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Lake Street Financial

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

Top 5 stock holdings are NVDA, VTV, AAPL, VUG, QQQ, and represent 24.39% of Lake Street Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VST, NTAP, EOG, GSY, AMLP, PSQO, AMJB, PYLD, FTSM, JIRE.
Started 26 new stock positions in JIG, PWR, MNST, RXST, GE, SPG, PFE, MSTR, SOFI, FTGS.
Reduced shares in these 10 stocks: XOM (-$5.1M), PHD, BBIN, IVV, MPW, JEPI, JEPQ, , FMB, TJUL.
Sold out of its positions in FTNT, GEHC, BBIN, SOUN, WM.
Lake Street Private Wealth was a net buyer of stock by $19M.
Lake Street Private Wealth has $776M in assets under management (AUM), dropping by 10.39%.
Central Index Key (CIK): 0001772031

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Portfolio Holdings for Lake Street Private Wealth

Lake Street Private Wealth holds 277 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	5.9	$46M		244k	186.58	View chart
Vanguard Value Etf Etf (VTV)	5.8	$45M		241k	186.49	View chart
Apple Stock (AAPL)	4.9	$38M		150k	254.63	View chart
Vanguard Growth Etf Etf (VUG)	4.8	$37M		77k	479.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	3.0	$23M		39k	600.37	View chart
Microsoft Corp Stock (MSFT)	2.9	$22M		43k	517.95	View chart
Graniteshares Gold Shares Etf (BAR)	2.0	$15M		401k	38.06	View chart
Amazon Stock (AMZN)	1.9	$15M	+4%	67k	219.57	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	1.8	$14M	+4%	237k	59.91	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.3	$10M		55k	189.70	View chart
Meta Platforms Inc Cl A Stock (META)	1.3	$10M		14k	734.39	View chart
Palmer Square Credit Opportunities Etf Etf (PSQO)	1.3	$10M	+15%	495k	20.60	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.3	$10M		56k	182.42	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	1.3	$10M	+2%	92k	110.59	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$10M		32k	315.43	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.3	$10M		154k	65.26	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	1.3	$9.8M	+6%	173k	56.72	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$9.7M		40k	243.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$9.7M		40k	243.10	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	1.2	$9.1M	+8%	340k	26.84	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.2	$9.0M	+2%	64k	141.50	View chart
Goldman Sachs Group Stock (GS)	1.1	$8.4M		11k	796.36	View chart
Abbvie Stock (ABBV)	1.1	$8.3M	+2%	36k	231.54	View chart
Broadcom Stock (AVGO)	1.1	$8.3M		25k	329.92	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.0	$8.0M	+8%	13k	612.36	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	1.0	$8.0M		16k	490.38	View chart
Costco Whsl Corp Stock (COST)	1.0	$7.8M		8.4k	925.68	View chart
Uber Technologies Stock (UBER)	1.0	$7.7M		79k	97.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$7.5M		15k	502.74	View chart
Blackstone Stock (BX)	0.9	$7.2M		42k	170.85	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.9	$7.1M	-5%	124k	57.10	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.9	$6.9M	+2%	151k	45.84	View chart
Snowflake Stock (SNOW)	0.9	$6.9M	+2%	31k	225.55	View chart
Axon Enterprise Stock (AXON)	0.9	$6.7M		9.3k	717.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$6.6M	-11%	9.9k	669.29	View chart
Unitedhealth Group Stock (UNH)	0.8	$6.0M		17k	345.31	View chart
Cohen & Steers Quality Income Cef (RQI)	0.8	$5.9M	+10%	473k	12.47	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.7	$5.7M		72k	79.80	View chart
Verizon Communications Stock (VZ)	0.7	$5.7M		129k	43.95	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.7	$5.6M	+5%	47k	120.66	View chart
Ishares Msci China Etf Etf (MCHI)	0.7	$5.6M		85k	65.85	View chart
Northrop Grumman Corp Stock (NOC)	0.7	$5.6M		9.1k	609.30	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.7	$5.5M	+48%	109k	50.23	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.7	$5.5M		68k	80.21	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.7	$5.4M		63k	87.03	View chart
Ishares Msci India Etf Etf (INDA)	0.7	$5.3M		102k	52.06	View chart
Allstate Corp Stock (ALL)	0.7	$5.3M		25k	214.65	View chart
Ulta Beauty Stock (ULTA)	0.7	$5.3M		9.7k	546.75	View chart
Cheniere Energy Stock (LNG)	0.7	$5.2M		22k	234.98	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$5.0M		76k	65.92	View chart
Eli Lilly & Co Stock (LLY)	0.6	$5.0M	+3%	6.6k	762.96	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.6	$4.7M	-7%	82k	57.52	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.6	$4.7M	-5%	92k	50.70	View chart
Visa Inc Com Cl A Stock (V)	0.6	$4.6M		14k	341.38	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.6	$4.5M	+3%	47k	95.19	View chart
Vistra Corp Stock (VST)	0.6	$4.4M	NEW	22k	195.92	View chart
Eog Res Stock (EOG)	0.6	$4.4M	+78%	39k	112.12	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.5	$4.2M	+4%	172k	24.33	View chart
