The Analysis of Lakeshore Capital Group, Inc.'s Holdings
Currently, Lakeshore Capital Group, Inc. holds 79 types of securities in its portfolio with a total value $123.9M. In the most recent quarter, they have increased their positions in GARP (+95.7K shares, valued at $6.3M), XLU (+29.2K shares, valued at $2.5M), FCOR (+9.5K shares, valued at $457.1K); decreased their positions in DIA (-9.4K shares, valued at $4.4M), HDV (-17.6K shares, valued at $2.1M), FBND (-12.5K shares, valued at $577.6K); initiated new positions in OXY (+4.4K shares, valued at $205.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR21.8K shares-1.26%2025-09-302025-10-17
QQQ INVESCO QQQ TR16.9K shares0.70%2025-09-302025-10-17 GARP ISHARES TR101.7K shares1608.79%2025-09-302025-10-17 FCOR FIDELITY MERRIMACK STR TR102.8K shares10.21%2025-09-302025-10-17 BAB INVESCO EXCH TRADED FD TR II116.1K shares-6.02%2025-09-302025-10-17 AAPL APPLE INC11.9K shares4.22%2025-09-302025-10-17 AMZN AMAZON COM INC13.6K shares2.75%2025-09-302025-10-17 XLU SELECT SECTOR SPDR TR33.1K shares753.34%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW3.1K shares1.81%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD10.1K shares2.60%2025-09-302025-10-17 IYW ISHARES TR14.1K shares0.31%2025-09-302025-10-17 BABA ALIBABA GROUP HLDG LTD14.8K shares5.43%2025-09-302025-10-17 GOOGL ALPHABET INC10.5K shares1.95%2025-09-302025-10-17 FLQL FRANKLIN TEMPLETON ETF TR35.1K shares0.12%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares3.62%2025-09-302025-10-17 MSFT MICROSOFT CORP4.3K shares3.60%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO5.8K shares3.80%2025-09-302025-10-17 KO COCA COLA CO27.3K shares3.37%2025-09-302025-10-17 MBB ISHARES TR18.0K shares20.26%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO10.9K shares2.92%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON9.0K shares3.03%2025-09-302025-10-17 META META PLATFORMS INC2.3K shares0.89%2025-09-302025-10-17 TSLA TESLA INC3.7K shares1.20%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC2.1K shares0.69%2025-09-302025-10-17 FBND FIDELITY MERRIMACK STR TR32.5K shares-27.79%2025-09-302025-10-17 EEM ISHARES TR27.5K shares0.20%2025-09-302025-10-17 WMT WALMART INC13.8K shares2.50%2025-09-302025-10-17 NFLX NETFLIX INC1.2K shares2.25%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.4.4K shares1.34%2025-09-302025-10-17 IEUR ISHARES TR18.0K shares0.38%2025-09-302025-10-17 V VISA INC3.5K shares4.70%2025-09-302025-10-17 IYC ISHARES TR11.5K shares0.45%2025-09-302025-10-17 NVDA NVIDIA CORPORATION6.2K shares2.77%2025-09-302025-10-17 IYH ISHARES TR18.5K shares0.42%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC23.3K shares1.75%2025-09-302025-10-17 HDV ISHARES TR8.3K shares-68.01%2025-09-302025-10-17 IYZ ISHARES TR31.2K shares0.96%2025-09-302025-10-17 KHC KRAFT HEINZ CO37.1K shares0.08%2025-09-302025-10-17 ABT ABBOTT LABS7.1K shares2.00%2025-09-302025-10-17 T AT&T INC32.0K shares1.64%2025-09-302025-10-17 SYK STRYKER CORPORATION2.4K shares1.76%2025-09-302025-10-17 IWM ISHARES TR3.6K shares-1.76%2025-09-302025-10-17 CVX CHEVRON CORP NEW5.2K shares1.98%2025-09-302025-10-17 BX BLACKSTONE INC4.7K shares1.81%2025-09-302025-10-17 LLY ELI LILLY & CO1.1K shares1.94%2025-09-302025-10-17 BAC BANK AMERICA CORP15.4K shares1.69%2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC2.3K shares1.10%2025-09-302025-10-17 ACWX ISHARES TR11.9K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC1.9K shares1.83%2025-09-302025-10-17 IYK ISHARES TR11.2K shares0.77%2025-09-302025-10-17 ACN ACCENTURE PLC IRELAND2.9K shares0.49%2025-09-302025-10-17 INTC INTEL CORP20.9K shares1.35%2025-09-302025-10-17 MRK MERCK & CO INC8.2K shares1.18%2025-09-302025-10-17 MA MASTERCARD INCORPORATED1.2K shares1.44%2025-09-302025-10-17 DLR DIGITAL RLTY TR INC3.8K shares2.46%2025-09-302025-10-17 HON HONEYWELL INTL INC3.1K shares2.22%2025-09-302025-10-17 TMO THERMO FISHER SCIENTIFIC INC1.4K shares1.65%2025-09-302025-10-17 DIS DISNEY WALT CO5.7K shares1.89%2025-09-302025-10-17 SBUX STARBUCKS CORP7.6K shares0.13%2025-09-302025-10-17 IYG ISHARES TR7.0K shares0.66%2025-09-302025-10-17 YUM YUM BRANDS INC4.1K shares1.82%2025-09-302025-10-17 IGF ISHARES TR9.6K shares0.45%2025-09-302025-10-17 IYJ ISHARES TR3.9K shares0.43%2025-09-302025-10-17 CMG CHIPOTLE MEXICAN GRILL INC14.6K shares1.89%2025-09-302025-10-17 JD JD.COM INC15.9K shares1.70%2025-09-302025-10-17 MCD MCDONALDS CORP1.6K shares10.88%2025-09-302025-10-17 CMCSA COMCAST CORP NEW13.6K shares2.58%2025-09-302025-10-17 MUB ISHARES TR3.8K shares-19.86%2025-09-302025-10-17 NKE NIKE INC5.7K shares9.27%2025-09-302025-10-17 ADBE ADOBE INC1.1K shares0.45%2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE759 shares-92.52%2025-09-302025-10-17 IYM ISHARES TR2.3K shares0.71%2025-09-302025-10-17 IYR ISHARES TR3.4K shares0.97%2025-09-302025-10-17 IYE ISHARES TR7.0K shares0.06%2025-09-302025-10-17 FDVV FIDELITY COVINGTON TRUST5.6K shares0.14%2025-09-302025-10-17 IDEV ISHARES TR2.8K shares0.00%2025-09-302025-10-17 IJR ISHARES TR1.9K shares3.10%2025-09-302025-10-17 OXY OCCIDENTAL PETE CORP4.4K sharesnew addition2025-09-302025-10-17 F FORD MTR CO10.1K shares1.27%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available