Lakeshore Capital Group, Inc.
Q1 2025 13F Holdings
- Locationrolling meadows, IL
- Num holdings
75
- Value ($000)
$103,676
- Date Filed04/10/2025
- Form type13F-HR
- CIK0002057465
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.23M | 12 % | 21,760 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.44M | 6 % | 13,729 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $4.88M | 5 % | 11,632 | ||
FCOR FIDELITY MERRIMACK STR TR | CORP BOND ETF | 316188101 | $4.80M | 5 % | 102,182 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $3.71M | 4 % | 30,591 | ||
BAB INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | $3.30M | 3 % | 123,825 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $2.93M | 3 % | 3,093 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.52M | 2 % | 13,260 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $2.28M | 2 % | 16,241 | ||
AAPL APPLE INC | COM | 037833100 | $2.19M | 2 % | 9,843 |
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