LAKESHORE FINANCIAL PLANNING, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCCS | 100K | $907.54K |
 | AAPL | 39K | $9.84M |
 | SOFI | 33K | $860.37K |
 | MSFT | 22K | $11.22M |
 | F | 21K | $248.36K |
 | RKT | 15K | $290.70K |
 | BAC | 12K | $629.25K |
 | KO | 11K | $725.06K |
 | PFE | 10K | $262.15K |
 | CNFR | 10K | $12.45K |
 | JPM | 8K | $2.66M |
 | SO | 8K | $779.45K |
 | FITB | 8K | $336.36K |
 | CMA | 7K | $482.71K |
 | DTE | 6K | $813.17K |
 | TSCO | 5K | $273.26K |
 | NVDA | 5K | $872.08K |
 | VZ | 5K | $203.44K |
 | DAL | 5K | $257.11K |
 | GOOG | 4K | $1.06M |
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
100K
Value
$907.54K
Apple Inc.
AAPL
Shares Held
39K
Value
$9.84M
SoFi Technologies, Inc.
SOFI
Shares Held
33K
Value
$860.37K
Microsoft Corporation
MSFT
Shares Held
22K
Value
$11.22M
Ford Motor Company
F
Shares Held
21K
Value
$248.36K
Rocket Companies, Inc.
RKT
Shares Held
15K
Value
$290.70K
Bank of America Corporation
BAC
Shares Held
12K
Value
$629.25K
The Coca-Cola Company
KO
Shares Held
11K
Value
$725.06K
Pfizer Inc.
PFE
Shares Held
10K
Value
$262.15K
Conifer Holdings, Inc.
CNFR
Shares Held
10K
Value
$12.45K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.66M
The Southern Company
SO
Shares Held
8K
Value
$779.45K
Fifth Third Bancorp
FITB
Shares Held
8K
Value
$336.36K
Comerica Incorporated
CMA
Shares Held
7K
Value
$482.71K
DTE Energy Company
DTE
Shares Held
6K
Value
$813.17K
Tractor Supply Company
TSCO
Shares Held
5K
Value
$273.26K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$872.08K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$203.44K
Delta Air Lines, Inc.
DAL
Shares Held
5K
Value
$257.11K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.06M