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Lake Street Advisors Group

Latest statistics and disclosures from Lake Street Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SGOV, VOO, VWO, VEA, and represent 25.48% of Lake Street Advisors Group's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$21M), Brookfield Infrastructure Corp Com Sub Vtg A (+$13M), AVGO (+$9.2M), Brookfield Renewable Corp Cl A Ex Sub Vtg (+$9.1M), BCSF (+$6.9M), SCHX (+$6.0M), BND (+$5.7M), ARES (+$5.7M), ETN, WMB.
Started 44 new stock positions in STM, Arista Networks, BRBR, HWM, TAK, AXON, DB, UAL, RGTI, BTI.
Reduced shares in these 10 stocks: BIL (-$25M), BIPC (-$14M), BEPC (-$11M), FRSH (-$7.9M), DKNG (-$7.7M), SGOV (-$7.2M), VGIT (-$7.0M), VNQ, ESGV, SPDW.
Sold out of its positions in ABEV, ADM, ANET, BlackRock, BIPC, BEPC, CDW, CMS, CNI, CP.
Lake Street Advisors Group was a net buyer of stock by $81M.
Lake Street Advisors Group has $2.2B in assets under management (AUM), dropping by 0.16%.
Central Index Key (CIK): 0001724269

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Portfolio Holdings for Lake Street Advisors Group

