Lakeside Advisors, Inc. Reduced Holdings in Q2 2025

Lakeside Advisors, Inc.

  • $152 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-783
- 2.55%
$483.48 - $539.8 $379K - $423K
30K $14.6M
PG
Procter & Gamble CO

Consumer Defensive
-1.25K
- 3.26%
$157.66 - $172.39 $196K - $215K
36.9K $5.88M
ABBV
Abb Vie Inc.

Healthcare
-700
- 4.17%
$170.16 - $206.27 $119K - $144K
16.1K $2.98M
AAPL
Apple Inc.

Technology
-1.72K
- 16.89%
$172.42 - $223.89 $297K - $386K
8.48K $1.74M
T
At&T Inc.

Communication Services
-20.2K
- 21.51%
$26.33 - $28.94 $532K - $585K
73.8K $2.14M
JNJ
Johnson & Johnson

Healthcare
-82
- 0.36%
$146.36 - $159.82 $12K - $13.1K
23K $3.51M
XOM
Exxon Mobil Corp

Energy
-997
- 6.84%
$99.93 - $119.04 $99.6K - $119K
13.6K $1.46M
WM
Waste Management Inc

Industrials
-729
- 3.72%
$216.47 - $242.1 $158K - $176K
18.9K $4.31M
EXPD
Expeditors International Of Washington Inc

Industrials
-88
- 0.27%
$102.84 - $122.24 $9.05K - $10.8K
32.1K $3.66M
COST
Costco Wholesale Corp

Consumer Defensive
-835
- 5.82%
$908.13 - $1056.85 $758K - $882K
13.5K $13.4M
GILD
Gilead Sciences, Inc.

Healthcare
-799
- 7.83%
$96.91 - $113.0 $77.4K - $90.3K
9.4K $1.04M
CVX
Chevron Corp

Energy
-197
- 8.97%
$133.73 - $168.51 $26.3K - $33.2K
2K $286K
FDX
Fedex Corp

Industrials
-50
- 1.51%
$198.07 - $245.17 $9.9K - $12.3K
3.27K $742K
EXC
Exelon Corp

Utilities
-200
- 1.3%
$42.2 - $47.37 $8.44K - $9.47K
15.2K $658K
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 20.66%
$167.32 - $223.3 $83.7K - $112K
1.92K $421K
VZ
Verizon Communications Inc

Communication Services
-499
- 8.78%
$41.67 - $45.62 $20.8K - $22.8K
5.19K $224K
NVO
Novo Nordisk A S

Healthcare
-200
- 1.05%
$58.08 - $81.05 $11.6K - $16.2K
18.9K $1.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-200
- 3.66%
$63.54 - $68.5 $12.7K - $13.7K
5.26K $354K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 3.08%
N/A
1.57K $286K
DIVS
Guinness Atkinson Fds Smartetf
-1.96K
- 11.93%
N/A
14.5K $0
Solventum Corp
-118
- 1.78%
N/A
6.5K $0
KR
Kroger CO

Consumer Defensive
-1.25K
- 4.17%
$64.62 - $74.0 $80.6K - $92.4K
28.7K $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 3.47%
$210.28 - $289.91 $10.3K - $14.2K
1.37K $395K
DINT
Davis Fundamental ETF Tr

ETFs
-2.5K
- 4.27%
$19.97 - $25.86 $49.9K - $64.7K
56K $1.45M
MMM
3 M CO

Industrials
-267
- 0.93%
$126.09 - $154.15 $33.7K - $41.2K
28.6K $4.35M
USB
Us Bancorp \De\

Financial Services
-1.27K
- 1.26%
$36.4 - $45.76 $46.1K - $57.9K
99.4K $4.5M
NUE
Nucor Corp

Basic Materials
-1.19K
- 2.41%
$103.22 - $131.43 $122K - $156K
48.1K $6.22M
CEG
Constellation Energy Corp

Utilities
-415
- 11.26%
$170.96 - $322.76 $70.9K - $134K
3.27K $1.06M
NVDA
Nvidia Corp

Technology
-2.3K
- 13.29%
$94.31 - $157.99 $217K - $363K
15K $2.37M
MSFT
Microsoft Corp

Technology
-9.94K
- 10.32%
$354.56 - $497.45 $3.53M - $4.95M
86.4K $43M
Activity Summary
Buys All Purchases 12 New Holdings 0 Increased Positions 12 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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