Lake Street Advisors Group

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

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Positions held by LAKE STREET ADVISORS GROUP, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lake Street Advisors Group

Companies in the Lake Street Advisors Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.5 $90M -2% 1.8M 50.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.0 $85M 227k 373.88
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.4 $78M 1.6M 47.21
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $54M -3% 279k 194.64
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $54M 634k 84.93
Ishares Tr Rus 1000 Etf (IWB) 4.3 $52M 245k 211.84
Ishares Tr Core Msci Eafe (IEFA) 4.1 $49M 711k 69.09
Brookfield Renewable Partner Partnership Unit (BEP) 3.9 $47M +38% 1.1M 43.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $46M +9% 525k 88.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $46M -2% 1.3M 36.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $42M 122k 343.69
Brookfield Infrast Partners Lp Int Unit (BIP) 3.0 $36M 736k 49.40
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 1.9 $23M 296k 77.92
Ishares Core Msci Emkt (IEMG) 1.9 $23M 371k 62.04

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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $19M 573k 33.75
Apple (AAPL) 1.6 $19M 144k 132.69
Ishares Tr Msci Eafe Etf (EFA) 1.5 $18M 247k 72.96
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $18M 191k 91.90
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 1.2 $15M +21% 253k 58.27
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 1.1 $13M -9% 184k 72.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $13M 224k 58.36
Flexshares Tr Mornstar Upstr (GUNR) 1.0 $13M 383k 32.54
Microsoft Corporation (MSFT) 1.0 $12M 53k 222.42
Select Sector Spdr Tr Energy (XLE) 1.0 $12M 308k 37.90
Ishares Tr U.s. Real Es Etf (IYR) 1.0 $12M 136k 85.65
Amazon (AMZN) 1.0 $12M +2% 3.5k 3256.93
Boeing Company (BA) 0.9 $11M 54k 214.07
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.9 $11M -8% 140k 77.17
Schwab Strategic Tr Us Reit Etf (SCHH) 0.8 $10M 264k 37.97
Airbnb Com Cl A 0.8 $9.2M NEW 63k 146.80
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $8.2M +2% 69k 118.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $7.8M 86k 90.96
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.6 $7.4M 80k 92.98
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $7.0M +2% 166k 42.16
Ishares Tr Core S&p500 Etf (IVV) 0.6 $7.0M 19k 375.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $6.5M 109k 59.27
Docusign (DOCU) 0.5 $6.2M +204% 28k 222.31
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $6.1M 83k 73.04
Sonos (SONO) 0.4 $5.4M -55% 230k 23.39
