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 consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lake Street Advisors Group

Lake Street Advisors Group holds 648 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Lake Street Advisors Group has 648 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $105M 2.2M 47.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $101M 212k 477.20
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $93M 2.3M 41.10
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $67M -7% 152k 436.80
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Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $65M 275k 237.22
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Ishares Tr Rus 1000 Etf (IWB) 2.8 $56M 214k 262.26
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $53M -6% 1.4M 36.96
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Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $52M +7% 591k 88.36
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.4 $49M -10% 783k 61.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $44M +3% 600k 73.55
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Apple (AAPL) 2.0 $40M 208k 192.53
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Brookfield Infrast Partners Lp Int Unit (BIP) 1.9 $38M -10% 1.2M 31.49
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Ishares Tr Core Msci Eafe (IEFA) 1.9 $38M -8% 546k 70.35
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Ishares Tr Core S&p Scp Etf (IJR) 1.9 $38M -18% 350k 108.25
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $37M +6% 630k 59.32
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Brookfield Renewable Partner Partnership Unit (BEP) 1.9 $37M -6% 1.4M 26.28
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $37M -30% 364k 100.27
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Ishares Tr National Mun Etf (MUB) 1.7 $34M -4% 313k 108.41
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Microsoft Corporation (MSFT) 1.6 $32M +2% 84k 376.04
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Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 1.5 $30M 769k 39.01
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $23M -9% 248k 91.39
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Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $20M +2% 267k 75.54
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Ishares Tr Msci Eafe Etf (EFA) 1.0 $19M 252k 75.35
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $17M -15% 347k 49.72
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $17M -4% 500k 34.01
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Amazon (AMZN) 0.8 $16M +2% 107k 151.94
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.8 $15M +35% 153k 99.12
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Ishares Core Msci Emkt (IEMG) 0.8 $15M 296k 50.58
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $15M -33% 715k 20.71
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Boeing Company (BA) 0.7 $15M -3% 57k 260.66
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NVIDIA Corporation (NVDA) 0.7 $14M 29k 495.22
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.7 $13M 346k 38.81
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $13M -15% 124k 105.43
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $13M -10% 27k 477.63
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $12M -14% 484k 24.79
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Broadcom (AVGO) 0.6 $12M NEW 11k 1116.21
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $11M +10% 27k 409.74
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Alphabet Cap Stk Cl C (GOOG) 0.5 $11M -3% 77k 140.93
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $11M 124k 85.06
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Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.5 $10M +4% 296k 35.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $9.5M -2% 27k 356.66
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $9.3M 66k 139.69
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.4 $9.0M +5% 311k 28.79
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $8.7M 156k 56.14
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $8.3M +84% 84k 99.25
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Ishares Tr U.s. Real Es Etf (IYR) 0.4 $8.3M 91k 91.41
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Nu Hldgs Ord Shs Cl A (NU) 0.4 $8.2M +33% 986k 8.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $7.8M 138k 56.40
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Draftkings Com Cl A (DKNG) 0.4 $7.5M -3% 213k 35.25
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Meta Platforms Cl A (META) 0.3 $6.9M 19k 353.96
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UnitedHealth (UNH) 0.3 $6.5M 12k 526.46
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $6.1M 173k 35.41
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Ares Management Corporation Cl A Com Stk (ARES) 0.3 $5.9M 50k 118.92
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Abbvie (ABBV) 0.3 $5.9M 38k 154.97
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Eli Lilly & Co. (LLY) 0.3 $5.9M -2% 10k 582.94
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $5.3M -5% 60k 87.98
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Blackstone Group Inc Com Cl A (BX) 0.3 $5.2M 40k 130.92
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Vanguard Index Fds Value Etf (VTV) 0.3 $5.2M 35k 149.50
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Eaton Corp SHS (ETN) 0.3 $5.2M 22k 240.82
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.3 $5.2M 192k 26.95
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JPMorgan Chase & Co. (JPM) 0.3 $5.1M +2% 30k 170.10
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $5.1M +602% 121k 42.18
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Flexshares Tr Mornstar Upstr (GUNR) 0.3 $5.0M 122k 40.95
