Lakeridge Wealth Management LLC Incresed Positions in Q4 2024

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
75.7K
+ 64.51%
$47.58 - $48.56 $3.6M - $3.68M
193K $9.22B
DFSD
Dimensional ETF Tr Short Durat

ETFs
37.3K
+ 54.39%
$46.75 - $47.8 $1.74M - $1.78M
106K $4.97B
AVUS
American Centy ETF Tr Avantis

ETFs
16K
+ 25.09%
$94.36 - $102.06 $1.51M - $1.63M
79.7K $7.73B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
25.2K
+ 590.73%
$49.93 - $50.24 $1.26M - $1.27M
29.5K $1.47B
AVDE
American Centy ETF Tr Avantis

ETFs
18.6K
+ 43.59%
$60.9 - $66.69 $1.13M - $1.24M
61.3K $3.76B
FDVV
Fidelity High Dividend ETF

ETFs
18.7K
+ 6.73%
$49.66 - $52.63 $927K - $982K
296K $14.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.7K
+ 232.18%
$71.75 - $75.11 $696K - $728K
13.9K $998M
NVDA
Nvidia Corp

Technology
472
+ 1.01%
$117.0 - $148.88 $55.2K - $70.3K
47.2K $6.34B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.1K
+ 14.62%
$33.92 - $36.6 $478K - $516K
111K $3.82B
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.03K
+ 12.6%
$60.1 - $66.4 $482K - $533K
71.7K $4.34B
IVV
Ishares Core S&P 500 ETF

ETFs
430
+ 4.34%
$570.51 - $610.59 $245K - $263K
10.3K $6.09B
J P Morgan Exchange Traded F
4.51K
+ 45.65%
N/A
14.4K $892M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.2%
$205.18 - $250.29 $3.9K - $4.76K
9.66K $2.32B
AVEM
American Centy ETF Tr Avantis

ETFs
4.94K
+ 47.2%
$58.59 - $66.14 $290K - $327K
15.4K $906M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.65K
+ 36.51%
$24.55 - $25.16 $163K - $167K
24.9K $613M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.07K
+ 7.11%
$106.56 - $113.11 $754K - $800K
107K $11.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
142
+ 4.22%
$567.81 - $607.81 $80.6K - $86.3K
3.51K $2.06B
WFC
Wells Fargo & Company

Financial Services
52
+ 0.85%
$54.98 - $77.35 $2.86K - $4.02K
6.17K $433M
IVW
Ishares S&P 500 Growth ETF

ETFs
250
+ 2.52%
$94.43 - $105.47 $23.6K - $26.4K
10.2K $1.03B
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.39K
+ 24.1%
$22.72 - $25.76 $123K - $139K
27.8K $646M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 7.29%
$873.59 - $994.69 $44.6K - $50.7K
751 $688M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.17K
+ 42.95%
$75.1 - $82.99 $87.8K - $97K
3.89K $294M
V
Visa Inc.

Financial Services
9
+ 0.64%
$273.87 - $320.91 $2.46K - $2.89K
1.43K $451M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
951
+ 7.03%
$61.68 - $67.87 $58.7K - $64.5K
14.5K $902M
GOOGL
Alphabet Inc.

Communication Services
62
+ 3.3%
$161.86 - $196.66 $10K - $12.2K
1.94K $367M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.3K
+ 1.87%
$114.77 - $127.28 $149K - $165K
70.9K $8.21B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
541
+ 7.33%
$66.67 - $74.08 $36.1K - $40.1K
7.92K $538M
IXUS
Ishares Tr

ETFs
2.11K
+ 13.45%
$65.95 - $72.56 $139K - $153K
17.8K $1.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 4.38%
$481.22 - $538.17 $16.8K - $18.8K
835 $427M
FYX
First Tr Small Cap Core Alphad

ETFs
188
+ 1.78%
$96.51 - $110.53 $18.1K - $20.8K
10.7K $1.09B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.3K
+ 4.6%
$18.62 - $19.05 $61.5K - $62.9K
75.1K $1.4B
BX
Blackstone Inc.

Financial Services
6
+ 0.39%
$148.45 - $199.05 $891 - $1.19K
1.55K $267M
CSCO
Cisco Systems, Inc.

Technology
49
+ 1.06%
$52.45 - $60.02 $2.57K - $2.94K
4.68K $277M
XLK
Technology Sector Spdr

ETFs
51
+ 2.18%
$220.26 - $241.44 $11.2K - $12.3K
2.39K $557M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
419
+ 9.4%
$65.67 - $69.79 $27.5K - $29.2K
4.88K $327M
T
At&T Inc.

Communication Services
142
+ 0.52%
$21.22 - $23.88 $3.01K - $3.39K
27.4K $623M
IVE
Ishares S&P 500 Value ETF

ETFs
326
+ 5.14%
$189.5 - $206.17 $61.8K - $67.2K
6.66K $1.27B
HON
Honeywell International Inc

Industrials
5
+ 0.46%
$202.84 - $236.0 $1.01K - $1.18K
1.09K $246M
META
Meta Platforms, Inc.

Communication Services
25
+ 4.55%
$554.08 - $632.68 $13.9K - $15.8K
575 $337M
Tcw ETF Trust
87
+ 1.03%
N/A
8.52K $250M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.13%
$178.39 - $215.0 $535 - $645
2.39K $460M
XLF
Financial Sector Spdr

ETFs
2
+ 0.03%
$44.89 - $51.34 $89.8 - $103
5.74K $278M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
303
+ 9.13%
$96.64 - $101.23 $29.3K - $30.7K
3.62K $351M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.17%
$521.84 - $558.82 $1.04K - $1.12K
1.18K $635M
SRE
Sempra Energy

Utilities
5
+ 0.15%
$80.81 - $94.77 $404 - $474
3.28K $288M
XEL
Xcel Energy Inc

Utilities
19
+ 0.34%
$62.16 - $72.92 $1.18K - $1.39K
5.55K $375M
LVHI
Franklin International Low Vol

ETFs
2.35K
+ 2.25%
$29.98 - $31.57 $70.6K - $74.3K
107K $3.27B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.8K
+ 200.0%
$22.01 - $66.82 $304K - $922K
20.7K $470M
ETN
Eaton Corp PLC

Industrials
11
+ 0.95%
$326.96 - $377.52 $3.6K - $4.15K
1.18K $390M
Activity Summary
Buys All Purchases 93 New Holdings 7 Increased Positions 86 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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