Lee Munder Capital Group
Latest statistics and disclosures from Lmcg Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, JPM, and represent 19.34% of Lmcg Investments's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$18M), LRCX (+$8.6M), ELF (+$8.2M), ETR (+$7.2M), MS (+$6.0M), JAZZ (+$5.6M), WCC, FTNT, SYY, CRH.
- Started 21 new stock positions in ETN, ELF, SYY, NYF, TRMB, IJR, CRH, INDA, PNFP, IGV. WCC, ADC, GSIE, LRCX, VXUS, FTNT, JAZZ, BLK, ICSH, ETSY, ACWX.
- Reduced shares in these 10 stocks: JNJ (-$9.2M), SHEL (-$8.1M), MNST (-$6.8M), WMT (-$5.6M), INTU (-$5.1M), AAPL, TMO, FDX, RIO, GM.
- Sold out of its positions in ARE, CVS, CCI, FSLR, HCA, EWD, IWS, JMEE, Southwestern Energy Company, TFC. LIN.
- Lmcg Investments was a net seller of stock by $-23M.
- Lmcg Investments has $1.6B in assets under management (AUM), dropping by -1.99%.
- Central Index Key (CIK): 0001470944
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Portfolio Holdings for Lmcg Investments
Lmcg Investments holds 233 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $82M | -3% | 195k | 421.50 |
|
| Apple (AAPL) | 4.4 | $72M | -6% | 285k | 250.42 |
|
| Amazon (AMZN) | 4.3 | $69M | -3% | 316k | 219.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $49M | -3% | 258k | 189.30 |
|
| JPMorgan Chase & Co. (JPM) | 2.7 | $44M | -2% | 183k | 239.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $30M | 67k | 453.28 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $30M | -4% | 224k | 134.29 |
|
| Abbvie (ABBV) | 1.8 | $30M | -2% | 167k | 177.70 |
|
| Goldman Sachs (GS) | 1.8 | $29M | +5% | 51k | 572.62 |
|
| Coca-Cola Company (KO) | 1.6 | $26M | -3% | 418k | 62.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $25M | -3% | 129k | 190.44 |
|
| Visa Com Cl A (V) | 1.4 | $22M | -2% | 71k | 316.04 |
|
| Danaher Corporation (DHR) | 1.3 | $22M | 94k | 229.55 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $21M | +631% | 35k | 586.08 |
|
| Applied Materials (AMAT) | 1.2 | $20M | 122k | 162.63 |
|
|
| Chevron Corporation (CVX) | 1.2 | $20M | -2% | 136k | 144.84 |
|
| Oracle Corporation (ORCL) | 1.2 | $19M | -5% | 116k | 166.64 |
|
| UnitedHealth (UNH) | 1.2 | $19M | +11% | 38k | 505.86 |
|
| Entergy Corporation (ETR) | 1.2 | $19M | +61% | 248k | 75.82 |
|
| Abbott Laboratories (ABT) | 1.1 | $18M | -5% | 161k | 113.11 |
|
| Quanta Services (PWR) | 1.1 | $18M | -5% | 55k | 316.05 |
|
| Procter & Gamble Company (PG) | 1.1 | $17M | -3% | 104k | 167.65 |
|
| Walt Disney Company (DIS) | 1.1 | $17M | +4% | 154k | 111.35 |
|
| Capital One Financial (COF) | 1.0 | $17M | 95k | 178.32 |
|
|
| Jabil Circuit (JBL) | 1.0 | $16M | -4% | 113k | 143.90 |
|
| Agnico (AEM) | 1.0 | $16M | 206k | 78.21 |
|
|
| Servicenow (NOW) | 0.9 | $15M | -14% | 14k | 1060.12 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $14M | +17% | 88k | 161.77 |
|
| Ciena Corp Com New (CIEN) | 0.9 | $14M | -3% | 168k | 84.81 |
|
| Packaging Corporation of America (PKG) | 0.9 | $14M | -6% | 63k | 225.13 |
|
| Marvell Technology (MRVL) | 0.9 | $14M | -5% | 127k | 110.45 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.9 | $14M | -2% | 50k | 280.06 |
|
| Cummins (CMI) | 0.8 | $14M | -2% | 39k | 348.60 |
|
| Waste Connections (WCN) | 0.8 | $14M | -4% | 80k | 171.58 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $14M | -3% | 29k | 462.23 |
|
| Emerson Electric (EMR) | 0.8 | $13M | -4% | 107k | 123.93 |
|
| Rockwell Automation (ROK) | 0.8 | $13M | -2% | 46k | 285.79 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $13M | -12% | 239k | 52.22 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $13M | 49k | 253.75 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $12M | -3% | 24k | 526.56 |
|
| Everest Re Group (EG) | 0.8 | $12M | 34k | 362.46 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $12M | -4% | 21k | 585.51 |
|
| Wal-Mart Stores (WMT) | 0.7 | $12M | -31% | 134k | 90.35 |
|
| Micron Technology (MU) | 0.7 | $12M | 142k | 84.16 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $12M | -5% | 34k | 342.16 |