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Tesla Motors (TSLA) 0.2 $4.9M +4% 20k 248.48
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Visa Com Cl A (V) 0.2 $4.9M 19k 260.35
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.8M +9% 24k 200.71
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Merck & Co (MRK) 0.2 $4.8M 44k 109.79
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Starbucks Corporation (SBUX) 0.2 $4.8M +3% 50k 96.01
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Uber Technologies (UBER) 0.2 $4.8M -7% 78k 61.57
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.7M 46k 101.77
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Caterpillar (CAT) 0.2 $4.6M 16k 295.68
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Mastercard Incorporated Cl A (MA) 0.2 $4.5M 11k 426.51
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.5M -19% 41k 111.63
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $4.5M -20% 90k 50.24
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McDonald's Corporation (MCD) 0.2 $3.9M 13k 296.52
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.8M 49k 77.02
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Adobe Systems Incorporated (ADBE) 0.2 $3.8M NEW 6.4k 596.60
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Ishares Esg Awr Msci Em (ESGE) 0.2 $3.8M +11% 118k 32.06
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Williams Companies (WMB) 0.2 $3.7M 106k 34.83
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Chevron Corporation (CVX) 0.2 $3.7M 25k 149.16
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Pepsi (PEP) 0.2 $3.7M 22k 171.08
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Amgen (AMGN) 0.2 $3.7M 13k 288.02
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $3.6M 35k 104.92
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.6M 10k 350.90
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Cerevel Therapeutics Hldng I (CERE) 0.2 $3.6M 84k 42.40
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Airbnb Com Cl A (ABNB) 0.2 $3.6M 26k 136.14
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Home Depot (HD) 0.2 $3.4M NEW 9.9k 346.55
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Texas Instruments Incorporated (TXN) 0.2 $3.3M -19% 19k 170.46
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Dell Technologies CL C (DELL) 0.2 $3.3M +15% 43k 76.50
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Morgan Stanley Com New (MS) 0.2 $3.2M -2% 34k 93.25
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Oracle Corporation (ORCL) 0.2 $3.1M +26% 29k 105.43
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Comcast Corp Cl A (CMCSA) 0.2 $3.0M +57% 70k 43.85
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Intuit (INTU) 0.2 $3.0M NEW 4.8k 625.07
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Lockheed Martin Corporation (LMT) 0.2 $3.0M NEW 6.6k 453.21
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Ishares Msci Emrg Chn (EMXC) 0.2 $3.0M 54k 55.41
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Pioneer Natural Resources (PXD) 0.1 $3.0M -12% 13k 224.88
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Netflix (NFLX) 0.1 $3.0M NEW 6.1k 486.88
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Starwood Property Trust (STWD) 0.1 $3.0M 137k 21.50
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salesforce (CRM) 0.1 $2.9M 11k 263.13
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.1 $2.9M 52k 56.59
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Kinder Morgan (KMI) 0.1 $2.9M 162k 17.64
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.9M -5% 37k 77.73
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Simon Property (SPG) 0.1 $2.8M 20k 142.64
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Oneok (OKE) 0.1 $2.8M 39k 70.22
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Ishares Tr Msci China Etf (MCHI) 0.1 $2.8M +16% 68k 40.74
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.7M -10% 13k 213.33
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Hp (HPQ) 0.1 $2.7M 90k 30.37
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Cme (CME) 0.1 $2.7M 12k 215.86
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.7M 67k 40.21
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Costco Wholesale Corporation (COST) 0.1 $2.6M NEW 3.9k 675.13
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Extra Space Storage (EXR) 0.1 $2.6M 16k 160.33
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Procter & Gamble Company (PG) 0.1 $2.6M 18k 146.54
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Novo-nordisk A S Adr (NVO) 0.1 $2.6M 25k 103.45
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Johnson & Johnson (JNJ) 0.1 $2.6M -11% 16k 156.74
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Select Sector Spdr Tr Energy (XLE) 0.1 $2.5M 30k 83.84
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Devon Energy Corporation (DVN) 0.1 $2.5M -10% 55k 45.30
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Cisco Systems (CSCO) 0.1 $2.5M +8% 49k 50.52
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Ishares Frontier And Sel (FM) 0.1 $2.4M +2% 92k 26.30
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Exxon Mobil Corporation (XOM) 0.1 $2.4M 24k 99.98
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AFLAC Incorporated (AFL) 0.1 $2.4M NEW 29k 82.50
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Grab Holdings Class A Ord (GRAB) 0.1 $2.3M 695k 3.37
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $2.3M -19% 76k 30.80
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M 11k 218.16
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Automatic Data Processing (ADP) 0.1 $2.3M NEW 9.6k 234.34
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Lyft Cl A Com (LYFT) 0.1 $2.2M -5% 148k 14.99
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.2M 46k 47.74
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Sonos (SONO) 0.1 $2.2M 129k 17.14
