Lakeshore Financial Planning, Inc. Purchases in Q3 2024

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
133K
+ 55.15%
$49.47 - $49.8 $6.59M - $6.63M
375K $18.6B
IVV
Ishares Core S&P 500 ETF

ETFs
5.16K
+ 7.56%
$520.18 - $576.82 $2.69M - $2.98M
73.5K $42.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.7K
+ 11.26%
$77.02 - $85.06 $1.51M - $1.67M
194K $16.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.42K
+ 7.21%
$475.2 - $527.7 $1.15M - $1.27M
35.9K $19B
XLF
Financial Sector Spdr

ETFs
4.68K
+ 1.16%
$40.84 - $45.74 $191K - $214K
409K $18.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.22K
+ 19.43%
$105.53 - $118.34 $657K - $737K
38.3K $4.47B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.17K
New
$84.77 - $97.13 $692K - $793K
8.17K $782M
AAPL
Apple Inc.

Technology
147
+ 0.44%
$207.23 - $234.82 $30.5K - $34.5K
33.4K $7.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
721
+ 11.21%
$434.77 - $502.96 $313K - $363K
7.16K $3.49B
LLY
Eli Lilly & CO

Healthcare
360
New
$772.14 - $960.02 $278K - $346K
360 $319M
WMT
Walmart Inc.

Consumer Defensive
2.82K
New
$66.91 - $81.4 $189K - $230K
2.82K $228M
SBUX
Starbucks Corp

Consumer Cyclical
2.29K
New
$72.51 - $98.6 $166K - $225K
2.29K $223M
DTM
Dt Midstream, Inc.

Energy
2.75K
New
$69.34 - $79.28 $191K - $218K
2.75K $217M
TGT
Target Corp

Consumer Defensive
1.37K
New
$133.47 - $159.25 $183K - $218K
1.37K $214M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
2.95K
New
$65.09 - $70.33 $192K - $207K
2.95K $212M
PM
Philip Morris International Inc.

Consumer Defensive
1.72K
New
$101.25 - $127.45 $174K - $219K
1.72K $208M
IWM
Ishares Russell 2000 ETF

ETFs
18
+ 0.2%
$200.87 - $224.6 $3.62K - $4.04K
9.1K $2.01B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.35K
+ 6.48%
$56.04 - $62.2 $75.7K - $84K
22.2K $1.38B
SOFI
So Fi Technologies, Inc.

Financial Services
5K
+ 5.69%
$6.32 - $8.19 $31.6K - $41K
92.8K $730M
SO
Southern CO

Utilities
548
+ 7.34%
$77.0 - $90.52 $42.2K - $49.6K
8.01K $723M
KO
Coca Cola CO

Consumer Defensive
148
+ 1.25%
$62.69 - $73.01 $9.28K - $10.8K
12K $861M
DTE
Dte Energy CO

Utilities
57
+ 1.04%
$108.67 - $128.41 $6.19K - $7.32K
5.53K $710M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$333.64 - $405.2 $334 - $405
1.57K $637M
AFL
Aflac Inc

Financial Services
1
+ 0.03%
$88.52 - $111.8 $88.5 - $112
3.8K $425M
JNJ
Johnson & Johnson

Healthcare
167
+ 6.31%
$145.48 - $167.38 $24.3K - $28K
2.81K $456M
UNH
Unitedhealth Group Inc

Healthcare
38
+ 6.11%
$488.01 - $604.18 $18.5K - $23K
660 $386M
CMA
Comerica Inc

Financial Services
51
+ 0.7%
$49.93 - $61.49 $2.55K - $3.14K
7.35K $441M
META
Meta Platforms, Inc.

Communication Services
28
+ 3.93%
$453.41 - $572.44 $12.7K - $16K
741 $424M
AMZN
Amazon Com Inc

Consumer Cyclical
388
+ 16.23%
$161.02 - $200.0 $62.5K - $77.6K
2.78K $518M
NEE
Nextera Energy Inc

Utilities
26
+ 0.88%
$69.9 - $84.97 $1.82K - $2.21K
2.99K $253M
IWF
Ishares Russell 1000 Gr ETF

ETFs
72
+ 8.89%
$332.02 - $382.76 $23.9K - $27.6K
882 $331M
V
Visa Inc.

Financial Services
92
+ 11.51%
$253.74 - $291.56 $23.3K - $26.8K
891 $245M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$163.84 - $199.33 $164 - $199
1.33K $262M
KMB
Kimberly Clark Corp

Consumer Defensive
140
+ 6.28%
$135.05 - $148.35 $18.9K - $20.8K
2.37K $337M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.03%
$160.76 - $177.82 $161 - $178
2.89K $501M
XOM
Exxon Mobil Corp

Energy
93
+ 4.71%
$109.72 - $119.0 $10.2K - $11.1K
2.07K $243M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.21%
$161.9 - $179.3 $486 - $538
1.44K $244M
NVDA
Nvidia Corp

Technology
126
+ 3.12%
$98.91 - $134.91 $12.5K - $17K
4.17K $506M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
29
+ 0.58%
$48.06 - $49.39 $1.39K - $1.43K
5.03K $248M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.05%
$133.16 - $158.73 $133 - $159
1.96K $297M
BAC
Bank Of America Corp

Financial Services
77
+ 0.56%
$36.65 - $44.13 $2.82K - $3.4K
13.8K $549M
GOOG
Alphabet Inc.

Communication Services
142
+ 3.85%
$149.54 - $192.66 $21.2K - $27.4K
3.83K $641M
MSFT
Microsoft Corp

Technology
692
+ 3.3%
$395.15 - $467.56 $273K - $324K
21.7K $9.33B
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email