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.4 $4.7M +6% 105k 44.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.4M 19k 231.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $4.4M 53k 82.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $4.2M 14k 313.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $4.2M -3% 138k 30.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.1M +3% 2.3k 1752.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.8M 20k 196.08
Facebook Cl A (FB) 0.3 $3.7M 13k 273.13
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.3M +14% 1.9k 1752.02
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $3.2M 29k 113.11
Visa Com Cl A (V) 0.2 $2.9M 13k 218.70
Tesla Motors (TSLA) 0.2 $2.5M +53% 3.5k 705.70
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.4M 47k 51.67
Paypal Holdings (PYPL) 0.2 $2.3M +6% 9.7k 234.16
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $2.3M -5% 32k 70.16
UnitedHealth (UNH) 0.2 $2.3M 6.4k 350.69
NVIDIA Corporation (NVDA) 0.2 $2.2M 4.2k 522.22
JPMorgan Chase & Co. (JPM) 0.2 $2.1M +4% 17k 127.05
Mastercard Incorporated Cl A (MA) 0.2 $2.1M 5.9k 356.94
Johnson & Johnson (JNJ) 0.2 $2.0M 13k 157.36
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.0M 12k 175.76
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $2.0M 22k 90.70
Abbvie (ABBV) 0.2 $2.0M +108% 18k 107.13
Procter & Gamble Company (PG) 0.2 $2.0M 14k 139.13
Walt Disney Company (DIS) 0.2 $2.0M +3% 11k 181.14
Intuit (INTU) 0.1 $1.8M +186% 4.7k 379.95
Home Depot (HD) 0.1 $1.8M 6.7k 265.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 12k 141.20
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.6M -31% 10k 164.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.6M 27k 61.61
CVS Caremark Corporation (CVS) 0.1 $1.6M +172% 23k 68.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.6M 6.6k 241.19
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $1.5M 80k 18.52
ResMed (RMD) 0.1 $1.5M -13% 6.9k 212.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.4M -8% 8.0k 178.42
Danaher Corporation (DHR) 0.1 $1.4M 6.3k 222.13
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.4M +99% 26k 53.86
Netflix (NFLX) 0.1 $1.4M 2.6k 540.87
PNC Financial Services (PNC) 0.1 $1.4M 9.3k 148.95
Merck & Co (MRK) 0.1 $1.3M 16k 81.78
Pfizer (PFE) 0.1 $1.3M 35k 36.81
Verizon Communications (VZ) 0.1 $1.3M +3% 21k 58.75
Union Pacific Corporation (UNP) 0.1 $1.3M 6.0k 208.15
Comcast Corp Cl A (CMCSA) 0.1 $1.2M +4% 24k 52.42
Thermo Fisher Scientific (TMO) 0.1 $1.2M +2% 2.7k 465.97
Texas Instruments Incorporated (TXN) 0.1 $1.2M 7.6k 164.13
Adobe Systems Incorporated (ADBE) 0.1 $1.2M 2.4k 500.00
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 4.6k 261.27
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $1.2M 18k 67.04
Bank of America Corporation (BAC) 0.1 $1.2M -3% 39k 30.32
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.2M 28k 41.97
Pepsi (PEP) 0.1 $1.2M +2% 7.9k 148.28
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 6.0k 194.66
