Lakeridge Wealth Management LLC Reduced Holdings in Q2 2025

Lakeridge Wealth Management LLC

  • $217 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38.8K
- 33.54%
$29.12 - $35.84 $1.13M - $1.39M
76.8K $2.75B
AAPL
Apple Inc.

Technology
-1.43K
- 5.03%
$172.42 - $223.89 $247K - $321K
27K $5.54B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.3K
- 74.15%
$72.02 - $73.82 $742K - $761K
3.59K $265M
DFAU
Dimensional ETF Tr

ETFs
-13.6K
- 45.27%
$34.04 - $42.36 $462K - $575K
16.4K $695M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.38K
- 49.16%
$166.82 - $194.23 $230K - $268K
1.43K $277M
XOM
Exxon Mobil Corp

Energy
-495
- 3.02%
$99.93 - $119.04 $49.5K - $58.9K
15.9K $1.71B
SPY
Spdr S&P 500 ETF Trust

ETFs
-610
- 20.37%
$496.48 - $617.85 $303K - $377K
2.39K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77
- 2.31%
$483.48 - $539.8 $37.2K - $41.6K
3.25K $1.58B
DFAI
Dimensional ETF Tr

ETFs
-7.14K
- 37.52%
$28.02 - $34.71 $200K - $248K
11.9K $411M
APP
App Lovin Corp

Technology
-1K
- 50.0%
$219.37 - $417.89 $219K - $418K
1K $350M
JNJ
Johnson & Johnson

Healthcare
-436
- 6.53%
$146.36 - $159.82 $63.8K - $69.7K
6.24K $953M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.82K
- 30.13%
$24.94 - $31.15 $170K - $212K
15.8K $492M
CVX
Chevron Corp

Energy
-193
- 5.06%
$133.73 - $168.51 $25.8K - $32.5K
3.62K $519M
MRK
Merck & Co., Inc.

Healthcare
-575
- 11.85%
$73.47 - $87.12 $42.2K - $50.1K
4.28K $338M
FSCO
Fs Cr Opportunities Corp Com
-13.4K
- 47.69%
N/A
14.7K $106M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-748
- 9.03%
$68.13 - $74.77 $51K - $55.9K
7.54K $549M
HD
Home Depot, Inc.

Consumer Cyclical
-180
- 11.78%
$335.24 - $380.78 $60.3K - $68.5K
1.35K $494M
PGR
Progressive Corp

Financial Services
-54
- 1.86%
$255.27 - $288.74 $13.8K - $15.6K
2.85K $760M
OKE
Oneok Inc

Energy
-17
- 0.57%
$78.71 - $100.37 $1.34K - $1.71K
2.94K $240M
DVY
Ishares Tr

ETFs
-305
- 4.2%
$118.37 - $134.86 $36.1K - $41.1K
6.96K $924M
AMT
American Tower Corp

Real Estate
-316
- 5.55%
$203.96 - $228.19 $64.5K - $72.1K
5.38K $1.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-598
- 10.42%
$48.13 - $49.85 $28.8K - $29.8K
5.14K $252M
XEL
Xcel Energy Inc

Utilities
-234
- 4.2%
$65.65 - $72.39 $15.4K - $16.9K
5.34K $364M
UNP
Union Pacific Corp

Industrials
-63
- 3.7%
$208.27 - $238.46 $13.1K - $15K
1.64K $377M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-477
- 1.58%
$20.99 - $23.93 $10K - $11.4K
29.7K $698M
VZ
Verizon Communications Inc

Communication Services
-114
- 1.68%
$41.67 - $45.62 $4.75K - $5.2K
6.69K $290M
IVE
Ishares S&P 500 Value ETF

ETFs
-244
- 3.69%
$168.34 - $195.42 $41.1K - $47.7K
6.37K $1.24B
MO
Altria Group, Inc.

Consumer Defensive
-121
- 2.16%
$55.56 - $60.91 $6.72K - $7.37K
5.47K $321M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-673
- 8.55%
$54.81 - $67.78 $36.9K - $45.6K
7.2K $488M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-379
- 9.74%
$72.96 - $90.39 $27.7K - $34.3K
3.51K $314M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-226
- 16.9%
$180.84 - $240.32 $40.9K - $54.3K
1.11K $267M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.14K
- 10.34%
$17.76 - $22.1 $20.3K - $25.2K
9.9K $219M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.73K
- 8.48%
$19.1 - $23.83 $33K - $41.2K
18.7K $445M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-141
- 2.94%
$90.56 - $109.49 $12.8K - $15.4K
4.65K $509M
ABT
Abbott Laboratories

Healthcare
-4
- 0.15%
$123.95 - $138.08 $496 - $552
2.61K $355M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-680
- 0.62%
$47.09 - $48.01 $32K - $32.6K
109K $5.23B
PM
Philip Morris International Inc.

Consumer Defensive
-294
- 8.98%
$149.23 - $184.95 $43.9K - $54.4K
2.98K $543M
LECO
Lincoln Electric Holdings Inc

Industrials
-56
- 2.9%
$167.18 - $211.38 $9.36K - $11.8K
1.87K $389M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-230
- 1.76%
$39.59 - $44.69 $9.11K - $10.3K
12.8K $572M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.14%
$908.13 - $1056.85 $908 - $1.06K
713 $705M
VGT
Vanguard Information Technolog

ETFs
-30
- 7.11%
$470.37 - $663.28 $14.1K - $19.9K
392 $260M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-196
- 1.93%
$39.89 - $49.46 $7.82K - $9.69K
9.95K $492M
WMT
Walmart Inc.

Consumer Defensive
-490
- 5.99%
$81.79 - $99.98 $40.1K - $49K
7.7K $753M
GOOG
Alphabet Inc.

Communication Services
-185
- 5.15%
$146.58 - $180.01 $27.1K - $33.3K
3.41K $604M
TSLA
Tesla, Inc.

Consumer Cyclical
-382
- 12.98%
$221.86 - $362.89 $84.8K - $139K
2.56K $813M
WFC
Wells Fargo & Company

Financial Services
-12
- 0.19%
$60.98 - $80.12 $732 - $961
6.27K $503M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.6K
- 6.7%
$22.27 - $29.21 $35.7K - $46.8K
22.3K $651M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-21
- 0.09%
$38.7 - $44.05 $813 - $925
23.9K $1.05B
GE
General Electric CO

Industrials
-260
- 10.9%
$166.81 - $257.39 $43.4K - $66.9K
2.13K $547M
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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