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Shopify Inc cl a shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $526k 6.6k 80.14
2024-06-30 $433k 6.6k 66.05
2024-03-31 $521k 6.7k 77.17

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First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
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 Shopify Inc cl a

Baillie Gifford & Co
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Vanguard Group
Capital Research and Management Company - Division 3
Capital Research Global Investors
CIBC World Markets
Royal Bank of Canada
Polen Capital Management
Jpmorgan Chase & Co
Sands Capital Management
Franklin Resources
Susquehanna International
Artisan Partners Limited Partnership

View all funds holding Shopify Inc cl a