Lakeridge Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mentor, OH
CIK
0002012028
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 153 181,940 FDVV, SHW, LQD, FNX 13F-HR 10/7/2024 000195175724000981
Q2 2024 145 166,366 FDVV, SHW, LQD, FNX 13F-HR 8/1/2024 000195175724000603
Q1 2024 135 154,265 SHW, FDVV, LQD, FNX 13F-HR 4/29/2024 000195175724000403
Q4 2023 130 138,298 SHW, FDVV, LQD, FNX 13F-HR 2/14/2024 000195175724000251