|
| Merck & Co (MRK) | 0.7 | $11M | 114k | 99.48 |
|
|
| Caterpillar (CAT) | 0.7 | $11M | -2% | 31k | 362.76 |
|
| Teradyne (TER) | 0.7 | $11M | 90k | 125.92 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $11M | 56k | 198.18 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.7 | $11M | 80k | 134.34 |
|
|
| S&p Global (SPGI) | 0.6 | $10M | -5% | 21k | 498.03 |
|
| Broadcom (AVGO) | 0.6 | $10M | 44k | 231.84 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $10M | 15.00 | 680920.00 |
|
|
| Morgan Stanley Com New (MS) | 0.6 | $10M | +143% | 81k | 125.72 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $9.9M | -3% | 21k | 469.29 |
|
| FedEx Corporation (FDX) | 0.6 | $9.9M | -28% | 35k | 281.33 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $9.8M | 91k | 107.57 |
|
|
| Amgen (AMGN) | 0.6 | $9.7M | 37k | 260.64 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $9.7M | -10% | 11k | 916.27 |
|
| Bunge Global Sa Com Shs (BG) | 0.6 | $9.6M | 124k | 77.76 |
|
|
| Fifth Third Ban (FITB) | 0.6 | $9.6M | 227k | 42.28 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $9.6M | -8% | 22k | 444.68 |
|
| Gilead Sciences (GILD) | 0.6 | $9.5M | 103k | 92.37 |
|
|
| Booking Holdings (BKNG) | 0.5 | $8.8M | -2% | 1.8k | 4968.42 |
|
| Bank of America Corporation (BAC) | 0.5 | $8.8M | 200k | 43.95 |
|
|
| ConocoPhillips (COP) | 0.5 | $8.7M | -2% | 88k | 99.17 |
|
| Akamai Technologies (AKAM) | 0.5 | $8.7M | 91k | 95.65 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $8.6M | NEW | 118k | 72.23 |
|
| Elf Beauty (ELF) | 0.5 | $8.2M | NEW | 66k | 125.55 |
|
| Valero Energy Corporation (VLO) | 0.5 | $8.0M | -8% | 66k | 122.59 |
|
| Doximity Cl A (DOCS) | 0.5 | $8.0M | 150k | 53.39 |
|
|
| General Motors Company (GM) | 0.5 | $7.9M | -26% | 149k | 53.27 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $7.9M | -3% | 10k | 772.00 |
|
| Keysight Technologies (KEYS) | 0.5 | $7.8M | 49k | 160.63 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $7.7M | -5% | 11k | 693.08 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.5 | $7.7M | -7% | 162k | 47.20 |
|
| Union Pacific Corporation (UNP) | 0.5 | $7.5M | +71% | 33k | 228.04 |
|
| Anthem (ELV) | 0.4 | $7.2M | -2% | 19k | 368.90 |
|
| Lululemon Athletica (LULU) | 0.4 | $7.1M | -3% | 19k | 382.41 |
|
| Cisco Systems (CSCO) | 0.4 | $6.8M | -3% | 114k | 59.20 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $6.7M | -11% | 180k | 37.22 |
|
| AES Corporation (AES) | 0.4 | $6.7M | -20% | 519k | 12.87 |
|
| Microchip Technology (MCHP) | 0.4 | $6.5M | -10% | 113k | 57.35 |
|
| Rollins (ROL) | 0.4 | $6.4M | -3% | 138k | 46.35 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.4 | $6.4M | -2% | 95k | 67.10 |
|
| Zimmer Holdings (ZBH) | 0.4 | $5.9M | +20% | 56k | 105.63 |
|
| Airbnb Com Cl A (ABNB) | 0.3 | $5.7M | -2% | 43k | 131.41 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $5.7M | -33% | 148k | 38.34 |
|
| Core & Main Cl A (CNM) | 0.3 | $5.7M | 111k | 50.91 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.3 | $5.6M | NEW | 46k | 123.15 |
|
| Range Resources (RRC) | 0.3 | $5.4M | -2% | 149k | 35.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $5.3M | -6% | 10k | 511.23 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $5.0M | -5% | 122k | 41.02 |
|
| Workday Cl A (WDAY) | 0.3 | $5.0M | 19k | 258.03 |
|
|
| Inspire Med Sys (INSP) | 0.3 | $5.0M | -12% | 27k | 185.38 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $4.7M | -27% | 113k | 41.82 |
|
| WESCO International (WCC) | 0.3 | $4.5M | NEW | 25k | 180.96 |
|
| Cigna Corp (CI) | 0.3 | $4.5M | -19% | 16k | 276.14 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.3 | $4.4M | -35% | 209k | 20.91 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.3 | $4.3M | -2% | 98k | 43.81 |
|
| Home Depot (HD) | 0.2 | $4.0M | 10k | 388.99 |
|
|
| Fortinet (FTNT) | 0.2 | $3.9M | NEW | 41k | 94.48 |
|
| Lowe's Companies (LOW) | 0.2 | $3.9M | -11% | 16k | 246.80 |
|
