Lakeridge Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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