Lakeshore Financial Planning, Inc. Portfolio Holdings

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

Lakeshore Financial Planning, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 74 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 $42.4B, Vanguard Index Fds S&P 500 ETF with a value of $19B, Pgim ETF Tr with a value of $18.6B, Financial Sector Spdr with a value of $18.5B, and Dimensional ETF Trust with a value of $18B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $205B to 227B.

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 $227 Billion
ETFs: $170 Billion
Technology: $19.4 Billion
Financial Services: $6.21 Billion
Consumer Defensive: $3.63 Billion
Consumer Cyclical: $2.75 Billion
Utilities: $2.01 Billion
Healthcare: $1.42 Billion
Communication Services: $1.27 Billion
Other: $2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.7M
$11.1 Million 0.0% of portfolio
10,200
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $227 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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