Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

Lakeridge Wealth Management LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $12.5B, Sherwin Williams CO with a value of $10.9B, Ishares Iboxx $ Investment Gra with a value of $9.92B, First Tr Mid Cap Core Alphadex with a value of $7.14B, and Ishares Core Msci Intl Develop with a value of $6.89B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $154B to 166B.

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 $166 Billion
ETFs: $99.7 Billion
Technology: $22.2 Billion
Basic Materials: $11.2 Billion
Healthcare: $5.45 Billion
Financial Services: $5.42 Billion
Consumer Defensive: $5.22 Billion
Consumer Cyclical: $4.5 Billion
Industrials: $4.33 Billion
Other: $6.9 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $166 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email