Lake Street Advisors Group, LLC Incresed Positions in Q3 2024

Lake Street Advisors Group, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
363K
+ 40.31%
$100.3 - $100.74 $36.4M - $36.6M
1.26M $127M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
20.6K
+ 1.71%
$27.14 - $35.2 $559K - $725K
1.23M $42.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.87K
+ 1.73%
$517.38 - $573.86 $2M - $2.22M
228K $131M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.92K
+ 2.09%
$475.2 - $527.7 $1.86M - $2.07M
192K $101M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
106K
+ 13.81%
$42.38 - $47.25 $4.49M - $5M
873K $41.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.39K
+ 1.2%
$255.18 - $283.2 $865K - $959K
285K $80.8M
BEP
Brookfield Renewable Partners L.P.

Utilities
346
+ 0.02%
$23.3 - $28.3 $8.06K - $9.79K
1.41M $39.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
52
+ 0.02%
$283.28 - $314.39 $14.7K - $16.3K
214K $67.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.84K
+ 1.49%
$71.45 - $75.64 $703K - $744K
672K $50.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33.8K
+ 7.13%
$25.45 - $29.53 $861K - $1M
509K $14.8M
ABBV
Abb Vie Inc.

Healthcare
5.31K
+ 13.97%
$163.84 - $199.33 $870K - $1.06M
43.3K $8.56M
IWM
Ishares Russell 2000 ETF

ETFs
7.1K
+ 30.28%
$200.87 - $224.6 $1.43M - $1.6M
30.6K $6.75M
TSLA
Tesla, Inc.

Consumer Cyclical
3.02K
+ 16.27%
$191.76 - $263.26 $579K - $794K
21.6K $5.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.35K
+ 0.29%
$57.8 - $60.8 $136K - $143K
819K $49.5M
URA
Global X Uranium ETF

ETFs
65.6K
+ 458.65%
$23.18 - $31.26 $1.52M - $2.05M
79.9K $2.29M
META
Meta Platforms, Inc.

Communication Services
434
+ 1.95%
$453.41 - $572.44 $197K - $248K
22.7K $13M
BEPC
Brookfield Renewable Corp

Utilities
8.21K
+ 2.51%
$26.92 - $32.89 $221K - $270K
335K $10.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
24K
+ 12.33%
$48.4 - $50.91 $1.16M - $1.22M
219K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 0.93%
$405.19 - $478.57 $102K - $120K
27.2K $12.5M
NVS
Novartis Ag

Healthcare
9.59K
+ 127.4%
$106.13 - $120.89 $1.02M - $1.16M
17.1K $1.97M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.68K
+ 3.69%
$91.37 - $101.65 $427K - $475K
131K $13.4M
ORCL
Oracle Corp

Technology
1.24K
+ 4.18%
$125.9 - $170.35 $157K - $212K
31K $5.29M
UNH
Unitedhealth Group Inc

Healthcare
225
+ 1.85%
$488.01 - $604.18 $110K - $136K
12.4K $7.25M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.1K
+ 36.62%
$46.18 - $48.92 $789K - $835K
63.7K $3.1M
IVV
Ishares Core S&P 500 ETF

ETFs
245
+ 0.97%
$520.18 - $576.82 $127K - $141K
25.5K $14.7M
ACN
Accenture PLC

Technology
754
+ 7.9%
$295.44 - $355.81 $223K - $268K
10.3K $3.64M
HD
Home Depot, Inc.

Consumer Cyclical
238
+ 2.34%
$333.64 - $405.2 $79.4K - $96.4K
10.4K $4.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.0%
$56.47 - $63.69 $56.5 - $63.7
156K $9.8M
LOW
Lowes Companies Inc

Consumer Cyclical
657
+ 7.33%
$213.3 - $270.78 $140K - $178K
9.63K $2.61M
ZTS
Zoetis Inc.

Healthcare
2.13K
+ 24.37%
$172.58 - $196.48 $367K - $418K
10.8K $2.12M
MA
Mastercard Inc

Financial Services
71
+ 0.66%
$429.6 - $500.99 $30.5K - $35.6K
10.8K $5.32M
SHW
Sherwin Williams CO

Basic Materials
274
+ 4.92%
$294.65 - $384.0 $80.7K - $105K
5.84K $2.23M
PH
Parker Hannifin Corp

Industrials
235
+ 7.5%
$501.01 - $635.92 $118K - $149K
3.37K $2.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
140
+ 0.1%
$61.11 - $67.85 $8.56K - $9.5K
138K $9.36M
ADP
Automatic Data Processing Inc

Industrials
472
+ 4.81%
$233.44 - $279.45 $110K - $132K
10.3K $2.85M
NOW
Service Now, Inc.

Technology
365
+ 24.63%
$730.87 - $937.36 $267K - $342K
1.85K $1.65M
SPGI
S&P Global Inc.

Financial Services
247
+ 5.23%
$446.32 - $527.38 $110K - $130K
4.97K $2.57M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.0%
$41.02 - $46.01 $123 - $138
112K $5.11M
WMT
Walmart Inc.

Consumer Defensive
480
+ 1.54%
$66.91 - $81.4 $32.1K - $39.1K
31.6K $2.55M
RMD
Resmed Inc

Healthcare
533
+ 9.53%
$186.94 - $252.92 $99.6K - $135K
6.13K $1.5M
AMT
American Tower Corp

Real Estate
148
+ 1.46%
$192.27 - $242.73 $28.5K - $35.9K
10.3K $2.4M
GLD
Spdr Gold Trust

ETFs
1.16K
+ 29.27%
$215.56 - $246.98 $250K - $286K
5.12K $1.24M
CSCO
Cisco Systems, Inc.

Technology
2.33K
+ 5.06%
$44.74 - $53.22 $104K - $124K
48.3K $2.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
101
+ 0.19%
$113.45 - $126.18 $11.5K - $12.7K
53.3K $6.72M
CNI
Canadian National Railway CO

Industrials
3.14K
+ 44.28%
$110.1 - $123.65 $346K - $389K
10.2K $1.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
74
+ 0.65%
$156.14 - $187.2 $11.6K - $13.9K
11.4K $2.11M
PLTR
Palantir Technologies Inc.

Technology
1.39K
+ 5.66%
$24.09 - $37.95 $33.5K - $52.8K
25.9K $964K
COST
Costco Wholesale Corp

Consumer Defensive
195
+ 4.24%
$801.83 - $917.05 $156K - $179K
4.79K $4.25M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
7.84K
+ 101.36%
$33.15 - $38.37 $260K - $301K
15.6K $585K
Activity Summary
Buys All Purchases 386 New Holdings 46 Increased Positions 340 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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