Lake Street Advisors Group holds 646 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Lake Street Advisors Group has 646 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lake Street Advisors Group Dec. 31, 2024 positions
Download the Lake Street Advisors Group December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.1	$133M		225k	588.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.5	$120M	-5%	1.2M	100.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.9	$107M	+3%	198k	538.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$101M	+3%	2.3M	44.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$93M	+2%	2.0M	47.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$84M		289k	289.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.2	$69M		214k	322.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$54M	+11%	752k	71.91	View chart
Apple (AAPL)	2.3	$50M	-2%	201k	250.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$46M	+85%	2.5M	18.50	View chart
NVIDIA Corporation (NVDA)	2.1	$45M	+4%	336k	134.29	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	1.9	$42M		874k	48.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.9	$41M	-14%	698k	58.00	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	1.7	$38M	-3%	1.2M	31.79	View chart
Microsoft Corporation (MSFT)	1.7	$37M	+8%	87k	421.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$35M	-2%	495k	70.28	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$33M		311k	106.55	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	1.4	$31M	-4%	1.3M	22.79	View chart
Amazon (AMZN)	1.2	$27M	+7%	121k	219.39	View chart
Broadcom (AVGO)	1.2	$25M	+57%	108k	231.84	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	1.1	$25M		626k	39.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$18M		233k	75.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$17M		146k	115.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.8	$17M		219k	76.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$16M	+28%	35k	453.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$14M	-21%	160k	89.08	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$14M	-8%	269k	52.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$14M	-6%	24k	588.68	View chart
Meta Platforms Cl A (META)	0.6	$14M	+5%	24k	585.51	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$14M	-64%	151k	91.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$14M	-16%	402k	34.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M		70k	190.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$13M		500k	26.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$13M	+2%	70k	189.30	View chart
Brookfield Infrastructure Com Sub Vtg A	0.6	$13M	NEW	319k	40.01	View chart
Abbvie (ABBV)	0.5	$11M	+42%	62k	177.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$11M	-21%	103k	104.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$10M	+2%	20k	511.22	View chart
Boeing Company (BA)	0.5	$10M		57k	177.00	View chart
Tesla Motors (TSLA)	0.5	$10M	+14%	25k	403.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$9.8M	+42%	76k	128.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$9.2M	+188%	398k	23.18	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg	0.4	$9.1M	NEW	328k	27.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$8.9M		154k	57.41	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.4	$8.7M	+183%	49k	177.03	View chart
Eli Lilly & Co. (LLY)	0.4	$8.5M		11k	772.02	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$8.0M	+50%	328k	24.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.9M	+7%	81k	96.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$7.8M	+16%	36k	220.96	View chart
Eaton Corp SHS (ETN)	0.3	$7.4M	+143%	22k	331.87	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.3	$7.2M		696k	10.36	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.2M		30k	239.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$7.1M	+112%	41k	172.42	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.3	$7.0M		240k	29.02	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.3	$6.9M	NEW	383k	17.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$6.6M		173k	38.37	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.3M	+34%	58k	107.57	View chart
UnitedHealth (UNH)	0.3	$6.2M		12k	505.85	View chart
Visa Com Cl A (V)	0.3	$6.1M		19k	316.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$6.0M	-6%	98k	60.75	View chart
Caterpillar (CAT)	0.3	$5.9M	+92%	16k	362.77	View chart
Mastercard Incorporated Cl A (MA)	0.3	$5.7M		11k	526.59	View chart
Williams Companies (WMB)	0.3	$5.7M	+198%	105k	54.12	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$5.4M		46k	117.50	View chart
Netflix (NFLX)	0.2	$5.3M		6.0k	891.32	View chart
Oracle Corporation (ORCL)	0.2	$5.2M		31k	166.64	View chart
Dell Technologies CL C (DELL)	0.2	$5.1M	+92%	45k	115.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$5.0M	+304%	21k	242.13	View chart
Costco Wholesale Corporation (COST)	0.2	$4.9M	+11%	5.4k	916.35	View chart
Merck & Co (MRK)	0.2	$4.4M	+71%	44k	100.28	View chart
Kinder Morgan (KMI)	0.2	$4.4M	+246%	162k	27.40	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$4.4M		122k	36.36	View chart
Morgan Stanley Com New (MS)	0.2	$4.4M	+52%	35k	125.72	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.2	$4.1M	+77%	155k	26.59	View chart
Home Depot (HD)	0.2	$4.1M		10k	389.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.0M		31k	127.59	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.9M	+66%	21k	187.51	View chart
Oneok (OKE)	0.2	$3.8M	+161%	38k	100.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.8M		50k	77.27	View chart
McDonald's Corporation (MCD)	0.2	$3.8M	+50%	13k	289.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.7M		11k	351.79	View chart
Chevron Corporation (CVX)	0.2	$3.7M	+67%	25k	144.84	View chart
salesforce (CRM)	0.2	$3.6M	-3%	11k	334.73	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$3.5M		106k	33.41	View chart
Starbucks Corporation (SBUX)	0.2	$3.4M	+113%	38k	91.25	View chart
Simon Property (SPG)	0.2	$3.4M	+181%	20k	172.21	View chart
Pepsi (PEP)	0.2	$3.4M	+35%	22k	153.47	View chart
Amgen (AMGN)	0.2	$3.3M	+84%	13k	260.64	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.3M	+84%	6.8k	485.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.3M	-10%	19k	169.30	View chart
Grab Holdings Class A Ord (GRAB)	0.2	$3.3M		697k	4.72	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	+2%	19k	167.65	View chart
Intuit (INTU)	0.1	$3.2M	+4%	5.0k	628.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.2M		36k	88.40	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.1	$3.1M	+81%	167k	18.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.1M		12k	269.70	View chart
Automatic Data Processing (ADP)	0.1	$3.1M	+2%	11k	294.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.0M	+56%	15k	198.00	View chart
AFLAC Incorporated (AFL)	0.1	$3.0M	+156%	29k	103.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.0M		12k	240.28	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.0M	-41%	66k	44.92	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.0M		64k	46.44	View chart
Cme (CME)	0.1	$2.9M	+108%	12k	238.04	View chart
Hp (HPQ)	0.1	$2.9M	+218%	90k	32.91	View chart
Cisco Systems (CSCO)	0.1	$2.9M	+3%	50k	59.20	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M		32k	90.55	View chart
Bank of America Corporation (BAC)	0.1	$2.7M	+2%	61k	43.95	View chart
Starwood Property Trust (STWD)	0.1	$2.7M	+293%	137k	19.43	View chart
American Express Company (AXP)	0.1	$2.6M		8.8k	296.80	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.5M	+29%	34k	75.63	View chart
TJX Companies (TJX)	0.1	$2.5M		21k	120.81	View chart
Ishares Frontier And Sel (FM)	0.1	$2.5M		92k	27.14	View chart
S&p Global (SPGI)	0.1	$2.5M		5.0k	498.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.5M	+199%	110k	22.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.4M		4.2k	571.66	View chart
Lowe's Companies (LOW)	0.1	$2.4M		9.7k	246.81	View chart
Johnson & Johnson (JNJ)	0.1	$2.3M	-4%	16k	144.62	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M	+6%	4.5k	520.58	View chart
Servicenow (NOW)	0.1	$2.3M	+17%	2.2k	1060.11	View chart
Enbridge (ENB)	0.1	$2.3M	+286%	54k	42.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.2M	+92%	26k	85.66	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$2.2M	-18%	40k	55.42	View chart