Abbott Laboratories (ABT) 0.1 $1.1M 10k 109.46
Cisco Systems (CSCO) 0.1 $1.1M 25k 44.77
Oracle Corporation (ORCL) 0.1 $1.1M 17k 64.69
salesforce (CRM) 0.1 $1.1M 5.0k 222.47
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M -17% 8.3k 129.96
Toyota Motor Corp Sp Adr Rep2com (TM) 0.1 $1.1M 6.9k 154.50
Nike CL B (NKE) 0.1 $1.0M 7.2k 141.49
Intel Corporation (INTC) 0.1 $995k -9% 20k 49.80
Costco Wholesale Corporation (COST) 0.1 $994k -8% 2.6k 376.80
Coca-Cola Company (KO) 0.1 $986k +2% 18k 54.82
Broadcom (AVGO) 0.1 $977k +2% 2.2k 437.72
Amgen (AMGN) 0.1 $975k 4.2k 229.95
Honeywell International (HON) 0.1 $959k 4.5k 212.73
Qualcomm (QCOM) 0.1 $930k 6.1k 152.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $924k 14k 68.54
Nextera Energy (NEE) 0.1 $921k +322% 12k 77.12
Starbucks Corporation (SBUX) 0.1 $916k +2% 8.6k 106.97
McDonald's Corporation (MCD) 0.1 $904k 4.2k 214.47
Wal-Mart Stores (WMT) 0.1 $896k +3% 6.2k 144.14
Asml Holding N V N Y Registry Shs (ASML) 0.1 $886k -2% 1.8k 487.89
Novartis Sponsored Adr (NVS) 0.1 $850k -26% 9.0k 94.47
Gilead Sciences (GILD) 0.1 $829k -49% 14k 58.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $803k 3.2k 253.31
Enterprise Products Partners (EPD) 0.1 $795k 41k 19.58
American Express Company (AXP) 0.1 $794k -5% 6.6k 120.96
Moderna (MRNA) 0.1 $792k -5% 7.6k 104.50
Oneok (OKE) 0.1 $774k 20k 38.37
American Tower Reit (AMT) 0.1 $746k -5% 3.3k 224.36
Sony Corp Sponsored Adr (SNE) 0.1 $732k +3% 7.2k 101.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $708k 10k 69.42
At&t (T) 0.1 $701k -7% 24k 28.76
Progressive Corporation (PGR) 0.1 $691k 7.0k 98.93
Mondelez Intl Cl A (MDLZ) 0.1 $685k 12k 58.44
BlackRock (BLK) 0.1 $681k 943.00 722.16
Automatic Data Processing (ADP) 0.1 $674k +7% 3.8k 176.26
Sherwin-Williams Company (SHW) 0.1 $667k 908.00 734.58
Caterpillar (CAT) 0.1 $667k 3.7k 181.99
Moody's Corporation (MCO) 0.1 $641k 2.2k 290.18
Anthem (ANTM) 0.1 $640k +5% 2.0k 320.96
Unilever Spon Adr New (UL) 0.1 $633k +54% 11k 60.33
Target Corporation (TGT) 0.1 $632k 3.6k 176.44
Eli Lilly & Co. (LLY) 0.1 $631k -5% 3.7k 168.81
Bristol Myers Squibb (BMY) 0.0 $603k -2% 9.7k 62.00
Charter Communications Inc N Cl A (CHTR) 0.0 $603k +2% 911.00 661.91
S&p Global (SPGI) 0.0 $601k -3% 1.8k 328.95
3M Company (MMM) 0.0 $588k 3.4k 174.84
Lowe's Companies (LOW) 0.0 $586k +5% 3.7k 160.46
Citigroup Com New (C) 0.0 $584k +4% 9.5k 61.62
Linde SHS (LIN) 0.0 $584k 2.2k 263.66
Medtronic SHS (MDT) 0.0 $570k -8% 4.9k 117.12
Diageo Spon Adr New (DEO) 0.0 $561k +10% 3.5k 158.88
Sap Se Spon Adr (SAP) 0.0 $556k -3% 4.3k 130.33
Astrazeneca Sponsored Adr (AZN) 0.0 $554k -51% 11k 49.95
Morgan Stanley Com New (MS) 0.0 $549k +22% 8.0k 68.58
Novo-nordisk A S Adr (NVO) 0.0 $541k -13% 7.7k 69.86
Deere & Company (DE) 0.0 $535k 2.0k 269.11
Stryker Corporation (SYK) 0.0 $529k 2.2k 245.25
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $527k 15k 35.83