Alerian Mlp Index Etns Due January 28, 2044 Etf (AMJB)	0.5	$3.9M	+31%	134k	29.52	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$3.9M	+4%	39k	100.25	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.5	$3.8M	+9%	405k	9.50	View chart
Alerian Mlp Etf Etf (AMLP)	0.5	$3.8M	+58%	81k	46.93	View chart
Fedex Corp Stock (FDX)	0.5	$3.7M		16k	235.81	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	0.5	$3.7M	-3%	2.9k	1280.00	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.4	$3.1M	+18%	247k	12.56	View chart
Altria Group Stock (MO)	0.4	$3.0M		45k	66.06	View chart
Palo Alto Networks Stock (PANW)	0.4	$2.8M	+4%	14k	203.62	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$2.7M		4.1k	666.15	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.3	$2.7M	+6%	148k	18.24	View chart
Mcdonalds Corp Stock (MCD)	0.3	$2.5M		8.1k	303.88	View chart
Pioneer Floating Rate Fund Cef (PHD)	0.3	$2.3M	-66%	232k	9.96	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.3	$2.3M	+8%	20k	111.47	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$2.2M		51k	44.19	View chart
Netapp Stock (NTAP)	0.3	$2.1M	NEW	18k	118.46	View chart
Johnson & Johnson Stock (JNJ)	0.3	$2.0M	+9%	11k	185.43	View chart
Home Depot Stock (HD)	0.3	$2.0M	+5%	5.0k	405.19	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$2.0M	+2%	22k	89.37	View chart
Netflix Stock (NFLX)	0.3	$2.0M	+3%	1.7k	1198.92	View chart
Advanced Micro Devices Stock (AMD)	0.2	$1.9M		12k	161.79	View chart
International Business Machs Stock (IBM)	0.2	$1.9M		6.9k	282.17	View chart
Bank America Corp Stock (BAC)	0.2	$1.9M		37k	51.59	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$1.9M		9.6k	195.86	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.2	$1.9M		30k	62.22	View chart
Starwood Ppty Tr Reit (STWD)	0.2	$1.8M	-3%	94k	19.37	View chart
Invesco S&p Emerging Markets Low Volatility Etf Etf (EELV)	0.2	$1.8M		68k	26.62	View chart
Lam Research Corp Stock (LRCX)	0.2	$1.8M	+2%	13k	133.90	View chart
Innovator Equity Defined Protection Etf - 2 Yr To January 2026 Etf (AJAN)	0.2	$1.8M	-6%	64k	27.50	View chart
Qualcomm Stock (QCOM)	0.2	$1.6M	+5%	9.7k	166.36	View chart
Walmart Stock (WMT)	0.2	$1.6M	+5%	16k	103.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.6M		7.2k	215.80	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$1.5M	+11%	21k	71.37	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.2	$1.5M	+70%	20k	73.54	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.2	$1.5M	+8%	16k	93.75	View chart
Honeywell Intl Stock (HON)	0.2	$1.4M		6.9k	210.49	View chart
Blackrock Stock (BLK)	0.2	$1.4M		1.2k	1166.34	View chart
Chevron Corp Stock (CVX)	0.2	$1.4M	-3%	9.1k	155.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$1.4M	+21%	4.3k	328.16	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.2	$1.4M		67k	20.53	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$1.4M	+3%	6.5k	209.33	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.4M	+16%	27k	50.73	View chart
Medical Pptys Trust Reit (MPW)	0.2	$1.3M	-28%	266k	5.07	View chart
Tesla Stock (TSLA)	0.2	$1.3M		3.0k	444.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$1.3M		6.6k	194.50	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.3M	+5%	24k	54.18	View chart
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ)	0.2	$1.3M		65k	19.29	View chart
Cisco Sys Stock (CSCO)	0.2	$1.2M	+3%	18k	68.42	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$1.2M		20k	57.47	View chart
Arm Holdings Adr (ARM)	0.1	$1.1M	+7%	7.5k	141.49	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$983k	-83%	8.7k	112.75	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$979k	-6%	14k	68.96	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$924k		1.2k	746.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$899k	+7%	15k	59.92	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.1	$885k		24k	36.42	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$884k	-2%	8.1k	109.67	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.1	$878k	+211%	17k	50.98	View chart
Glacier Bancorp Stock (GBCI)	0.1	$876k		18k	48.67	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$872k		20k	43.78	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$863k		5.8k	148.61	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$862k		6.2k	140.04	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.1	$858k		20k	42.13	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$848k	-22%	13k	67.77	View chart
3M Stock (MMM)	0.1	$832k	+4%	5.4k	155.17	View chart
Boeing Stock (BA)	0.1	$798k	+19%	3.7k	215.83	View chart
Procter And Gamble Stock (PG)	0.1	$791k		5.2k	153.65	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$780k		3.7k	209.28	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$779k		3.7k	208.73	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	0.1	$775k		15k	52.60	View chart
Tjx Cos Stock (TJX)	0.1	$766k	+2%	5.3k	144.53	View chart
Automatic Data Processing Stock (ADP)	0.1	$766k	+9%	2.6k	293.52	View chart
Intel Corp Stock (INTC)	0.1	$760k	-2%	23k	33.55	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Bondbloxx Private Credit Clo Etf Etf (PCMM)	0.1	$747k		15k	50.57	View chart