Global X Fds Global X Uranium (URA)	0.1	$2.2M		80k	27.52	View chart
Uranium Energy (UEC)	0.1	$2.2M	+99%	327k	6.69	View chart
Linde SHS (LIN)	0.1	$2.2M	+3%	5.2k	418.70	View chart
PNC Financial Services (PNC)	0.1	$2.2M		11k	192.85	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.2M	+3%	17k	131.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.2M	+71%	41k	53.05	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$2.1M	+2%	19k	110.29	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M		3.3k	636.01	View chart
Goldman Sachs (GS)	0.1	$2.1M		3.6k	572.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.1M		49k	41.82	View chart
Sap Se Spon Adr (SAP)	0.1	$2.0M	+2%	8.3k	246.20	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.1	$2.0M	NEW	49k	41.87	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	+5%	18k	113.11	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$2.0M		37k	54.89	View chart
Uber Technologies (UBER)	0.1	$2.0M	-20%	33k	60.32	View chart
Sherwin-Williams Company (SHW)	0.1	$2.0M		5.9k	339.95	View chart
Qualcomm (QCOM)	0.1	$2.0M	+5%	13k	153.62	View chart
Sonos (SONO)	0.1	$1.9M		128k	15.04	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.9M		4.3k	444.66	View chart
Walt Disney Company (DIS)	0.1	$1.9M		17k	111.87	View chart
American Tower Reit (AMT)	0.1	$1.9M		10k	185.03	View chart
Coca-Cola Company (KO)	0.1	$1.9M	+6%	30k	62.26	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M		8.1k	228.04	View chart
Nextera Energy (NEE)	0.1	$1.8M		26k	71.69	View chart
Blend Labs Cl A (BLND)	0.1	$1.8M	-8%	434k	4.21	View chart
Zoetis Cl A (ZTS)	0.1	$1.8M	+3%	11k	162.93	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	+6%	3.5k	521.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.8M		15k	117.48	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	+5%	26k	70.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.8M	-4%	4.5k	401.61	View chart
Arista Networks Com Shs	0.1	$1.8M	NEW	16k	110.53	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.8M		2.5k	693.12	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.8M	+3%	5.4k	323.83	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.8M	+31%	6.1k	289.62	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.7M	+34%	20k	89.33	View chart
Gilead Sciences (GILD)	0.1	$1.7M	+6%	19k	92.37	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$1.7M		25k	70.59	View chart
At&t (T)	0.1	$1.7M	+2%	75k	22.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.7M		4.0k	426.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.7M		28k	61.34	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	+4%	45k	37.53	View chart
Motorola Solutions Com New (MSI)	0.1	$1.7M	+145%	3.6k	463.28	View chart
Honeywell International (HON)	0.1	$1.7M	+7%	7.4k	225.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.7M	-18%	8.5k	195.84	View chart
Extra Space Storage (EXR)	0.1	$1.6M	+159%	11k	149.60	View chart
Progressive Corporation (PGR)	0.1	$1.6M		6.7k	239.61	View chart
Roper Industries (ROP)	0.1	$1.6M		3.1k	519.86	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.6M		26k	60.26	View chart
Booking Holdings (BKNG)	0.1	$1.6M	+4%	313.00	4968.69	View chart
Metropcs Communications (TMUS)	0.1	$1.6M	-3%	7.0k	220.74	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-8%	13k	120.79	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$1.5M		20k	75.71	View chart
Applied Materials (AMAT)	0.1	$1.5M	-25%	9.3k	162.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.5M		33k	45.11	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$1.5M	NEW	26k	56.75	View chart
Devon Energy Corporation (DVN)	0.1	$1.5M	+190%	45k	32.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	-11%	24k	62.31	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.5M	NEW	10k	145.35	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.5M	-21%	35k	41.88	View chart
Watsco, Incorporated (WSO)	0.1	$1.4M	+285%	3.0k	473.89	View chart
Blackrock (BLK)	0.1	$1.4M	NEW	1.4k	1025.15	View chart
ResMed (RMD)	0.1	$1.4M		6.2k	228.71	View chart
D.R. Horton (DHI)	0.1	$1.4M		9.9k	139.82	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.4M	+2%	28k	49.46	View chart
Carrier Global Corporation (CARR)	0.1	$1.4M		20k	68.48	View chart
Danaher Corporation (DHR)	0.1	$1.4M		6.0k	229.84	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		12k	115.72	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$1.4M		44k	30.44	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.3M	+5%	16k	86.02	View chart
Fiserv (FI)	0.1	$1.3M	-2%	6.3k	205.42	View chart
Analog Devices (ADI)	0.1	$1.3M	-4%	6.0k	212.44	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.3M		18k	68.94	View chart
Ameriprise Financial (AMP)	0.1	$1.3M	-2%	2.4k	532.48	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$1.2M		27k	46.86	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+105%	6.7k	181.96	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	NEW	17k	72.45	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.2M	+82%	2.7k	447.38	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.2M	+20%	24k	50.97	View chart
McKesson Corporation (MCK)	0.1	$1.2M	+4%	2.1k	570.60	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.1	$1.2M		36k	32.30	View chart
Lyft Cl A Com (LYFT)	0.1	$1.1M		89k	12.90	View chart
Stryker Corporation (SYK)	0.1	$1.1M	+4%	3.2k	360.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.1M	+8%	2.8k	402.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.1M		9.7k	114.48	View chart
Deere & Company (DE)	0.1	$1.1M	+4%	2.6k	425.36	View chart
Marriott Intl Cl A (MAR)	0.1	$1.1M	+6%	4.0k	278.96	View chart
Cameco Corporation (CCJ)	0.1	$1.1M		21k	51.39	View chart
Verizon Communications (VZ)	0.1	$1.1M	+4%	28k	39.99	View chart
Ubs Group SHS (UBS)	0.1	$1.1M	+2%	36k	30.32	View chart
Moody's Corporation (MCO)	0.1	$1.1M		2.3k	473.29	View chart
ConocoPhillips (COP)	0.0	$1.1M	+31%	11k	99.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$1.1M		17k	63.47	View chart
Paypal Holdings (PYPL)	0.0	$1.1M	+7%	13k	85.35	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.0	$1.1M		22k	48.75	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+2%	6.4k	167.06	View chart
Citigroup Com New (C)	0.0	$1.1M	+4%	15k	70.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.1M	-9%	21k	49.51	View chart
Marsh & McLennan Companies (MMC)	0.0	$1.0M		4.9k	212.39	View chart
International Business Machines (IBM)	0.0	$1.0M	+7%	4.7k	219.84	View chart
Philip Morris International (PM)	0.0	$1.0M	+9%	8.5k	121.71	View chart
Domino's Pizza (DPZ)	0.0	$1.0M		2.5k	419.76	View chart
Dropbox Cl A (DBX)	0.0	$1.0M	NEW	34k	30.04	View chart
Constellation Energy (CEG)	0.0	$1.0M	+10%	4.6k	223.69	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$1.0M	+480%	48k	21.16	View chart
Anthem (ELV)	0.0	$1.0M	-14%	2.7k	368.83	View chart
Prologis (PLD)	0.0	$976k		9.2k	105.71	View chart
Charles Schwab Corporation (SCHW)	0.0	$976k	+2%	13k	74.01	View chart
Consol Energy (CEIX)	0.0	$955k	+292%	9.0k	106.68	View chart
Chipotle Mexican Grill (CMG)	0.0	$942k		16k	60.30	View chart
United Rentals (URI)	0.0	$929k		1.3k	704.54	View chart
Chubb (CB)	0.0	$929k	+3%	3.4k	277.21	View chart
Cigna Corp (CI)	0.0	$928k	-6%	3.4k	276.16	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$925k		40k	23.26	View chart
Shopify Cl A (SHOP)	0.0	$910k	+242%	8.6k	106.33	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$908k	+4%	12k	77.79	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$907k	+82%	2.7k	342.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$901k		8.9k	101.53	View chart
Illinois Tool Works (ITW)	0.0	$877k		3.4k	255.08	View chart
Toyota Motor Corp Ads (TM)	0.0	$875k	+3%	4.5k	194.62	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$871k		39k	22.20	View chart
Micron Technology (MU)	0.0	$860k	+6%	10k	84.27	View chart
Emerson Electric (EMR)	0.0	$855k	+2%	6.9k	123.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$844k	+65%	17k	50.13	View chart
Diageo Spon Adr New (DEO)	0.0	$838k		6.6k	127.12	View chart
Bristol Myers Squibb (BMY)	0.0	$833k	+20%	15k	56.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$824k	-12%	4.5k	185.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$820k		8.9k	92.45	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$806k	+2%	56k	14.49	View chart

