Lakeridge Wealth Management LLC Reduced Holdings in Q4 2025

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FNX
First Tr Mid Cap Core Alphadex

ETFs
-47.3K
- 64.83%
$121.18 - $127.07 $5.73M - $6.01M
25.7K $3.23B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-52.8K
- 74.6%
$110.25 - $112.92 $5.83M - $5.97M
18K $1.98B
FYX
First Tr Small Cap Core Alphad

ETFs
-26.9K
- 61.32%
$105.19 - $112.13 $2.83M - $3.02M
17K $1.92B
USTB
Victory Portfolios Ii Victorys

ETFs
-35.2K
- 36.09%
$50.79 - $51.05 $1.79M - $1.79M
62.3K $3.16B
SHW
Sherwin Williams CO

Basic Materials
-416
- 1.13%
$330.74 - $354.45 $138K - $147K
36.5K $11.8B
AVUS
American Centy ETF Tr Avantis

ETFs
-4.92K
- 6.12%
$105.96 - $111.17 $521K - $547K
75.4K $8.42B
DVY
Ishares Tr

ETFs
-1.97K
- 29.58%
$138.1 - $143.11 $272K - $282K
4.69K $662M
AMT
American Tower Corp

Real Estate
-911
- 18.39%
$176.64 - $193.32 $161K - $176K
4.04K $710M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.49K
- 8.55%
$192.8 - $211.27 $287K - $314K
15.9K $3.18B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.68K
- 8.72%
$37.61 - $39.41 $251K - $263K
69.9K $2.77B
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 4.49%
$358.03 - $397.02 $21.5K - $23.8K
1.28K $439M
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 16.3%
$910.94 - $954.99 $54.7K - $57.3K
308 $266M
PGR
Progressive Corp

Financial Services
-18
- 0.63%
$203.7 - $246.46 $3.67K - $4.44K
2.84K $646M
WFC
Wells Fargo & Company

Financial Services
-1.23K
- 19.58%
$77.62 - $87.3 $95.5K - $107K
5.05K $471M
MO
Altria Group, Inc.

Consumer Defensive
-53
- 1.02%
$56.38 - $66.65 $2.99K - $3.53K
5.17K $298M
SPY
Spdr S&P 500 ETF Trust

ETFs
-107
- 4.44%
$653.02 - $687.39 $69.9K - $73.6K
2.31K $1.57B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-2.02K
- 2.5%
$19.25 - $19.51 $38.8K - $39.4K
78.7K $1.53B
VZ
Verizon Communications Inc

Communication Services
-127
- 1.89%
$38.4 - $43.83 $4.88K - $5.57K
6.59K $268M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.29K
- 8.17%
$32.24 - $33.72 $41.7K - $43.6K
14.6K $501M
IWD
Ishares Russell 1000 Val ETF

ETFs
-130
- 9.1%
$199.44 - $208.01 $25.9K - $27K
1.3K $273M
SJNK
Spdr Bloomberg Short Term High

ETFs
-500
- 3.33%
$25.2 - $25.57 $12.6K - $12.8K
14.5K $368M
DAUG
First Tr ETF Viii Cboe Vest Us
-500
- 5.24%
N/A
9.05K $401M
UNP
Union Pacific Corp

Industrials
-26
- 1.58%
$216.37 - $237.41 $5.63K - $6.17K
1.62K $374M
IVW
Ishares S&P 500 Growth ETF

ETFs
-313
- 3.07%
$118.29 - $126.28 $37K - $39.5K
9.9K $1.22B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-147
- 2.29%
$72.05 - $75.66 $10.6K - $11.1K
6.27K $470M
DFAU
Dimensional ETF Tr

ETFs
-423
- 2.57%
$44.77 - $47.01 $18.9K - $19.9K
16K $751M
LECO
Lincoln Electric Holdings Inc

Industrials
-19
- 1.04%
$225.07 - $242.95 $4.28K - $4.62K
1.81K $433M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-30
- 0.2%
$28.46 - $29.45 $854 - $884
14.8K $438M
IDV
Ishares Tr

ETFs
-84
- 0.66%
$35.91 - $38.56 $3.02K - $3.24K
12.6K $496M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.02K
- 1.34%
$77.65 - $81.2 $79.5K - $83.1K
75.1K $6.18B
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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