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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.48%
1.86%
$30.18M
66,582 shares@ $453.29 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 5.87%
1.81%
$29.419M
51,377 shares@ $572.63 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 631.55%
1.27%
$20.576M
35,107 shares@ $586.09 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.85%
1.18%
$19.21M
37,974 shares@ $505.87 avg price
ETREntergy Corp New
Recent Activity
Increased 61.68%
1.16%
$18.813M
248,124 shares@ $75.83 avg price
DISDisney Walt Co
Recent Activity
Increased 4.8%
1.06%
$17.195M
154,424 shares@ $111.36 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 1.34%
0.99%
$16.119M
206,097 shares@ $78.21 avg price
VOEVanguard Index Fds
Recent Activity
Increased 17.96%
0.88%
$14.244M
88,048 shares@ $161.78 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.7%
0.7%
$11.369M
114,286 shares@ $99.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.08%
0.63%
$10.226M
44,106 shares@ $231.84 avg price