Lakeridge Wealth Management LLC Incresed Positions in Q4 2025

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
186
+ 3.07%
$66.1 - $71.61 $12.3K - $13.3K
6.24K $436M
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
47
+ 1.27%
$92.24 - $96.56 $4.34K - $4.54K
3.76K $361M
JEPI
J P Morgan Exchange Traded Fd

ETFs
221
+ 1.78%
$56.0 - $57.6 $12.4K - $12.7K
12.6K $722M
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
ETN
Eaton Corp PLC

Industrials
23
+ 2.49%
$352.39 - $387.75 $8.1K - $8.92K
945 $301M
TDY
Teledyne Technologies Inc

Technology
2
+ 0.33%
$501.23 - $593.62 $1K - $1.19K
602 $307M
T
At&T Inc.

Communication Services
304
+ 1.18%
$24.44 - $27.55 $7.43K - $8.38K
26.1K $649M
MSFT
Microsoft Corp

Technology
601
+ 5.24%
$496.82 - $542.07 $299K - $326K
12.1K $5.84B
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
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