Lake Street Advisors Group, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.12 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $132M, Ishares Trishares 0 3 Mnth Tre with a value of $120M, Vanguard Index Fds S&P 500 ETF with a value of $107M, Vanguard Ftse Emerging Mkts Et with a value of $101M, and Vanguard Ftse Developed Market with a value of $93.4M.
Examining the 13F form we can see an decrease of $8.32M in the current position value, from $2.13B to 2.12B.
Below you can find more details about Lake Street Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.12 Billion
ETFs: $1.33 Billion
Technology: $246 Million
Financial Services: $120 Million
Utilities: $77.4 Million
Consumer Cyclical: $73.3 Million
Healthcare: $67.4 Million
Industrials: $62.9 Million
Communication Services: $57.8 Million
Other: $89 Million
Stock Holdings Table Market Cap. of $200 Billions or more
