Lakeridge Wealth Management LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $14.1B, Sherwin Williams CO with a value of $13.9B, Ishares Iboxx $ Investment Gra with a value of $11.2B, First Tr Mid Cap Core Alphadex with a value of $8.15B, and Apple Inc. with a value of $6.79B.
Examining the 13F form we can see an increase of $15.6B in the current position value, from $166B to 182B.
Lakeridge Wealth Management LLC is based out at Mentor, OH
Below you can find more details about Lakeridge Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$182 Billion
ETFs: $109 Billion
Technology: $23 Billion
Basic Materials: $14.2 Billion
Financial Services: $6.27 Billion
Healthcare: $5.62 Billion
Consumer Defensive: $5.57 Billion
Industrials: $4.87 Billion
Consumer Cyclical: $4.83 Billion
Other: $7.04 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
