Lakeridge Wealth Management LLC
Q1 2025 13F Holdings
- Locationmentor, OH
- Num holdings
151
- Value ($000)
$199,983
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002012028
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $15.76M | 8 % | 317,772 | ||
SHW SHERWIN WILLIAMS CO | COM | 824348106 | $12.92M | 7 % | 36,995 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $12.28M | 6 % | 113,025 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $9.96M | 5 % | 206,067 | ||
FNX FIRST TR MID CAP CORE ALPHAD | COM SHS | 33735B108 | $8.17M | 4 % | 74,929 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.36M | 4 % | 79,632 | ||
AAPL APPLE INC | COM | 037833100 | $6.32M | 3 % | 28,450 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.91M | 3 % | 10,523 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.21M | 3 % | 109,536 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.98M | 3 % | 45,950 |
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