Lmcg Investments, LLC Reduced Holdings in Q1 2025

Lmcg Investments, LLC

  • $1.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-30.9K
- 87.99%
$551.42 - $612.93 $17M - $18.9M
4.22K $2.36M
MSFT
Microsoft Corp

Technology
-20.4K
- 10.46%
$375.39 - $447.2 $7.65M - $9.11M
174K $65.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-18.4K
- 5.83%
$190.26 - $242.06 $3.51M - $4.46M
297K $56.6M
AAPL
Apple Inc.

Technology
-18.4K
- 6.46%
$209.68 - $247.1 $3.86M - $4.55M
267K $59.3M
GOOGL
Alphabet Inc.

Communication Services
-11.6K
- 4.51%
$154.33 - $206.19 $1.79M - $2.39M
246K $38M
NVDA
Nvidia Corp

Technology
-9.59K
- 4.28%
$106.98 - $149.43 $1.03M - $1.43M
214K $23.2M
GILD
Gilead Sciences, Inc.

Healthcare
-71.9K
- 69.8%
$89.14 - $117.41 $6.41M - $8.44M
31.1K $3.49M
GOOG
Alphabet Inc.

Communication Services
-7.87K
- 6.08%
$156.06 - $207.71 $1.23M - $1.63M
122K $19M
PWR
Quanta Services, Inc.

Industrials
-7.61K
- 13.74%
$236.71 - $358.03 $1.8M - $2.73M
47.8K $12.1M
GM
General Motors CO

Consumer Cyclical
-87.8K
- 58.9%
$45.22 - $54.92 $3.97M - $4.82M
61.3K $2.88M
ORCL
Oracle Corp

Technology
-12.2K
- 10.55%
$139.81 - $186.47 $1.71M - $2.28M
103K $14.5M
TER
Teradyne, Inc

Technology
-5.18K
- 5.78%
$82.6 - $140.0 $428K - $726K
84.5K $6.98M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-2.71K
- 4.12%
$62.41 - $133.91 $169K - $362K
62.9K $4.08M
ELV
Elevance Health, Inc.

Healthcare
-12.4K
- 64.06%
$365.9 - $436.25 $4.55M - $5.42M
6.97K $3.01M
ETR
Entergy Corp

Utilities
-76.1K
- 30.66%
$75.26 - $87.89 $5.72M - $6.69M
172K $14.7M
AVGO
Broadcom Inc.

Technology
-6.66K
- 15.09%
$167.43 - $244.7 $1.11M - $1.63M
37.4K $6.27M
AMAT
Applied Materials Inc

Technology
-11.3K
- 9.25%
$145.06 - $195.51 $1.64M - $2.21M
111K $16.1M
ADBE
Adobe Inc.

Technology
-5.24K
- 24.31%
$377.84 - $464.11 $1.98M - $2.43M
16.3K $6.25M
GS
Goldman Sachs Group Inc

Financial Services
-3.59K
- 6.98%
$524.81 - $672.19 $1.88M - $2.41M
47.8K $26.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.92K
- 26.57%
$283.06 - $421.16 $1.39M - $2.07M
13.6K $3.85M
PKG
Packaging Corp Of America

Consumer Cyclical
-5.72K
- 9.12%
$192.03 - $242.13 $1.1M - $1.39M
57K $11.3M
DIS
Walt Disney CO

Communication Services
-7.43K
- 4.81%
$96.87 - $114.0 $720K - $847K
147K $14.5M
CMI
Cummins Inc

Industrials
-3.6K
- 9.18%
$312.92 - $386.07 $1.13M - $1.39M
35.6K $11.2M
JBL
Jabil Inc

Technology
-11.5K
- 10.27%
$130.51 - $173.33 $1.51M - $2M
101K $13.7M
WMT
Walmart Inc.

Consumer Defensive
-21.6K
- 16.11%
$84.5 - $105.05 $1.82M - $2.27M
112K $9.86M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-77.7K
- 65.06%
$25.93 - $29.28 $2.02M - $2.28M
41.8K $1.13M
EMR
Emerson Electric CO

Industrials
-6.14K
- 5.73%
$108.64 - $131.17 $667K - $805K
101K $11.1M
CAT
Caterpillar Inc

Industrials
-3.13K
- 10.04%
$326.75 - $407.63 $1.02M - $1.28M
28K $9.25M
FDX
Fedex Corp

Industrials
-2.45K
- 6.95%
$230.33 - $281.53 $564K - $689K
32.8K $7.99M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-1.31K
- 5.3%
$75.72 - $160.92 $99K - $210K
23.4K $1.79M
A
Agilent Technologies, Inc.

Healthcare
-4.1K
- 5.15%
$116.69 - $152.6 $478K - $626K
75.5K $8.84M
ROK
Rockwell Automation, Inc

Industrials
-1.95K
- 4.23%
$255.29 - $303.75 $497K - $591K
44.1K $11.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.42K
- 2.85%
$247.97 - $296.33 $352K - $420K
48.3K $12.2M
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 1.46%
$83.01 - $101.02 $139K - $169K
113K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
-1.57K
- 14.78%
$890.62 - $1076.86 $1.4M - $1.69M
9.06K $8.56M
DOCS
Doximity, Inc.

Healthcare
-31.5K
- 21.03%
$49.71 - $83.14 $1.57M - $2.62M
118K $6.87M
MCHP
Microchip Technology Inc

Technology
-2.01K
- 1.78%
$48.41 - $64.3 $97.2K - $129K
111K $5.37M
WCN
Waste Connections, Inc.

Industrials
-15K
- 18.78%
$169.89 - $195.19 $2.54M - $2.92M
64.7K $12.6M
JPM
Jpmorgan Chase & CO

Financial Services
-8.36K
- 4.58%
$225.19 - $279.95 $1.88M - $2.34M
174K $42.7M
FITB
Fifth Third Bancorp

Financial Services
-7.59K
- 3.35%
$37.48 - $44.96 $284K - $341K
219K $8.59M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.53K
- 2.73%
$183.02 - $207.75 $280K - $318K
54.5K $10.1M
KEYS
Keysight Technologies, Inc.

Technology
-2.77K
- 5.69%
$148.16 - $185.11 $410K - $512K
45.9K $6.87M
MSI
Motorola Solutions, Inc.

Technology
-509
- 1.75%
$411.73 - $482.1 $210K - $245K
28.6K $12.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-49
- 2.77%
$4295.4 - $5141.88 $210K - $252K
1.72K $7.94M
CSCO
Cisco Systems, Inc.

Technology
-18.2K
- 15.9%
$58.74 - $64.87 $1.07M - $1.18M
96K $5.92M
AMP
Ameriprise Financial Inc

Financial Services
-1.27K
- 28.29%
$472.29 - $575.13 $599K - $729K
3.21K $1.56M
COF
Capital One Financial Corp

Financial Services
-5.09K
- 5.34%
$163.87 - $209.82 $834K - $1.07M
90.2K $16.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.4K
- 2.85%
$237.72 - $276.98 $333K - $388K
47.8K $11.7M
RE
Everest Re Group LTD

Financial Services
-1.92K
- 5.6%
N/A
32.3K $12M
Activity Summary
Buys All Purchases 69 New Holdings 6 Increased Positions 63 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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