Lakeshore Financial Planning, Inc. Reduced Holdings in Q3 2025

Lakeshore Financial Planning, Inc.

  • $269 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-387
- 3.42%
$65.67 - $71.67 $25.4K - $27.7K
10.9K $725M
META
Meta Platforms, Inc.

Communication Services
-64
- 9.77%
$695.21 - $791.73 $44.5K - $50.7K
591 $434M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-276
- 6.01%
$60.9 - $70.75 $16.8K - $19.5K
4.32K $270M
PG
Procter & Gamble CO

Consumer Defensive
-113
- 3.85%
$150.47 - $161.22 $17K - $18.2K
2.82K $434M
NVDA
Nvidia Corp

Technology
-976
- 17.27%
$153.3 - $186.58 $150K - $182K
4.67K $872M
MUB
Ishares National Muni Bond ETF

ETFs
-202
- 9.31%
$103.24 - $106.68 $20.9K - $21.5K
1.97K $209M
AFL
Aflac Inc

Financial Services
-345
- 9.55%
$98.09 - $111.7 $33.8K - $38.5K
3.27K $365M
UNH
Unitedhealth Group Inc

Healthcare
-70
- 10.57%
$237.77 - $353.61 $16.6K - $24.8K
592 $205M
IXUS
Ishares Tr

ETFs
-182
- 5.68%
$76.35 - $82.58 $13.9K - $15K
3.02K $250M
SPY
Spdr S&P 500 ETF Trust

ETFs
-65
- 6.78%
$617.65 - $666.84 $40.1K - $43.3K
894 $596M
BAC
Bank Of America Corp

Financial Services
-911
- 6.95%
$44.92 - $52.42 $40.9K - $47.8K
12.2K $629M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.41%
$291.67 - $316.99 $2.92K - $3.17K
2.44K $740M
RKT
Rocket Companies, Inc.

Financial Services
-3.5K
- 18.91%
$13.31 - $21.16 $46.5K - $74K
15K $291M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-15
- 1.68%
$420.11 - $472.68 $6.3K - $7.09K
879 $412M
JNJ
Johnson & Johnson

Healthcare
-87
- 3.93%
$155.17 - $185.42 $13.5K - $16.1K
2.12K $394M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-255
- 0.68%
$62.09 - $66.51 $15.8K - $17K
37K $2.41B
IWM
Ishares Russell 2000 ETF

ETFs
-396
- 4.65%
$214.92 - $244.84 $85.1K - $97K
8.12K $1.96B
IVW
Ishares S&P 500 Growth ETF

ETFs
-715
- 3.21%
$108.97 - $121.65 $77.9K - $87K
21.5K $2.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-864
- 2.14%
$181.56 - $190.33 $157K - $164K
39.5K $7.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.45K
- 1.39%
$26.38 - $27.95 $144K - $152K
388K $10.6B
IYW
Ishares Dj Us Tech ETF

ETFs
-964
- 5.95%
$171.38 - $197.01 $165K - $190K
15.2K $2.99B
SOFI
So Fi Technologies, Inc.

Financial Services
-3.95K
- 10.82%
$17.64 - $29.81 $69.7K - $118K
32.6K $860M
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.27%
$351.04 - $379.81 $8.78K - $9.5K
9.12K $3.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-114
- 1.52%
$546.99 - $602.2 $62.4K - $68.7K
7.37K $4.42B
MSFT
Microsoft Corp

Technology
-282
- 1.29%
$491.09 - $535.64 $138K - $151K
21.7K $11.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.41K
- 3.8%
$567.77 - $614.76 $799K - $866K
35.7K $21.8B
AAPL
Apple Inc.

Technology
-454
- 1.16%
$202.38 - $256.87 $91.9K - $117K
38.6K $9.84B
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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