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
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
JPIE
J P Morgan Exchange Traded Fd
779
+ 15.86%
$45.46 - $46.18 $35.4K - $36K
5.69K $262K
SBUX
Starbucks Corp

Consumer Cyclical
109
+ 2.6%
$91.75 - $115.81 $10K - $12.6K
4.31K $420K
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
Bitwise Bitcoin ETF Tr
3.36K
+ 13.54%
N/A
28.2K $0
Canopy Growth Corp
8K
+ 21.89%
N/A
44.5K $0
Bank America Corp
35
+ 1.16%
N/A
3.06K $0
JGRO
J P Morgan Exchange Traded Fd
2.13K
+ 18.29%
N/A
13.8K $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
J P Morgan Exchange Traded Fd
1.33K
+ 7.2%
N/A
19.8K $0
Ishares Bitcoin Trust ETF
513
+ 11.26%
N/A
5.07K $0
Pimco ETF Tr
25.8K
+ 20.13%
N/A
154K $0
Jpmorgan Chase Finl CO LLC
1K
+ 1.03%
N/A
97.8K $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
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.23%
$243.63 - $273.99 $731 - $822
1.33K $326K
QUAL
Ishares Msci Usa Quality Facto

ETFs
252
+ 3.99%
$168.16 - $186.21 $42.4K - $46.9K
6.57K $1.11M
EMR
Emerson Electric CO

Industrials
276
+ 8.18%
$108.64 - $131.17 $30K - $36.2K
3.65K $400K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$183.02 - $207.75 $183 - $208
3.73K $692K
BLK
Black Rock Inc.

Financial Services
40
+ 3.31%
$900.46 - $1075.5 $36K - $43K
1.25K $1.18M
CAT
Caterpillar Inc

Industrials
532
+ 7.41%
$326.75 - $407.63 $174K - $217K
7.71K $2.54M
ETN
Eaton Corp PLC

Industrials
25
+ 1.67%
$271.83 - $371.23 $6.8K - $9.28K
1.52K $413K
CSQ
Calamos Strategic Total Return Fund

Financial Services
398
+ 0.62%
$15.97 - $18.5 $6.36K - $7.36K
64.1K $1.04M
HON
Honeywell International Inc

Industrials
29
+ 0.38%
$202.75 - $226.52 $5.88K - $6.57K
7.7K $1.63M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
377
+ 1.96%
$36.64 - $45.76 $13.8K - $17.3K
19.6K $733K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
70
+ 4.81%
$283.06 - $421.16 $19.8K - $29.5K
1.53K $431K
AMD
Advanced Micro Devices Inc

Technology
665
+ 5.94%
$96.63 - $129.55 $64.3K - $86.2K
11.9K $1.22M
GS
Goldman Sachs Group Inc

Financial Services
225
+ 2.2%
$524.81 - $672.19 $118K - $151K
10.4K $5.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.79K
+ 4.62%
$51.45 - $58.51 $195K - $222K
85.8K $4.44M
BBUS
J P Morgan Exchg Traded Fd

ETFs
759
+ 1.62%
$99.5 - $110.97 $75.5K - $84.2K
47.7K $4.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.37K
+ 3.11%
$57.21 - $65.8 $250K - $288K
145K $8.45M
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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