The Analysis of Lakeshore Capital Group, Inc.'s Holdings
Currently, Lakeshore Capital Group, Inc. holds 77 types of securities in its portfolio with a total value $125.0M. In the most recent quarter, they have increased their positions in XLU (+38.6K shares, valued at $1.6M), NFLX (+10.6K shares, valued at $990.7K), GARP (+3.6K shares, valued at $247.5K); decreased their positions in FBND (-21.4K shares, valued at $986.6K), FCOR (-9.2K shares, valued at $438.5K), IVV (-518 shares, valued at $354.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR21.3K shares-2.37%2025-12-312026-01-21
GARP ISHARES TR105.3K shares3.57%2025-12-312026-01-21 FCOR FIDELITY MERRIMACK STR TR93.6K shares-8.92%2025-12-312026-01-21 ALPHABET INC ALPHABET INC10.7K shares2.01%2025-12-312026-01-21 AAPL APPLE INC12.1K shares1.92%2025-12-312026-01-21 AMZN AMAZON COM INC13.9K shares1.78%2025-12-312026-01-21 BAB INVESCO EXCH TRADED FD TR II115.5K shares-0.53%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD10.2K shares0.46%2025-12-312026-01-21 XLU SELECT SECTOR SPDR TR71.7K shares116.71%2025-12-312026-01-21 IYW ISHARES TR13.9K shares-1.39%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW3.1K shares1.78%2025-12-312026-01-21 BABA ALIBABA GROUP HLDG LTD15.0K shares1.50%2025-12-312026-01-21 FLQL FRANKLIN TEMPLETON ETF TR31.7K shares-9.54%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO5.9K shares1.74%2025-12-312026-01-21 MSFT MICROSOFT CORP4.3K shares-0.30%2025-12-312026-01-21 KO COCA COLA CO28.5K shares4.49%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON9.3K shares2.79%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC2.1K shares0.83%2025-12-312026-01-21 MBB ISHARES TR18.1K shares0.71%2025-12-312026-01-21 TSLA TESLA INC3.7K shares1.24%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO11.4K shares4.27%2025-12-312026-01-21 WMT WALMART INC14.1K shares2.28%2025-12-312026-01-21 EEM ISHARES TR27.5K shares-0.06%2025-12-312026-01-21 META META PLATFORMS INC2.3K shares0.53%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.4.5K shares2.60%2025-12-312026-01-21 IEUR ISHARES TR18.0K shares-0.09%2025-12-312026-01-21 V VISA INC3.6K shares2.17%2025-12-312026-01-21 IYH ISHARES TR18.4K shares-0.87%2025-12-312026-01-21 NVDA NVIDIA CORPORATION6.4K shares2.46%2025-12-312026-01-21 IYC ISHARES TR11.4K shares-1.14%2025-12-312026-01-21 LLY ELI LILLY & CO1.1K shares0.19%2025-12-312026-01-21 NFLX NETFLIX INC11.7K shares895.51%2025-12-312026-01-21 IYZ ISHARES TR30.9K shares-0.81%2025-12-312026-01-21 HDV ISHARES TR8.3K shares0.64%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC24.0K shares3.32%2025-12-312026-01-21 KHC KRAFT HEINZ CO38.6K shares4.20%2025-12-312026-01-21 ABT ABBOTT LABS7.4K shares3.95%2025-12-312026-01-21 IWM ISHARES TR3.6K shares-0.31%2025-12-312026-01-21 SYK STRYKER CORPORATION2.5K shares2.02%2025-12-312026-01-21 BAC BANK AMERICA CORP15.7K shares2.22%2025-12-312026-01-21 T AT&T INC33.1K shares3.35%2025-12-312026-01-21 ACWX ISHARES TR12.2K shares2.59%2025-12-312026-01-21 CVX CHEVRON CORP NEW5.4K shares2.44%2025-12-312026-01-21 TMO THERMO FISHER SCIENTIFIC INC1.4K shares2.22%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC2.4K shares3.44%2025-12-312026-01-21 INTC INTEL CORP21.1K shares1.13%2025-12-312026-01-21 IYK ISHARES TR11.2K shares-0.12%2025-12-312026-01-21 MA MASTERCARD INCORPORATED1.2K shares-2.09%2025-12-312026-01-21 DIS DISNEY WALT CO5.8K shares2.93%2025-12-312026-01-21 HD HOME DEPOT INC1.9K shares0.63%2025-12-312026-01-21 SBUX STARBUCKS CORP7.8K shares3.10%2025-12-312026-01-21 IYG ISHARES TR7.0K shares-0.95%2025-12-312026-01-21 YUM YUM BRANDS INC4.2K shares2.96%2025-12-312026-01-21 HON HONEYWELL INTL INC3.3K shares3.73%2025-12-312026-01-21 DLR DIGITAL RLTY TR INC3.9K shares2.09%2025-12-312026-01-21 IGF ISHARES TR9.6K shares0.29%2025-12-312026-01-21 IYJ ISHARES TR3.9K shares-1.12%2025-12-312026-01-21 CMG CHIPOTLE MEXICAN GRILL INC15.2K shares4.08%2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR11.0K shares-66.02%2025-12-312026-01-21 MCD MCDONALDS CORP1.6K shares3.25%2025-12-312026-01-21 JD JD.COM INC16.4K shares3.24%2025-12-312026-01-21 CMCSA COMCAST CORP NEW14.1K shares3.65%2025-12-312026-01-21 ADBE ADOBE INC1.2K shares3.74%2025-12-312026-01-21 NKE NIKE INC5.9K shares2.89%2025-12-312026-01-21 DIA SPDR DOW JONES INDL AVERAGE761 shares0.26%2025-12-312026-01-21 MUB ISHARES TR3.4K shares-10.31%2025-12-312026-01-21 IYM ISHARES TR2.3K shares-0.97%2025-12-312026-01-21 IYE ISHARES TR6.9K shares-0.62%2025-12-312026-01-21 IYR ISHARES TR3.4K shares-0.23%2025-12-312026-01-21 IDEV ISHARES TR2.9K shares1.86%2025-12-312026-01-21 IJR ISHARES TR1.9K shares-0.21%2025-12-312026-01-21 F FORD MTR CO10.2K shares1.14%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available