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