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TELEMUS CAPITAL, LLC

13F
TELEMUS CAPITAL, LLC
Last update 2024-02-01 325 Stocks (29 new)
Value $1.21 Bil Turnover 5 %
Countries:
TELEMUS CAPITAL, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJR
iShares Core S&P Small-Cap ETF
448,970
48,601.0
-5.31%
4.030
-0.22%
0.060
+16.59%
-2.25%
81,337.5
 
IWF
iShares Russell 1000 Growth ETF
155,404
47,113.9
+0.82%
3.910
+0.03%
0.060
+27.24%
+8.36%
113,776.0
 
IWB
iShares Russell 1000 ETF
170,275
44,656.3
-2.70%
3.700
-0.10%
0.130
+19.79%
+7.71%
41,628.5
 
AAPL
Apple Inc
228,052
43,906.8
-3.45%
3.640
-0.13%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
CPRT
Copart Inc
806,635
39,525.1
0%
3.280
0%
0.080
-22.96%
-19.88%
44,459.7
Business Services
MSFT
Microsoft Corp
103,568
38,945.7
-4.10%
3.230
-0.13%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IWD
iShares Russell 1000 Value ETF
192,985
31,890.7
+6.65%
2.650
+0.17%
0.060
+11.59%
+6.73%
62,643.2
 
USMV
iShares MSCI USA Min Vol Factor ETF
350,888
27,379.8
+8.01%
2.270
+0.17%
0.090
+3.59%
+5.42%
23,553.1
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
474,290
23,989.6
+0.46%
1.990
+0.01%
0.030
+18.91%
+18.34%
99,158.0
 
FLOT
iShares Floating Rate Bond ETF
471,757
23,880.3
+5.47%
1.980
+0.10%
0.330
+1.71%
+2.68%
8,981.5
 

TELEMUS CAPITAL, LLC's Historical Top Holdings Breakdowns

TELEMUS CAPITAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2023-12-31
Add
Add
+0.48%
91.22 ($91.57) 91.84
$91.64
0.08%
Add 78.23%
143,621
63,041
IGF
iShares Global Infrastructure ETF
2023-12-31
Add
Add
+0.46%
41.18 ($44.45) 48
$59.12
33.00%
Add 204.63%
175,340
117,782
IWM
iShares Russell 2000 ETF
2023-12-31
Add
Add
+0.43%
162.21 ($179.15) 204.82
$222.33
24.10%
Add 32.45%
105,397
25,821
TXN
Texas Instruments Inc
2023-12-31
Reduce
Reduce
-0.36%
140.5 ($154.94) 171.72
$216.62
39.81%
Reduce -48.06%
26,281
-24,315
IJR
iShares Core S&P Small-Cap ETF
2023-12-31
Reduce
Reduce
-0.22%
87.61 ($96.38) 110.11
$111.87
16.07%
Reduce -5.31%
448,970
-25,202
SH
ProShares Short S&P500 -1x Shares
2023-12-31
Reduce
Reduce
-0.19%
12.93 ($14) 15.14
$39.22
180.14%
Reduce -28.67%
350,636
-140,960
TIP
iShares TIPS Bond ETF
2023-12-31
Reduce
Reduce
-0.18%
102.12 ($104.56) 107.97
$109.70
4.92%
Reduce -42.55%
25,662
-19,008
USMV
iShares MSCI USA Min Vol Factor ETF
2023-12-31
Add
Add
+0.17%
70.56 ($74.62) 78.63
$92.95
24.56%
Add 8.01%
350,888
26,036
IWD
iShares Russell 1000 Value ETF
2023-12-31
Add
Add
+0.17%
143.69 ($154.43) 165.7
$195.88
26.84%
Add 6.65%
192,985
12,025
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2023-12-31
Reduce
Reduce
-0.17%
28.59 ($28.81) 29.06
$29.18
1.28%
Reduce -11.6%
476,892
-62,586

TELEMUS CAPITAL, LLC Total Holding History ($B)

To

TELEMUS CAPITAL, LLC's Asset Allocation

To

TELEMUS CAPITAL, LLC Past Portfolios

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

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TELEMUS CAPITAL, LLC's Hypothetical Growth since 2023-12-31

TELEMUS CAPITAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TELEMUS CAPITAL, LLC's Holdings Heat Map

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TELEMUS CAPITAL, LLC's Holdings Bubble Chart

TELEMUS CAPITAL, LLC News

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