LAKERIDGE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 6K | $401.68K |
 | PEP | 5K | $750.03K |
 | XEL | 5K | $430.42K |
 | SHOP | 5K | $781.84K |
 | MO | 5K | $344.80K |
 | CSCO | 5K | $355.37K |
 | AMT | 5K | $952.51K |
 | MRK | 4K | $359.53K |
 | SBUX | 4K | $360.14K |
 | BAC | 4K | $214.84K |
 | CVX | 4K | $585.26K |
 | GOOG | 3K | $836.42K |
 | MDLZ | 3K | $211.44K |
 | BRK-B | 3K | $1.66M |
 | PGR | 3K | $704.68K |
 | STE | 3K | $704.83K |
 | CBT | 3K | $215.60K |
 | PM | 3K | $446.86K |
 | ABT | 3K | $350.54K |
 | TSLA | 3K | $1.15M |
The Coca-Cola Company
KO
Shares Held
6K
Value
$401.68K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$750.03K
Xcel Energy Inc.
XEL
Shares Held
5K
Value
$430.42K
Shopify Inc.
SHOP
Shares Held
5K
Value
$781.84K
Altria Group, Inc.
MO
Shares Held
5K
Value
$344.80K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$355.37K
American Tower Corporation
AMT
Shares Held
5K
Value
$952.51K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$359.53K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$360.14K
Bank of America Corporation
BAC
Shares Held
4K
Value
$214.84K
Chevron Corporation
CVX
Shares Held
4K
Value
$585.26K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$836.42K
Mondelez International, Inc.
MDLZ
Shares Held
3K
Value
$211.44K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.66M
The Progressive Corporation
PGR
Shares Held
3K
Value
$704.68K
STERIS plc
STE
Shares Held
3K
Value
$704.83K
Cabot Corporation
CBT
Shares Held
3K
Value
$215.60K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$446.86K
Abbott Laboratories
ABT
Shares Held
3K
Value
$350.54K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.15M