Lakeridge Wealth Management LLC Purchases in Q4 2025

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PJAN
Innovator U.S. Equity Power Bu

ETFs
700
+ 2.93%
$45.42 - $46.3 $31.8K - $32.4K
24.6K $1.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 6.25%
$31.41 - $33.69 $36.1K - $38.7K
19.5K $636M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 3.0%
$475.68 - $513.11 $47.1K - $50.8K
3.4K $1.71B
DOV
Dover Corp

Industrials
4
+ 0.25%
$161.16 - $183.97 $645 - $736
1.6K $312M
Ge Vernova Inc
28
+ 3.97%
N/A
733 $479M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
913
+ 9.04%
$52.54 - $55.77 $48K - $50.9K
11K $592M
AVY
Avery Dennison Corp

Industrials
18
+ 0.92%
$157.49 - $186.28 $2.83K - $3.35K
1.97K $359M
ELV
Elevance Health, Inc.

Healthcare
54
+ 7.32%
$303.78 - $362.34 $16.4K - $19.6K
792 $278M
DFAI
Dimensional ETF Tr

ETFs
412
+ 3.45%
$35.82 - $37.52 $14.8K - $15.5K
12.4K $471M
JGRO
J P Morgan Exchange Traded Fd
455
+ 6.0%
N/A
8.04K $746M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.27K
+ 1.12%
$48.17 - $48.5 $61.3K - $61.7K
115K $5.51B
V
Visa Inc.

Financial Services
51
+ 3.21%
$325.75 - $352.42 $16.6K - $18K
1.64K $576M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
359
+ 12.67%
$72.75 - $76.17 $26.1K - $27.3K
3.19K $239M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
153
+ 0.83%
$37.91 - $39.12 $5.8K - $5.99K
18.7K $740M
BAC
Bank Of America Corp

Financial Services
276
+ 6.63%
$48.65 - $54.11 $13.4K - $14.9K
4.44K $244M
PEP
Pepsico Inc

Consumer Defensive
75
+ 1.4%
$138.84 - $153.71 $10.4K - $11.5K
5.42K $777M
PECO
Phillips Edison & Company, Inc.

Real Estate
153
+ 0.91%
$33.25 - $34.94 $5.09K - $5.35K
17K $606M
PNC
Pnc Financial Services Group, Inc.

Financial Services
29
+ 1.24%
$178.37 - $198.46 $5.17K - $5.76K
2.36K $493M
CW
Curtiss Wright Corp

Industrials
24
+ 1.91%
$536.42 - $601.78 $12.9K - $14.4K
1.28K $706M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
112
+ 12.73%
$245.79 - $258.02 $27.5K - $28.9K
992 $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.39%
$600.51 - $631.95 $3K - $3.16K
1.29K $809M
STE
Steris PLC

Healthcare
13
+ 0.46%
$235.48 - $267.99 $3.06K - $3.48K
2.86K $725M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
375
+ 2.02%
$50.56 - $50.96 $19K - $19.1K
18.9K $958M
JEPI
J P Morgan Exchange Traded Fd

ETFs
221
+ 1.78%
$56.0 - $57.6 $12.4K - $12.7K
12.6K $722M
EFA
Ishares Tr Msci Eafe ETF

ETFs
47
+ 1.27%
$92.24 - $96.56 $4.34K - $4.54K
3.76K $361M
QCOM
Qualcomm Inc

Technology
48
+ 3.96%
$153.59 - $187.68 $7.37K - $9.01K
1.26K $216M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
265
+ 2.68%
$23.02 - $24.23 $6.1K - $6.42K
10.2K $244M
ABBV
Abb Vie Inc.

Healthcare
93
+ 3.63%
$211.96 - $244.38 $19.7K - $22.7K
2.66K $607M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31
+ 0.66%
$114.27 - $121.15 $3.54K - $3.76K
4.71K $567M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.08%
$25.2 - $26.46 $378 - $397
18.6K $489M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
206
+ 4.51%
$50.57 - $50.77 $10.4K - $10.5K
4.77K $241M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.08%
$72.21 - $75.0 $289 - $300
4.93K $370M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.5%
$293.81 - $310.11 $3.53K - $3.72K
2.41K $738M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.57K
+ 5.2%
$23.07 - $24.16 $36.2K - $37.9K
31.8K $728M
SBUX
Starbucks Corp

Consumer Cyclical
106
+ 2.49%
$78.46 - $87.26 $8.32K - $9.25K
4.36K $367M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 0.41%
$185.12 - $192.11 $2.04K - $2.11K
2.68K $513M
CSX
Csx Corp

Industrials
60
+ 0.95%
$34.88 - $36.67 $2.09K - $2.2K
6.34K $230M
XLK
Technology Sector Spdr

ETFs
1.03K
+ 100.19%
$278.39 - $304.13 $287K - $314K
2.06K $297M
CVX
Chevron Corp

Energy
107
+ 2.84%
$148.9 - $157.72 $15.9K - $16.9K
3.88K $591M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.2%
$135.16 - $141.78 $405 - $425
1.52K $214M
PM
Philip Morris International Inc.

Consumer Defensive
63
+ 2.29%
$144.33 - $160.86 $9.09K - $10.1K
2.82K $452M
YUM
Yum Brands Inc

Consumer Cyclical
12
+ 0.88%
$138.21 - $153.19 $1.66K - $1.84K
1.38K $209M
HON
Honeywell International Inc

Industrials
51
+ 4.63%
$194.07 - $220.67 $9.9K - $11.3K
1.15K $225M
FSCO
Fs Cr Opportunities Corp Com
237
+ 1.6%
N/A
15.1K $95.1M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.83%
$452.1 - $514.24 $2.71K - $3.09K
728 $352M
NOC
Northrop Grumman Corp

Industrials
6
+ 1.39%
$558.0 - $637.95 $3.35K - $3.83K
439 $250M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
66
+ 0.03%
$48.64 - $48.99 $3.21K - $3.23K
211K $10.3B
ABT
Abbott Laboratories

Healthcare
32
+ 1.22%
$123.62 - $134.59 $3.96K - $4.31K
2.65K $332M
XEL
Xcel Energy Inc

Utilities
36
+ 0.67%
$79.6 - $81.85 $2.87K - $2.95K
5.37K $397M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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