Rio Tinto Sponsored Adr (RIO) 0.0 $521k +3% 6.9k 75.21
TJX Companies (TJX) 0.0 $515k 7.5k 68.35
Humana (HUM) 0.0 $501k 1.2k 410.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $488k -4% 3.6k 136.69
Lam Research Corporation (LRCX) 0.0 $486k +2% 1.0k 471.84
United Parcel Service CL B (UPS) 0.0 $479k 2.8k 168.31
Illinois Tool Works (ITW) 0.0 $478k -2% 2.3k 204.01
Williams Companies (WMB) 0.0 $473k -14% 24k 20.07
Vanguard World Fds Health Car Etf (VHT) 0.0 $468k 2.1k 223.60
Goldman Sachs (GS) 0.0 $467k +7% 1.8k 263.69
Fiserv (FISV) 0.0 $465k 4.1k 113.75
Prologis (PLD) 0.0 $450k 4.5k 99.58
Advanced Micro Devices (AMD) 0.0 $440k +3% 4.8k 91.72
Truist Financial Corp equities (TFC) 0.0 $437k 9.1k 47.95
Micron Technology (MU) 0.0 $435k 5.8k 75.25
Sanofi Sponsored Adr (SNY) 0.0 $431k -11% 8.9k 48.54
Sempra Energy (SRE) 0.0 $428k +2% 3.4k 127.46
Wells Fargo & Company (WFC) 0.0 $426k +33% 14k 30.21
Westpac Banking Corp Sponsored Adr (WBK) 0.0 $424k -3% 29k 14.88
Cedar Fair Depositry Unit (FUN) 0.0 $421k 11k 39.35
Ecolab (ECL) 0.0 $414k 1.9k 216.19
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $408k 3.8k 108.19
Charles Schwab Corporation (SCHW) 0.0 $407k NEW 7.7k 53.07
Applied Materials (AMAT) 0.0 $405k 4.7k 86.23
Becton, Dickinson and (BDX) 0.0 $403k 1.6k 250.31
Servicenow (NOW) 0.0 $402k +7% 731.00 549.93
Norfolk Southern (NSC) 0.0 $398k 1.7k 237.47
Edwards Lifesciences (EW) 0.0 $397k 4.4k 91.24
Cigna Corp (CI) 0.0 $396k +4% 1.9k 207.98
Philip Morris International (PM) 0.0 $394k -2% 4.8k 82.72
Global Payments (GPN) 0.0 $392k -2% 1.8k 215.15
Analog Devices (ADI) 0.0 $382k +4% 2.6k 147.66
Air Products & Chemicals (APD) 0.0 $382k -4% 1.4k 273.05
Metropcs Communications (TMUS) 0.0 $379k 2.8k 134.73
Activision Blizzard (ATVI) 0.0 $378k +3% 4.1k 92.81
Lockheed Martin Corporation (LMT) 0.0 $378k -6% 1.1k 354.93
CSX Corporation (CSX) 0.0 $377k 4.2k 90.65
Zoetis Cl A (ZTS) 0.0 $369k 2.2k 165.47
Targa Res Corp (TRGP) 0.0 $368k 14k 26.38
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $367k 59k 6.18
Chevron Corporation (CVX) 0.0 $365k +48% 4.3k 84.53
Ameriprise Financial (AMP) 0.0 $365k 1.9k 194.36
Copart (CPRT) 0.0 $360k 2.8k 127.30
FedEx Corporation (FDX) 0.0 $357k 1.4k 259.26
Fastenal Company (FAST) 0.0 $357k -36% 7.3k 48.76
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $354k 6.5k 54.24
Northrop Grumman Corporation (NOC) 0.0 $353k -3% 1.2k 304.57
Equinix (EQIX) 0.0 $352k +4% 492.00 715.45
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $352k 2.8k 127.86
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $349k +18% 5.0k 69.98
Marsh & McLennan Companies (MMC) 0.0 $349k -4% 3.0k 116.84
Raytheon Technologies Corp (RTX) 0.0 $348k 4.9k 71.55
Roper Industries (ROP) 0.0 $347k 804.00 431.59
Fidelity National Information Services (FIS) 0.0 $345k -7% 2.4k 141.28
Brown Forman Corp CL B (BF.B) 0.0 $343k 4.3k 79.43
Relx Sponsored Adr (RELX) 0.0 $342k +29% 14k 24.68