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American Tower Reit (AMT) 0.1 $2.2M 10k 217.57
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Ishares Tr Residential Mult (REZ) 0.1 $2.1M +2% 29k 73.52
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $2.1M 40k 52.52
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Applied Materials (AMAT) 0.1 $2.1M +4% 13k 162.08
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Palo Alto Networks (PANW) 0.1 $2.1M NEW 7.1k 294.88
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Linde SHS (LIN) 0.1 $2.1M NEW 5.0k 410.67
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.0M 37k 55.67
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.0M NEW 5.0k 406.89
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S&p Global (SPGI) 0.1 $2.0M NEW 4.6k 440.55
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.0M NEW 2.7k 756.92
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Lowe's Companies (LOW) 0.1 $2.0M NEW 8.9k 222.54
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Thermo Fisher Scientific (TMO) 0.1 $2.0M NEW 3.7k 531.17
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Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.1 $1.9M 31k 62.04
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Enbridge (ENB) 0.1 $1.9M 53k 36.17
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Bank of America Corporation (BAC) 0.1 $1.9M +5% 57k 33.67
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Abbott Laboratories (ABT) 0.1 $1.9M +17% 17k 110.07
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Zoetis Cl A (ZTS) 0.1 $1.8M NEW 9.4k 197.36
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Union Pacific Corporation (UNP) 0.1 $1.8M NEW 7.5k 245.62
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Advanced Micro Devices (AMD) 0.1 $1.8M +9% 12k 147.41
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $1.8M 87k 20.74
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Nike CL B (NKE) 0.1 $1.8M 17k 108.94
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Parker-Hannifin Corporation (PH) 0.1 $1.8M NEW 3.9k 460.71
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Sherwin-Williams Company (SHW) 0.1 $1.8M NEW 5.6k 311.92
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $1.7M -3% 45k 39.10
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PNC Financial Services (PNC) 0.1 $1.7M 11k 154.84
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M NEW 3.4k 509.16
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Cloudflare Cl A Com (NET) 0.1 $1.7M 21k 83.26
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Walt Disney Company (DIS) 0.1 $1.7M +17% 19k 90.59
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.7M +38% 34k 49.37
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American Express Company (AXP) 0.1 $1.7M NEW 9.0k 187.34
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Invesco Db Multi-sector Comm Base Metals Fd (DBB) 0.1 $1.7M 92k 18.30
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.6M -13% 39k 42.52
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Intel Corporation (INTC) 0.1 $1.6M +22% 33k 50.25
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Qualcomm (QCOM) 0.1 $1.6M +6% 11k 144.63
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Honeywell International (HON) 0.1 $1.6M NEW 7.6k 209.71
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.6M -28% 27k 58.33
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Wal-Mart Stores (WMT) 0.1 $1.6M -4% 9.9k 158.23
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D.R. Horton (DHI) 0.1 $1.6M 10k 151.98
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.6M NEW 9.2k 170.40
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.5M 15k 102.88
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.5M 33k 46.22
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Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.5M 26k 58.73
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M NEW 4.0k 377.69
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.5M 28k 53.82
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Logitech Intl S A SHS (LOGI) 0.1 $1.5M NEW 16k 95.06
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Gilead Sciences (GILD) 0.1 $1.5M +6% 18k 81.01
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $1.5M NEW 19k 77.49
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M NEW 5.3k 277.15
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.5M NEW 4.8k 303.15
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Roper Industries (ROP) 0.1 $1.5M NEW 2.7k 545.20
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Coca-Cola Company (KO) 0.1 $1.5M -2% 25k 58.93
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At&t (T) 0.1 $1.5M +18% 87k 16.78
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Servicenow (NOW) 0.1 $1.4M NEW 2.0k 706.49
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Nextera Energy (NEE) 0.1 $1.4M +29% 23k 60.74
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Sap Se Spon Adr (SAP) 0.1 $1.4M NEW 9.0k 154.59
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Danaher Corporation (DHR) 0.1 $1.4M NEW 5.9k 231.56
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Anthem (ELV) 0.1 $1.4M NEW 2.9k 471.50
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.3M -2% 11k 115.03
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Lam Research Corporation (LRCX) 0.1 $1.3M NEW 1.6k 785.10
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Goldman Sachs (GS) 0.1 $1.3M NEW 3.3k 385.75
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Ishares Tr Msci India Etf (INDA) 0.1 $1.3M +61% 26k 48.81
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Watsco, Incorporated (WSO) 0.1 $1.3M NEW 3.0k 428.47
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Carrier Global Corporation (CARR) 0.1 $1.3M -6% 22k 57.64
