LC

Lakeshore Capital Group, Inc.

13F
Lakeshore Capital Group, Inc.
Last update 2025-04-10 75 Stocks (19 new)
Value $104.00 Mil Turnover 41 %
Countries:
Top Holdings: IVV(11.79%)QQQ(6.21%)DIA(4.71%)FCOR(4.63%)HDV(3.57%)
Summary Stock Picks Current Portfolio
Lakeshore Capital Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
21,760
12,226.9
New Holding
11.790
+11.79%
0.000
+19.71%
+7.98%
636,576.3
 
QQQ
INVESCO QQQ Trust
13,729
6,437.9
+15.53%
6.210
+0.83%
0.000
+26.41%
+10.07%
357,846.7
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
11,632
4,884.1
+49.61%
4.710
+1.56%
0.010
+14.00%
+5.44%
37,840.7
 
FCOR
Fidelity Corporate Bond ETF
102,182
4,798.5
New Holding
4.630
+4.63%
2.010
+3.82%
+4.20%
264.0
 
HDV
iShares Core High Dividend ETF
30,591
3,705.2
New Holding
3.570
+3.57%
0.030
+6.10%
+8.08%
11,200.6
 
BAB
Invesco Taxable Municipal Bond ETF
123,825
3,303.7
New Holding
3.190
+3.19%
0.340
+2.59%
+3.30%
923.3
 
COST
Costco Wholesale Corp
3,093
2,925.3
+2.25%
2.820
+0.06%
0.000
-3.72%
+3.01%
417,582.5
Retail - Defensive
AMZN
Amazon.com Inc
13,260
2,522.8
+2.57%
2.430
+0.06%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
IYW
iShares U.S. Technology ETF
16,241
2,280.9
New Holding
2.200
+2.20%
0.010
+35.56%
+11.34%
22,294.0
 
AAPL
Apple Inc
9,843
2,186.3
+4.40%
2.110
+0.09%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware

Lakeshore Capital Group, Inc.'s Historical Top Holdings Breakdowns

Lakeshore Capital Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
New Buy
New Buy
+11.79%
●
554.06 ($590.51) 615.85
$631.74
6.98%
New holding
21,760
21,760
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-5.08%
●
198.1 ($216.92) 229.79
$223.27
2.93%
Reduce -75.61%
4,905
-15,202
FCOR
Fidelity Corporate Bond ETF
2025-03-31
New Buy
New Buy
+4.63%
●
45.66 ($46.66) 47.4
$47.25
1.26%
New holding
102,182
102,182
HDV
iShares Core High Dividend ETF
2025-03-31
New Buy
New Buy
+3.57%
●
110.86 ($116.87) 121.12
$119.60
2.34%
New holding
30,591
30,591
BAB
Invesco Taxable Municipal Bond ETF
2025-03-31
New Buy
New Buy
+3.19%
●
25.83 ($26.46) 27.09
$26.38
-0.30%
New holding
123,825
123,825
IYW
iShares U.S. Technology ETF
2025-03-31
New Buy
New Buy
+2.20%
●
140.44 ($155.77) 166.79
$177.43
13.91%
New holding
16,241
16,241
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
Franklin U.S. Large Cap Multifactor Index ETF
2025-03-31
New Buy
New Buy
+1.94%
●
55.58 ($59.34) 62.24
$64.01
7.87%
New holding
35,643
35,643
FBND
Fidelity Total Bond ETF
2025-03-31
New Buy
New Buy
+1.68%
●
44.41 ($45.29) 45.98
$45.67
0.84%
New holding
38,243
38,243
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Add
Add
+1.56%
●
408.78 ($432.49) 448.82
$444.96
2.88%
Add 49.61%
11,632
3,857
MBB
iShares MBS ETF
2025-03-31
New Buy
New Buy
+1.37%
●
90.37 ($92.49) 94.08
$93.32
0.90%
New holding
15,171
15,171

Lakeshore Capital Group, Inc. Total Holding History ($B)

To

Lakeshore Capital Group, Inc.'s Asset Allocation

To

Lakeshore Capital Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lakeshore Capital Group, Inc.'s Hypothetical Growth since 2025-03-31

Lakeshore Capital Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lakeshore Capital Group, Inc.'s Holdings Heat Map

Size field:

Lakeshore Capital Group, Inc.'s Holdings Bubble Chart

Lakeshore Capital Group, Inc. News

  • 1

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