Lake Street Financial LLC Incresed Positions in Q2 2025

Lake Street Financial LLC

  • $665 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
65
+ 0.03%
$94.31 - $157.99 $6.13K - $10.3K
245K $38.7M
PLTR
Palantir Technologies Inc.

Technology
47.1K
+ 610.83%
$74.01 - $144.25 $3.49M - $6.79M
54.8K $7.47M
VUG
Vanguard Growth ETF

ETFs
2.18K
+ 2.91%
$329.49 - $438.4 $718K - $956K
77.2K $33.8M
MSFT
Microsoft Corp

Technology
533
+ 1.28%
$354.56 - $497.45 $189K - $265K
42.3K $21M
SNOW
Snowflake Inc.

Technology
12.9K
+ 75.73%
$130.53 - $223.77 $1.68M - $2.89M
29.9K $6.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 2.79%
$416.06 - $551.64 $435K - $576K
38.5K $21.2M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.53K
+ 3.54%
$25.35 - $64.65 $140K - $357K
162K $8.07M
VTV
Vanguard Value ETF

ETFs
12.1K
+ 5.37%
$153.67 - $176.74 $1.86M - $2.14M
238K $42.1M
AVGO
Broadcom Inc.

Technology
2.81K
+ 12.88%
$146.29 - $275.65 $411K - $774K
24.6K $6.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.19K
+ 53.44%
$456.74 - $568.03 $1.91M - $2.38M
12K $6.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
124
+ 0.77%
$321.63 - $509.31 $39.9K - $63.2K
16.1K $8.21M
META
Meta Platforms, Inc.

Communication Services
128
+ 0.92%
$484.66 - $738.09 $62K - $94.5K
14.1K $10.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
35.7K
+ 18.8%
$59.8 - $60.07 $2.14M - $2.15M
226K $13.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
41K
+ 125.84%
$49.98 - $50.26 $2.05M - $2.06M
73.6K $3.69M
AMZN
Amazon Com Inc

Consumer Cyclical
564
+ 0.89%
$167.32 - $223.3 $94.4K - $126K
64K $14M
UBER
Uber Technologies, Inc

Technology
162
+ 0.21%
$64.62 - $93.3 $10.5K - $15.1K
78.6K $7.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.48K
+ 6.71%
$152.93 - $181.74 $531K - $632K
55.2K $10M
GOOGL
Alphabet Inc.

Communication Services
1K
+ 2.62%
$144.7 - $178.6 $145K - $179K
39.3K $6.93M
GOOG
Alphabet Inc.

Communication Services
977
+ 2.46%
$146.58 - $180.01 $143K - $176K
40.7K $7.22M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
69
+ 0.72%
$328.01 - $475.68 $22.6K - $32.8K
9.59K $4.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.57K
+ 4.53%
$51.16 - $62.02 $336K - $407K
152K $9.41M
NFLX
Netflix Inc

Communication Services
309
+ 24.01%
$855.86 - $1339.13 $264K - $414K
1.6K $2.14M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
68.2K
+ 48.42%
$11.34 - $12.35 $773K - $842K
209K $2.49M
COST
Costco Wholesale Corp

Consumer Defensive
412
+ 5.23%
$908.13 - $1056.85 $374K - $435K
8.29K $8.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
692
+ 0.98%
$62.73 - $78.42 $43.4K - $54.3K
71.4K $5.53M
EWJ
Ishares Msci Japan ETF

ETFs
1.78K
+ 2.71%
$61.32 - $75.28 $109K - $134K
67.5K $5.06M
CSCO
Cisco Systems, Inc.

Technology
6.01K
+ 54.09%
$53.19 - $69.38 $320K - $417K
17.1K $1.19M
BX
Blackstone Inc.

Financial Services
597
+ 1.45%
$120.07 - $151.11 $71.7K - $90.2K
41.8K $6.25M
AMD
Advanced Micro Devices Inc

Technology
161
+ 1.36%
$78.21 - $143.81 $12.6K - $23.2K
12K $1.71M
DE
Deere & CO

Industrials
899
+ 138.73%
$412.99 - $531.48 $371K - $478K
1.55K $786K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.69K
+ 14.47%
$96.84 - $99.46 $454K - $466K
37.1K $3.68M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.62K
+ 3.05%
$45.88 - $54.4 $120K - $142K
88.4K $4.81M
ADP
Automatic Data Processing Inc

Industrials
1.09K
+ 83.77%
$276.76 - $326.81 $301K - $356K
2.39K $736K
KO
Coca Cola CO

Consumer Defensive
4.42K
+ 113.29%
$68.37 - $73.9 $302K - $327K
8.33K $589K
LMT
Lockheed Martin Corp

Industrials
629
+ 114.57%
$430.82 - $486.45 $271K - $306K
1.18K $545K
QCOM
Qualcomm Inc

Technology
1.49K
+ 19.4%
$124.66 - $159.48 $186K - $238K
9.18K $1.46M
EMB
Ishares Tr

ETFs
1.97K
+ 4.52%
$86.54 - $92.62 $170K - $182K
45.4K $4.21M
IJS
Ishares S&P Smallcap 600 Value

ETFs
737
+ 0.83%
$83.54 - $100.04 $61.6K - $73.7K
89.4K $8.89M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
3.05K
+ 0.45%
$8.76 - $9.82 $26.7K - $30K
687K $6.74M
FTSL
First Trust Senior Ln Fund

ETFs
5.38K
+ 3.77%
$44.58 - $46.07 $240K - $248K
148K $6.79M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
22.8K
+ 5.63%
$10.82 - $12.71 $246K - $289K
427K $5.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.16K
+ 28.98%
$50.36 - $50.68 $260K - $262K
23K $1.16M
V
Visa Inc.

Financial Services
557
+ 4.28%
$308.27 - $373.31 $172K - $208K
13.6K $4.82M
PG
Procter & Gamble CO

Consumer Defensive
1.83K
+ 56.23%
$157.66 - $172.39 $289K - $316K
5.09K $810K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.37K
+ 4.94%
$35.9 - $43.76 $85K - $104K
50.3K $2.17M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
369
+ 0.6%
$70.7 - $82.14 $26.1K - $30.3K
61.9K $5.08M
BAC
Bank Of America Corp

Financial Services
1.04K
+ 2.87%
$34.39 - $47.46 $35.7K - $49.3K
37.2K $1.76M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.56K
+ 27.23%
$56.88 - $70.77 $146K - $181K
12K $846K
LLY
Eli Lilly & CO

Healthcare
615
+ 10.8%
$713.71 - $898.95 $439K - $553K
6.31K $4.92M
Activity Summary
Buys All Purchases 163 New Holdings 32 Increased Positions 131 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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