Lakeshore Capital Group, Inc. Top Holdings and 13F Report (2025) About Lakeshore Capital Group, Inc.Investment ActivityLakeshore Capital Group, Inc. has $103.68 million in total holdings as of March 31, 2025.Lakeshore Capital Group, Inc. owns shares of 75 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 41.36% of the portfolio was purchased this quarter.About 3.98% of the portfolio was sold this quarter.This quarter, Lakeshore Capital Group, Inc. has purchased 59 new stocks and bought additional shares in 49 stocks.Lakeshore Capital Group, Inc. sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $12,226,859Invesco QQQ $6,437,934SPDR Dow Jones Industrial Average ETF Trust $4,884,133Fidelity Corporate Bond ETF $4,798,457iShares Core High Dividend ETF $3,705,204 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $12,226,859 Holding316188101 - Fidelity Corporate Bond ETF $4,798,457 Holding46429B663 - iShares Core High Dividend ETF $3,705,204 Holding46138G805 - Invesco Taxable Municipal Bond ETF $3,303,651 Holding464287721 - iShares U.S. Technology ETF $2,280,860 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 21,760 shares (about $12.23M)Fidelity Corporate Bond ETF 102,182 shares (about $4.80M)iShares Core High Dividend ETF 30,591 shares (about $3.71M)Invesco Taxable Municipal Bond ETF 123,825 shares (about $3.30M)iShares U.S. Technology ETF 16,241 shares (about $2.28M) Largest Sales this Quarter iShares Russell 2000 ETF 15,202 shares (about $3.03M)McDonald's 232 shares (about $72.49K)iShares Core MSCI Europe ETF 777 shares (about $46.74K)iShares U.S. Telecommunications ETF 1,320 shares (about $36.15K)iShares National Muni Bond ETF 25 shares (about $2.64K) 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$12,226,859$12,226,859 ▲New Holding21,76011.8%ETFQQQInvesco QQQ$6,437,934$865,175 ▲15.5%13,7296.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$4,884,133$1,619,507 ▲49.6%11,6324.7%FinanceFCORFidelity Corporate Bond ETF$4,798,457$4,798,457 ▲New Holding102,1824.6%ETFHDViShares Core High Dividend ETF$3,705,204$3,705,204 ▲New Holding30,5913.6%ETFBABInvesco Taxable Municipal Bond ETF$3,303,651$3,303,651 ▲New Holding123,8253.2%ETFCOSTCostco Wholesale$2,925,338$64,314 ▲2.2%3,0932.8%Retail/WholesaleAMZNAmazon.com$2,522,808$63,165 ▲2.6%13,2602.4%Retail/WholesaleIYWiShares U.S. Technology ETF$2,280,860$2,280,860 ▲New Holding16,2412.2%ManufacturingAAPLApple$2,186,351$92,181 ▲4.4%9,8432.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,170,485$80,960 ▲3.9%4,0752.1%FinanceFLQLFranklin U.S. Large Cap Multifactor Index ETF$2,011,678$2,011,678 ▲New Holding35,6431.9%ETFBABAAlibaba Group$1,964,012$101,553 ▲5.5%14,8531.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,913,721$43,162 ▲2.3%11,5281.8%Computer and TechnologyKOCoca-Cola$1,778,524$98,262 ▲5.8%24,8331.7%Consumer StaplesFBNDFidelity Total Bond ETF$1,745,806$1,745,806 ▲New Holding38,2431.7%ETFAXPAmerican Express$1,618,462$46,011 ▲2.9%6,0151.6%FinancePGProcter & Gamble$1,558,297$71,405 ▲4.8%9,1441.5%Consumer StaplesMETAMeta Platforms$1,521,520$19,595 ▲1.3%2,6401.5%Computer and TechnologyMSFTMicrosoft$1,519,763$69,080 ▲4.8%4,0481.5%Computer and TechnologyNFLXNetflix$1,501,878$9,323 ▲0.6%1,6111.4%Consumer DiscretionaryMBBiShares MBS ETF$1,422,693$1,422,693 ▲New Holding15,1711.4%ETFGOOGLAlphabet$1,353,777$346,563 ▲34.4%8,7541.3%Computer and TechnologyWMTWalmart$1,311,611$25,986 ▲2.0%14,9401.3%Retail/WholesaleGSThe Goldman Sachs Group$1,302,465$10,380 ▲0.8%2,3841.3%FinanceVVisa$1,215,776$53,972 ▲4.6%3,4691.2%Business ServicesEEMiShares MSCI Emerging Markets ETF$1,212,632$1,212,632 ▲New Holding27,7491.2%FinanceJNJJohnson & Johnson$1,205,249$60,030 ▲5.2%7,2681.2%MedicalJPMJPMorgan Chase & Co.