Lakeridge Wealth Management LLC Reduced Holdings in Q4 2024

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
-46
- 0.13%
$338.75 - $399.71 $15.6K - $18.4K
36.4K $12.4B
DFAU
Dimensional ETF Tr

ETFs
-14.1K
- 28.53%
$39.27 - $42.38 $554K - $598K
35.4K $1.43B
DFAI
Dimensional ETF Tr

ETFs
-11.7K
- 35.27%
$29.0 - $31.6 $341K - $371K
21.6K $629M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.44K
- 28.07%
$25.61 - $28.0 $242K - $264K
24.2K $625M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.6%
$727.2 - $932.06 $7.27K - $9.32K
1.65K $1.27B
JNJ
Johnson & Johnson

Healthcare
-215
- 2.93%
$143.34 - $165.86 $30.8K - $35.7K
7.11K $1.03B
MSFT
Microsoft Corp

Technology
-67
- 0.52%
$406.35 - $454.46 $27.2K - $30.4K
12.9K $5.44B
LNG
Cheniere Energy, Inc.

Energy
-911
- 44.5%
$181.07 - $225.92 $165K - $206K
1.14K $244M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.8K
- 32.93%
$26.16 - $28.82 $99.5K - $110K
7.75K $203M
PEP
Pepsico Inc

Consumer Defensive
-51
- 0.96%
$151.29 - $176.1 $7.72K - $8.98K
5.28K $803M
MRK
Merck & Co., Inc.

Healthcare
-31
- 0.58%
$96.31 - $114.76 $2.99K - $3.56K
5.3K $527M
CVX
Chevron Corp

Energy
-419
- 9.76%
$141.15 - $162.53 $59.1K - $68.1K
3.87K $561M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-559
- 5.05%
$44.04 - $49.49 $24.6K - $27.7K
10.5K $463M
INTC
Intel Corp

Technology
-10
- 0.08%
$19.07 - $26.23 $191 - $262
12K $241M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1K
- 4.96%
$34.96 - $35.65 $35K - $35.7K
19.2K $672M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-900
- 7.95%
$34.78 - $35.99 $31.3K - $32.4K
10.4K $370M
LECO
Lincoln Electric Holdings Inc

Industrials
-73
- 3.65%
$187.47 - $219.94 $13.7K - $16.1K
1.93K $361M
VGT
Vanguard Information Technolog

ETFs
-54
- 11.34%
$571.78 - $647.97 $30.9K - $35K
422 $262M
ABT
Abbott Laboratories

Healthcare
-102
- 4.0%
$111.93 - $119.39 $11.4K - $12.2K
2.45K $277M
FSCO
Fs Cr Opportunities Corp Com
-3.38K
- 10.98%
N/A
27.4K $187M
MO
Altria Group, Inc.

Consumer Defensive
-126
- 2.51%
$49.06 - $57.74 $6.18K - $7.28K
4.9K $256M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-315
- 2.21%
$41.53 - $42.95 $13.1K - $13.5K
13.9K $595M
WMT
Walmart Inc.

Consumer Defensive
-131
- 1.61%
$79.1 - $95.7 $10.4K - $12.5K
8K $723M
GOOG
Alphabet Inc.

Communication Services
-98
- 2.65%
$163.08 - $198.16 $16K - $19.4K
3.61K $687M
TSLA
Tesla, Inc.

Consumer Cyclical
-555
- 14.18%
$213.65 - $479.86 $119K - $266K
3.36K $1.36B
AAPL
Apple Inc.

Technology
-247
- 0.85%
$221.69 - $259.02 $54.8K - $64K
28.9K $7.23B
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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