TC

TELEMUS CAPITAL, LLC

13F
TELEMUS CAPITAL, LLC
Last update 2024-02-01 325 Stocks (29 new)
Value $1.21 Bil Turnover 5 %
Countries:
Top Holdings: IJR(4.03%)IWF(3.91%)IWB(3.70%)AAPL(3.64%)CPRT(3.28%)
Summary Stock Picks Current Portfolio
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
-7.88%
-6.16%
79,188.0
 
IWF 		iShares Russell 1000 Growth ETF
155,404
47,113.9
+0.82%
3.910
+0.03%
0.060
-3.45%
+0.13%
107,026.8
 
IWB 		iShares Russell 1000 ETF
170,275
44,656.3
-2.70%
3.700
-0.10%
0.130
-2.81%
+1.83%
40,618.4
 
AAPL 		Apple Inc
228,052
43,906.8
-3.45%
3.640
-0.13%
0.000
-14.63%
-16.43%
3,118,301.8
Hardware
CPRT 		Copart Inc
806,635
39,525.1
0%
3.280
0%
0.080
+6.18%
+10.52%
61,279.3
Business Services
MSFT 		Microsoft Corp
103,568
38,945.7
-4.10%
3.230
-0.13%
0.000
+11.06%
+9.28%
3,410,571.4
Software
IWD 		iShares Russell 1000 Value ETF
192,985
31,890.7
+6.65%
2.650
+0.17%
0.060
-2.09%
+3.77%
62,852.4
 
USMV 		iShares MSCI USA Min Vol Factor ETF
350,888
27,379.8
+8.01%
2.270
+0.17%
0.090
+1.03%
+6.68%
24,476.6
 
IEMG 		iShares Core MSCI Emerging Markets ETF
474,290
23,989.6
+0.46%
1.990
+0.01%
0.030
+4.15%
+10.07%
88,565.1
 
FLOT 		iShares Floating Rate Bond ETF
471,757
23,880.3
+5.47%
1.980
+0.10%
0.330
+0.93%
+1.65%
8,810.0
 

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 ETF2023-12-31Add
+0.48%
●
91.22 ($91.57) 91.84
$91.60
0.03%
Add 78.23%
143,621
63,041
IGF 		iShares Global Infrastructure ETF2023-12-31Add
+0.46%
●
41.18 ($44.45) 48
$58.76
32.19%
Add 204.63%
175,340
117,782
IWM 		iShares Russell 2000 ETF2023-12-31Add
+0.43%
●
162.21 ($179.15) 204.82
$208.97
16.65%
Add 32.45%
105,397
25,821
TXN 		Texas Instruments Inc2023-12-31Reduce
-0.36%
●
140.5 ($154.94) 171.72
$188.34
21.56%
Reduce -48.06%
26,281
-24,315
IJR 		iShares Core S&P Small-Cap ETF2023-12-31Reduce
-0.22%
●
87.61 ($96.38) 110.11
$107.79
11.84%
Reduce -5.31%
448,970
-25,202
SH 		ProShares Short S&P500 -1x Shares2023-12-31Reduce
-0.19%
●
12.93 ($14) 15.14
$41.45
196.07%
Reduce -28.67%
350,636
-140,960
TIP 		iShares TIPS Bond ETF2023-12-31Reduce
-0.18%
●
102.12 ($104.56) 107.97
$108.89
4.14%
Reduce -42.55%
25,662
-19,008
USMV 		iShares MSCI USA Min Vol Factor ETF2023-12-31Add
+0.17%
●
70.56 ($74.62) 78.63
$94.39
26.49%
Add 8.01%
350,888
26,036
IWD 		iShares Russell 1000 Value ETF2023-12-31Add
+0.17%
●
143.69 ($154.43) 165.7
$191.30
23.87%
Add 6.65%
192,985
12,025
SPTS 		SPDR Portfolio Short Term Treasury ETF2023-12-31Reduce
-0.17%
●
28.59 ($28.81) 29.06
$29.13
1.11%
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

Top Ranked Articles

  • 1

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

Size field:

TELEMUS CAPITAL, LLC's Holdings Bubble Chart

TELEMUS CAPITAL, LLC News

  • 1

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