Lakeridge Wealth Management LLC Reduced Holdings in Q3 2024

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-7
- 0.4%
$316.8 - $391.12 $2.22K - $2.74K
1.72K $674M
JNJ
Johnson & Johnson

Healthcare
-73
- 0.99%
$145.48 - $167.38 $10.6K - $12.2K
7.33K $1.19B
PGR
Progressive Corp

Financial Services
-68
- 2.43%
$209.46 - $259.24 $14.2K - $17.6K
2.73K $693M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.38%
$405.19 - $478.57 $4.86K - $5.74K
3.11K $1.43B
TSLA
Tesla, Inc.

Consumer Cyclical
-286
- 6.81%
$191.76 - $263.26 $54.8K - $75.3K
3.91K $1.02B
AAPL
Apple Inc.

Technology
-394
- 1.33%
$207.23 - $234.82 $81.6K - $92.5K
29.1K $6.79B
IBM
International Business Machines Corp

Technology
-329
- 2.27%
$175.1 - $223.38 $57.6K - $73.5K
14.1K $3.13B
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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