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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPHDInvesco Exch Traded Fd Tr Ii
| 0.14% | $2.151M 44,518 shares@ $48.32 avg price | Increased 54.8% |
DVNDevon Energy Corp New
| 0.12% | $1.861M 56,858 shares@ $32.73 avg price | Increased 1.61% |
EFAIshares Tr
| 0.11% | $1.793M 23,719 shares@ $75.62 avg price | Increased 19.44% |
DGROIshares Tr
| 0.11% | $1.728M 28,177 shares@ $61.34 avg price | Increased 16.2% |
XLVSelect Sector Spdr Tr
| 0.11% | $1.673M 12,160 shares@ $137.57 avg price | Increased 18.33% |
PANWPalo Alto Networks Inc
| 0.11% | $1.644M 9,034 shares@ $181.97 avg price | Increased 71.75% |
PFEPfizer Inc
| 0.1% | $1.485M 55,974 shares@ $26.53 avg price | Increased 7.3% |
SPLVInvesco Exch Traded Fd Tr Ii
| 0.09% | $1.405M 20,077 shares@ $70.0 avg price | Increased 55% |
XMLVInvesco Exch Traded Fd Tr Ii
| 0.09% | $1.38M 22,697 shares@ $60.83 avg price | Increased 54.72% |
AMLPAlps Etf Tr
| 0.07% | $979,382 20,336 shares@ $48.17 avg price | Increased 54.6% |