Lakeridge Wealth Management LLC Incresed Positions in Q1 2025

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.08K
+ 7.43%
$57.21 - $65.8 $61.5K - $70.7K
15.5K $907M
LECO
Lincoln Electric Holdings Inc

Industrials
3
+ 0.16%
$180.51 - $216.81 $542 - $650
1.93K $365M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13
+ 0.49%
$169.43 - $182.84 $2.2K - $2.38K
2.65K $459M
WMT
Walmart Inc.

Consumer Defensive
187
+ 2.34%
$84.5 - $105.05 $15.8K - $19.6K
8.19K $719M
PEP
Pepsico Inc

Consumer Defensive
44
+ 0.83%
$142.64 - $156.42 $6.28K - $6.88K
5.32K $798M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.18K
+ 10.04%
$24.91 - $29.02 $54.3K - $63.3K
23.9K $599M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.07K
+ 4.58%
$32.42 - $36.13 $164K - $183K
116K $3.81B
HON
Honeywell International Inc

Industrials
16
+ 1.47%
$202.75 - $226.52 $3.24K - $3.62K
1.11K $234M
PFEB
Innovator U.S. Equity Power Bu

ETFs
80
+ 0.47%
$35.54 - $37.44 $2.84K - $3K
17.1K $614M
LMT
Lockheed Martin Corp

Industrials
30
+ 4.24%
$423.19 - $506.29 $12.7K - $15.2K
738 $330M
AVY
Avery Dennison Corp

Industrials
9
+ 0.49%
$174.58 - $195.91 $1.57K - $1.76K
1.85K $329M
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 3.31%
$347.25 - $424.87 $17K - $20.8K
1.53K $560M
DOV
Dover Corp

Industrials
10
+ 0.63%
$174.65 - $206.43 $1.75K - $2.06K
1.59K $279M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 2.99%
$468.34 - $539.52 $11.7K - $13.5K
860 $403M
PNC
Pnc Financial Services Group, Inc.

Financial Services
27
+ 1.13%
$168.84 - $202.89 $4.56K - $5.48K
2.42K $425M
FNX
First Tr Mid Cap Core Alphadex

ETFs
4.02K
+ 5.67%
$105.28 - $121.93 $424K - $491K
74.9K $8.17B
GOOGL
Alphabet Inc.

Communication Services
169
+ 8.71%
$154.33 - $206.19 $26.1K - $34.8K
2.11K $326M
CAT
Caterpillar Inc

Industrials
44
+ 2.55%
$326.75 - $407.63 $14.4K - $17.9K
1.77K $584M
XLK
Technology Sector Spdr

ETFs
55
+ 2.3%
$206.38 - $242.18 $11.4K - $13.3K
2.45K $506M
FYX
First Tr Small Cap Core Alphad

ETFs
635
+ 5.91%
$89.26 - $104.61 $56.7K - $66.4K
11.4K $1.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
211
+ 2.07%
$92.45 - $106.69 $19.5K - $22.5K
10.4K $965M
ETN
Eaton Corp PLC

Industrials
2
+ 0.17%
$271.83 - $371.23 $544 - $742
1.18K $320M
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.64K
+ 5.08%
$54.51 - $63.63 $199K - $232K
75.4K $4.22B
IVV
Ishares Core S&P 500 ETF

ETFs
181
+ 1.75%
$554.06 - $615.85 $100K - $111K
10.5K $5.91B
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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