Lake Street Financial LLC Incresed Positions in Q4 2024

Lake Street Financial LLC

  • $608 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
30.2K
+ 116.62%
$174.22 - $187.62 $5.27M - $5.67M
56.2K $9.84M
VUG
Vanguard Growth ETF

ETFs
7.86K
+ 12.21%
$378.79 - $428.11 $2.98M - $3.36M
72.2K $29.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.12K
+ 119.39%
$521.84 - $558.82 $3.71M - $3.98M
13.1K $7.05M
IJS
Ishares S&P Smallcap 600 Value

ETFs
25.6K
+ 42.4%
$104.59 - $118.05 $2.67M - $3.02M
85.8K $9.32M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15.9K
+ 34.91%
$134.53 - $150.65 $2.14M - $2.4M
61.5K $8.33M
INDA
Ishares Msci India Index Fund

ETFs
35.3K
+ 60.61%
$52.64 - $58.16 $1.86M - $2.06M
93.6K $4.93M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
29.7K
+ 28.73%
$17.13 - $34.23 $509K - $1.02M
133K $3.22M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.9K
+ 27.92%
$53.94 - $58.15 $965K - $1.04M
82K $4.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
413
+ 2.75%
$275.15 - $388.2 $114K - $160K
15.5K $5.29M
GS
Goldman Sachs Group Inc

Financial Services
425
+ 4.34%
$486.1 - $608.57 $207K - $259K
10.2K $5.84M
LNG
Cheniere Energy, Inc.

Energy
959
+ 4.65%
$181.07 - $225.92 $174K - $217K
21.6K $4.64M
VTV
Vanguard Value ETF

ETFs
10.9K
+ 5.27%
$168.32 - $181.87 $1.83M - $1.98M
218K $36.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12K
+ 9.34%
$61.68 - $67.87 $741K - $816K
141K $8.77M
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.81K
+ 11.44%
$102.46 - $110.17 $493K - $530K
46.9K $4.97M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.32K
+ 4.5%
$59.74 - $60.03 $557K - $560K
217K $12.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
712
+ 16.77%
$567.81 - $607.81 $404K - $433K
4.96K $2.91M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.4K
+ 7.55%
$77.25 - $91.3 $186K - $219K
34.2K $2.92M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
88
+ 1.01%
$338.38 - $446.21 $29.8K - $39.3K
8.8K $3.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.21K
+ 33.66%
$280.04 - $302.45 $337K - $364K
4.79K $1.39M
FDX
Fedex Corp

Industrials
892
+ 6.47%
$260.5 - $305.15 $232K - $272K
14.7K $4.13M
UBER
Uber Technologies, Inc

Technology
19.3K
+ 33.95%
$59.93 - $86.34 $1.15M - $1.66M
76K $4.59M
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 1.25%
$873.59 - $994.69 $81.2K - $92.5K
7.54K $6.91M
NFLX
Netflix Inc

Communication Services
56
+ 4.35%
$687.65 - $936.56 $38.5K - $52.4K
1.34K $1.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.55K
+ 32.45%
$176.42 - $186.91 $273K - $289K
6.31K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
208
+ 1.87%
$570.51 - $610.59 $119K - $127K
11.3K $6.68M
ITA
Ishares Tr

ETFs
1.79K
+ 125.93%
$144.31 - $157.31 $258K - $281K
3.21K $465K
WMT
Walmart Inc.

Consumer Defensive
1.63K
+ 15.08%
$79.1 - $95.7 $129K - $156K
12.4K $1.12M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.69K
+ 28.11%
$63.01 - $68.55 $232K - $253K
16.8K $1.06M
KMI
Kinder Morgan, Inc.

Energy
1.59K
+ 7.39%
$22.59 - $28.54 $35.9K - $45.3K
23.1K $632K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
552
+ 4.0%
$442.29 - $483.08 $244K - $267K
14.4K $6.51M
GLD
Spdr Gold Trust

ETFs
599
+ 120.28%
$236.59 - $257.5 $142K - $154K
1.1K $265K
DIS
Walt Disney CO

Communication Services
375
+ 6.32%
$92.39 - $117.6 $34.6K - $44.1K
6.31K $702K
WMB
Williams Companies, Inc.

Energy
844
+ 8.43%
$46.37 - $59.74 $39.1K - $50.4K
10.9K $587K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.35K
+ 14.24%
$56.06 - $61.35 $132K - $144K
18.9K $1.07M
SYF
Synchrony Financial

Financial Services
461
+ 9.33%
$49.01 - $68.55 $22.6K - $31.6K
5.4K $351K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
6.7K
+ 4.79%
$23.55 - $24.04 $158K - $161K
147K $3.46M
ASML
Asml Holding Nv

Technology
181
+ 71.83%
$658.43 - $872.27 $119K - $158K
433 $300K
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.27K
+ 3.92%
$35.95 - $36.76 $189K - $194K
140K $5.05M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.04K
+ 23.0%
$46.07 - $48.17 $93.9K - $98.2K
10.9K $502K
ADP
Automatic Data Processing Inc

Industrials
194
+ 20.88%
$280.08 - $307.97 $54.3K - $59.7K
1.12K $328K
IEMG
Ishares Inc

ETFs
1.31K
+ 12.79%
N/A
11.6K $620K
VXF
Vanguard Extended Market ETF

ETFs
196
+ 5.96%
$179.17 - $207.15 $35.1K - $40.6K
3.48K $661K
DE
Deere & CO

Industrials
129
+ 19.91%
$389.45 - $466.0 $50.2K - $60.1K
777 $329K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.99K
+ 25.19%
$58.46 - $65.6 $116K - $131K
9.89K $578K
AJG
Arthur J. Gallagher & Co.

Financial Services
175
+ 12.18%
$278.49 - $315.16 $48.7K - $55.2K
1.61K $457K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
775
+ 21.64%
$99.2 - $108.47 $76.9K - $84.1K
4.36K $433K
TXN
Texas Instruments Inc

Technology
260
+ 18.41%
N/A
1.67K $325K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.78K
+ 10.18%
$43.84 - $48.76 $77.9K - $86.6K
19.2K $846K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.24K
+ 3.32%
$17.65 - $18.18 $92.5K - $95.2K
163K $2.88M
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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