Portfolio (Quarterly)
Guide ↗
Lakeridge Wealth Management LLC
· CIK 0002012028| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LNG | CHENIERE ENERGY INC | Energy | 1,062 | $250K | 0.11% | SOLD |
| 2 | DDEC | FIRST TR EXCHNG TRADED FD VI | — | 5,615 | $246K | 0.11% | SOLD |
| 3 | AZO | AUTOZONE INC | Consumer Cyclical | 52 | $223K | 0.10% | SOLD |
| 4 | RNP | COHEN & STEERS REIT & PFD & | Financial Services | 9,770 | $220K | 0.10% | SOLD |
| 5 | CBT | CABOT CORP | Basic Materials | 2,835 | $216K | 0.10% | SOLD |
| 6 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,385 | $211K | 0.09% | SOLD |
| 7 | — | ADAPTIMMUNE THERAPEUTICS PLC | — | 110,400 | $14K | 0.01% | SOLD |
Sector Allocation
Technology
33.6%
Basic Materials
14.9%
Financial Services
12.5%
Healthcare
8.3%
Industrials
7.1%
Consumer Cyclical
6.6%
Consumer Defensive
5.8%
Communication Services
4.7%
Energy
3.2%
Real Estate
1.7%