Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TELEMUS CAPITAL, LLC (CIK 1590491) reported $1.21B across 326 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: IJR ($48.6M, 4.01%), IWF ($47.1M, 3.89%), IWB ($44.7M, 3.68%), AAPL ($43.9M, 3.62%), CPRT ($39.5M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $48.6M | 4.01% | 448,970 | Trimmed |
| 2 | IWF | ISHARES TR | $47.1M | 3.89% | 155,404 | Added |
| 3 | IWB | ISHARES TR | $44.7M | 3.68% | 170,275 | Trimmed |
| 4 | AAPL | APPLE INC | $43.9M | 3.62% | 228,052 | Trimmed |
| 5 | CPRT | COPART INC | $39.5M | 3.26% | 806,635 | Added |
| 6 | MSFT | MICROSOFT CORP | $38.9M | 3.21% | 103,568 | Trimmed |
| 7 | IWD | ISHARES TR | $31.9M | 2.63% | 192,985 | Added |
| 8 | USMV | ISHARES TR | $27.4M | 2.26% | 350,888 | Added |
| 9 | IEMG | ISHARES INC | $24.0M | 1.98% | 474,290 | Added |
| 10 | FLOT | ISHARES TR | $23.9M | 1.97% | 471,757 | Added |
| 11 | IVV | ISHARES TR | $23.5M | 1.94% | 49,193 | Added |
| 12 | PCG | PG&E CORP | $22.9M | 1.89% | 1.3M | Hold |
| 13 | SPY | SPDR S&P 500 ETF TR | $22.4M | 1.85% | 47,085 | Trimmed |
| 14 | IWM | ISHARES TR | $21.2M | 1.75% | 105,397 | Added |
| 15 | FTSL | FIRST TR EXCHANGE-TRADED FD | $20.7M | 1.71% | 450,223 | Added |
| 16 | AMZN | AMAZON COM INC | $18.9M | 1.56% | 124,580 | Trimmed |
| 17 | ADBE | ADOBE INC | $16.7M | 1.38% | 27,954 | Trimmed |
| 18 | SGOV | ISHARES TR | $15.8M | 1.30% | 157,589 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $15.4M | 1.27% | 90,484 | Added |
| 20 | SPTS | SPDR SER TR | $13.9M | 1.14% | 476,892 | Trimmed |
| 21 | HD | HOME DEPOT INC | $13.7M | 1.13% | 39,573 | Added |
| 22 | MGM | MGM RESORTS INTERNATIONAL | $13.2M | 1.09% | 294,476 | Added |
| 23 | BIL | SPDR SER TR | $13.1M | 1.08% | 143,621 | Added |
| 24 | GOOG | ALPHABET INC | $12.0M | 0.99% | 85,225 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $11.2M | 0.93% | 21,308 | Added |
Source: SEC Form 13F filings · as of 2023-12-31