Deere & Co Stock (DE)	0.1	$726k	+2%	1.6k	457.30	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$702k	+26%	41k	17.16	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL)	0.1	$700k	-26%	24k	29.29	View chart
Teradyne Stock (TER)	0.1	$685k	+4%	5.0k	137.64	View chart
Williams Cos Stock (WMB)	0.1	$673k		11k	63.35	View chart
Omega Healthcare Invs Reit (OHI)	0.1	$671k		16k	42.22	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.1	$668k	+12%	9.6k	69.95	View chart
Oracle Corp Stock (ORCL)	0.1	$664k	+21%	2.4k	281.21	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$655k	+2%	3.7k	179.29	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$647k		4.7k	139.18	View chart
Abbott Labs Stock (ABT)	0.1	$645k		4.8k	133.93	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$643k	+3%	14k	47.55	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$633k	+16%	9.4k	67.26	View chart
Coca Cola Stock (KO)	0.1	$622k	+12%	9.4k	66.32	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$618k		22k	28.31	View chart
Welltower Reit (WELL)	0.1	$613k		3.4k	178.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$604k	+11%	1.1k	568.58	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$590k		1.2k	499.31	View chart
Oreilly Automotive Stock (ORLY)	0.1	$589k	+2%	5.5k	107.81	View chart
Zscaler Stock (ZS)	0.1	$584k	-5%	2.0k	299.66	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$581k	+4%	17k	33.42	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$580k	-2%	11k	53.87	View chart
Eaton Corp Stock (ETN)	0.1	$571k		1.5k	374.25	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.1	$566k	-3%	8.1k	69.61	View chart
American Express Stock (AXP)	0.1	$566k		1.7k	332.16	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$560k	+5%	578.00	968.16	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$557k	NEW	4.1k	136.85	View chart
Harbor All-weather Inflation Focus Etf Etf (HGER)	0.1	$546k	+2%	21k	25.80	View chart
Ishares Gold Trust Etf (IAU)	0.1	$542k	-2%	7.4k	72.77	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$536k	+18%	8.2k	65.00	View chart
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM)	0.1	$529k	-2%	7.8k	67.90	View chart
Target Corp Stock (TGT)	0.1	$522k	+29%	5.8k	89.70	View chart
Ventas Reit (VTR)	0.1	$511k	-3%	7.3k	69.99	View chart
Ishares Global Equity Factor Etf Etf (GLOF)	0.1	$509k	-4%	9.9k	51.62	View chart
Constellation Energy Corp Stock (CEG)	0.1	$505k	+3%	1.5k	329.09	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$504k		4.2k	120.73	View chart
Nextera Energy Stock (NEE)	0.1	$485k		6.4k	75.49	View chart
Pepsico Stock (PEP)	0.1	$484k	-11%	3.4k	140.46	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$480k		2.0k	239.60	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.1	$480k	-5%	4.3k	110.47	View chart
Emerson Elec Stock (EMR)	0.1	$479k		3.7k	131.19	View chart
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)	0.1	$476k	+8%	10k	47.55	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$471k	+2%	4.9k	96.55	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$469k		6.1k	76.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$464k		2.3k	203.57	View chart
Paylocity Hldg Corp Stock (PCTY)	0.1	$454k		2.9k	159.27	View chart
Rtx Corporation Stock (RTX)	0.1	$454k	-2%	2.7k	167.32	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$449k	+84%	9.2k	49.04	View chart
Adobe Stock (ADBE)	0.1	$448k	+6%	1.3k	352.75	View chart
Duke Energy Corp Stock (DUK)	0.1	$448k	-2%	3.6k	123.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$444k	+8%	1.7k	254.24	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.1	$440k	+3%	9.9k	44.57	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.1	$437k	-8%	4.4k	100.23	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$434k		1.5k	293.83	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$431k	-17%	4.8k	89.34	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$430k		1.4k	309.74	View chart
Merck & Co Stock (MRK)	0.1	$428k	-11%	5.1k	83.93	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$425k		4.9k	87.31	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$422k		2.4k	174.61	View chart
General Dynamics Corp Stock (GD)	0.1	$421k	-11%	1.2k	341.12	View chart
Hca Healthcare Stock (HCA)	0.1	$418k		981.00	426.25	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$409k	+18%	4.9k	84.11	View chart
Digital Rlty Tr Reit (DLR)	0.1	$404k		2.3k	172.87	View chart
Cummins Stock (CMI)	0.1	$399k	-10%	945.00	422.37	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$394k		1.3k	296.29	View chart
D R Horton Stock (DHI)	0.1	$392k		2.3k	169.47	View chart
Parker-hannifin Corp Stock (PH)	0.0	$374k		493.00	758.66	View chart
Synchrony Financial Stock (SYF)	0.0	$370k	+2%	5.2k	71.05	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$370k	+12%	1.5k	241.96	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$368k	+9%	12k	30.29	View chart
Starbucks Corp Stock (SBUX)	0.0	$360k	-2%	4.3k	84.59	View chart
Texas Instrs Stock (TXN)	0.0	$351k		1.9k	183.77	View chart
Lululemon Athletica Stock (LULU)	0.0	$349k	+26%	2.0k	177.93	View chart
