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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	$272,483,257

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Fidelity Covington Trust	FENY	472,739	$19,812,502	7.27%
2.	Ishares Trust	HYG	318,545	$15,369,804	5.64%
3.	American Centy Etf Tr - US EQT ETF		110,978	$14,214,026	5.22%
4.	Sherwin Williams Co	SHW	36,464	$12,555,210	4.61%
5.	Fidelity Covington Trust	FENY	206,657	$12,459,322	4.57%