| Helmerich & Payne (HP) | 0.2 | $3.8M | 119k | 32.02 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.8M | -8% | 12k | 322.16 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.2 | $3.7M | +11% | 25k | 149.47 |
|
| SYSCO Corporation (SYY) | 0.2 | $3.7M | NEW | 48k | 76.46 |
|
| Pepsi (PEP) | 0.2 | $3.6M | -5% | 24k | 152.06 |
|
| Ishares Msci Cda Etf (EWC) | 0.2 | $3.6M | -2% | 89k | 40.30 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $3.6M | -35% | 52k | 68.68 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $3.6M | -45% | 61k | 58.81 |
|
| CRH Ord (CRH) | 0.2 | $3.5M | NEW | 38k | 92.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $3.5M | 52k | 67.03 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $3.4M | -72% | 24k | 144.62 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $3.3M | -42% | 120k | 28.02 |
|
| Trimble Navigation (TRMB) | 0.2 | $3.3M | NEW | 47k | 70.66 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $3.3M | -4% | 29k | 110.77 |
|
| Wynn Resorts (WYNN) | 0.2 | $3.2M | -4% | 38k | 86.16 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.2M | NEW | 9.6k | 331.87 |
|
| Republic Services (RSG) | 0.2 | $3.1M | -2% | 16k | 201.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $3.1M | -9% | 4.4k | 712.33 |
|
| Agree Realty Corporation (ADC) | 0.2 | $3.1M | NEW | 44k | 70.45 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $3.0M | -59% | 5.7k | 520.23 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.8M | 59k | 47.82 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $2.8M | NEW | 54k | 52.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.8M | +2% | 63k | 44.04 |
|
| Zscaler Incorporated (ZS) | 0.2 | $2.7M | +12% | 15k | 180.42 |
|
| Moody's Corporation (MCO) | 0.1 | $2.4M | -9% | 5.0k | 473.37 |
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| Ishares Msci Taiwan Etf (EWT) | 0.1 | $2.4M | -7% | 46k | 51.76 |
|
| Ameriprise Financial (AMP) | 0.1 | $2.4M | -6% | 4.5k | 532.43 |
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| DTE Energy Company (DTE) | 0.1 | $2.2M | -7% | 18k | 120.75 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $2.2M | +54% | 45k | 48.31 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $2.1M | -36% | 41k | 50.89 |
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| Waste Management (WM) | 0.1 | $2.1M | -2% | 10k | 201.79 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $2.0M | -7% | 21k | 95.70 |
|
| Progressive Corporation (PGR) | 0.1 | $1.9M | 8.0k | 239.61 |
|
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $1.9M | NEW | 36k | 52.64 |
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| Devon Energy Corporation (DVN) | 0.1 | $1.9M | 57k | 32.73 |
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| Cognex Corporation (CGNX) | 0.1 | $1.9M | -36% | 52k | 35.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | +19% | 24k | 75.61 |
|
| Medtronic SHS (MDT) | 0.1 | $1.7M | -10% | 22k | 79.88 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.7M | +16% | 28k | 61.34 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.7M | +18% | 12k | 137.57 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.6M | +71% | 9.0k | 181.96 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.6M | -83% | 25k | 62.65 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.5M | -41% | 24k | 65.52 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.5M | -81% | 29k | 52.56 |
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| Pfizer (PFE) | 0.1 | $1.5M | +7% | 56k | 26.53 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.5M | 47k | 31.36 |
|
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| Etsy (ETSY) | 0.1 | $1.4M | NEW | 27k | 52.89 |
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| Clean Harbors (CLH) | 0.1 | $1.4M | -49% | 6.2k | 230.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.4M | +54% | 20k | 70.00 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | 45k | 30.98 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.4M | -34% | 31k | 45.42 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $1.4M | +54% | 23k | 60.82 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | -3% | 6.5k | 212.41 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | 7.1k | 164.17 |
