Lake Street Advisors Group, LLC New Holdings in Q3 2024

Lake Street Advisors Group, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
33.7K
New
$36.06 - $37.66 $1.21M - $1.27M
33.7K $1.27M
MSTR
Microstrategy Inc

Technology
4.61K
New
$114.3 - $1800.09 $527K - $8.29M
4.61K $776K
MNDY
Monday.Com Ltd.

Technology
2.13K
New
$202.41 - $281.64 $430K - $598K
2.13K $590K
SPOT
Spotify Technology S.A.

Communication Services
1.48K
New
$290.16 - $384.01 $431K - $570K
1.48K $546K
MELI
Mercadolibre Inc

Consumer Cyclical
208
New
$1591.44 - $2140.1 $331K - $445K
208 $426K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.78K
New
$94.31 - $103.26 $356K - $390K
3.78K $387K
SOXX
Ishares Semiconductor ETF

ETFs
1.28K
New
$199.29 - $265.49 $255K - $340K
1.28K $295K
ETR
Entergy Corp

Utilities
2.05K
New
$104.75 - $131.61 $214K - $269K
2.05K $269K
SE
Sea LTD

Consumer Cyclical
2.76K
New
$59.94 - $94.83 $165K - $262K
2.76K $260K
SBAC
Sba Communications Corp

Real Estate
1.04K
New
$189.0 - $245.01 $197K - $256K
1.04K $251K
IEX
Idex Corp

Industrials
1.16K
New
$190.56 - $214.98 $220K - $249K
1.16K $248K
PODD
Insulet Corp

Healthcare
1.02K
New
$180.69 - $239.01 $185K - $245K
1.02K $238K
DVA
Davita Inc.

Healthcare
1.44K
New
$133.98 - $165.19 $193K - $237K
1.44K $235K
FFIV
F5, Inc.

Technology
1.05K
New
$170.44 - $223.6 $179K - $235K
1.05K $231K
IP
International Paper CO

Consumer Cyclical
4.68K
New
$42.55 - $49.98 $199K - $234K
4.68K $228K
AIZ
Assurant, Inc.

Financial Services
1.14K
New
$161.28 - $199.95 $185K - $229K
1.14K $227K
BRO
Brown & Brown, Inc.

Financial Services
2.2K
New
$89.11 - $105.82 $196K - $232K
2.2K $227K
CHKP
Check Point Software Technologies LTD

Technology
1.18K
New
$165.0 - $195.47 $194K - $230K
1.18K $226K
MPWR
Monolithic Power Systems Inc

Technology
244
New
$757.04 - $947.16 $185K - $231K
244 $225K
AOS
Smith A O Corp

Industrials
2.4K
New
$76.95 - $91.98 $184K - $220K
2.4K $215K
CMS
Cms Energy Corp

Utilities
3.04K
New
$58.7 - $70.62 $178K - $215K
3.04K $214K
GDDY
Go Daddy Inc.

Technology
1.37K
New
$141.41 - $167.41 $194K - $229K
1.37K $214K
RPRX
Royalty Pharma PLC

Healthcare
7.46K
New
$25.63 - $29.27 $191K - $218K
7.46K $211K
IR
Ingersoll Rand Inc.

Industrials
2.13K
New
$86.9 - $100.4 $185K - $214K
2.13K $209K
EXPD
Expeditors International Of Washington Inc

Industrials
1.59K
New
$116.1 - $131.42 $185K - $209K
1.59K $209K
ORI
Old Republic International Corp

Financial Services
5.91K
New
$29.89 - $35.9 $177K - $212K
5.91K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.39K
New
$45.2 - $47.87 $198K - $210K
4.39K $208K
ILMN
Illumina, Inc.

Healthcare
1.59K
New
$105.28 - $135.9 $167K - $216K
1.59K $207K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.39K
New
$44.9 - $47.55 $197K - $209K
4.39K $207K
AVB
Avalonbay Communities Inc

Real Estate
921
New
$200.95 - $234.65 $185K - $216K
921 $207K
ZION
Zions Bancorporation, National Association

Financial Services
4.36K
New
$42.49 - $52.53 $185K - $229K
4.36K $205K
AEE
Ameren Corp

Utilities
2.35K
New
$70.45 - $87.46 $166K - $206K
2.35K $205K
CDW
Cdw Corp

Technology
902
New
$206.67 - $239.84 $186K - $216K
902 $204K
SHOP
Shopify Inc.

Technology
2.5K
New
$52.26 - $80.75 $131K - $202K
2.5K $200K
DTE
Dte Energy CO

Utilities
1.55K
New
$108.67 - $128.41 $168K - $199K
1.55K $198K
American Airlines Group Inc
39K
New
N/A
39K $0
SMOT
Vaneck ETF Tr Morningstar Smid
7.9K
New
N/A
7.9K $0
Tetra Tech Inc New
37K
New
N/A
37K $0
Corpay Inc
907
New
N/A
907 $0
Rapid7 Inc
119K
New
N/A
119K $0
Ferguson Enterprises Inc
1.2K
New
N/A
1.2K $0
Ge Healthcare Technologies I
2.55K
New
N/A
2.55K $0
Grayscale Bitcoin Mini Tr Bt
242K
New
N/A
242K $0
Microchip Technology Inc.
38K
New
N/A
38K $0
Te Connectivity PLC
2.06K
New
N/A
2.06K $0
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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