Holdings

Lakeridge Wealth Management LLC

As of Jun 30, 2026, Lakeridge Wealth Management LLC reported 74 positions worth US$89.8M. Largest: Sherwin-williams Company (the), Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Sherwin-williams Company (the)36,464US$12.6M+31Jun 30, 2026
Nvidia Corporation43,150US$8.63M+8,394Jun 30, 2026
Apple Inc27,220US$7.88M+530Jun 30, 2026
Microsoft Corp.12,722US$4.75M+811Jun 30, 2026
International Business Machines Corporation14,700US$4.13M+8Jun 30, 2026
Jp Morgan Chase & Co.11,987US$3.92M+111Jun 30, 2026
Alphabet Inc (google) Class C7,361US$2.63M+295Jun 30, 2026
Exxon Mobil Corporation19,081US$2.61M+143Jun 30, 2026
Amazon.com, Inc.10,726US$2.56M+1,323Jun 30, 2026
Eli Lilly And Company1,728US$2.07M+51Jun 30, 2026