Lakeridge Wealth Management LLC Sells in Q3 2024

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
-76.7K
- 73.11%
$63.46 - $71.43 $4.87M - $5.48M
28.2K $2B
NVDA
Nvidia Corp

Technology
-2.18K
- 4.46%
$98.91 - $134.91 $216K - $295K
46.7K $5.68B
MSFT
Microsoft Corp

Technology
-269
- 2.03%
$395.15 - $467.56 $106K - $126K
13K $5.58B
CVX
Chevron Corp

Energy
-857
- 16.64%
$137.88 - $161.97 $118K - $139K
4.29K $632M
AMZN
Amazon Com Inc

Consumer Cyclical
-448
- 3.95%
$161.02 - $200.0 $72.1K - $89.6K
10.9K $2.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-388
- 24.79%
$475.2 - $527.7 $184K - $205K
1.18K $621M
DFAU
Dimensional ETF Tr

ETFs
-5.97K
- 10.77%
$35.8 - $39.69 $214K - $237K
49.5K $1.96B
INTC
Intel Corp

Technology
-173
- 1.42%
$18.9 - $34.87 $3.27K - $6.03K
12K $282M
VEA
Vanguard Ftse Developed Market

ETFs
-2.1K
- 27.92%
$47.6 - $53.31 $99.8K - $112K
5.41K $286M
DFAI
Dimensional ETF Tr

ETFs
-5.07K
- 13.2%
$28.69 - $32.06 $145K - $162K
33.3K $1.06B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.22K
- 3.13%
$47.0 - $47.84 $104K - $106K
68.6K $3.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
-267
- 7.35%
$517.38 - $573.86 $138K - $153K
3.37K $1.93B
QCOM
Qualcomm Inc

Technology
-9
- 0.62%
$156.12 - $209.64 $1.41K - $1.89K
1.45K $246M
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 11.57%
$255.18 - $283.2 $72.2K - $80.1K
2.16K $612M
VIG
Vanguard Dividend Appreciation

ETFs
-450
- 13.13%
$182.15 - $182.15 $82K - $82K
2.98K $590M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.93K
- 14.29%
$25.21 - $28.46 $48.6K - $54.8K
11.6K $325M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.35K
- 10.65%
$33.02 - $35.03 $44.6K - $47.3K
11.3K $397M
FSCO
Fs Cr Opportunities Corp Com
-2.52K
- 7.56%
N/A
30.8K $195M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.14%
$500.12 - $562.29 $500 - $562
716 $372M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-309
- 5.11%
$49.93 - $51.15 $15.4K - $15.8K
5.74K $293M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.64K
- 7.27%
$25.36 - $28.37 $66.8K - $74.8K
33.6K $946M
LNG
Cheniere Energy, Inc.

Energy
-95
- 4.44%
$172.24 - $186.09 $16.4K - $17.7K
2.05K $368M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.1K
- 9.01%
$41.9 - $48.26 $45.9K - $52.9K
11.1K $530M
AOK
Ishares Tr Core Conservative A

ETFs
-774
- 4.28%
$36.8 - $38.71 $28.5K - $30K
17.3K $670M
PEP
Pepsico Inc

Consumer Defensive
-153
- 2.79%
$161.9 - $179.3 $24.8K - $27.4K
5.33K $906M
VZ
Verizon Communications Inc

Communication Services
-585
- 7.25%
$38.89 - $45.0 $22.8K - $26.3K
7.49K $336M
AMGN
Amgen Inc

Healthcare
-7
- 1.03%
$309.38 - $337.38 $2.17K - $2.36K
673 $217M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-121
- 0.73%
$40.6 - $42.32 $4.91K - $5.12K
16.5K $695M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-35
- 0.83%
$71.45 - $75.64 $2.5K - $2.65K
4.18K $314M
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 2.37%
$801.83 - $917.05 $13.6K - $15.6K
700 $621M
V
Visa Inc.

Financial Services
-11
- 0.77%
$253.74 - $291.56 $2.79K - $3.21K
1.42K $390M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-85
- 2.57%
$64.35 - $75.71 $5.47K - $6.44K
3.22K $237M
ABT
Abbott Laboratories

Healthcare
-22
- 0.85%
$100.07 - $118.13 $2.2K - $2.6K
2.55K $291M
MO
Altria Group, Inc.

Consumer Defensive
-82
- 1.61%
$45.95 - $54.71 $3.77K - $4.49K
5.03K $257M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-16
- 0.23%
$59.93 - $66.52 $959 - $1.06K
6.9K $459M
CSCO
Cisco Systems, Inc.

Technology
-15
- 0.32%
$44.74 - $53.22 $671 - $798
4.63K $246M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-383
- 1.08%
$36.89 - $39.25 $14.1K - $15K
35K $1.37B
META
Meta Platforms, Inc.

Communication Services
-6
- 1.08%
$453.41 - $572.44 $2.72K - $3.43K
550 $315M
LMT
Lockheed Martin Corp

Industrials
-86
- 10.89%
$460.3 - $584.56 $39.6K - $50.3K
704 $412M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-278
- 0.39%
$18.36 - $19.08 $5.1K - $5.3K
71.8K $1.37B
PM
Philip Morris International Inc.

Consumer Defensive
-131
- 4.06%
$101.25 - $127.45 $13.3K - $16.7K
3.1K $376M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.73K
- 7.3%
$32.1 - $38.93 $55.4K - $67.2K
21.9K $828M
UNP
Union Pacific Corp

Industrials
-20
- 0.67%
$221.78 - $256.09 $4.44K - $5.12K
2.98K $734M
ABBV
Abb Vie Inc.

Healthcare
-100
- 3.2%
$163.84 - $199.33 $16.4K - $19.9K
3.03K $598M
PG
Procter & Gamble CO

Consumer Defensive
-110
- 1.01%
$160.76 - $177.82 $17.7K - $19.6K
10.7K $1.86B
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.26%
$194.9 - $224.8 $4.87K - $5.62K
9.64K $2.03B
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 1.93%
$333.64 - $405.2 $9.68K - $11.8K
1.47K $597M
FYX
First Tr Small Cap Core Alphad

ETFs
-63
- 0.59%
$89.32 - $100.62 $5.63K - $6.34K
10.6K $1.05B
DVY
Ishares Tr

ETFs
-23
- 0.33%
$119.99 - $135.74 $2.76K - $3.12K
6.85K $925M
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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