Lakeshore Financial Planning, Inc. Portfolio Holdings

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024

Lakeshore Financial Planning, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45B, Pgim ETF Tr with a value of $24.2B, Financial Sector Spdr with a value of $20B, Vanguard Index Fds S&P 500 ETF with a value of $19.9B, and Dimensional ETF Trust with a value of $17.6B.

Examining the 13F form we can see an increase of $7.4B in the current position value, from $227B to 234B.

Lakeshore Financial Planning, Inc. is based out at St. Clair Shores, MI

Below you can find more details about Lakeshore Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $177 Billion
Technology: $19.7 Billion
Financial Services: $6.82 Billion
Consumer Defensive: $3.42 Billion
Consumer Cyclical: $3.21 Billion
Utilities: $1.92 Billion
Communication Services: $1.41 Billion
Healthcare: $1.3 Billion
Other: $1.98 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12M
$11.9 Million 0.01% of portfolio
10,200
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $234 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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