LC
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LCM Capital Management Inc13F | |
LCM Capital Management Inc | |
Last update 2024-10-29 | 96 Stocks (9 new) |
Value $174.00 Mil | Turnover 3 % |
Portfolio Report |
LCM Capital Management Inc Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 43,269 | 24826.170 | +0.29% | 14.280 | +0.04% | 0.000 | +7.00% | +22.01% | 601198.992 | ||
MDY | S&P MidCap 400 ETF | 43,156 | 24584.510 | +2.07% | 14.140 | +0.29% | 0.110 | +1.83% | +12.97% | 23194.039 | ||
IWM | iShares Russell 2000 ETF | 67,728 | 14960.430 | +2.94% | 8.610 | +0.25% | 0.020 | -0.47% | +10.37% | 69399.557 | ||
AAPL | Apple Inc | 46,014 | 10721.300 | -4.95% | 6.170 | -0.31% | 0.000 | +5.31% | +20.00% | 3499384.173 | Hardware | |
MSFT | Microsoft Corp | 20,528 | 8833.180 | +0.56% | 5.080 | +0.03% | 0.000 | +2.46% | +15.65% | 3215616.771 | Software | |
NVDA | NVIDIA Corp | 63,170 | 7671.380 | +4.06% | 4.410 | +0.17% | 0.000 | +34.34% | +181.42% | 3417887.550 | Semiconductors | |
EFA | iShares MSCI EAFE ETF | 78,508 | 6565.610 | +0.31% | 3.780 | +0.01% | 0.010 | +0.58% | +5.77% | 55576.284 | ||
VFH | Vanguard Financials ETF | 59,020 | 6486.840 | -0.33% | 3.730 | -0.01% | 0.070 | +7.34% | +24.52% | 10030.096 | ||
MSTR | MicroStrategy Inc | 22,630 | 3815.420 | 0% | 2.190 | 0% | 0.010 | +54.18% | +291.55% | 50111.991 | Software | |
GOOGL | Alphabet Inc | 20,940 | 3472.960 | +2.12% | 2.000 | +0.04% | 0.000 | +2.58% | +25.20% | 2147916.212 | Interactive Media |
LCM Capital Management Inc's Historical Top Holdings Breakdowns
LCM Capital Management Inc's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
ETHA | iShares Ethereum Trust | 2024-09-30 | New Buy | +0.91% | 16.83 ($20.12) 26.24 | $20.13 | 0.05% | New holding | 80,000 | 80,000 | |
AAPL | Apple Inc | 2024-09-30 | Reduce | -0.31% | 207.23 ($223.32) 234.82 | $230.16 | 3.06% | Reduce -4.95% | 46,014 | -2,395 | |
MDY | S&P MidCap 400 ETF | 2024-09-30 | Add | +0.29% | 523.84 ($550.93) 572.06 | $573.17 | 4.04% | Add 2.07% | 43,156 | 876 | |
IWM | iShares Russell 2000 ETF | 2024-09-30 | Add | +0.25% | 200.87 ($213.99) 224.6 | $221.44 | 3.48% | Add 2.94% | 67,728 | 1,936 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce | -0.22% | 161.02 ($182.46) 200 | $192.73 | 5.63% | Reduce -9.59% | 17,104 | -1,815 | |
ETH | Common units of fractional undivided beneficial interest | 2024-09-30 | New Buy | +0.18% | 2.09 ($2.5) 3.27 | $2.50 | 0% | New holding | 124,740 | 124,740 | |
GOOG | Alphabet Inc | 2024-09-30 | Reduce | -0.17% | 149.54 ($169.25) 192.66 | $176.14 | 4.07% | Reduce -33.61% | 3,004 | -1,521 | |
NVDA | NVIDIA Corp | 2024-09-30 | Add | +0.17% | 98.91 ($118.12) 134.91 | $139.34 | 17.96% | Add 4.06% | 63,170 | 2,463 | |
EW | Edwards Lifesciences Corp | 2024-09-30 | Sold Out | -0.15% | 59.7 ($72.66) 93.78 | $68.63 | -5.55% | Sold Out | 0 | -2,541 | |
MMM | 3M Co | 2024-09-30 | New Buy | +0.14% | 99.69 ($122.42) 139.44 | $127.56 | 4.20% | New holding | 1,802 | 1,802 |
LCM Capital Management Inc Total Holding History ($B)
LCM Capital Management Inc's Asset Allocation
LCM Capital Management Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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LCM Capital Management Inc's Hypothetical Growth since 2024-09-30
LCM Capital Management Inc's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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LCM Capital Management Inc's Holdings Heat Map
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LCM Capital Management Inc's Holdings Bubble Chart
LCM Capital Management Inc News
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