Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2025) About Lakeshore Capital Group, Inc.Investment ActivityLakeshore Capital Group, Inc. has $112.75 million in total holdings as of June 30, 2025.Lakeshore Capital Group, Inc. owns shares of 78 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 6.63% of the portfolio was purchased this quarter.About 5.09% of the portfolio was sold this quarter.This quarter, Lakeshore Capital Group, Inc. has purchased 75 new stocks and bought additional shares in 41 stocks.Lakeshore Capital Group, Inc. sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,717,941Invesco QQQ $9,276,049SPDR Dow Jones Industrial Average ETF Trust $4,474,130Fidelity Corporate Bond ETF $4,410,703Invesco Taxable Municipal Bond ETF $3,276,585 Largest New Holdings this Quarter 46436E403 - iShares Factors US Growth Style ETF $359,346 Holding81369Y886 - Utilities Select Sector SPDR Fund $316,777 Holding46435G326 - iShares Core MSCI International Developed Markets ETF $216,634 Holding464287804 - iShares Core S&P Small-Cap ETF $200,787 Holding345370860 - Ford Motor $108,500 Holding Largest Purchases this Quarter Invesco QQQ 3,086 shares (about $1.70M)iShares Factors US Growth Style ETF 5,951 shares (about $359.35K)Apple 1,561 shares (about $320.26K)Utilities Select Sector SPDR Fund 3,879 shares (about $316.78K)Fidelity Total Bond ETF 6,710 shares (about $306.98K) Largest Sales this Quarter SPDR Dow Jones Industrial Average ETF Trust 1,479 shares (about $651.75K)Netflix 457 shares (about $611.89K)iShares Core High Dividend ETF 4,779 shares (about $559.96K)Fidelity Corporate Bond ETF 8,952 shares (about $423.52K)iShares U.S. Technology ETF 2,208 shares (about $382.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLakeshore Capital Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,717,941$207,377 ▲1.5%22,09412.2%ETFQQQInvesco QQQ$9,276,049$1,702,402 ▲22.5%16,8158.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$4,474,130$651,752 ▼-12.7%10,1534.0%FinanceFCORFidelity Corporate Bond ETF$4,410,703$423,518 ▼-8.8%93,2303.9%ETFBABInvesco Taxable Municipal Bond ETF$3,276,585$8,490 ▼-0.3%123,5052.9%ETFHDViShares Core High Dividend ETF$3,024,409$559,959 ▼-15.6%25,8122.7%ETFCOSTCostco Wholesale$3,006,332$55,435 ▼-1.8%3,0372.7%Retail/WholesaleAMZNAmazon.com$2,911,918$2,852 ▲0.1%13,2732.6%Retail/WholesaleIYWiShares U.S. Technology ETF$2,431,515$382,583 ▼-13.6%14,0332.2%ManufacturingAAPLApple$2,339,704$320,263 ▲15.9%11,4042.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,240,380$370,528 ▼-14.2%9,8922.0%Computer and TechnologyFLQLFranklin U.S. Large Cap Multifactor Index ETF$2,213,694$37,517 ▼-1.7%35,0492.0%ETFBRK.BBerkshire Hathaway$2,107,472$127,770 ▲6.5%4,3381.9%FinanceMSFTMicrosoft$2,058,990$45,269 ▲2.2%4,1391.8%Computer and TechnologyFBNDFidelity Total Bond ETF$2,056,584$306,980 ▲17.5%44,9531.8%ETFKOCocaCola$1,867,197$110,230 ▲6.3%26,3911.7%Consumer StaplesGOOGLAlphabet$1,806,599$263,826 ▲17.1%10,2511.6%Computer and TechnologyAXPAmerican Express$1,779,314$139,398 ▼-7.3%5,5781.6%FinancePGProcter & Gamble$1,693,628$236,757 ▲16.3%10,6301.5%Consumer StaplesMETAMeta Platforms$1,652,541$295,966 ▼-15.2%2,2391.5%Computer and TechnologyBABAAlibaba Group$1,593,592$90,839 ▼-5.4%14,0521.4%Retail/WholesaleNFLXNetflix$1,545,119$611,889 ▼-28.4%1,1541.4%Consumer DiscretionaryGSThe Goldman Sachs Group$1,443,303$244,208 ▼-14.5%2,0391.3%FinanceMBBiShares MBS ETF$1,406,223$18,215 ▼-1.3%14,9771.2%ETFJNJJohnson & Johnson$1,335,448$225,299 ▲20.3%8,7431.2%MedicalEEMiShares MSCI Emerging Markets ETF$1,325,460$13,170 ▼-1.0%27,4761.2%FinanceWMTWalmart$1,318,090$142,760 ▼-9.8%13,4801.