Lakeshore Financial Planning, Inc. Portfolio Holdings

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

Lakeshore Financial Planning, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $42.4B, Vanguard Index Fds S&P 500 ETF with a value of $19B, Pgim ETF Tr with a value of $18.6B, Financial Sector Spdr with a value of $18.5B, and Dimensional ETF Trust with a value of $18B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $205B to 227B.

Lakeshore Financial Planning, Inc. is based out at St. Clair Shores, MI

Below you can find more details about Lakeshore Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $170 Billion
Technology: $19.4 Billion
Financial Services: $6.21 Billion
Consumer Defensive: $3.63 Billion
Consumer Cyclical: $2.75 Billion
Utilities: $2.01 Billion
Healthcare: $1.42 Billion
Communication Services: $1.27 Billion
Other: $2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$9.33 Billion 4.11% of portfolio
21,670
Q3 2024 Added 3.3%
$4.11T
$7.78 Billion 3.43% of portfolio
33,386
Q3 2024 Added 0.44%
$708B
$2.26 Billion 1.0% of portfolio
10,732
Q3 2024 Reduced 0.54%
$270B
$861 Million 0.38% of portfolio
11,979
Q3 2024 Added 1.25%
$216B
$755 Million 0.33% of portfolio
2,480
Q3 2024 Reduced 1.2%
$1.18T
$641 Million 0.28% of portfolio
3,832
Q3 2024 Added 3.85%
$402B
$637 Million 0.28% of portfolio
1,572
Q3 2024 Added 0.06%
$416B
$592 Million 0.26% of portfolio
668
Q1 2024 Added 0.3%
$356B
$549 Million 0.24% of portfolio
13,829
Q3 2024 Added 0.56%
$2.28T
$518 Million 0.23% of portfolio
2,778
Q3 2024 Added 16.23%
$402B
$501 Million 0.22% of portfolio
2,894
Q3 2024 Added 0.03%
$341B
$506 Million 0.22% of portfolio
4,166
Q3 2024 Added 3.12%
$379B
$456 Million 0.2% of portfolio
2,812
Q3 2024 Added 6.31%
$1.35T
$424 Million 0.19% of portfolio
741
Q3 2024 Added 3.93%
$595B
$399 Million 0.18% of portfolio
867
Q2 2024 Added 24.93%
$477B
$386 Million 0.17% of portfolio
660
Q3 2024 Added 6.11%
$456B
$323 Million 0.14% of portfolio
1,897
Q2 2024 Added 0.05%
$744B
$319 Million 0.14% of portfolio
360
Q3 2024 New
$315B
$262 Million 0.12% of portfolio
1,326
Q3 2024 Added 0.08%
$521B
$245 Million 0.11% of portfolio
891
Q3 2024 Added 11.51%
$211B
$244 Million 0.11% of portfolio
1,436
Q3 2024 Added 0.21%
$444B
$243 Million 0.11% of portfolio
2,069
Q3 2024 Added 4.71%
$249B
$228 Million 0.1% of portfolio
2,824
Q3 2024 New
$203B
$210 Million 0.09% of portfolio
2,178
Q3 2024 Reduced 2.77%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $227 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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