Lakeridge Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$194M
Signature - Title
Brian Distler - Chief Compliance Officer
Location
Mentor, OH
Summary
This page shows a list of all the recent 13F filings made by Lakeridge Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeridge Wealth Management LLC reported 152 stock holdings with total value $194M as of Q4 2024. Top holdings included FDVV, SHW, LQD, ISTB, and FNX.
Holdings Value