Lakeridge Wealth Management LLC Incresed Positions in Q2 2025

Lakeridge Wealth Management LLC

  • $217 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FYX
First Tr Small Cap Core Alphad

ETFs
40.8K
+ 358.72%
$79.22 - $97.28 $3.24M - $3.97M
52.2K $5.08B
AVEM
American Centy ETF Tr Avantis

ETFs
43.6K
+ 273.71%
$53.08 - $68.54 $2.32M - $2.99M
59.6K $4.08B
FDVV
Fidelity High Dividend ETF

ETFs
18.1K
+ 5.71%
$43.6 - $52.02 $791K - $943K
336K $17.5B
AVDE
American Centy ETF Tr Avantis

ETFs
11.9K
+ 18.38%
$59.32 - $74.36 $708K - $887K
76.8K $5.69B
FNX
First Tr Mid Cap Core Alphadex

ETFs
4.79K
+ 6.39%
$94.92 - $114.85 $455K - $550K
79.7K $9.16B
IVV
Ishares Core S&P 500 ETF

ETFs
520
+ 4.94%
$498.8 - $620.9 $259K - $323K
11K $6.86B
AVUS
American Centy ETF Tr Avantis

ETFs
1.28K
+ 1.6%
$81.38 - $100.82 $104K - $129K
80.9K $8.16B
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.07K
+ 5.37%
$105.23 - $109.61 $638K - $665K
119K $13.1B
USTB
Victory Portfolios Ii Victorys

ETFs
9.5K
+ 15.26%
$50.21 - $50.82 $477K - $483K
71.7K $3.64B
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.34K
+ 3.1%
$49.07 - $59.23 $115K - $138K
77.7K $4.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
759
+ 2.49%
$61.79 - $76.67 $46.9K - $58.2K
31.3K $2.38B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.02K
+ 1.95%
$47.89 - $48.65 $193K - $196K
210K $10.2B
CW
Curtiss Wright Corp

Industrials
1
+ 0.08%
$283.18 - $488.55 $283 - $489
1.26K $615M
LVHI
Franklin International Low Vol

ETFs
4.73K
+ 4.16%
$28.91 - $33.28 $137K - $157K
118K $3.85B
META
Meta Platforms, Inc.

Communication Services
36
+ 4.05%
$484.66 - $738.09 $17.4K - $26.6K
925 $683M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
2.69K
+ 12.63%
$33.11 - $37.79 $89.1K - $102K
24K $907M
SHOP
Shopify Inc.

Technology
97
+ 1.48%
$76.89 - $115.35 $7.46K - $11.2K
6.66K $768M
SJNK
Spdr Bloomberg Short Term High

ETFs
4.85K
+ 30.98%
$24.12 - $25.48 $117K - $124K
20.5K $522M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.2K
+ 3.59%
$37.18 - $42.23 $44.6K - $50.7K
34.7K $1.46B
JGRO
J P Morgan Exchange Traded Fd
272
+ 3.8%
N/A
7.43K $640M
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.8K
+ 10.51%
$33.46 - $38.01 $60.2K - $68.4K
18.9K $720M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 6.17%
$456.74 - $568.03 $32.9K - $40.9K
1.24K $703M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$273.94 - $388.21 $274 - $388
1.77K $688M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
2.06K
+ 4.3%
$49.82 - $50.25 $103K - $104K
50.1K $2.51B
J P Morgan Exchange Traded F
790
+ 4.52%
N/A
18.3K $1.14B
EEM
Ishares Msci Emerging Markets

ETFs
415
+ 3.03%
$38.52 - $48.28 $16K - $20K
14.1K $680M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
399
+ 2.57%
$51.16 - $62.02 $20.4K - $24.7K
15.9K $989M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.4K
+ 12.92%
$51.14 - $57.0 $71.6K - $79.8K
12.2K $696M
VIG
Vanguard Dividend Appreciation

ETFs
210
+ 7.65%
N/A
2.95K $604M
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.25K
+ 18.32%
$35.3 - $40.46 $44.1K - $50.6K
8.08K $327M
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 0.83%
$243.75 - $303.93 $4.14K - $5.17K
2.06K $625M
GOOGL
Alphabet Inc.

Communication Services
67
+ 3.18%
$144.7 - $178.6 $9.69K - $12K
2.18K $383M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.76K
+ 2.27%
$17.99 - $18.99 $31.7K - $33.5K
79.3K $1.51B
V
Visa Inc.

Financial Services
117
+ 7.76%
$308.27 - $373.31 $36.1K - $43.7K
1.62K $577M
CSCO
Cisco Systems, Inc.

Technology
54
+ 1.05%
$53.19 - $69.38 $2.87K - $3.75K
5.2K $361M
STE
Steris PLC

Healthcare
6
+ 0.22%
$208.55 - $252.55 $1.25K - $1.52K
2.78K $667M
VEA
Vanguard Ftse Developed Market

ETFs
21
+ 0.39%
$45.65 - $57.01 $959 - $1.2K
5.43K $309M
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.41%
$149.76 - $186.42 $1.5K - $1.86K
2.43K $452M
HON
Honeywell International Inc

Industrials
10
+ 0.9%
$182.86 - $232.88 $1.83K - $2.33K
1.12K $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.38%
$152.93 - $181.74 $1.53K - $1.82K
2.66K $483M
T
At&T Inc.

Communication Services
147
+ 0.53%
$26.33 - $28.94 $3.87K - $4.25K
27.7K $803M
BX
Blackstone Inc.

Financial Services
23
+ 1.58%
$120.07 - $151.11 $2.76K - $3.48K
1.48K $221M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13
+ 0.09%
$23.55 - $27.67 $306 - $360
14.9K $413M
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.15%
$197.25 - $244.33 $395 - $489
1.34K $325M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.54%
$430.82 - $486.45 $1.72K - $1.95K
742 $343M
DOV
Dover Corp

Industrials
7
+ 0.44%
$151.14 - $186.7 $1.06K - $1.31K
1.59K $292M
INTC
Intel Corp

Technology
757
+ 6.05%
$18.13 - $22.69 $13.7K - $17.2K
13.3K $297M
AVY
Avery Dennison Corp

Industrials
93
+ 5.02%
$159.58 - $183.97 $14.8K - $17.1K
1.94K $341M
MDLZ
Mondelez International, Inc.

Consumer Defensive
185
+ 5.75%
$63.54 - $68.5 $11.8K - $12.7K
3.41K $230M
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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