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Lakeside Wealth Management Group, LLC

Q1 2017 13F Holdings

  • Location
    chesterton, IN
  • Num holdings

    8

  • Value ($000)

    $2,924

  • Date Filed
    04/26/2017
  • Form type
    13F-HR
  • CIK
    0001693706
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PACW

PACWEST BANCORP DEL

COM
695263103
$616K
21 %

14,363

V
VTI

Vanguard Index Fds

ETF
922908769
$586K
20 %

5,262

M
MINT

Pimco

ETF
72201R833
$557K
19 %

5,490

P
PG

Procter & Gamble Co

COM
742718109
$355K
12 %

3,960

P
PEO

Exelon Corp

COM
30161N101
$259K
9 %

7,788

U
UTX

United Technologies Corp

COM
913017109
$244K
8 %

2,399

G
GE

General Electric Co

COM
369604103
$202K
7 %

6,813

J
JPC

Nuveen

COM
67073B106
$105K
4 %

10,500

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