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|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 17k | 70.24 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | 9.1k | 126.75 |
|
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| International Paper Company (IP) | 0.1 | $1.1M | 21k | 53.82 |
|
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| Qualcomm (QCOM) | 0.1 | $1.1M | -2% | 7.1k | 153.62 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $1.1M | -2% | 3.4k | 313.24 |
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| Ishares Msci Switzerland (EWL) | 0.1 | $1.0M | 22k | 45.96 |
|
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| McDonald's Corporation (MCD) | 0.1 | $1000k | 3.4k | 289.89 |
|
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| Philip Morris International (PM) | 0.1 | $997k | 8.3k | 120.35 |
|
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $979k | +54% | 20k | 48.16 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.1 | $973k | +54% | 48k | 20.48 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $967k | -36% | 26k | 37.53 |
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| Analog Devices (ADI) | 0.1 | $950k | 4.5k | 212.46 |
|
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| Ecolab (ECL) | 0.1 | $932k | 4.0k | 234.32 |
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| Altria (MO) | 0.1 | $905k | +30% | 17k | 52.29 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $872k | 26k | 33.90 |
|
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| Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) | 0.1 | $864k | +54% | 18k | 49.20 |
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| Cme (CME) | 0.1 | $834k | -2% | 3.6k | 232.23 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $828k | NEW | 8.3k | 100.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $814k | 2.0k | 401.58 |
|
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| Illinois Tool Works (ITW) | 0.0 | $791k | 3.1k | 253.56 |
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| Stryker Corporation (SYK) | 0.0 | $783k | 2.2k | 360.05 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $774k | -5% | 4.1k | 187.51 |
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| Westlake Chemical Corporation (WLK) | 0.0 | $774k | -77% | 6.8k | 114.65 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $727k | 6.3k | 115.72 |
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| Target Corporation (TGT) | 0.0 | $717k | +26% | 5.3k | 135.18 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $695k | -13% | 7.2k | 96.83 |
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| Intel Corporation (INTC) | 0.0 | $694k | -3% | 35k | 20.05 |
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| Blackrock (BLK) | 0.0 | $692k | NEW | 675.00 | 1025.11 |
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| Ge Aerospace Com New (GE) | 0.0 | $678k | 4.1k | 166.79 |
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| Automatic Data Processing (ADP) | 0.0 | $650k | -19% | 2.2k | 292.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $636k | 3.2k | 197.49 |
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| Apa Corporation (APA) | 0.0 | $619k | -20% | 27k | 23.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $598k | 1.7k | 351.79 |
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| American Express Company (AXP) | 0.0 | $590k | +2% | 2.0k | 296.79 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $587k | -14% | 5.8k | 101.85 |
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| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.0 | $579k | +54% | 32k | 17.91 |
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| Western Digital (WDC) | 0.0 | $563k | -2% | 9.4k | 59.63 |
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| Travelers Companies (TRV) | 0.0 | $558k | -15% | 2.3k | 240.89 |
