Lakeside Advisors, Inc. Reduced Holdings in Q1 2025

Lakeside Advisors, Inc.

  • $148 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-639
- 0.66%
$375.39 - $447.2 $240K - $286K
96.4K $36.2M
NVDA
Nvidia Corp

Technology
-1.7K
- 8.95%
$106.98 - $149.43 $182K - $254K
17.3K $1.87M
USB
Us Bancorp \De\

Financial Services
-723
- 0.71%
$40.92 - $50.9 $29.6K - $36.8K
101K $4.25M
AAPL
Apple Inc.

Technology
-300
- 2.86%
$209.68 - $247.1 $62.9K - $74.1K
10.2K $2.27M
CEG
Constellation Energy Corp

Utilities
-432
- 10.49%
$201.63 - $347.44 $87.1K - $150K
3.69K $743K
NKE
Nike, Inc.

Consumer Cyclical
-400
- 10.39%
$63.29 - $81.72 $25.3K - $32.7K
3.45K $219K
CSCO
Cisco Systems, Inc.

Technology
-1.3K
- 13.2%
$58.74 - $64.87 $76.1K - $84K
8.51K $525K
COST
Costco Wholesale Corp

Consumer Defensive
-500
- 3.36%
$890.62 - $1076.86 $445K - $538K
14.4K $13.6M
BA
Boeing CO

Industrials
-40
- 1.18%
$148.15 - $186.25 $5.93K - $7.45K
3.34K $569K
QCOM
Qualcomm Inc

Technology
-99
- 2.91%
$151.94 - $175.86 $15K - $17.4K
3.3K $506K
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 3.08%
$225.19 - $279.95 $10.1K - $12.6K
1.41K $346K
Ge Vernova Inc
-522
- 18.5%
N/A
2.3K $0
Ge Healthcare Technologies I
-41
- 0.92%
N/A
4.43K $0
Solventum Corp
-373
- 5.34%
N/A
6.61K $0
SBUX
Starbucks Corp

Consumer Cyclical
-1.59K
- 6.23%
$91.75 - $115.81 $146K - $184K
24K $2.35M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-350
- 6.02%
$56.12 - $68.15 $19.6K - $23.9K
5.46K $370K
DINT
Davis Fundamental ETF Tr

ETFs
-2K
- 3.31%
$20.94 - $24.54 $41.9K - $49.1K
58.5K $1.35M
IBM
International Business Machines Corp

Technology
-100
- 5.05%
$217.4 - $264.74 $21.7K - $26.5K
1.88K $467K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 1.79%
$279.74 - $321.29 $21K - $24.1K
4.12K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
-196
- 0.51%
$158.56 - $176.26 $31.1K - $34.5K
38.2K $6.5M
EXC
Exelon Corp

Utilities
-900
- 5.54%
$37.3 - $46.08 $33.6K - $41.5K
15.4K $707K
KR
Kroger CO

Consumer Defensive
-499
- 1.64%
$58.36 - $67.72 $29.1K - $33.8K
30K $2.03M
GILD
Gilead Sciences, Inc.

Healthcare
-50
- 0.49%
$89.14 - $117.41 $4.46K - $5.87K
10.2K $1.14M
EXPD
Expeditors International Of Washington Inc

Industrials
-250
- 0.77%
$109.09 - $126.48 $27.3K - $31.6K
32.2K $3.87M
MMM
3 M CO

Industrials
-693
- 2.35%
$129.7 - $155.12 $89.9K - $107K
28.8K $4.23M
T
At&T Inc.

Communication Services
-2.95K
- 3.04%
$21.56 - $28.28 $63.6K - $83.4K
94K $2.66M
JNJ
Johnson & Johnson

Healthcare
-36
- 0.16%
$142.06 - $167.7 $5.11K - $6.04K
23K $3.82M
ABBV
Abb Vie Inc.

Healthcare
-100
- 0.59%
$169.2 - $216.66 $16.9K - $21.7K
16.8K $3.51M
WM
Waste Management Inc

Industrials
-300
- 1.51%
$200.54 - $233.78 $60.2K - $70.1K
19.6K $4.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-120
- 0.39%
$442.66 - $534.52 $53.1K - $64.1K
30.8K $16.4M
Activity Summary
Buys All Purchases 15 New Holdings 1 Increased Positions 14 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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