LW
| |
Lakeridge Wealth Management LLC13F | |
| Lakeridge Wealth Management LLC | |
| Last update 2025-04-17 | 150 Stocks (8 new) |
| Value $200.00 Mil | Turnover 7 % |
Lakeridge Wealth Management LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVV | Fidelity High Dividend ETF | 317,772 | 15,761.5 | +7.30% | 7.880 | +0.54% | 0.300 | +15.72% | +9.96% | 5,723.4 | ||
SHW | Sherwin-Williams Co | 36,995 | 12,918.2 | +1.50% | 6.460 | +0.10% | 0.010 | +3.76% | +1.33% | 85,941.0 | Chemicals | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 113,025 | 12,284.7 | +6.02% | 6.140 | +0.35% | 0.040 | +3.49% | +4.16% | 27,211.4 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 206,067 | 9,963.4 | +6.76% | 4.980 | +0.32% | 0.220 | +1.67% | +3.63% | 4,423.2 | ||
FNX | FIRST TRUST MID CA | 74,929 | 8,165.8 | +5.67% | 4.080 | +0.22% | 0.750 | +16.62% | +3.73% | 1,158.9 | ||
AVUS | Avantis U.S. Equity ETF | 79,632 | 7,356.4 | -0.11% | 3.680 | 0% | 0.100 | +18.35% | +7.80% | 8,993.6 | ||
AAPL | Apple Inc | 28,450 | 6,319.5 | -1.52% | 3.160 | -0.06% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
IVV | iShares Core S&P 500 ETF | 10,523 | 5,912.8 | +1.75% | 2.960 | +0.05% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 109,536 | 5,205.2 | +3.39% | 2.600 | +0.09% | 0.120 | +2.14% | +3.95% | 4,895.4 | ||
NVDA | NVIDIA Corp | 45,950 | 4,980.1 | -2.67% | 2.490 | -0.09% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors |
Lakeridge Wealth Management LLC's Historical Top Holdings Breakdowns
Lakeridge Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USTB | VICTORY PTF II | 2025-03-31 | New Buy New Buy | +1.58% | 50.08 ($50.43) 50.71 | $50.65 | 0.44% | New holding | 62,225 | 62,225 | |
AMT | American Tower Corp | 2025-03-31 | New Buy New Buy | +0.62% | 173.46 ($196.17) 217.6 | $230.18 | 17.34% | New holding | 5,696 | 5,696 | |
FDVV | Fidelity High Dividend ETF | 2025-03-31 | Add Add | +0.54% | 48.86 ($50.59) 52.28 | $53.98 | 6.70% | Add 7.3% | 317,772 | 21,614 | |
FLDR |
Fidelity Low Duration Bond Factor ETF
Fidelity Low Duration Bond Factor ETF
| 2025-03-31 | Add Add | +0.46% | 49.92 ($50.09) 50.28 | $50.20 | 0.23% | Add 62.85% | 48,030 | 18,536 | |
FLTB | Fidelity Limited Term Bond ETF | 2025-03-31 | New Buy New Buy | +0.43% | 49.52 ($49.92) 50.2 | $50.42 | 1.01% | New holding | 17,212 | 17,212 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Add Add | +0.35% | 105.1 ($107.75) 109.61 | $108.80 | 0.97% | Add 6.02% | 113,025 | 6,413 | |
ISTB | iShares Core 1-5 Year USD Bond ETF | 2025-03-31 | Add Add | +0.32% | 47.59 ($48.01) 48.35 | $48.50 | 1.02% | Add 6.76% | 206,067 | 13,053 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +0.27% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Add 22.49% | 11,836 | 2,173 | |
FNX | FIRST TRUST MID CA | 2025-03-31 | Add Add | +0.22% | 105.28 ($115.46) 121.93 | $119.42 | 3.43% | Add 5.67% | 74,929 | 4,023 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.16% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -14.67% | 2,995 | -515 |
Lakeridge Wealth Management LLC Total Holding History ($B)
Lakeridge Wealth Management LLC's Asset Allocation
Lakeridge Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lakeridge Wealth Management LLC's Hypothetical Growth since 2025-03-31
Lakeridge Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lakeridge Wealth Management LLC's Holdings Heat Map
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Lakeridge Wealth Management LLC's Holdings Bubble Chart
Lakeridge Wealth Management LLC News
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