Telemus Capital, LLC has filed its 13F form on February 01, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.2 Billion distributed in 326 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $48.6M, Ishares Russell 1000 Gr ETF with a value of $47.1M, Ishares Tr Russell 1000 ETF with a value of $44.7M, Apple Inc. with a value of $43.9M, and Copart Inc with a value of $39.5M.

Examining the 13F form we can see an increase of $123M in the current position value, from $1.07B to 1.2B.

Below you can find more details about Telemus Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.2 Billion
ETFs: $506 Million
Technology: $180 Million
Consumer Cyclical: $136 Million
Financial Services: $105 Million
Healthcare: $63.4 Million
Industrials: $48.4 Million
Communication Services: $30.9 Million
Utilities: $30.1 Million
Other: $95.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 326
  • Current Value $1.2 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 01, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 31 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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