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,253,183$139,436 ▼-10.0%4,3231.1%FinanceVVisa$1,202,170$29,468 ▼-2.4%3,3861.1%Business ServicesIEURiShares Core MSCI Europe ETF$1,188,903$40,714 ▼-3.3%17,9591.1%ETFTSLATesla$1,161,475$29,227 ▲2.6%3,6561.0%Auto/Tires/TrucksIYCiShares U.S. Consumer Discretionary ETF$1,142,507$113,593 ▼-9.0%11,4661.0%ETFIYHiShares U.S. Healthcare ETF$1,042,068$156,000 ▲17.6%18,4500.9%ETFVZVerizon Communications$988,955$12,073 ▼-1.2%22,8550.9%Computer and TechnologyNVDANVIDIA$957,483$173,485 ▲22.1%6,0600.8%Computer and TechnologyKHCKraft Heinz$956,633$272,427 ▲39.8%37,0500.8%Consumer StaplesABTAbbott Laboratories$944,990$952 ▲0.1%6,9480.8%MedicalSYKStryker$944,640$3,165 ▼-0.3%2,3880.8%MedicalIYZiShares U.S. Telecommunications ETF$918,990$63,402 ▼-6.5%30,8590.8%ETFTAT&T$911,185$259,102 ▼-22.1%31,4850.8%Computer and TechnologyACNAccenture$862,608$124,639 ▲16.9%2,8860.8%Computer and TechnologyCMGChipotle Mexican Grill$806,308$125,045 ▲18.4%14,3600.7%Retail/WholesaleLLYEli Lilly and Company$803,044$3,898 ▲0.5%1,0300.7%MedicalIWMiShares Russell 2000 ETF$786,269$272,087 ▼-25.7%3,6440.7%FinanceIYKiShares U.S. Consumer Staples ETF$785,673$35,382 ▲4.7%11,1470.7%ETFCVXChevron$735,991$114,981 ▲18.5%5,1400.7%EnergyACWXiShares MSCI ACWI ex U.S. ETF$726,976$1,219 ▲0.2%11,9290.6%ManufacturingBACBank of America$715,464$38,186 ▼-5.1%15,1200.6%FinanceHONHoneywell International$713,738$33,067 ▲4.9%3,0650.6%Multi-Sector ConglomeratesUNHUnitedHealth Group$708,898$304,839 ▲75.4%2,2720.6%MedicalBXBlackstone$693,165$4,787 ▼-0.7%4,6340.6%FinanceSBUXStarbucks$691,570$116,193 ▲20.2%7,5470.6%Retail/WholesaleDISWalt Disney$690,592$1,240 ▲0.2%5,5690.6%Consumer DiscretionaryHDHome Depot$683,133$52,069 ▲8.3%1,8630.6%Retail/WholesaleMAMastercard$661,818$35,394 ▼-5.1%1,1780.6%Business ServicesDLRDigital Realty Trust$652,594$37,660 ▼-5.5%3,7430.6%FinanceMRKMerck & Co., Inc.$644,348$201,458 ▲45.5%8,1400.6%MedicalIYGiShares U.S. Financial Services ETF$598,908$104,597 ▼-14.9%6,9970.5%ETFYUMYum! Brands$594,450$58,971 ▲11.0%4,0120.5%Retail/WholesaleIGFiShares Global Infrastructure ETF$564,894$40,375 ▼-6.7%9,5420.5%ManufacturingIYJiShares U.S. Industrials ETF$557,065$37,289 ▼-6.3%3,9140.5%ETFTMOThermo Fisher Scientific$539,125$161,332 ▲42.7%1,3300.5%MedicalJDJD.com$509,828$68,478 ▲15.5%15,6200.5%Retail/WholesaleMUBiShares National Muni Bond ETF$492,911$12,328 ▲2.6%4,7180.4%ETFCMCSAComcast$474,427$113,530 ▲31.5%13,2930.4%Consumer DiscretionaryINTCIntel$462,043$186,838 ▲67.9%20,6270.4%Computer and TechnologyADBEAdobe$432,465$113,338 ▲35.5%1,1180.4%Computer and TechnologyMCDMcDonald's$413,676$51,125 ▲14.1%1,4160.4%Retail/WholesaleNKENIKE$370,765$119,847 ▲47.8%5,2190.3%Consumer DiscretionarySTLGiShares Factors US Growth Style ETF$359,346$359,346 ▲New Holding5,9510.3%ManufacturingIYRiShares U.S. Real Estate ETF$322,682$11,372 ▲3.7%3,4050.3%ETFIYMiShares U.S. Basic Materials ETF$316,850$26,182 ▲9.0%2,2630.3%ETFXLUUtilities Select Sector SPDR Fund$316,777$316,777 ▲New Holding3,8790.3%ETFIYEiShares U.S. Energy ETF$314,676$50,012 ▲18.9%6,9590.3%ETFFDVVFidelity High Dividend ETF$290,123$520 ▲0.2%5,5770.3%ETFIDEViShares Core MSCI International Developed Markets ETF$216,634$216,634 ▲New Holding2,8490.2%ETFIJRiShares Core S&P Small-Cap ETF$200,787$200,787 ▲New Holding1,8370.2%ETFFFord Motor$108,500$108,500 ▲New Holding10,0000.1%Auto/Tires/TrucksIWBiShares Russell 1000 ETF$0$235,372 ▼-100.0%00.0%ETFUSRTiShares Core U.S. REIT ETF$0$225,952 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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