Lakeridge Wealth Management LLC Sells in Q1 2025

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.26K
- 2.67%
$106.98 - $149.43 $135K - $189K
46K $4.98B
AAPL
Apple Inc.

Technology
-439
- 1.52%
$209.68 - $247.1 $92K - $108K
28.5K $6.32B
MSFT
Microsoft Corp

Technology
-150
- 1.16%
$375.39 - $447.2 $56.3K - $67.1K
12.8K $4.79B
TSLA
Tesla, Inc.

Consumer Cyclical
-416
- 12.39%
$222.15 - $428.22 $92.4K - $178K
2.94K $762M
AMZN
Amazon Com Inc

Consumer Cyclical
-545
- 4.97%
$190.26 - $242.06 $104K - $132K
10.4K $1.98B
SPY
Spdr S&P 500 ETF Trust

ETFs
-515
- 14.67%
$551.42 - $612.93 $284K - $316K
3K $1.68B
AVUS
American Centy ETF Tr Avantis

ETFs
-88
- 0.11%
$90.7 - $101.57 $7.98K - $8.94K
79.6K $7.36B
DFAU
Dimensional ETF Tr

ETFs
-5.37K
- 15.18%
$37.84 - $42.29 $203K - $227K
30K $1.15B
UNP
Union Pacific Corp

Industrials
-1.28K
- 42.97%
$225.21 - $254.42 $289K - $326K
1.7K $402M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-966
- 16.77%
$102.49 - $119.96 $99K - $116K
4.8K $501M
DAUG
First Tr ETF Viii Cboe Vest Us
-3.5K
- 26.83%
N/A
9.55K $370M
GOOG
Alphabet Inc.

Communication Services
-12
- 0.33%
$156.06 - $207.71 $1.87K - $2.49K
3.59K $561M
AOK
Ishares Tr Core Conservative A

ETFs
-3.29K
- 18.92%
$36.86 - $38.15 $121K - $125K
14.1K $530M
MRK
Merck & Co., Inc.

Healthcare
-445
- 8.4%
$83.01 - $101.02 $36.9K - $45K
4.85K $435M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-944
- 26.06%
$95.85 - $99.25 $90.5K - $93.7K
2.68K $265M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 4.29%
$39.51 - $41.0 $59.3K - $61.5K
33.5K $1.34B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.54K
- 15.63%
$68.32 - $75.06 $105K - $115K
8.29K $619M
VTI
Vanguard Total Stock Market Et

ETFs
-125
- 5.78%
$271.18 - $303.12 $33.9K - $37.9K
2.04K $560M
BX
Blackstone Inc.

Financial Services
-93
- 6.0%
$136.53 - $186.74 $12.7K - $17.4K
1.46K $204M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-992
- 3.99%
$41.09 - $43.24 $40.8K - $42.9K
23.9K $991M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.5K
- 19.47%
$38.02 - $39.4 $57K - $59.1K
6.21K $239M
VIG
Vanguard Dividend Appreciation

ETFs
-265
- 8.81%
N/A
2.74K $532M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.46%
$360.07 - $417.26 $2.16K - $2.5K
1.3K $469M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-353
- 0.85%
$39.81 - $42.17 $14.1K - $14.9K
41.1K $1.65B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-50
- 0.63%
$61.55 - $71.27 $3.08K - $3.56K
7.87K $492M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-950
- 14.47%
$38.92 - $41.1 $37K - $39K
5.62K $220M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.1%
$507.05 - $563.67 $6.59K - $7.33K
1.17K $599M
DFAI
Dimensional ETF Tr

ETFs
-2.52K
- 11.68%
$28.88 - $32.4 $72.7K - $81.6K
19K $595M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-289
- 1.4%
$21.23 - $23.75 $6.14K - $6.86K
20.4K $439M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-137
- 0.72%
$34.08 - $35.99 $4.67K - $4.93K
19K $652M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 4.93%
$890.62 - $1076.86 $33K - $39.8K
714 $675M
IVE
Ishares S&P 500 Value ETF

ETFs
-54
- 0.81%
$185.78 - $198.58 $10K - $10.7K
6.61K $1.26B
PDEC
Innovator U.S. Equity Power Bu
-55
- 0.52%
N/A
10.6K $397M
IWD
Ishares Russell 1000 Val ETF

ETFs
-69
- 2.4%
$182.82 - $196.21 $12.6K - $13.5K
2.81K $528M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-364
- 3.46%
$42.5 - $46.71 $15.5K - $17K
10.1K $459M
EEM
Ishares Msci Emerging Markets

ETFs
-604
- 4.23%
$40.81 - $45.34 $24.6K - $27.4K
13.7K $598M
VEA
Vanguard Ftse Developed Market

ETFs
-308
- 5.39%
$47.4 - $52.99 $14.6K - $16.3K
5.41K $275M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.54K
- 6.37%
$25.54 - $28.79 $39.3K - $44.3K
22.6K $629M
VZ
Verizon Communications Inc

Communication Services
-732
- 9.71%
$37.81 - $46.49 $27.7K - $34K
6.81K $309M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-294
- 2.59%
$18.36 - $20.51 $5.4K - $6.03K
11K $218M
ABBV
Abb Vie Inc.

Healthcare
-249
- 8.84%
$169.2 - $216.66 $42.1K - $53.9K
2.57K $538M
STE
Steris PLC

Healthcare
-31
- 1.11%
$202.46 - $232.74 $6.28K - $7.21K
2.77K $628M
LLY
Eli Lilly & CO

Healthcare
-42
- 2.55%
$725.72 - $929.72 $30.5K - $39K
1.6K $1.32B
CVX
Chevron Corp

Energy
-59
- 1.52%
$146.71 - $167.97 $8.66K - $9.91K
3.82K $638M
JNJ
Johnson & Johnson

Healthcare
-437
- 6.14%
$142.06 - $167.7 $62.1K - $73.3K
6.68K $1.11B
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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