Crown Castle Intl (CCI) 0.0 $335k 2.1k 159.07
James Hardie Inds Sponsored Adr (JHX) 0.0 $327k 11k 29.62
Ishares Tr Tips Bd Etf (TIP) 0.0 $326k 2.6k 127.54
Ball Corporation (BLL) 0.0 $324k -19% 3.5k 93.13
Altria (MO) 0.0 $324k 7.9k 41.03
Us Bancorp Del Com New (USB) 0.0 $320k +4% 6.9k 46.58
Ishares Msci Jpn Etf New (EWJ) 0.0 $318k +20% 4.7k 67.59
Iqvia Holdings (IQV) 0.0 $318k +4% 1.8k 179.36
Cme (CME) 0.0 $317k -10% 1.7k 182.08
Parker-Hannifin Corporation (PH) 0.0 $314k 1.2k 272.57
Intercontinental Exchange (ICE) 0.0 $313k 2.7k 115.29
Dominion Resources (D) 0.0 $311k -14% 4.1k 75.12
Glaxosmithkline Sponsored Adr (GSK) 0.0 $309k -22% 8.4k 36.85
British Amern Tob Sponsored Adr (BTI) 0.0 $306k -7% 8.2k 37.46
Palo Alto Networks (PANW) 0.0 $302k 850.00 355.29
Barclays Adr (BCS) 0.0 $302k +8% 38k 7.98
eBay (EBAY) 0.0 $299k 6.0k 50.20
Autodesk (ADSK) 0.0 $299k +5% 980.00 305.10
Colgate-Palmolive Company (CL) 0.0 $297k 3.5k 85.59
Ubs Group SHS (UBS) 0.0 $292k +5% 21k 14.13
Chubb (CB) 0.0 $291k -19% 1.9k 154.13
National Grid Sponsored Adr Ne (NGG) 0.0 $291k +7% 4.9k 59.05
Ericsson Adr B Sek 10 (ERIC) 0.0 $289k +8% 24k 11.95
Regions Financial Corporation (RF) 0.0 $288k 18k 16.10
Discover Financial Services (DFS) 0.0 $288k NEW 3.2k 90.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $287k 3.3k 86.37
Grubhub (GRUB) 0.0 $284k NEW 3.8k 74.38
Illumina (ILMN) 0.0 $282k +13% 762.00 370.08
Cerner Corporation (CERN) 0.0 $282k -25% 3.6k 78.62
Baxter International (BAX) 0.0 $282k 3.5k 80.11
Nice Sponsored Adr (NICE) 0.0 $281k -4% 990.00 283.84
Aptiv SHS (APTV) 0.0 $278k NEW 2.1k 130.52
Prudential Adr (PUK) 0.0 $278k -13% 7.5k 36.95
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $276k +13% 62k 4.43
Emerson Electric (EMR) 0.0 $273k -42% 3.4k 80.44
AmerisourceBergen (ABC) 0.0 $272k 2.8k 97.88
Duke Energy Corp Com New (DUK) 0.0 $269k +5% 2.9k 91.68
Booking Holdings (BKNG) 0.0 $267k NEW 120.00 2225.00
Newmont Mining Corporation (NEM) 0.0 $264k -45% 4.4k 59.88
Capital One Financial (COF) 0.0 $263k NEW 2.7k 99.02
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $262k +5% 42k 6.18
Rockwell Automation (ROK) 0.0 $262k -6% 1.0k 251.20
Ferrari Nv Ord (RACE) 0.0 $262k NEW 1.1k 229.22
Abb Sponsored Adr (ABB) 0.0 $260k NEW 9.3k 27.94
Dupont De Nemours (DD) 0.0 $260k -8% 3.7k 71.17
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $260k +11% 53k 4.94
Intuitive Surgical Com New (ISRG) 0.0 $260k +4% 318.00 817.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $260k 1.1k 230.09
Biogen Idec (BIIB) 0.0 $260k -8% 1.1k 245.28
Bhp Group Sponsored Ads (BHP) 0.0 $260k 4.0k 65.41
Ansys (ANSS) 0.0 $259k 712.00 363.76
Southwest Airlines (LUV) 0.0 $257k NEW 5.5k 46.68
Equifax (EFX) 0.0 $249k 1.3k 192.87
Eaton Corp SHS (ETN) 0.0 $244k -6% 2.0k 119.96
Lauder Estee Cos Cl A (EL) 0.0 $244k -10% 916.00 266.38
Kimberly-Clark Corporation (KMB) 0.0 $244k -11% 1.8k 134.66
