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Home > Institutional Investor > Lakeridge Wealth Management Llc > Profile

Instuitional Investor - Lakeridge Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Lakeridge Wealth Management Llc
Portfolio Value	$225,001,162

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Fidelity Covington Trust		338,756	$18,872,104	8.39%
2.	Sherwin Williams Co	SHW	36,913	$12,781,664	5.68%
3.	Ishares Trust	VLUE	210,446	$10,278,167	4.57%
4.	First Tr Exchange-Traded Alp		72,986	$9,152,860	4.07%
5.	American Centy Etf Tr - US EQT ETF		80,280	$8,726,472	3.88%