Lake Street Advisors Group, LLC Purchases in Q4 2024

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 0.41%
$385.02 - $431.37 $16.6K - $18.5K
10.4K $4.06M
PLD
Prologis, Inc.

Real Estate
63
+ 0.69%
$101.4 - $126.96 $6.39K - $8K
9.23K $976K
EEM
Ishares Msci Emerging Markets

ETFs
209
+ 0.42%
$41.82 - $47.36 $8.74K - $9.9K
49.4K $2.07M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
66
+ 9.26%
$701.85 - $1046.91 $46.3K - $69.1K
779 $554K
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 0.34%
$244.52 - $284.07 $8.07K - $9.37K
9.66K $2.38M
CARR
Carrier Global Corp

Industrials
169
+ 0.85%
$66.69 - $82.65 $11.3K - $14K
20.1K $1.37M
SHW
Sherwin Williams CO

Basic Materials
27
+ 0.46%
$338.75 - $399.71 $9.15K - $10.8K
5.87K $1.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
292
+ 6.95%
$501.29 - $612.85 $146K - $179K
4.49K $2.34M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.52K
+ 1.46%
$33.39 - $37.66 $50.8K - $57.3K
106K $3.52M
DHR
Danaher Corp

Healthcare
71
+ 1.2%
$226.16 - $274.52 $16.1K - $19.5K
5.97K $1.37M
NVO
Novo Nordisk A S

Healthcare
811
+ 5.53%
$85.0 - $120.04 $68.9K - $97.4K
15.5K $1.33M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.64K
+ 0.69%
$29.02 - $32.11 $47.6K - $52.7K
240K $6.97M
DHI
Horton D R Inc

Consumer Cyclical
111
+ 1.13%
$137.24 - $194.56 $15.2K - $21.6K
9.94K $1.39M
GUNR
Flexshares Tr Morningstar Glob

ETFs
4
+ 0.0%
$36.15 - $41.9 $145 - $168
122K $4.43M
LLY
Eli Lilly & CO

Healthcare
211
+ 1.95%
$727.2 - $932.06 $153K - $197K
11K $8.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.23K
+ 1.41%
$75.1 - $82.99 $243K - $268K
232K $17.6M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
263
+ 0.04%
$39.65 - $43.4 $10.4K - $11.4K
626K $24.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
109K
+ 50.01%
$24.19 - $50.58 $2.64M - $5.53M
328K $7.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
68.4K
+ 3.09%
$44.04 - $49.49 $3.01M - $3.39M
2.28M $101M
VEA
Vanguard Ftse Developed Market

ETFs
53.6K
+ 2.82%
$47.57 - $52.44 $2.55M - $2.81M
1.95M $93.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.14M
+ 85.38%
$18.41 - $40.87 $21.1M - $46.8M
2.49M $46M
Activity Summary
Buys All Purchases 372 New Holdings 44 Increased Positions 328 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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