Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.631B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PXHInvesco Exch Traded Fd Tr Ii Recent Activity Increased 54.92%	0.06%	$972,677 47,494 shares@ $20.48 avg price	Increased 54.92%
MOAltria Group Inc Recent Activity Increased 30.27%	0.06%	$905,349 17,314 shares@ $52.29 avg price	Increased 30.27%
SPVUInvesco Exch Traded Fd Tr Ii Recent Activity Increased 54.76%	0.06%	$864,300 17,566 shares@ $49.21 avg price	Increased 54.76%
TGTTarget Corp Recent Activity Increased 26.4%	0.05%	$717,130 5,305 shares@ $135.19 avg price	Increased 26.4%
AXPAmerican Express Co Recent Activity Increased 2.01%	0.04%	$590,019 1,988 shares@ $296.8 avg price	Increased 2.01%
KBWYInvesco Exch Traded Fd Tr Ii Recent Activity Increased 54.71%	0.04%	$579,317 32,346 shares@ $17.92 avg price	Increased 54.71%
VEUVanguard Intl Equity Index F Recent Activity Increased 3.55%	0.03%	$466,628 8,128 shares@ $57.41 avg price	Increased 3.55%
EMXCIshares Inc Recent Activity Increased 1.32%	0.02%	$210,100 3,789 shares@ $55.45 avg price	Increased 1.32%