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| Name: |
Lakeridge Wealth Management LLC |
| City: |
MENTOR |
| State: |
OH |
| Zip: |
44060 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PJAN |
Innovator S&p 500 Power Buf... |
32 |
New |
$0.00 |
$973,000 |
24,878 |
0.63% |
973,000 |
24,878 |
0.027 |
N/A |
|
|
PFEB |
Innovator S&p 500 Power Buf... |
51 |
New |
$0.00 |
$582,000 |
17,050 |
0.38% |
582,000 |
17,050 |
0.108 |
N/A |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
80 |
New |
$0.00 |
$377,000 |
6,518 |
0.24% |
377,000 |
6,518 |
0.001 |
N/A |
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FB |
Meta Platforms Inc |
105 |
New |
$481.54 |
$271,000 |
557 |
0.18% |
271,000 |
557 |
0 |
Internet Service Prov... |
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VEA |
Vanguard Europe Pacific ETF |
116 |
New |
$49.56 |
$235,000 |
4,688 |
0.15% |
235,000 |
4,688 |
0 |
Closed - End Fund - F... |
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QCOM |
QUALCOMM Inc |
115 |
New |
$194.61 |
$235,000 |
1,388 |
0.15% |
235,000 |
1,388 |
0.001 |
Communication Equipment |
|
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NVO |
Novo Nordisk A/S (ADR) |
121 |
New |
$134.66 |
$224,000 |
1,745 |
0.15% |
224,000 |
1,745 |
0 |
Drug Manufacturers - ... |
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XLE |
SPDR Energy Sector |
127 |
New |
$93.91 |
$206,000 |
2,182 |
0.13% |
206,000 |
2,182 |
0 |
Closed - End Fund - E... |
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MO |
Altria Group Inc |
128 |
New |
$45.85 |
$206,000 |
4,712 |
0.13% |
206,000 |
4,712 |
0 |
Cigarettes & Other To... |
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TCPC |
BlackRock TCP Capital Corp |
134 |
New |
$10.70 |
$136,000 |
13,024 |
0.09% |
136,000 |
13,024 |
0.023 |
N/A |
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