Lake Street Advisors Group, LLC Incresed Positions in Q4 2024

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
337
+ 1.77%
$273.87 - $320.91 $92.3K - $108K
19.4K $6.14M
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 0.25%
$205.18 - $250.29 $15.4K - $18.8K
30.1K $7.21M
DVN
Devon Energy Corp

Energy
29.5K
+ 190.58%
$30.52 - $42.96 $900K - $1.27M
44.9K $1.47M
EXR
Extra Space Storage Inc.

Real Estate
6.61K
+ 159.1%
$142.35 - $178.32 $941K - $1.18M
10.8K $1.61M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.04K
+ 0.12%
$46.53 - $49.91 $48.3K - $51.9K
874K $42.1M
CEIX
Consol Energy Inc.

Energy
6.68K
+ 292.89%
$101.36 - $133.33 $677K - $890K
8.95K $955K
QQQ
Invesco Qqq Trust, Series 1

ETFs
498
+ 2.52%
$481.22 - $538.17 $240K - $268K
20.3K $10.4M
SHOP
Shopify Inc.

Technology
6.06K
+ 242.13%
$78.14 - $119.49 $473K - $724K
8.56K $910K
COST
Costco Wholesale Corp

Consumer Defensive
571
+ 11.92%
$873.59 - $994.69 $499K - $568K
5.36K $4.91M
SPOT
Spotify Technology S.A.

Communication Services
1.22K
+ 82.41%
$362.95 - $502.38 $444K - $614K
2.71K $1.21M
NOW
Service Now, Inc.

Technology
322
+ 17.43%
$867.18 - $1148.42 $279K - $370K
2.17K $2.3M
PEP
Pepsico Inc

Consumer Defensive
5.75K
+ 35.71%
$151.29 - $176.1 $870K - $1.01M
21.9K $3.32M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.2K
+ 82.45%
$275.15 - $388.2 $330K - $465K
2.65K $907K
VTWO
Vanguard Russell 2000 ETF

ETFs
5K
+ 34.28%
$87.42 - $98.06 $437K - $490K
19.6K $1.75M
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 5.8%
$54.98 - $77.35 $77.5K - $109K
25.7K $1.8M
MA
Mastercard Inc

Financial Services
98
+ 0.91%
$491.3 - $536.15 $48.1K - $52.5K
10.9K $5.72M
CSCO
Cisco Systems, Inc.

Technology
1.49K
+ 3.09%
$52.45 - $60.02 $78.3K - $89.6K
49.8K $2.95M
BAC
Bank Of America Corp

Financial Services
1.66K
+ 2.78%
$39.22 - $47.77 $65K - $79.2K
61.3K $2.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.65K
+ 65.3%
$49.79 - $51.14 $331K - $340K
16.8K $843K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.11%
$79.1 - $95.7 $2.69K - $3.25K
31.7K $2.86M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 4.33%
$4100.99 - $5300.34 $53.3K - $68.9K
313 $1.56M
GS
Goldman Sachs Group Inc

Financial Services
11
+ 0.3%
$486.1 - $608.57 $5.35K - $6.69K
3.62K $2.07M
GILD
Gilead Sciences, Inc.

Healthcare
1.08K
+ 6.07%
$83.95 - $97.9 $90.5K - $106K
18.9K $1.74M
HON
Honeywell International Inc

Industrials
499
+ 7.2%
$202.84 - $236.0 $101K - $118K
7.43K $1.68M
ADP
Automatic Data Processing Inc

Industrials
210
+ 2.04%
$280.08 - $307.97 $58.8K - $64.7K
10.5K $3.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.72K
+ 7.58%
$96.64 - $101.23 $553K - $579K
81.2K $7.87M
SONY
Sony Group Corp

Technology
39.3K
+ 480.07%
$17.53 - $96.8 $689K - $3.8M
47.5K $1M
COP
Conocophillips

Energy
2.63K
+ 31.75%
$95.12 - $114.72 $251K - $302K
10.9K $1.08M
MCK
Mckesson Corp

Healthcare
99
+ 4.97%
$482.27 - $628.5 $47.7K - $62.2K
2.09K $1.19M
ISRG
Intuitive Surgical Inc

Healthcare
197
+ 6.01%
$471.27 - $550.62 $92.8K - $108K
3.47K $1.81M
BMY
Bristol Myers Squibb CO

Healthcare
2.5K
+ 20.44%
$51.92 - $59.94 $130K - $150K
14.7K $832K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4K
+ 20.51%
$50.53 - $55.55 $202K - $222K
23.5K $1.2M
SAP
Sap Se

Technology
183
+ 2.27%
$218.13 - $255.54 $39.9K - $46.8K
8.26K $2.03M
MAR
Marriott International Inc

Consumer Cyclical
225
+ 6.04%
$246.06 - $292.59 $55.4K - $65.8K
3.95K $1.1M
INTU
Intuit Inc

Technology
216
+ 4.48%
$602.01 - $706.25 $130K - $153K
5.03K $3.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
925
+ 7.9%
$77.25 - $91.3 $71.5K - $84.5K
12.6K $1.08M
OWL
Blue Owl Capital Inc.

Financial Services
131
+ 0.33%
$19.51 - $24.81 $2.56K - $3.25K
39.8K $924K
C
Citigroup Inc

Financial Services
598
+ 4.14%
$61.31 - $72.5 $36.7K - $43.4K
15.1K $1.06M
HSBC
Hsbc Holdings PLC

Financial Services
739
+ 2.72%
$43.83 - $49.51 $32.4K - $36.6K
27.9K $1.38M
ABNB
Airbnb, Inc.

Consumer Cyclical
539
+ 3.38%
$125.36 - $147.37 $67.6K - $79.4K
16.5K $2.16M
SCHW
Schwab Charles Corp

Financial Services
317
+ 2.46%
$63.31 - $82.85 $20.1K - $26.3K
13.2K $975K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
485
+ 2.59%
$105.85 - $112.84 $51.3K - $54.7K
19.2K $2.12M
FTNT
Fortinet, Inc.

Technology
173
+ 2.69%
$76.49 - $99.21 $13.2K - $17.2K
6.6K $623K
MNDY
Monday.Com Ltd.

Technology
905
+ 42.59%
$224.69 - $324.31 $203K - $294K
3.03K $713K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.47K
+ 2.72%
$12.27 - $15.41 $18.1K - $22.7K
55.7K $806K
EMR
Emerson Electric CO

Industrials
196
+ 2.93%
$108.13 - $134.33 $21.2K - $26.3K
6.9K $854K
DXCM
Dexcom Inc

Healthcare
1.07K
+ 29.47%
$65.68 - $81.01 $70.5K - $87K
4.72K $366K
EXPE
Expedia Group, Inc.

Consumer Cyclical
49
+ 1.68%
$146.47 - $191.01 $7.18K - $9.36K
2.96K $552K
INTC
Intel Corp

Technology
7.88K
+ 60.34%
$19.07 - $26.23 $150K - $207K
21K $420K
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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