O'reilly Automotive (ORLY) 0.0 $243k 536.00 453.36
Chipotle Mexican Grill (CMG) 0.0 $243k +3% 175.00 1388.57
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $242k -8% 1.0k 236.79
Credit Suisse Group Sponsored Adr (CS) 0.0 $237k 19k 12.78
Stmicroelectronics N V Ny Registry (STM) 0.0 $236k NEW 6.3k 37.17
AutoZone (AZO) 0.0 $235k 198.00 1186.87
Sba Communications Corp Cl A (SBAC) 0.0 $233k -4% 827.00 281.74
Orix Corp Sponsored Adr (IX) 0.0 $231k NEW 3.0k 77.41
People's United Financial (PBCT) 0.0 $229k -9% 18k 12.91
Dollar General (DG) 0.0 $229k -6% 1.1k 210.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $226k NEW 538.00 420.07
HSBC HLDGS Spon Adr New (HSBC) 0.0 $226k NEW 8.7k 25.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $222k NEW 2.2k 102.78
Constellation Brands Cl A (STZ) 0.0 $222k NEW 1.0k 219.37
Fortinet (FTNT) 0.0 $222k NEW 1.5k 148.20
Cognizant Technology Solutio Cl A (CTSH) 0.0 $221k NEW 2.7k 82.13
Exxon Mobil Corporation (XOM) 0.0 $217k NEW 5.3k 41.18
Cummins (CMI) 0.0 $217k NEW 958.00 226.51
McKesson Corporation (MCK) 0.0 $217k NEW 1.2k 174.02
Xcel Energy (XEL) 0.0 $216k 3.2k 66.73
General Electric Company (GE) 0.0 $216k +30% 20k 10.80
Prudential Financial (PRU) 0.0 $215k NEW 2.8k 78.15
V.F. Corporation (VFC) 0.0 $214k NEW 2.5k 85.50
International Business Machines (IBM) 0.0 $214k -37% 1.7k 126.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $213k +3% 3.8k 56.11
SVB Financial (SIVB) 0.0 $213k NEW 550.00 387.27
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.0 $210k -22% 3.9k 54.22
Travelers Companies (TRV) 0.0 $208k NEW 1.5k 140.07
Align Technology (ALGN) 0.0 $207k NEW 387.00 534.88
Twitter (TWTR) 0.0 $207k NEW 3.8k 54.16
Pool Corporation (POOL) 0.0 $205k NEW 550.00 372.73
Dex (DXCM) 0.0 $201k -3% 544.00 369.49
Total Se Sponsored Ads (TOT) 0.0 $201k NEW 4.8k 41.98
Allstate Corporation (ALL) 0.0 $200k NEW 1.8k 109.89
Clarivate Ord Shs (CCC) 0.0 $200k 6.7k 29.64
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $200k 11k 18.93
Airgain (AIRG) 0.0 $188k 11k 17.78
Nomura Hldgs Sponsored Adr (NMR) 0.0 $174k 33k 5.33
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $164k -23% 64k 2.56
Natwest Group Spons Adr 2 Ord (NWG) 0.0 $154k +2% 34k 4.52
Syros Pharmaceuticals (SYRS) 0.0 $152k NEW 14k 10.86
Telefonica S A Sponsored Adr (TEF) 0.0 $134k +13% 33k 4.05
Deutsche Bank A G Namen Akt (DB) 0.0 $116k -7% 11k 10.94
Ford Motor Company (F) 0.0 $114k +8% 13k 8.78
Ing Groep Sponsored Adr (ING) 0.0 $103k NEW 11k 9.42
Nokia Corp Sponsored Adr (NOK) 0.0 $101k +21% 26k 3.91
Banco Santander Adr (SAN) 0.0 $97k -42% 32k 3.06
Marathon Oil Corporation (MRO) 0.0 $96k +21% 14k 6.68
Aegon N V Ny Registry Shs (AEG) 0.0 $90k 23k 3.95
Icl Group SHS (ICL) 0.0 $87k NEW 17k 5.03
Aileron Therapeutics (ALRN) 0.0 $14k NEW 14k 1.04

Past Filings by Lake Street Advisors Group

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