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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
GOOGAlphabet Inc
Recent Activity
Decreased -3.31%
1.52%
$24.64M
129,386 shares@ $190.44 avg price
VVisa Inc
Recent Activity
Decreased -2.79%
1.37%
$22.322M
70,630 shares@ $316.04 avg price
DHRDanaher Corporation
Recent Activity
Decreased -1.52%
1.32%
$21.496M
93,646 shares@ $229.56 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 631.55%
1.27%
$20.576M
35,107 shares@ $586.09 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -1.75%
1.22%
$19.86M
122,119 shares@ $162.64 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.85%
1.21%
$19.652M
135,684 shares@ $144.85 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.64%
1.19%
$19.274M
115,664 shares@ $166.65 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
ABTAbbott Labs
Recent Activity
Decreased -5.57%
1.12%
$18.224M
161,115 shares@ $113.11 avg price