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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
AREAlexandria Real Estate Eq In
Recent Activity
Exited
0%
$1.112M
9,361 shares@ $118.76 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$425,195
6,762 shares@ $62.89 avg price
LINLinde Plc
Recent Activity
Exited
0%
$367,659
771 shares@ $476.86 avg price
FSLRFirst Solar Inc
Recent Activity
Exited
0%
$254,429
1,020 shares@ $249.45 avg price
TFCTruist Finl Corp
Recent Activity
Exited
0%
$236,433
5,528 shares@ $42.78 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$224,756
553 shares@ $406.44 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$221,163
3,628 shares@ $60.97 avg price
EWDIshares Inc
Recent Activity
Exited
0%
$213,621
4,921 shares@ $43.42 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$204,993
1,728 shares@ $118.64 avg price
IWSIshares Tr
Recent Activity
Exited
0%
$201,020
1,520 shares@ $132.25 avg price