StockDriftsStockDriftsTop 50 Telemus Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 4.01% | 449.0K | $48.6M | -5.31%(-25.20K) | — | 2023-12-31 | |
| IWF | ISHARES TR | 3.89% | 155.4K | $47.1M | +0.82%(+1.26K) | — | 2023-12-31 | |
| IWB | ISHARES TR | 3.68% | 170.3K | $44.7M | -2.70%(-4.73K) | — | 2023-12-31 | |
| AAPL | APPLE INC | 3.62% | 228.1K | $43.9M | -3.45%(-8.14K) | — | 2023-12-31 | |
| CPRT | COPART INC | 3.26% | 806.6K | $39.5M | +0.00%(+3) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 103.6K | $38.9M | -4.10%(-4.43K) | — | 2023-12-31 | |
| IWD | ISHARES TR | 2.63% | 193.0K | $31.9M | +6.65%(+12.03K) | — | 2023-12-31 | |
| USMV | ISHARES TR | 2.26% | 350.9K | $27.4M | +8.01%(+26.04K) | — | 2023-12-31 | |
| IEMG | ISHARES INC | 1.98% | 474.3K | $24.0M | +0.46%(+2.18K) | — | 2023-12-31 | |
| FLOT | ISHARES TR | 1.97% | 471.8K | $23.9M | +5.47%(+24.48K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Telemus Capital, Llc reports $1.21B in US-listed equity holdings across 326 positions in its most recent 13F filing. Its largest disclosed positions are IJR (4.0%), IWF (3.9%) and IWB (3.7%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Telemus Capital, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Telemus Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1590491). View Telemus Capital, Llc’s 13F filings on SEC