0.12% of portfolio
14,880
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $182 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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