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Home > Institutional Investor > Lakeside Wealth Management Group, Llc > Profile

Instuitional Investor - Lakeside Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Lakeside Wealth Management Group, Llc
Portfolio Value $2,924,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacwest Bancorp
 PACW 14,363 $616,000 21.06%
2.
Vanguard Index Fds
 5,262 $586,000 20.04%
3.
Pimco Etf Trust
 5,490 $557,000 19.04%
4.
Procter & Gamble Co
 PG 3,960 $355,000 12.14%
5.
Exelon Corp
 EXC 10,903.2 $259,000 8.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)