Telemus Capital, LLC Portfolio Holdings
Telemus Capital, LLC
- $1.2 Billion
- Q4 2023
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 Market Cap. of $300 Millions to $2 Billions
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