Lakeridge Wealth Management LLC
Q4 2024 13F Holdings
- Locationmentor, OH
- Num holdings
152
- Value ($000)
$193,549
- Date Filed01/30/2025
- Form type13F-HR
- CIK0002012028
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $14.79M | 8 % | 296,158 | ||
SHW SHERWIN WILLIAMS CO | COM | 824348106 | $12.39M | 6 % | 36,449 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $11.39M | 6 % | 106,612 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $9.22M | 5 % | 193,014 | ||
FNX FIRST TR MID CAP CORE ALPHAD | COM SHS | 33735B108 | $8.21M | 4 % | 70,906 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.73M | 4 % | 79,720 | ||
AAPL APPLE INC | COM | 037833100 | $7.23M | 4 % | 28,889 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.34M | 3 % | 47,212 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.09M | 3 % | 10,342 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.44M | 3 % | 12,904 |
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