| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SHERWIN WILLIAMS CO | 3 | Q2 2024 | 8.5% |
| FIDELITY COVINGTON TRUST | 3 | Q2 2024 | 7.8% |
| ISHARES TR | 3 | Q2 2024 | 6.6% |
| FIRST TR MID CAP CORE ALPHAD | 3 | Q2 2024 | 4.8% |
| ISHARES TR | 3 | Q2 2024 | 4.6% |
| APPLE INC | 3 | Q2 2024 | 4.1% |
| MICROSOFT CORP | 3 | Q2 2024 | 3.7% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 3.6% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 2.8% |
View Lakeridge Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-14 |
View Lakeridge Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.