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
BSX
Boston Scientific Corp

Healthcare
166
+ 6.35%
$83.62 - $91.5 $13.9K - $15.2K
2.78K $248K
IVW
Ishares S&P 500 Growth ETF

ETFs
51
+ 1.23%
$94.43 - $105.47 $4.82K - $5.38K
4.2K $426K
HPE
Hewlett Packard Enterprise CO

Technology
910
+ 7.82%
$19.31 - $23.95 $17.6K - $21.8K
12.5K $267K
VIG
Vanguard Dividend Appreciation

ETFs
149
+ 2.09%
N/A
7.29K $1.33M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.92K
+ 12.96%
$57.07 - $62.58 $109K - $120K
16.7K $954K
ABBV
Abb Vie Inc.

Healthcare
3.32K
+ 11.53%
$164.99 - $203.87 $548K - $677K
32.1K $5.71M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9
+ 0.22%
$70.54 - $79.61 $635 - $716
4.1K $311K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.28K
+ 12.62%
$37.41 - $42.14 $47.8K - $53.8K
11.4K $426K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
55
+ 2.75%
$126.68 - $134.74 $6.97K - $7.41K
2.06K $262K
JPIE
J P Morgan Exchange Traded Fd
125
+ 2.61%
$45.59 - $46.25 $5.7K - $5.78K
4.91K $224K
JGRO
J P Morgan Exchange Traded Fd
810
+ 7.49%
N/A
11.6K $0
Bitwise Bitcoin ETF Tr
2.4K
+ 10.69%
N/A
24.8K $0
J P Morgan Exchange Traded Fd
3.16K
+ 20.59%
N/A
18.5K $0
PFE
Pfizer Inc

Healthcare
776
+ 8.33%
$24.8 - $30.19 $19.2K - $23.4K
10.1K $267K
SPGI
S&P Global Inc.

Financial Services
10
+ 2.48%
$480.36 - $529.17 $4.8K - $5.29K
413 $205K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
64
+ 0.87%
$40.26 - $42.88 $2.58K - $2.74K
7.45K $301K
VDC
Vanguard Consumer Staples ETF

ETFs
9
+ 0.85%
$210.96 - $223.62 $1.9K - $2.01K
1.07K $225K
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 0.46%
$197.36 - $217.3 $3.36K - $3.69K
3.73K $739K
VCIT
Vanguard Intermediate Term Cor

ETFs
53
+ 1.31%
$80.13 - $83.77 $4.25K - $4.44K
4.1K $328K
OXY
Occidental Petroleum Corp

Energy
1
+ 0.02%
$45.36 - $55.91 $45.4 - $55.9
6.58K $324K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.04%
$160.89 - $176.18 $161 - $176
2.41K $390K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
61
+ 2.27%
$75.65 - $83.47 $4.61K - $5.09K
2.75K $209K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
818
+ 3.89%
$28.89 - $31.63 $23.6K - $25.9K
21.9K $638K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.1K
+ 1.14%
$50.62 - $52.07 $55.7K - $57.3K
97.4K $4.97M
IEFA
Ishares Tr

ETFs
85
+ 1.62%
$70.06 - $77.43 $5.96K - $6.58K
5.33K $374K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
88
+ 1.48%
$60.13 - $67.31 $5.29K - $5.92K
6.02K $365K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
453
+ 1.72%
$26.01 - $28.19 $11.8K - $12.8K
26.8K $699K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 3.45%
$96.64 - $101.23 $167K - $175K
51.7K $5.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
549
+ 2.91%
$40.06 - $45.21 $22K - $24.8K
19.4K $790K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.04%
$131.66 - $144.0 $395 - $432
6.73K $889K
INTC
Intel Corp

Technology
491
+ 2.17%
$19.07 - $26.23 $9.36K - $12.9K
23.1K $463K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
824
+ 2.97%
$44.04 - $49.49 $36.3K - $40.8K
28.6K $1.26M
CAT
Caterpillar Inc

Industrials
273
+ 3.95%
$360.37 - $416.88 $98.4K - $114K
7.18K $2.6M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.28K
+ 2.19%
$23.41 - $25.88 $30.1K - $33.2K
59.8K $1.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.14K
+ 2.61%
$37.12 - $41.23 $42.4K - $47.1K
44.9K $1.67M
NOC
Northrop Grumman Corp

Industrials
581
+ 7.48%
$466.52 - $543.88 $271K - $316K
8.35K $3.92M
LRCX
Lam Research Corp

Technology
11.8K
+ 837.41%
$70.05 - $814.09 $829K - $9.64M
13.3K $957K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.01%
$47.57 - $52.44 $285 - $315
41.1K $1.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
541
+ 0.44%
$57.53 - $60.83 $31.1K - $32.9K
124K $7.16M
PANW
Palo Alto Networks Inc

Technology
5.68K
+ 71.85%
$181.96 - $405.9 $1.03M - $2.31M
13.6K $2.47M
XOM
Exxon Mobil Corp

Energy
2.07K
+ 4.17%
$105.51 - $125.37 $218K - $259K
51.6K $5.55M
CUBE
Cube Smart

Real Estate
3.64K
+ 7.62%
$41.74 - $53.03 $152K - $193K
51.3K $2.2M
ADBE
Adobe Inc.

Technology
77
+ 1.03%
$437.39 - $552.96 $33.7K - $42.6K
7.57K $3.37M
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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