IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lakeside Wealth Management Group, LLC

Q4 2016 Holdings

Filed 2017-01-30 | 11 holdings | $3.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Pacwest Bancorp del(PACWUSD)COM695263103$61614,36319.5%
Vanguard Index Fds(VTI)ETF922908769$5865,26218.6%
Pimco(MINT)ETF72201R833$5575,49017.7%
Procter & Gamble Co(PG)COM742718109$3553,96011.3%
Exelon Corp(EXC)COM30161N101$2597,7888.2%
United Technologies Corp(UTXZ)COM913017109$2442,3997.7%
Global Net Lease IncCOM379378102$23028,1587.3%
General Electric CoCOM369604103$2026,8136.4%
Nuveen(JPC)COM67073B106$10510,5003.3%