$1,178,452$10,058 ▲0.9%4,8041.1%FinanceTAT&T$1,143,599$18,722 ▲1.7%40,4381.1%Computer and TechnologyIEURiShares Core MSCI Europe ETF$1,117,229$46,737 ▼-4.0%18,5741.1%ETFIYCiShares U.S. Consumer Discretionary ETF$1,113,463$1,113,463 ▲New Holding12,6061.1%ETFVZVerizon Communications$1,049,363$26,264 ▲2.6%23,1341.0%Computer and TechnologyIWMiShares Russell 2000 ETF$978,563$3,032,847 ▼-75.6%4,9050.9%FinanceIYHiShares U.S. Healthcare ETF$955,248$955,248 ▲New Holding15,6880.9%ETFTSLATesla$923,736$18,143 ▲2.0%3,5640.9%Auto/Tires/TrucksABTAbbott Laboratories$920,775$16,847 ▲1.9%6,9410.9%MedicalIYZiShares U.S. Telecommunications ETF$903,537$36,155 ▼-3.8%32,9880.9%ETFSYKStryker$891,967$13,402 ▲1.5%2,3960.9%MedicalLLYEli Lilly and Company$846,775$12,392 ▲1.5%1,0250.8%MedicalKHCKraft Heinz$806,368$43,819 ▲5.7%26,4990.8%Consumer StaplesACNAccenture$770,468$14,355 ▲1.9%2,4690.7%Computer and TechnologyIYKiShares U.S. Consumer Staples ETF$761,849$761,849 ▲New Holding10,6450.7%ETFCVXChevron$725,546$14,722 ▲2.1%4,3370.7%EnergyMAMastercard$680,445$7,128 ▲1.1%1,2410.7%Business ServicesUNHUnitedHealth Group$678,385$15,715 ▲2.4%1,2950.7%MedicalBACBank of America$664,626$8,763 ▲1.3%15,9270.6%FinanceACWXiShares MSCI ACWI ex U.S. ETF$660,335$444 ▼-0.1%11,9090.6%ManufacturingBXBlackstone$652,228$6,290 ▲1.0%4,6660.6%FinanceIYGiShares U.S. Financial Services ETF$645,640$645,640 ▲New Holding8,2190.6%ETFHDHome Depot$630,725$11,361 ▲1.8%1,7210.6%Retail/WholesaleHONHoneywell International$618,907$12,281 ▲2.0%2,9230.6%Multi-Sector ConglomeratesSBUXStarbucks$615,863$12,457 ▲2.1%6,2790.6%Retail/WholesaleCMGChipotle Mexican Grill$609,193$8,184 ▲1.4%12,1330.6%Retail/WholesaleYUMYum! Brands$568,641$11,643 ▲2.1%3,6140.5%Retail/WholesaleDLRDigital Realty Trust$567,296$13,899 ▲2.5%3,9590.5%FinanceIGFiShares Global Infrastructure ETF$558,931$558,931 ▲New Holding10,2240.5%ManufacturingJDJD.com$556,016$13,240 ▲2.4%13,5220.5%Retail/WholesaleDISWalt Disney$548,626$9,178 ▲1.7%5,5590.5%Consumer DiscretionaryIYJiShares U.S. Industrials ETF$543,657$543,657 ▲New Holding4,1760.5%ETFNVDANVIDIA$537,781$537,781 ▲New Holding4,9620.5%Computer and TechnologyMRKMerck & Co., Inc.$502,244$20,377 ▲4.2%5,5950.5%MedicalMUBiShares National Muni Bond ETF$485,053$2,636 ▼-0.5%4,6000.5%ETFTMOThermo Fisher Scientific$463,656$18,407 ▲4.1%9320.4%MedicalMCDMcDonald's$387,763$72,491 ▼-15.8%1,2410.4%Retail/WholesaleCMCSAComcast$373,135$11,771 ▲3.3%10,1120.4%Consumer DiscretionaryADBEAdobe$316,346$9,586 ▲3.1%8250.3%Computer and TechnologyIYRiShares U.S. Real Estate ETF$314,535$314,535 ▲New Holding3,2850.3%ETFIYEiShares U.S. Energy ETF$288,542$288,542 ▲New Holding5,8530.3%ETFIYMiShares U.S. Basic Materials ETF$279,862$279,862 ▲New Holding2,0760.3%ETFINTCIntel$279,013$18,350 ▲7.0%12,2860.3%Computer and TechnologyFDVVFidelity High Dividend ETF$276,139$446 ▲0.2%5,5670.3%ETFIWBiShares Russell 1000 ETF$235,3720.0%7670.2%ETFUSRTiShares Core U.S. REIT ETF$225,952$173 ▲0.1%3,9230.2%ETFNKENIKE$224,197$35,991 ▲19.1%3,5320.2%Consumer DiscretionaryDEODiageo$0$402,028 ▼-100.0%00.0%Consumer StaplesPFEPfizer$0$323,588 ▼-100.0%00.0%MedicalIJRiShares Core S&P Small-Cap ETF$0$211,682 ▼-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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