Lakeshore Capital Group, Inc. Portfolio Holdings by Sector
Lakeshore Capital Group, Inc.
- $66.1 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ IWM DIA IEUR IYZ ACWX MUB FDVV 11 stocks |
$17.9 Million
27.01% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA JD 3 stocks |
$4.49 Million
6.79% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$4.09 Million
6.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$3.43 Million
5.18% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$2.76 Million
4.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK PFE 4 stocks |
$2.64 Million
3.98% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM INTC 2 stocks |
$2.46 Million
3.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.36 Million
3.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG SBUX YUM MCD 4 stocks |
$2.18 Million
3.3% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA 3 stocks |
$2.18 Million
3.29% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2.04 Million
3.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$1.98 Million
3.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.83 Million
2.77% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.78 Million
2.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$1.62 Million
2.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$1.46 Million
2.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$1.46 Million
2.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.41 Million
2.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$1.35 Million
2.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$852,525
1.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$796,679
1.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$769,551
1.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$684,778
1.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$657,504
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$647,067
0.98% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$639,911
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$615,460
0.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$465,698
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$402,028
0.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$224,393
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|