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Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$1.631BTotal holdings233
Assets growth rate-1.99%Assets growth rate (2-Q avg)-2.59%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmcg Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 233 positions.

Assets under management

The assets under management (AUM) of Lmcg Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.631B in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of -2.59%. The portfolio is managed by Joseph F. Tower, III, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -3.04%
5.04%
$82.112M
194,808 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Decreased -6.39%
4.39%
$71.455M
285,341 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.66%
4.26%
$69.31M
315,920 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.72%
3%
$48.802M
257,803 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.77%
2.69%
$43.742M
182,481 shares@ $239.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.48%
1.86%
$30.18M
66,582 shares@ $453.29 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.85%
1.85%
$30.064M
223,872 shares@ $134.3 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.67%
1.83%
$29.721M
167,256 shares@ $177.71 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 5.87%
1.81%
$29.419M
51,377 shares@ $572.63 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.65%
1.6%
$26.021M
417,938 shares@ $62.27 avg price