Lakeshore Financial Planning, Inc. Incresed Positions in Q3 2025

Lakeshore Financial Planning, Inc.

  • $269 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
92.3K
+ 14.43%
$49.58 - $49.83 $4.58M - $4.6M
732K $36.5B
IVV
Ishares Core S&P 500 ETF

ETFs
392
+ 0.48%
$620.67 - $670.08 $243K - $263K
82.3K $55.1B
Dimensional ETF Trust
10K
+ 1.98%
N/A
518K $17B
VHT
Vanguard Health Care ETF

ETFs
1.24K
+ 2.32%
$239.12 - $259.95 $297K - $323K
54.9K $14.3B
XLF
Financial Sector Spdr

ETFs
4.99K
+ 1.19%
$51.37 - $54.25 $256K - $271K
424K $22.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
761
+ 0.62%
$53.36 - $59.69 $40.6K - $45.4K
124K $7.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.4K
+ 3.87%
$108.46 - $120.63 $151K - $168K
37.5K $4.45B
GOOG
Alphabet Inc.

Communication Services
290
+ 7.11%
$175.16 - $255.24 $50.8K - $74K
4.37K $1.06B
MGK
Vanguard Mega Cap Growth ETF

ETFs
775
+ 107.49%
$362.31 - $405.74 $281K - $314K
1.5K $602M
DFIV
Dimensional ETF Tr

ETFs
1.11K
+ 1.71%
$42.66 - $46.53 $47.5K - $51.8K
66.1K $3.05B
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 6.7%
$357.4 - $423.42 $39.3K - $46.6K
1.75K $710M
F
Ford Motor CO

Consumer Cyclical
4.19K
+ 25.28%
$10.82 - $12.09 $45.3K - $50.7K
20.8K $248M
CMA
Comerica Inc

Financial Services
46
+ 0.66%
$60.93 - $71.05 $2.8K - $3.27K
7.04K $483M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.22%
$184.85 - $231.54 $555 - $695
1.34K $310M
SRE
Sempra Energy

Utilities
5
+ 0.13%
$74.14 - $89.98 $371 - $450
3.94K $355M
DTE
Dte Energy CO

Utilities
1
+ 0.02%
$130.26 - $141.49 $130 - $141
5.75K $813M
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.04%
$49.0 - $61.97 $98 - $124
4.53K $257M
VIG
Vanguard Dividend Appreciation

ETFs
81
+ 7.25%
N/A
1.2K $259M
SO
Southern CO

Utilities
53
+ 0.65%
$90.83 - $96.0 $4.81K - $5.09K
8.22K $779M
FITB
Fifth Third Bancorp

Financial Services
3
+ 0.04%
$40.91 - $46.28 $123 - $139
7.55K $336M
PFE
Pfizer Inc

Healthcare
17
+ 0.17%
$23.29 - $25.88 $396 - $440
10.3K $262M
DTM
Dt Midstream, Inc.

Energy
1
+ 0.03%
$99.17 - $113.27 $99.2 - $113
2.87K $325M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24
+ 0.5%
$49.78 - $50.75 $1.19K - $1.22K
4.79K $243M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.08%
$121.72 - $136.77 $243 - $274
2.37K $295M
IBM
International Business Machines Corp

Technology
2
+ 0.2%
$234.77 - $292.47 $470 - $585
1.02K $287M
WM
Waste Management Inc

Industrials
1
+ 0.05%
$213.88 - $237.1 $214 - $237
1.97K $435M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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