Lmcg Investments, LLC Incresed Positions in Q4 2024

Lmcg Investments, LLC

  • $1.61 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
30.3K
+ 631.55%
$567.81 - $607.81 $17.2M - $18.4M
35.1K $20.6M
MS
Morgan Stanley

Financial Services
47.5K
+ 143.01%
$104.42 - $134.99 $4.96M - $6.42M
80.8K $10.2M
GS
Goldman Sachs Group Inc

Financial Services
2.85K
+ 5.86%
$486.1 - $608.57 $1.38M - $1.73M
51.4K $29.4M
DIS
Walt Disney CO

Communication Services
7.07K
+ 4.8%
$92.39 - $117.6 $653K - $832K
154K $17.2M
UNP
Union Pacific Corp

Industrials
13.7K
+ 71.75%
$223.15 - $249.32 $3.07M - $3.43M
32.9K $7.5M
AVGO
Broadcom Inc.

Technology
35
+ 0.08%
$159.67 - $250.0 $5.59K - $8.75K
44.1K $10.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
13.4K
+ 17.96%
$160.89 - $176.18 $2.16M - $2.36M
88K $14.2M
GILD
Gilead Sciences, Inc.

Healthcare
650
+ 0.63%
$83.95 - $97.9 $54.6K - $63.6K
103K $9.52M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
9.48K
+ 20.41%
$101.77 - $113.02 $965K - $1.07M
55.9K $5.91M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
15.8K
+ 54.8%
$47.77 - $51.75 $753K - $816K
44.5K $2.15M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
8.03K
+ 54.72%
$60.51 - $65.57 $486K - $526K
22.7K $1.38M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.12K
+ 55.0%
$69.58 - $74.87 $496K - $533K
20.1K $1.41M
ZS
Zscaler, Inc.

Technology
1.62K
+ 12.22%
$166.99 - $211.99 $270K - $343K
14.8K $2.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.18K
+ 54.6%
$46.48 - $51.32 $334K - $369K
20.3K $979K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
16.8K
+ 54.92%
N/A
47.5K $962K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
6.22K
+ 54.75%
$48.65 - $54.12 $302K - $336K
17.6K $863K
MO
Altria Group, Inc.

Consumer Defensive
4.02K
+ 30.27%
$49.06 - $57.74 $197K - $232K
17.3K $905K
DGRO
Ishares Core Dividend Growth E

ETFs
3.93K
+ 16.2%
$60.73 - $64.94 $239K - $255K
28.2K $1.73M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
11.4K
+ 54.71%
$17.71 - $21.16 $203K - $242K
32.3K $579K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.86K
+ 19.43%
$75.1 - $82.99 $290K - $320K
23.7K $1.79M
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 18.32%
$136.28 - $154.74 $257K - $291K
12.2K $1.67M
TGT
Target Corp

Consumer Defensive
1.11K
+ 26.4%
$121.59 - $160.69 $135K - $178K
5.31K $717K
AXP
American Express CO

Financial Services
39
+ 2.0%
$267.35 - $305.57 $10.4K - $11.9K
1.99K $590K
AKAM
Akamai Technologies Inc

Technology
145
+ 0.16%
N/A
90.5K $8.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
49
+ 1.31%
$55.45 - $61.08 $2.72K - $2.99K
3.79K $210K
PFE
Pfizer Inc

Healthcare
3.8K
+ 7.29%
$24.8 - $30.19 $94.3K - $115K
56K $1.48M
VEU
Vanguard Ftse All World Ex Us

ETFs
278
+ 3.54%
$57.29 - $63.1 $15.9K - $17.5K
8.13K $466K
PANW
Palo Alto Networks Inc

Technology
3.77K
+ 71.75%
$181.96 - $405.9 $687K - $1.53M
9.03K $1.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 2.05%
$44.04 - $49.49 $55.2K - $62.1K
62.6K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
646
+ 1.1%
$47.57 - $52.44 $30.7K - $33.9K
59.4K $2.84M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.71K
+ 1.33%
$75.99 - $88.85 $206K - $241K
206K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
316
+ 0.48%
$442.29 - $483.08 $140K - $153K
66.6K $30.2M
DVN
Devon Energy Corp

Energy
896
+ 1.6%
$30.52 - $42.96 $27.3K - $38.5K
56.9K $1.86M
UNH
Unitedhealth Group Inc

Healthcare
4.02K
+ 11.85%
$485.52 - $625.25 $1.95M - $2.51M
38K $19.2M
ETR
Entergy Corp

Utilities
94.7K
+ 61.68%
$73.19 - $156.4 $6.93M - $14.8M
248K $18.8M
MRK
Merck & Co., Inc.

Healthcare
1.9K
+ 1.69%
$96.31 - $114.76 $183K - $219K
114K $11.4M
AMGN
Amgen Inc

Healthcare
257
+ 0.69%
$258.78 - $328.31 $66.5K - $84.4K
37.4K $9.75M
Activity Summary
Buys All Purchases 59 New Holdings 21 Increased Positions 38 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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