First Indl Rlty Tr Reit (FR)	0.0	$330k		6.4k	51.47	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$328k		699.00	468.68	View chart
Union Pac Corp Stock (UNP)	0.0	$320k		1.4k	236.37	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$318k	-8%	3.1k	103.09	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$317k	+22%	12k	27.30	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$317k		3.6k	89.12	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$312k	-7%	2.3k	138.52	View chart
Csx Corp Stock (CSX)	0.0	$310k		8.7k	35.51	View chart
Lowes Cos Stock (LOW)	0.0	$309k	+2%	1.2k	251.30	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$308k	NEW	2.1k	145.65	View chart
Spdr Gold Shares Etf (GLD)	0.0	$307k	NEW	863.00	355.47	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$302k	-14%	11k	27.31	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$296k		2.1k	140.97	View chart
Jpmorgan International Growth Etf Etf (JIG)	0.0	$292k	NEW	3.9k	75.34	View chart
Conocophillips Stock (COP)	0.0	$292k	+5%	3.1k	94.58	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.0	$289k	NEW	3.8k	75.40	View chart
Amgen Stock (AMGN)	0.0	$289k	-3%	1.0k	282.20	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$286k		3.3k	86.80	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$285k	+9%	1.8k	154.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$279k	+14%	3.0k	93.36	View chart
United Rentals Stock (URI)	0.0	$279k		292.00	954.66	View chart
Disney Walt Stock (DIS)	0.0	$279k	-9%	2.4k	114.52	View chart
T-mobile Us Stock (TMUS)	0.0	$278k	+6%	1.2k	239.45	View chart
Wingstop Stock (WING)	0.0	$277k		1.1k	251.68	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$275k	+23%	5.5k	49.79	View chart
Aerovironment Stock (AVAV)	0.0	$271k		860.00	314.89	View chart
Principal Financial Group Stock (PFG)	0.0	$270k	-4%	3.3k	82.91	View chart
Caterpillar Stock (CAT)	0.0	$269k	NEW	563.00	477.56	View chart
Applied Digital Corp Stock (APLD)	0.0	$268k		12k	22.94	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$266k		2.9k	92.96	View chart
Cintas Corp Stock (CTAS)	0.0	$263k		1.3k	205.31	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.0	$259k		1.6k	162.48	View chart
Packaging Corp Amer Stock (PKG)	0.0	$257k		1.2k	217.93	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$254k	NEW	2.3k	112.27	View chart
Boston Scientific Corp Stock (BSX)	0.0	$245k		2.5k	97.63	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$245k	NEW	2.2k	111.63	View chart
Arista Networks Stock (ANET)	0.0	$243k	NEW	1.7k	145.71	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$242k		2.0k	118.37	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.0	$240k		1.0k	229.61	View chart
Progressive Corp Stock (PGR)	0.0	$239k		969.00	247.07	View chart
Unusual Whales Subversive Democratic Trading Etf Etf (NANC)	0.0	$234k		5.2k	44.79	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$233k	NEW	1.9k	123.77	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$231k		1.1k	213.64	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$231k	+4%	5.0k	46.41	View chart
Intuitive Surgical Stock (ISRG)	0.0	$231k	+24%	516.00	447.23	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$223k	NEW	4.1k	54.16	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$222k		694.00	320.04	View chart
Quest Diagnostics Stock (DGX)	0.0	$222k	NEW	1.2k	190.58	View chart
Pfizer Stock (PFE)	0.0	$219k	NEW	8.6k	25.48	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$217k	-13%	1.5k	146.32	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$213k		2.2k	95.16	View chart
Dollar Gen Corp Stock (DG)	0.0	$213k	-8%	2.1k	103.35	View chart
Simon Ppty Group Reit (SPG)	0.0	$211k	NEW	1.1k	187.73	View chart
Sofi Technologies Stock (SOFI)	0.0	$211k	NEW	8.0k	26.42	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$210k	NEW	8.6k	24.56	View chart
First Trust Growth Strength Etf Etf (FTGS)	0.0	$210k	NEW	5.9k	35.91	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$210k	NEW	433.00	485.02	View chart
Ge Aerospace Stock (GE)	0.0	$210k	NEW	698.00	300.62	View chart
Berkley W R Corp Stock (WRB)	0.0	$210k		2.7k	76.62	View chart
S&p Global Stock (SPGI)	0.0	$208k		428.00	487.01	View chart
Quanta Svcs Stock (PWR)	0.0	$207k	NEW	500.00	414.42	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$206k		2.2k	91.74	View chart
Servicenow Stock (NOW)	0.0	$204k		222.00	920.28	View chart
Monster Beverage Corp Stock (MNST)	0.0	$202k	NEW	3.0k	67.31	View chart
Occidental Pete Corp Stock (OXY)	0.0	$131k	NEW	2.8k	47.24	View chart
Rxsight Stock (RXST)	0.0	$128k	NEW	14k	8.99	View chart
Eos Energy Enterprises Inc Com Cl A Stock (EOSE)	0.0	$120k		11k	11.39	View chart
Canopy Growth Corp Stock (CGC)	0.0	$113k		77k	1.46	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$93k	NEW	288.00	322.21	View chart
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)	0.0	$81k	+7%	11k	7.55	View chart
Tilray Brands Stock (TLRY)	0.0	$20k	-34%	12k	1.73	View chart
Ati Physical Therapy Inc Wt Exp 081027 Stock (ATIPW)	0.0	$9.000000		10k	0.00	View chart

