Lakeshore Financial Planning, Inc. Incresed Positions in Q2 2025

Lakeshore Financial Planning, Inc.

  • $249 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.04K
+ 3.85%
$498.8 - $620.9 $1.52M - $1.89M
81.9K $50.9B
IYW
Ishares Dj Us Tech ETF

ETFs
14.3K
+ 728.58%
$122.57 - $173.27 $1.75M - $2.47M
16.2K $2.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
270
+ 0.73%
$456.74 - $568.03 $123K - $153K
37.1K $21.1B
XLF
Financial Sector Spdr

ETFs
8.53K
+ 2.08%
$43.92 - $52.37 $375K - $447K
419K $21.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
9.44K
+ 73.72%
$82.96 - $110.1 $783K - $1.04M
22.2K $2.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
332
+ 4.64%
$416.06 - $551.64 $138K - $183K
7.48K $4.13B
NVDA
Nvidia Corp

Technology
1.93K
+ 52.05%
$94.31 - $157.99 $182K - $306K
5.65K $893M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 0.44%
$210.28 - $289.91 $7.78K - $10.7K
8.42K $2.44B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.27K
+ 8.72%
$53.65 - $67.02 $122K - $152K
28.2K $1.89B
DFIV
Dimensional ETF Tr

ETFs
31
+ 0.05%
$34.67 - $43.21 $1.07K - $1.34K
65K $2.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
182
+ 0.51%
$90.56 - $109.49 $16.5K - $19.9K
36.1K $3.94B
ORCL
Oracle Corp

Technology
1
+ 0.05%
$122.82 - $218.63 $123 - $219
2.01K $440M
RKT
Rocket Companies, Inc.

Financial Services
7.89K
+ 74.45%
$11.11 - $15.4 $87.7K - $122K
18.5K $262M
IWF
Ishares Russell 1000 Gr ETF

ETFs
102
+ 12.88%
$320.42 - $421.7 $32.7K - $43K
894 $380M
LLY
Eli Lilly & CO

Healthcare
95
+ 36.54%
$713.71 - $898.95 $67.8K - $85.4K
355 $277M
DIS
Walt Disney CO

Communication Services
1
+ 0.05%
$81.72 - $124.01 $81.7 - $124
2.18K $271M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.1%
$87.23 - $109.91 $262 - $330
2.87K $316M
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 4.69%
N/A
1.12K $229M
SRE
Sempra Energy

Utilities
7
+ 0.18%
$63.78 - $78.91 $446 - $552
3.94K $298M
FITB
Fifth Third Bancorp

Financial Services
5
+ 0.07%
$33.32 - $41.51 $167 - $208
7.55K $310M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.86%
$335.24 - $380.78 $4.69K - $5.33K
1.64K $602M
SO
Southern CO

Utilities
58
+ 0.71%
$84.91 - $92.56 $4.92K - $5.37K
8.17K $750M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8
+ 0.17%
$49.57 - $50.27 $397 - $402
4.77K $240M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.04%
$63.54 - $68.5 $127 - $137
4.6K $310M
WM
Waste Management Inc

Industrials
2
+ 0.1%
$216.47 - $242.1 $433 - $484
1.97K $451M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.22%
$79.69 - $99.41 $398 - $497
2.3K $210M
XOM
Exxon Mobil Corp

Energy
2
+ 0.1%
$99.93 - $119.04 $200 - $238
2.07K $224M
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.79%
$157.66 - $172.39 $3.63K - $3.96K
2.94K $468M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.45%
$170.16 - $206.27 $1.02K - $1.24K
1.33K $248M
DTE
Dte Energy CO

Utilities
6
+ 0.1%
$127.39 - $139.49 $764 - $837
5.75K $761M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.62%
$285.55 - $321.23 $4.28K - $4.82K
2.45K $714M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.3%
$274.35 - $599.47 $549 - $1.2K
662 $206M
VHT
Vanguard Health Care ETF

ETFs
2.18K
+ 4.23%
$236.71 - $261.92 $515K - $570K
53.7K $13.3B
AAPL
Apple Inc.

Technology
589
+ 1.53%
$172.42 - $223.89 $102K - $132K
39.1K $8.02B
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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