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Home > Institutional Investor > Lakeridge Wealth Management Llc > Profile

Instuitional Investor - Lakeridge Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Lakeridge Wealth Management Llc
Portfolio Value $138,298,168
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sherwin Williams Co
 SHW 37,796 $11,788,532 8.52%
2.
Fidelity Covington Trust
 255,741 $10,812,726 7.81%
3.
Ishares Trust
 IEF 81,999 $9,073,993 6.56%
4.
First Tr Mid Cap Core Alphad
 64,215 $6,707,289 4.84%
5.
Ishares Tr
 100,746 $6,413,460 4.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)