Lakeshore Financial Planning, Inc. Incresed Positions in Q1 2025

Lakeshore Financial Planning, Inc.

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
217K
+ 44.44%
$49.56 - $49.78 $10.8M - $10.8M
707K $35.1B
Dimensional ETF Trust
13.3K
+ 2.28%
N/A
598K $18.3B
AAPL
Apple Inc.

Technology
5.51K
+ 16.68%
$209.68 - $247.1 $1.15M - $1.36M
38.5K $8.55B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.05K
+ 19.05%
$92.45 - $106.69 $189K - $219K
12.8K $1.19B
SO
Southern CO

Utilities
49
+ 0.61%
$80.96 - $92.96 $3.97K - $4.56K
8.11K $746M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$169.2 - $216.66 $169 - $217
1.33K $278M
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$217.4 - $264.74 $217 - $265
1.04K $258M
XOM
Exxon Mobil Corp

Energy
2
+ 0.1%
$105.44 - $118.93 $211 - $238
2.07K $246M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.13%
$91.75 - $115.81 $275 - $347
2.29K $225M
PG
Procter & Gamble CO

Consumer Defensive
19
+ 0.66%
$158.56 - $176.26 $3.01K - $3.35K
2.91K $497M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.56%
$142.64 - $156.42 $1.14K - $1.25K
1.44K $217M
DTM
Dt Midstream, Inc.

Energy
1
+ 0.03%
$86.95 - $113.75 $87 - $114
2.87K $277M
BAC
Bank Of America Corp

Financial Services
470
+ 3.61%
$39.61 - $47.74 $18.6K - $22.4K
13.5K $563M
CMA
Comerica Inc

Financial Services
142
+ 2.0%
$56.11 - $68.38 $7.97K - $9.71K
7.25K $428M
DIS
Walt Disney CO

Communication Services
3
+ 0.14%
$96.87 - $114.0 $291 - $342
2.18K $215M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$347.25 - $424.87 $347 - $425
1.63K $597M
GOOG
Alphabet Inc.

Communication Services
521
+ 13.62%
$156.06 - $207.71 $81.3K - $108K
4.35K $679M
SRE
Sempra Energy

Utilities
5
+ 0.13%
$67.85 - $87.67 $339 - $438
3.93K $280M
DFUS
Dimensional ETF Tr U S Equity

ETFs
206
+ 0.8%
$59.61 - $66.71 $12.3K - $13.7K
26K $1.57B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.1%
$468.34 - $539.52 $3.28K - $3.78K
7.15K $3.35B
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 3.2%
$554.06 - $615.85 $1.36M - $1.51M
78.9K $44.3B
MSFT
Microsoft Corp

Technology
463
+ 2.13%
$375.39 - $447.2 $174K - $207K
22.2K $8.33B
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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