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Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $1.3M 47k 27.00
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J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.1 $1.2M +7% 19k 64.12
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Ishares Tr Esg Aware Msci (ESML) 0.1 $1.2M 32k 38.01
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Blend Labs Cl A (BLND) 0.1 $1.2M 473k 2.55
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.2M 15k 81.10
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Analog Devices (ADI) 0.1 $1.2M NEW 5.9k 198.57
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Ishares Tr Global Reit Etf (REET) 0.1 $1.2M +2% 48k 24.18
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Sony Group Corp Sponsored Adr (SONY) 0.1 $1.2M +4% 12k 94.69
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Nexgen Energy (NXE) 0.1 $1.2M +232% 164k 7.03
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BlackRock (BLK) 0.1 $1.2M NEW 1.4k 811.70
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Metropcs Communications (TMUS) 0.1 $1.1M NEW 7.1k 160.33
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Prologis (PLD) 0.1 $1.1M NEW 8.5k 133.30
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.1M 28k 40.54
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J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.1 $1.1M 23k 49.51
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $1.1M 36k 31.51
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TJX Companies (TJX) 0.1 $1.1M 12k 93.81
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.1M 17k 64.48
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Progressive Corporation (PGR) 0.1 $1.1M NEW 6.9k 159.28
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Ubs Group SHS (UBS) 0.1 $1.1M +4% 35k 30.90
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Wells Fargo & Company (WFC) 0.1 $1.1M -6% 22k 49.22
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.1M -35% 6.6k 164.42
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.1M 46k 23.28
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Marathon Petroleum Corp (MPC) 0.1 $1.1M NEW 7.3k 148.35
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $1.1M +97% 46k 22.86
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $1.1M NEW 47k 22.39
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Booking Holdings (BKNG) 0.1 $1.0M NEW 296.00 3547.22
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.0M NEW 7.0k 147.24
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M NEW 6.2k 165.24
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Deere & Company (DE) 0.1 $1.0M NEW 2.5k 401.33
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.0M +6% 11k 95.20
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Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $992k 28k 34.91
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CVS Caremark Corporation (CVS) 0.0 $986k -4% 13k 78.96
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Moody's Corporation (MCO) 0.0 $984k NEW 2.5k 390.61
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Cigna Corp (CI) 0.0 $977k NEW 3.3k 299.46
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O'reilly Automotive (ORLY) 0.0 $960k NEW 1.0k 950.08
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Canadian Natl Ry (CNI) 0.0 $957k NEW 7.6k 125.63
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Marsh & McLennan Companies (MMC) 0.0 $955k NEW 5.0k 189.49
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McKesson Corporation (MCK) 0.0 $954k NEW 2.1k 463.61
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Ameriprise Financial (AMP) 0.0 $946k NEW 2.5k 379.77
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Illinois Tool Works (ITW) 0.0 $940k NEW 3.6k 263.35
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Cameco Corporation (CCJ) 0.0 $938k NEW 22k 43.10
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ConocoPhillips (COP) 0.0 $934k -43% 8.0k 116.08
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Dollar General (DG) 0.0 $909k NEW 6.7k 135.96
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Stryker Corporation (SYK) 0.0 $897k NEW 3.0k 300.23
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Ishares Gold Tr Ishares New (IAU) 0.0 $893k 23k 39.03
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $891k 20k 45.71
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Pfizer (PFE) 0.0 $891k -15% 31k 28.79
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Charles Schwab Corporation (SCHW) 0.0 $889k +2% 13k 68.80
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General Electric Com New (GE) 0.0 $882k NEW 6.9k 127.71
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Verizon Communications (VZ) 0.0 $876k -6% 23k 37.70
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Lululemon Athletica (LULU) 0.0 $871k NEW 1.7k 511.29
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Shell Spon Ads (SHEL) 0.0 $859k 13k 65.80
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Ferrari Nv Ord (RACE) 0.0 $854k NEW 2.5k 338.43
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Fiserv (FI) 0.0 $853k NEW 6.4k 132.84
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Uranium Energy (UEC) 0.0 $838k NEW 131k 6.40
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Intuitive Surgical Com New (ISRG) 0.0 $836k NEW 2.5k 337.36
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United Rentals (URI) 0.0 $835k NEW 1.5k 573.46
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Novartis Sponsored Adr (NVS) 0.0 $834k NEW 8.3k 100.97
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Marriott Intl Cl A (MAR) 0.0 $828k NEW 3.7k 225.52
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IDEXX Laboratories (IDXX) 0.0 $809k NEW 1.5k 555.05
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Past Filings by Lake Street Advisors Group

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

View all past filings