StockDriftsStockDriftsTop 50 Lakeridge Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDVV | FIDELITY COVINGTON TRUST | 8.5% | 357.9K | $19.8M | +4.71%(+16.10K) | $43.39(+35.40%) | 2026-03-31 | |
| ISTB | ISHARES TR | 5.11% | 245.2K | $11.9M | +16.49%(+34.70K) | $47.86(+0.84%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 5.02% | 36.4K | $11.7M | -0.18%(-64) | $284.41(+9.86%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.96% | 82.8K | $9.2M | +9.92%(+7.48K) | $87.33(+40.96%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.22% | 11.5K | $7.5M | +1.01%(+115) | $489.21(+48.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.91% | 26.7K | $6.8M | +0.90%(+238) | $183.39(+54.96%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.84% | 77.9K | $6.6M | +3.66%(+2.75K) | $63.98(+39.46%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.62% | 75.5K | $6.1M | +2.92%(+2.14K) | $65.45(+40.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 34.8K | $6.1M | +0.22%(+77) | $53.18(+269.47%) | 2026-03-31 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2.35% | 81.7K | $5.5M | +0.70%(+569) | $53.51(+37.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.04% |
| Top 20 Holdings Unweighted | +16.22% | +56.97% |
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