Lake Street Financial LLC Incresed Positions in Q1 2025

Lake Street Financial LLC

  • $588 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
61.9K
+ 534.71%
N/A
73.4K $3.94M
SNOW
Snowflake Inc.

Technology
15.6K
+ 1082.85%
$146.16 - $192.78 $2.28M - $3.01M
17K $2.49M
UNH
Unitedhealth Group Inc

Healthcare
3.66K
+ 257.78%
$461.52 - $548.18 $1.69M - $2.01M
5.08K $2.66M
VTV
Vanguard Value ETF

ETFs
8.59K
+ 3.95%
$167.73 - $179.21 $1.44M - $1.54M
226K $38.6M
VZ
Verizon Communications Inc

Communication Services
26.4K
+ 28.59%
$37.81 - $46.49 $997K - $1.23M
119K $5.38M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
23.1K
+ 17.35%
$25.2 - $68.74 $582K - $1.59M
156K $4.55M
ABBV
Abb Vie Inc.

Healthcare
979
+ 3.05%
$169.2 - $216.66 $166K - $212K
33.1K $6.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
281
+ 1.96%
$442.66 - $534.52 $124K - $150K
14.6K $7.69M
UBER
Uber Technologies, Inc

Technology
2.42K
+ 3.18%
$63.17 - $81.49 $153K - $197K
78.5K $5.72M
EOG
Eog Resources Inc

Energy
6.43K
+ 40.63%
$120.54 - $138.05 $776K - $888K
22.3K $2.86M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.39K
+ 2.01%
$63.07 - $73.5 $87.8K - $102K
70.7K $5.02M
NOC
Northrop Grumman Corp

Industrials
404
+ 4.84%
$433.45 - $513.82 $175K - $208K
8.75K $4.48M
COST
Costco Wholesale Corp

Consumer Defensive
339
+ 4.5%
$890.62 - $1076.86 $302K - $365K
7.88K $7.45M
ALL
Allstate Corp

Financial Services
891
+ 3.81%
$180.99 - $210.18 $161K - $187K
24.3K $5.03M
LNG
Cheniere Energy, Inc.

Energy
519
+ 2.41%
$209.32 - $253.66 $109K - $132K
22.1K $5.11M
JPM
Jpmorgan Chase & CO

Financial Services
982
+ 3.1%
$225.19 - $279.95 $221K - $275K
32.7K $8.02M
VXF
Vanguard Extended Market ETF

ETFs
2.75K
+ 78.95%
$170.36 - $201.04 $468K - $553K
6.23K $1.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
555
+ 3.59%
$308.86 - $455.36 $171K - $253K
16K $5.64M
INDA
Ishares Msci India Index Fund

ETFs
9.33K
+ 9.96%
$47.8 - $53.4 $446K - $498K
103K $5.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.02K
+ 6.44%
$56.17 - $59.71 $450K - $479K
132K $7.51M
UEC
Uranium Energy Corp

Energy
146K
+ 64.06%
$4.77 - $8.2 $698K - $1.2M
375K $1.86M
HYLB
Xtrackers Usd High Yield Corp

ETFs
9.11K
+ 6.51%
$35.96 - $36.72 $327K - $334K
149K $5.38M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
8.25K
+ 5.63%
$23.61 - $24.38 $195K - $201K
155K $3.77M
JNJ
Johnson & Johnson

Healthcare
797
+ 10.49%
$142.06 - $167.7 $113K - $134K
8.4K $1.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.64K
+ 15.06%
$85.29 - $92.57 $225K - $244K
20.2K $1.82M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.1K
+ 10.52%
$17.53 - $17.87 $300K - $306K
180K $3.17M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
23K
+ 19.53%
$12.03 - $12.69 $277K - $292K
141K $1.7M
MCD
Mcdonalds Corp

Consumer Cyclical
327
+ 4.49%
$279.74 - $321.29 $91.5K - $105K
7.61K $2.38M
EMB
Ishares Tr

ETFs
2.2K
+ 5.32%
$88.64 - $92.03 $195K - $202K
43.5K $3.93M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.03K
+ 6.74%
$36.91 - $41.03 $112K - $124K
47.9K $1.92M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
12K
+ 3.05%
$12.04 - $13.32 $144K - $159K
404K $5.05M
FTSL
First Trust Senior Ln Fund

ETFs
6.24K
+ 4.58%
$45.65 - $46.48 $285K - $290K
142K $6.51M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
40
+ 0.08%
$48.65 - $53.06 $1.95K - $2.12K
48.1K $2.5M
GD
General Dynamics Corp

Industrials
592
+ 76.49%
$241.94 - $272.58 $143K - $161K
1.37K $372K
NEE
Nextera Energy Inc

Utilities
2.43K
+ 52.86%
$66.96 - $76.16 $163K - $185K
7.02K $497K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
4.57K
+ 7.65%
$23.18 - $24.68 $106K - $113K
64.4K $1.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.04K
+ 20.58%
$50.39 - $50.66 $153K - $154K
17.8K $901K
WMT
Walmart Inc.

Consumer Defensive
1.93K
+ 15.51%
$84.5 - $105.05 $163K - $202K
14.3K $1.26M
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
ITA
Ishares Tr

ETFs
324
+ 10.11%
$144.84 - $159.5 $46.9K - $51.7K
3.53K $540K
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
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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