Lakeshore Financial Planning, Inc. Incresed Positions in Q4 2024

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
115K
+ 30.58%
$49.51 - $49.79 $5.67M - $5.7M
489K $24.2B
IVV
Ishares Core S&P 500 ETF

ETFs
2.99K
+ 4.06%
$570.51 - $610.59 $1.7M - $1.82M
76.5K $45B
XLF
Financial Sector Spdr

ETFs
4.69K
+ 1.15%
$44.89 - $51.34 $210K - $241K
413K $20B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
944
+ 2.63%
$521.84 - $558.82 $493K - $528K
36.9K $19.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.59K
+ 31.7%
$94.43 - $105.47 $244K - $273K
10.8K $1.09B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.57K
+ 16.07%
$61.52 - $66.5 $219K - $237K
25.8K $1.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 24.96%
$567.81 - $607.81 $86.3K - $92.4K
761 $446M
DTM
Dt Midstream, Inc.

Energy
116
+ 4.22%
$78.85 - $108.56 $9.15K - $12.6K
2.87K $285M
IWM
Ishares Russell 2000 ETF

ETFs
239
+ 2.63%
$216.13 - $242.4 $51.7K - $57.9K
9.34K $2.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
985
+ 2.57%
$113.92 - $127.38 $112K - $125K
39.2K $4.52B
SRE
Sempra Energy

Utilities
5
+ 0.13%
$80.81 - $94.77 $404 - $474
3.92K $344M
TGT
Target Corp

Consumer Defensive
301
+ 21.94%
$121.59 - $160.69 $36.6K - $48.4K
1.67K $226M
ORCL
Oracle Corp

Technology
115
+ 6.06%
$165.41 - $192.43 $19K - $22.1K
2.01K $335M
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$204.9 - $238.04 $205 - $238
1.04K $228M
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 3.5%
$385.02 - $431.37 $21.2K - $23.7K
1.63K $633M
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.18%
$87.44 - $102.5 $350 - $410
2.29K $209M
DTE
Dte Energy CO

Utilities
225
+ 4.07%
$117.04 - $129.77 $26.3K - $29.2K
5.75K $695M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.03%
$161.05 - $179.7 $161 - $180
2.9K $486M
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$105.51 - $125.37 $106 - $125
2.07K $223M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 1.9%
$288.47 - $316.54 $13.6K - $14.9K
2.53K $733M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$164.99 - $203.87 $165 - $204
1.33K $236M
AFL
Aflac Inc

Financial Services
3
+ 0.08%
$100.37 - $115.27 $301 - $346
3.8K $394M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.07%
$143.34 - $165.86 $287 - $332
2.81K $407M
SO
Southern CO

Utilities
51
+ 0.64%
$81.5 - $94.15 $4.16K - $4.8K
8.06K $664M
RKT
Rocket Companies, Inc.

Financial Services
2.5K
+ 21.75%
$11.03 - $19.27 $27.6K - $48.2K
14K $158M
MSFT
Microsoft Corp

Technology
51
+ 0.24%
$406.35 - $454.46 $20.7K - $23.2K
21.7K $9.16B
Dimensional ETF Trust
1.16K
+ 0.2%
N/A
584K $17.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
386K
+ 198.49%
$26.93 - $84.95 $10.4M - $32.8M
580K $15.8B
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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