Lakeside Advisors

Lakeside Advisors as of March 31, 2025

Portfolio Holdings for Lakeside Advisors

Lakeside Advisors holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 24.0 $36M 96k 375.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.8 $16M 31k 532.58
Costco Wholesale Corporation (COST) 9.0 $14M 14k 945.77
Procter & Gamble Company (PG) 4.3 $6.5M 38k 170.42
Nucor Corporation (NUE) 3.9 $5.9M 49k 120.34
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.8M 18k 274.84
Waste Management (WM) 3.0 $4.5M 20k 231.51
Us Bancorp Del Com New (USB) 2.8 $4.2M 101k 42.22
3M Company (MMM) 2.8 $4.2M 29k 146.86
Expeditors International of Washington (EXPD) 2.6 $3.9M 32k 120.25
Johnson & Johnson (JNJ) 2.5 $3.8M 23k 165.84
Abbvie (ABBV) 2.3 $3.5M 17k 209.52
Paccar (PCAR) 2.2 $3.3M 34k 97.37
At&t (T) 1.8 $2.7M 94k 28.28
Starbucks Corporation (SBUX) 1.6 $2.3M 24k 98.09
Apple (AAPL) 1.5 $2.3M 10k 222.12
Ge Aerospace Com New (GE) 1.5 $2.3M 11k 200.15
Kroger (KR) 1.3 $2.0M 30k 67.69
NVIDIA Corporation (NVDA) 1.2 $1.9M 17k 108.38
Exxon Mobil Corporation (XOM) 1.1 $1.7M 15k 118.93
Home Depot (HD) 1.1 $1.7M 4.7k 366.49
Davis Fundamental Etf Tr Selct Intl Etf (DINT) 0.9 $1.4M 59k 23.11
Novo-nordisk A S Adr (NVO) 0.9 $1.3M 19k 69.44
Chubb (CB) 0.9 $1.3M 4.3k 301.99
McDonald's Corporation (MCD) 0.9 $1.3M 4.1k 312.37
Medtronic SHS (MDT) 0.8 $1.2M 13k 89.86
Gilead Sciences (GILD) 0.8 $1.1M 10k 112.05
FedEx Corporation (FDX) 0.5 $808k 3.3k 243.76
Lowe's Companies (LOW) 0.5 $749k 3.2k 233.23
Constellation Energy (CEG) 0.5 $743k 3.7k 201.63
Exelon Corporation (EXC) 0.5 $708k 15k 46.08
Ge Vernova (GEV) 0.5 $702k 2.3k 305.28
Columbia Etf Tr I Multi Sec Muni (MUST) 0.5 $684k 34k 20.14
CSX Corporation (CSX) 0.4 $636k 22k 29.43
Caterpillar (CAT) 0.4 $589k 1.8k 329.71
Boeing Company (BA) 0.4 $570k 3.3k 170.55
Cisco Systems (CSCO) 0.3 $525k 8.5k 61.71
Wells Fargo & Company (WFC) 0.3 $522k 7.3k 71.79
Qualcomm (QCOM) 0.3 $507k 3.3k 153.63
Solventum Corp Com Shs (SOLV) 0.3 $503k 6.6k 76.04
Guinness Atkinson Fds Smartetfs Divid (DIVS) 0.3 $480k 16k 29.20
International Business Machines (IBM) 0.3 $468k 1.9k 248.66
Amazon (AMZN) 0.3 $460k 2.4k 190.26
Amgen (AMGN) 0.3 $405k 1.3k 311.59
Mastercard Incorporated Cl A (MA) 0.3 $397k 725.00 548.12
Eli Lilly & Co. (LLY) 0.3 $394k 477.00 825.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $385k 750.00 513.91
Mondelez Intl Cl A (MDLZ) 0.2 $371k 5.5k 67.84
Chevron Corporation (CVX) 0.2 $368k 2.2k 167.27
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $358k 4.4k 80.71
JPMorgan Chase & Co. (JPM) 0.2 $347k 1.4k 245.31
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $315k 1.6k 193.99
Pfizer (PFE) 0.2 $291k 12k 25.34
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 0.2 $288k 9.6k 30.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $287k 1.8k 156.23
Bristol Myers Squibb (BMY) 0.2 $268k 4.4k 60.99
Verizon Communications (VZ) 0.2 $258k 5.7k 45.36
Washington Federal (WAFD) 0.2 $251k 8.8k 28.58
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $247k 9.5k 26.01
Guinness Atkinson Fds Sustnbl Enrgy Ii (SOLR) 0.2 $237k 10k 23.42
Nike CL B (NKE) 0.1 $219k 3.5k 63.48
Guinness Atkinson Fds Smartetfs Asia (ADIV) 0.1 $214k 14k 15.38
Microvision Inc Del Com New (MVIS) 0.1 $76k 62k 1.24