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Curtiss-Wright shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Curtiss-Wright (CW) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Curtiss-Wright

Tip: Access up to 7 years of quarterly data

All positions including Curtiss-Wright held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Curtiss-Wright by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $413k 1.3k 328.71
2024-06-30 $341k 1.3k 271.00
2024-03-31 $322k 1.3k 255.95

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First Tr Mid Cap Core Alphad Com Shs (FNX)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Curtiss-Wright

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Invesco
Robeco Investment Management
PRIMECAP Management Company
Alliancebernstein
Geode Capital Management
TD Asset Management
American Century Companies
Morgan Stanley
Brown Advisory Holdings Incorporated
Bank of New York Mellon
Congress Asset Management

View all funds holding Curtiss-Wright