Past Filings by Lake Street Private Wealth

SEC 13F filings are viewable for Lake Street Private Wealth going back to 2019

Lake Street Private Wealth 2025 Q3 filed Nov. 10, 2025
Lake Street Private Wealth 2025 Q2 filed Aug. 11, 2025
Lake Street Private Wealth 2025 Q1 filed April 10, 2025
Lake Street Private Wealth 2024 Q4 filed Jan. 15, 2025
Lake Street Private Wealth 2024 Q3 filed Oct. 22, 2024
Lake Street Private Wealth 2024 Q2 filed July 12, 2024
Lake Street Private Wealth 2024 Q1 filed April 19, 2024
Lake Street Financial 2023 Q4 filed Jan. 10, 2024
Lake Street Financial 2023 Q3 filed Oct. 20, 2023
Lake Street Financial 2023 Q2 filed July 18, 2023
Lake Street Financial 2023 Q1 filed April 17, 2023
Lake Street Financial 2022 Q4 filed Jan. 25, 2023
Lake Street Financial 2022 Q3 filed Oct. 21, 2022
Lake Street Financial 2022 Q2 filed July 12, 2022
Lake Street Financial 2022 Q1 restated filed May 9, 2022
Lake Street Financial 2022 Q1 filed April 29, 2022

View all past filings

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