9 is the total number of securities Lakeside Wealth Management Group, LLC has owned. The longest Lakeside Wealth Management Group, LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PACW | PACWEST BANCORP DEL | 3 | 3 | 19.53% | 20.04% | 21.07% | Q3 2016 | Q1 2017 | 3 |
| VTI | Vanguard Index Fds | 3 | 3 | 18.58% | 19.07% | 20.04% | Q3 2016 | Q1 2017 | 3 |
| MINT | Pimco | 3 | 3 | 17.66% | 18.12% | 19.05% | Q3 2016 | Q1 2017 | 3 |
| PG | Procter & Gamble Co | 3 | 3 | 11.26% | 11.55% | 12.14% | Q3 2016 | Q1 2017 | 3 |
| EXC | Exelon Corp | 3 | 3 | 8.21% | 8.43% | 8.86% | Q3 2016 | Q1 2017 | 3 |
| UTX | United Technologies Corp | 3 | 3 | 7.74% | 7.94% | 8.34% | Q3 2016 | Q1 2017 | 3 |
| GE | General Electric Co | 3 | 3 | 6.40% | 6.57% | 6.91% | Q3 2016 | Q1 2017 | 3 |
| JPC | Nuveen | 3 | 3 | 3.33% | 3.42% | 3.59% | Q3 2016 | Q1 2017 | 3 |
| GNL | Global Net Lease Inc | 2 | 2 | 7.29% | 7.29% | 7.29% | Q3 2016 | Q4 2016 | 2 |
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The securities at the top of the list , including PACWEST BANCORP DEL, Vanguard Index Fds, and Pimco, are the highest-conviction holdings of Lakeside Wealth Management Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Lakeside Wealth Management Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lakeside Wealth Management Group, LLC owns currently or has owned in the past.