Lakeridge Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmentor, OH
- CIK0002012028
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
152 | $193.55M | FDVV, SHW, LQD, ISTB | 13F-HR | Jan 30, 2025 | 000195175725000157 | ||
153 | $181.94M | FDVV, SHW, LQD, FNX | 13F-HR | Oct 7, 2024 | 000195175724000981 | ||
145 | $166.37M | FDVV, SHW, LQD, FNX | 13F-HR | Aug 1, 2024 | 000195175724000603 | ||
135 | $154.27M | SHW, FDVV, LQD, FNX | 13F-HR | Apr 29, 2024 | 000195175724000403 | ||
130 | $138.30M | SHW, FDVV, LQD, FNX | 13F-HR | Feb 14, 2024 | 000195175724000251 |