Lakeridge Wealth Management LLC Incresed Positions in Q3 2025

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
2.85K
+ 0.85%
$52.42 - $55.71 $149K - $159K
339K $18.9B
USTB
Victory Portfolios Ii Victorys

ETFs
25.7K
+ 35.81%
$50.54 - $51.1 $1.3M - $1.31M
97.4K $4.97B
AVEM
American Centy ETF Tr Avantis

ETFs
5.94K
+ 9.98%
$68.33 - $75.41 $406K - $448K
65.5K $4.92B
IVV
Ishares Core S&P 500 ETF

ETFs
299
+ 2.71%
$620.67 - $670.08 $186K - $200K
11.3K $7.59B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
11.9K
+ 23.75%
$50.05 - $50.36 $595K - $599K
62K $3.11B
JMEE
J P Morgan Exchange Traded Fd

ETFs
166
+ 0.21%
$59.19 - $64.47 $9.83K - $10.7K
77.9K $4.94B
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 0.98%
$293.94 - $444.72 $7.35K - $11.1K
2.59K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 0.62%
$282.78 - $316.06 $20.4K - $22.8K
11.7K $3.7B
LVHI
Franklin International Low Vol

ETFs
414
+ 0.35%
$32.69 - $35.19 $13.5K - $14.6K
119K $4.13B
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.78K
+ 4.39%
$47.86 - $48.43 $229K - $232K
114K $5.48B
Ge Vernova Inc
161
+ 29.6%
N/A
705 $434M
IDEV
Ishares Core Msci Intl Develop

ETFs
138
+ 0.44%
$74.68 - $80.26 $10.3K - $11.1K
31.4K $2.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 1.13%
$617.65 - $666.84 $16.7K - $18K
2.41K $1.61B
PJUL
Innovator U.S. Equity Power Bu

ETFs
704
+ 1.71%
$43.83 - $45.64 $30.9K - $32.1K
41.8K $1.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48
+ 3.88%
$567.77 - $614.76 $27.3K - $29.5K
1.29K $788M
EEM
Ishares Msci Emerging Markets

ETFs
172
+ 1.22%
$48.07 - $53.4 $8.27K - $9.18K
14.3K $762M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 1.38%
$459.11 - $506.91 $20.7K - $22.8K
3.3K $1.66B
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.3%
$194.44 - $206.51 $3.69K - $3.92K
6.39K $1.32B
JGRO
J P Morgan Exchange Traded Fd
153
+ 2.06%
N/A
7.59K $711M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.29K
+ 7.48%
$50.19 - $50.91 $64.7K - $65.7K
18.5K $939M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
272
+ 1.71%
$62.09 - $66.51 $16.9K - $18.1K
16.2K $1.06B
PSEP
Innovator U.S. Equity Power Bu
1.31K
+ 20.65%
N/A
7.64K $328M
CVX
Chevron Corp

Energy
147
+ 4.06%
$145.57 - $161.83 $21.4K - $23.8K
3.77K $585M
IDV
Ishares Tr

ETFs
964
+ 8.25%
$34.54 - $37.28 $33.3K - $35.9K
12.6K $462M
DFAU
Dimensional ETF Tr

ETFs
43
+ 0.26%
$42.42 - $45.96 $1.82K - $1.98K
16.5K $753M
PAUG
Innovator U.S. Equity Power Bu

ETFs
969
+ 12.0%
$40.45 - $42.49 $39.2K - $41.2K
9.04K $384M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
357
+ 0.17%
$48.31 - $48.93 $17.2K - $17.5K
210K $10.3B
J P Morgan Exchange Traded F
194
+ 1.06%
N/A
18.5K $1.2B
AVGO
Broadcom Inc.

Technology
15
+ 1.58%
$264.74 - $369.57 $3.97K - $5.54K
967 $319M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
146
+ 1.47%
$49.43 - $54.52 $7.22K - $7.96K
10.1K $547M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.39K
+ 1.75%
$18.93 - $19.47 $26.2K - $27K
80.7K $1.56B
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.63%
$303.93 - $329.86 $3.95K - $4.29K
2.07K $679M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 0.62%
$108.46 - $120.63 $3.15K - $3.5K
4.68K $556M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.23%
$498.9 - $609.32 $499 - $609
433 $264M
VGT
Vanguard Information Technolog

ETFs
16
+ 4.08%
$656.44 - $753.15 $10.5K - $12.1K
408 $305M
STE
Steris PLC

Healthcare
73
+ 2.63%
$221.21 - $252.43 $16.1K - $18.4K
2.85K $705M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.03%
N/A
2.96K $638M
EFA
Ishares Tr Msci Eafe ETF

ETFs
202
+ 5.75%
$87.29 - $93.61 $17.6K - $18.9K
3.71K $347M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
300
+ 2.88%
$37.4 - $39.31 $11.2K - $11.8K
10.7K $422M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26
+ 0.16%
$30.76 - $33.01 $800 - $858
15.8K $520M
WFC
Wells Fargo & Company

Financial Services
8
+ 0.13%
$77.05 - $85.16 $616 - $681
6.28K $527M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 0.41%
$181.56 - $190.33 $2K - $2.09K
2.67K $506M
DFAR
Dimensional ETF Tr Dimensional

ETFs
473
+ 1.59%
$22.9 - $24.1 $10.8K - $11.4K
30.2K $721M
DFAI
Dimensional ETF Tr

ETFs
47
+ 0.4%
$34.05 - $36.55 $1.6K - $1.72K
11.9K $434M
MRK
Merck & Co., Inc.

Healthcare
8
+ 0.19%
$77.6 - $87.37 $621 - $699
4.28K $360M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.22%
$56.02 - $60.3 $672 - $724
5.44K $326M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.14%
$192.76 - $203.86 $386 - $408
1.43K $291M
JEPI
J P Morgan Exchange Traded Fd

ETFs
154
+ 1.26%
$55.61 - $57.37 $8.56K - $8.83K
12.4K $707M
UNP
Union Pacific Corp

Industrials
3
+ 0.18%
$214.91 - $237.16 $645 - $711
1.64K $388M
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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