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| FactSet Research Systems (FDS) | 0.0 | $512k | -2% | 1.1k | 480.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $494k | -5% | 5.6k | 88.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $467k | +3% | 8.1k | 57.41 |
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| Honeywell International (HON) | 0.0 | $427k | 1.9k | 225.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $426k | -4% | 1.9k | 220.96 |
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| Carrier Global Corporation (CARR) | 0.0 | $365k | 5.3k | 68.26 |
|
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| Ge Vernova (GEV) | 0.0 | $357k | 1.1k | 328.93 |
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|
| Snowflake Cl A (SNOW) | 0.0 | $328k | -18% | 2.1k | 154.42 |
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| Genuine Parts Company (GPC) | 0.0 | $321k | 2.8k | 116.76 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $321k | -20% | 5.7k | 56.56 |
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| Camden National Corporation (CAC) | 0.0 | $318k | 7.4k | 42.74 |
|
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| Lockheed Martin Corporation (LMT) | 0.0 | $316k | 650.00 | 485.94 |
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| Dollar General (DG) | 0.0 | $298k | -12% | 3.9k | 75.82 |
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| Olin Corp Com Par $1 (OLN) | 0.0 | $295k | -72% | 8.7k | 33.80 |
|
| 3M Company (MMM) | 0.0 | $290k | -7% | 2.2k | 129.09 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $287k | 2.0k | 143.70 |
|
|
| TJX Companies (TJX) | 0.0 | $268k | 2.2k | 120.81 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $267k | 919.00 | 290.04 |
|
|
| Kroger (KR) | 0.0 | $266k | -25% | 4.4k | 61.15 |
|
| Intuit (INTU) | 0.0 | $256k | -95% | 407.00 | 628.50 |
|
| Ishares Tr Ultra Short-term (ICSH) | 0.0 | $252k | NEW | 5.0k | 50.43 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $245k | NEW | 4.2k | 58.93 |
|
| Paychex (PAYX) | 0.0 | $245k | 1.8k | 140.22 |
|
|
| American Tower Reit (AMT) | 0.0 | $245k | 1.3k | 183.41 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $234k | 814.00 | 287.82 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $230k | NEW | 2.0k | 115.22 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $229k | NEW | 2.0k | 114.39 |
|
| Uber Technologies (UBER) | 0.0 | $226k | 3.8k | 60.32 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $226k | -63% | 1.8k | 127.13 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $217k | -4% | 2.3k | 92.61 |
|
| Darling International (DAR) | 0.0 | $215k | -5% | 6.4k | 33.69 |
|
| Veritex Hldgs (VBTX) | 0.0 | $215k | -11% | 7.9k | 27.16 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $213k | NEW | 4.0k | 53.22 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $210k | 3.8k | 55.45 |
|
|
| Southern Company (SO) | 0.0 | $210k | 2.6k | 82.32 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $207k | 2.0k | 103.44 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $204k | NEW | 6.1k | 33.34 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $201k | 2.6k | 78.18 |
|
Past Filings by Lmcg Investments
SEC 13F filings are viewable for Lmcg Investments going back to 2010
- Lmcg Investments 2024 Q4 filed Jan. 16, 2025
- Lmcg Investments 2024 Q3 filed Oct. 29, 2024
- Lmcg Investments 2024 Q2 filed Aug. 9, 2024
- Lmcg Investments 2024 Q1 filed May 6, 2024
- Lmcg Investments 2023 Q4 filed Feb. 8, 2024
- Lmcg Investments 2023 Q3 filed Nov. 3, 2023
- Lmcg Investments 2023 Q2 filed Aug. 3, 2023
- Lmcg Investments 2023 Q1 filed May 5, 2023
- Lmcg Investments 2022 Q4 filed Feb. 7, 2023
- Lmcg Investments 2022 Q3 filed Nov. 8, 2022
- Lmcg Investments 2022 Q2 filed Aug. 8, 2022
- Lmcg Investments 2022 Q1 filed May 10, 2022
- Lmcg Investments 2015 Q3 filed Nov. 4, 2015
- Lmcg Investments 2015 Q2 filed Aug. 13, 2015
- Lmcg Investments 2015 Q1 filed May 15, 2015
- Lmcg Investments 2014 Q4 filed Feb. 13, 2015