Lake Street Financial LLC Purchases in Q1 2025

Lake Street Financial LLC

  • $588 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
4.57K
+ 7.65%
$23.18 - $24.68 $106K - $113K
64.4K $1.56M
WMT
Walmart Inc.

Consumer Defensive
1.93K
+ 15.51%
$84.5 - $105.05 $163K - $202K
14.3K $1.26M
KWEB
Kraneshares Tr Csi China Inter

ETFs
3.64K
New
$27.29 - $38.29 $99.2K - $139K
3.64K $127K
PLTR
Palantir Technologies Inc.

Technology
740
+ 10.62%
$64.98 - $124.62 $48.1K - $92.2K
7.71K $650K
HD
Home Depot, Inc.

Consumer Cyclical
581
+ 14.21%
$347.25 - $424.87 $202K - $247K
4.67K $1.71M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
26.6K
+ 4.04%
$9.38 - $9.81 $249K - $261K
684K $6.47M
RTX
Raytheon Technologies Corp

Industrials
438
+ 18.7%
$114.1 - $135.66 $50K - $59.4K
2.78K $368K
ADBE
Adobe Inc.

Technology
1.44K
+ 19.03%
$377.84 - $464.11 $544K - $668K
9.01K $3.45M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
970
+ 4.44%
$29.06 - $32.62 $28.2K - $31.6K
22.8K $725K
DUK
Duke Energy Corp

Utilities
275
+ 7.99%
$105.87 - $121.97 $29.1K - $33.5K
3.72K $453K
ADP
Automatic Data Processing Inc

Industrials
177
+ 15.76%
$286.85 - $318.64 $50.8K - $56.4K
1.3K $397K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.72K
+ 23.04%
$39.61 - $42.65 $68K - $73.2K
9.17K $369K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.16K
+ 10.62%
$45.56 - $47.23 $52.8K - $54.7K
12.1K $566K
INTC
Intel Corp

Technology
112
+ 0.48%
$19.1 - $27.39 $2.14K - $3.07K
23.2K $527K
AMGN
Amgen Inc

Healthcare
11
+ 1.04%
$258.59 - $327.36 $2.84K - $3.6K
1.07K $332K
ASML
Asml Holding Nv

Technology
105
+ 24.25%
$662.63 - $776.99 $69.6K - $81.6K
538 $356K
LQD
Ishares Iboxx $ Investment Gra

ETFs
232
+ 1.33%
$105.1 - $109.61 $24.4K - $25.4K
17.7K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
259
+ 8.64%
$158.56 - $176.26 $41.1K - $45.7K
3.26K $554K
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.66%
$296.7 - $345.55 $1.78K - $2.07K
913 $315K
FR
First Industrial Realty Trust Inc

Real Estate
335
+ 5.23%
$48.46 - $57.99 $16.2K - $19.4K
6.74K $363K
XLRE
Select Sector Spdr Tr Real Est

ETFs
585
+ 3.01%
$39.18 - $43.52 $22.9K - $25.5K
20K $828K
SBUX
Starbucks Corp

Consumer Cyclical
109
+ 2.6%
$91.75 - $115.81 $10K - $12.6K
4.31K $420K
JPIE
J P Morgan Exchange Traded Fd
779
+ 15.86%
$45.46 - $46.18 $35.4K - $36K
5.69K $262K
TJX
Tjx Companies Inc

Consumer Cyclical
272
+ 8.19%
$112.81 - $126.16 $30.7K - $34.3K
3.59K $437K
SPGI
S&P Global Inc.

Financial Services
50
+ 12.11%
$478.26 - $543.77 $23.9K - $27.2K
463 $235K
FBT
First Trust Nyse Arca Biotechn

ETFs
205
+ 5.35%
$164.86 - $182.19 $33.8K - $37.3K
4.04K $665K
CL
Colgate Palmolive CO

Consumer Defensive
205
+ 9.17%
$85.68 - $97.5 $17.6K - $20K
2.44K $228K
PFG
Principal Financial Group Inc

Financial Services
7
+ 0.21%
$76.34 - $89.04 $534 - $623
3.39K $286K
LMT
Lockheed Martin Corp

Industrials
92
+ 20.13%
$423.19 - $506.29 $38.9K - $46.6K
549 $245K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
992
+ 5.25%
$53.6 - $58.97 $53.2K - $58.5K
19.9K $1.08M
C
Citigroup Inc

Financial Services
141
+ 3.68%
$67.23 - $84.63 $9.48K - $11.9K
3.97K $281K
VDC
Vanguard Consumer Staples ETF

ETFs
4
+ 0.37%
$206.54 - $226.16 $826 - $905
1.07K $231K
FCX
Freeport Mcmoran Inc

Basic Materials
486
+ 0.82%
$34.5 - $43.01 $16.8K - $20.9K
60K $2.27M
ORCL
Oracle Corp

Technology
268
+ 21.0%
$139.81 - $186.47 $37.5K - $50K
1.54K $215K
Palmer Square Funds Trust
277K
New
N/A
277K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.05%
$126.11 - $135.06 $126 - $135
2.06K $262K
Arm Holdings PLC
965
+ 21.16%
N/A
5.53K $0
Pimco ETF Tr
25.8K
+ 20.13%
N/A
154K $0
Bank America Corp
35
+ 1.16%
N/A
3.06K $0
Bondbloxx ETF Trust
14.2K
New
N/A
14.2K $0
Ishares Bitcoin Trust ETF
513
+ 11.26%
N/A
5.07K $0
J P Morgan Exchange Traded Fd
1.33K
+ 7.2%
N/A
19.8K $0
Bitwise Bitcoin ETF Tr
3.36K
+ 13.54%
N/A
28.2K $0
JGRO
J P Morgan Exchange Traded Fd
2.13K
+ 18.29%
N/A
13.8K $0
Jpmorgan Chase Finl CO LLC
1K
+ 1.03%
N/A
97.8K $0
Canopy Growth Corp
8K
+ 21.89%
N/A
44.5K $0
FXH
First Tr Exchange Trd Fd Healt

ETFs
25
+ 0.3%
$102.5 - $112.02 $2.56K - $2.8K
8.42K $868K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.04%
$156.61 - $168.02 $157 - $168
2.41K $383K
PFE
Pfizer Inc

Healthcare
148
+ 1.47%
$25.01 - $27.13 $3.7K - $4.02K
10.2K $259K
Activity Summary
Buys All Purchases 129 New Holdings 16 Increased Positions 113 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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