Lakeside Wealth Management Group, LLC 13F Holdings
CIK 0001693706 · Chesterton, IN
As of Mar 31, 2017, Lakeside Wealth Management Group, LLC reported 8 positions worth $2.9K in its SEC Form 13F filing.
Top 8 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PACWEST BANCORP | PACW | Financial Services | 14,363 | $616.0 | 21.07% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,262 | $586.0 | 20.04% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 5,490 | $557.0 | 19.05% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 3,960 | $355.0 | 12.14% |
| EXELON CORP | EXC | Utilities | 7,788 | $259.0 | 8.86% |
| UNITED TECHNOLOGIES CORP | RTX | Industrials | 2,399 | $244.0 | 8.34% |
| GE AEROSPACE | — | — | 6,813 | $202.0 | 6.91% |
| NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | JPC | — | 10,500 |