Past Filings by Lake Street Advisors Group

SEC 13F filings are viewable for Lake Street Advisors Group going back to 2017

Lake Street Advisors Group 2024 Q4 filed Feb. 4, 2025
Lake Street Advisors Group 2024 Q3 filed Oct. 23, 2024
Lake Street Advisors Group 2024 Q2 filed Aug. 5, 2024
Lake Street Advisors Group 2023 Q4 restated filed May 31, 2024
Lake Street Advisors Group 2023 Q3 filed Nov. 14, 2023
Lake Street Advisors Group 2023 Q2 filed Aug. 10, 2023
Lake Street Advisors Group 2023 Q1 filed May 15, 2023
Lake Street Advisors Group 2022 Q4 filed Feb. 14, 2023
Lake Street Advisors Group 2022 Q3 filed Nov. 14, 2022
Lake Street Advisors Group 2022 Q2 filed Aug. 2, 2022
Lake Street Advisors Group 2022 Q1 filed May 11, 2022
Lake Street Advisors Group 2021 Q4 filed Feb. 15, 2022
Lake Street Advisors Group 2021 Q3 filed Nov. 15, 2021
Lake Street Advisors Group 2021 Q2 filed Aug. 13, 2021
Lake Street Advisors Group 2021 Q1 filed May 14, 2021
Lake Street Advisors Group 2020 Q4 filed Feb. 12, 2021

View all past filings

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