Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

Lakeridge Wealth Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $14.8B, Sherwin Williams CO with a value of $12.4B, Ishares Iboxx $ Investment Gra with a value of $11.4B, Ihares Core 1 5 Years Usd Bond with a value of $9.22B, and First Tr Mid Cap Core Alphadex with a value of $8.21B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $182B to 194B.

Lakeridge Wealth Management LLC is based out at Mentor, OH

Below you can find more details about Lakeridge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
ETFs: $120 Billion
Technology: $24.5 Billion
Basic Materials: $12.6 Billion
Financial Services: $6.55 Billion
Consumer Cyclical: $5.46 Billion
Industrials: $5.02 Billion
Consumer Defensive: $5.02 Billion
Healthcare: $4.65 Billion
Other: $6.85 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$204 Million 0.11% of portfolio
9,770
Q3 2024 New
$0
$113 Million 0.06% of portfolio
13,024
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $194 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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