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
PACW
PACW

PACWEST BANCORP DEL

COM
695263103
$616.00K
21 %

14,363

VTI
VTI

Vanguard Index Fds

ETF
922908769
$586.00K
20 %

5,262

MINT
MINT

Pimco

ETF
72201R833
$557.00K
19 %

5,490

PG
PG

Procter & Gamble Co

COM
742718109
$355.00K
12 %

3,960

PEO
PEO

Exelon Corp

COM
30161N101
$259.00K
9 %

7,788

UTX
UTX

United Technologies Corp

COM
913017109
$244.00K
8 %

2,399

GE
GE

General Electric Co

COM
369604103
$202.00K
7 %

6,813

JPC
JPC

Nuveen

COM
67073B106
$105.00K
4 %

10,500

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