Lakeridge Wealth Management LLC Reduced Holdings in Q3 2025

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-48.3K
- 40.53%
$107.66 - $112.36 $5.2M - $5.42M
70.8K $7.89B
NVDA
Nvidia Corp

Technology
-9.13K
- 21.47%
$153.3 - $186.58 $1.4M - $1.7M
33.4K $6.23B
COST
Costco Wholesale Corp

Consumer Defensive
-345
- 48.39%
$915.95 - $994.57 $316K - $343K
368 $341M
XLK
Technology Sector Spdr

ETFs
-1.37K
- 57.04%
$250.97 - $282.66 $343K - $386K
1.03K $290M
FYX
First Tr Small Cap Core Alphad

ETFs
-8.34K
- 15.98%
$96.35 - $111.0 $804K - $926K
43.9K $4.78B
MSFT
Microsoft Corp

Technology
-1.07K
- 8.52%
$491.09 - $535.64 $525K - $573K
11.5K $5.94B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.32K
- 13.67%
$211.65 - $238.24 $279K - $314K
8.34K $1.83B
AMT
American Tower Corp

Real Estate
-427
- 7.94%
$192.32 - $232.35 $82.1K - $99.2K
4.95K $953M
IBM
International Business Machines Corp

Technology
-189
- 1.35%
$234.77 - $292.47 $44.4K - $55.3K
13.8K $3.89B
SJNK
Spdr Bloomberg Short Term High

ETFs
-5.48K
- 26.75%
$25.28 - $25.63 $139K - $141K
15K $384M
LNG
Cheniere Energy, Inc.

Energy
-274
- 20.51%
$222.68 - $244.28 $61K - $66.9K
1.06K $250M
T
At&T Inc.

Communication Services
-1.93K
- 6.96%
$26.94 - $29.62 $52K - $57.2K
25.8K $729M
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.24%
$150.47 - $161.22 $4.06K - $4.35K
11K $1.69B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.94K
- 17.67%
$28.92 - $32.19 $114K - $127K
18.4K $586M
ETN
Eaton Corp PLC

Industrials
-215
- 18.91%
$342.99 - $392.76 $73.7K - $84.4K
922 $345M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.27K
- 6.97%
$33.04 - $36.15 $41.8K - $45.7K
16.9K $580M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-231
- 20.79%
$236.25 - $257.69 $54.6K - $59.5K
880 $226M
SBUX
Starbucks Corp

Consumer Cyclical
-110
- 2.52%
$81.9 - $96.86 $9.01K - $10.7K
4.26K $360M
META
Meta Platforms, Inc.

Communication Services
-44
- 4.76%
$695.21 - $791.73 $30.6K - $34.8K
881 $647M
KO
Coca Cola CO

Consumer Defensive
-100
- 1.62%
$65.67 - $71.67 $6.57K - $7.17K
6.06K $402M
V
Visa Inc.

Financial Services
-33
- 2.03%
$332.09 - $358.86 $11K - $11.8K
1.59K $543M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.31%
$625.65 - $812.69 $3.13K - $4.06K
1.61K $1.23B
HON
Honeywell International Inc

Industrials
-13
- 1.17%
$207.7 - $240.4 $2.7K - $3.13K
1.1K $232M
DOV
Dover Corp

Industrials
-2
- 0.13%
$165.59 - $190.9 $331 - $382
1.59K $266M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-20
- 0.59%
$60.9 - $70.75 $1.22K - $1.42K
3.39K $211M
MCD
Mcdonalds Corp

Consumer Cyclical
-149
- 5.84%
$291.67 - $316.99 $43.5K - $47.2K
2.4K $730M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-781
- 10.85%
$67.91 - $74.71 $53K - $58.3K
6.41K $473M
CSCO
Cisco Systems, Inc.

Technology
-10
- 0.19%
$66.2 - $71.79 $662 - $718
5.19K $355M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-6.73K
- 8.45%
$115.08 - $126.88 $775K - $854K
73K $9.15B
YUM
Yum Brands Inc

Consumer Cyclical
-48
- 3.39%
$139.5 - $153.94 $6.7K - $7.39K
1.37K $208M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-95
- 1.89%
$70.77 - $73.59 $6.72K - $6.99K
4.93K $361M
SHOP
Shopify Inc.

Technology
-1.4K
- 20.96%
$112.11 - $157.12 $156K - $219K
5.26K $782M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-94
- 3.88%
$185.88 - $207.44 $17.5K - $19.5K
2.33K $468M
WMT
Walmart Inc.

Consumer Defensive
-234
- 3.04%
$94.4 - $104.27 $22.1K - $24.4K
7.46K $769M
LMT
Lockheed Martin Corp

Industrials
-20
- 2.7%
$410.74 - $499.21 $8.21K - $9.98K
722 $361M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-500
- 2.63%
$36.37 - $38.37 $18.2K - $19.2K
18.5K $710M
CSX
Csx Corp

Industrials
-7
- 0.11%
$32.05 - $36.52 $224 - $256
6.28K $223M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-350
- 1.85%
$37.99 - $39.69 $13.3K - $13.9K
18.6K $737M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-200
- 1.56%
$44.63 - $46.82 $8.93K - $9.36K
12.6K $590M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-102
- 0.68%
$27.61 - $29.15 $2.82K - $2.97K
14.8K $431M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-860
- 2.48%
$42.21 - $43.91 $36.3K - $37.8K
33.8K $1.48B
DVY
Ishares Tr

ETFs
-300
- 4.31%
$133.88 - $142.57 $40.2K - $42.8K
6.66K $946M
MO
Altria Group, Inc.

Consumer Defensive
-254
- 4.64%
$57.75 - $67.68 $14.7K - $17.2K
5.22K $345M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-51
- 0.27%
$23.82 - $25.84 $1.21K - $1.32K
18.6K $479M
PEP
Pepsico Inc

Consumer Defensive
-68
- 1.26%
$133.81 - $152.16 $9.1K - $10.3K
5.34K $750M
LECO
Lincoln Electric Holdings Inc

Industrials
-47
- 2.51%
$210.22 - $247.76 $9.88K - $11.6K
1.83K $431M
TDY
Teledyne Technologies Inc

Technology
-1
- 0.17%
$509.51 - $586.04 $510 - $586
600 $352M
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.89%
$357.4 - $423.42 $4.29K - $5.08K
1.34K $541M
XEL
Xcel Energy Inc

Utilities
-3
- 0.06%
$67.56 - $80.65 $203 - $242
5.34K $430M
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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