Lake Street Advisors Group, LLC Incresed Positions in Q4 2024

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
158
+ 7.05%
$109.65 - $186.51 $17.3K - $29.5K
2.4K $370K
TJX
Tjx Companies Inc

Consumer Cyclical
348
+ 1.69%
$112.15 - $127.2 $39K - $44.3K
20.9K $2.52M
WDAY
Workday, Inc.

Technology
350
+ 26.76%
$233.85 - $279.91 $81.8K - $98K
1.66K $427K
PANW
Palo Alto Networks Inc

Technology
3.44K
+ 105.35%
$181.96 - $405.9 $626K - $1.4M
6.71K $1.22M
CDNS
Cadence Design Systems Inc

Technology
93
+ 3.63%
$249.1 - $324.54 $23.2K - $30.2K
2.66K $797K
APO
Apollo Global Management, Inc.

Financial Services
115
+ 5.6%
$131.36 - $178.61 $15.1K - $20.5K
2.17K $358K
TM
Toyota Motor Corp

Consumer Cyclical
135
+ 3.09%
$169.2 - $199.52 $22.8K - $26.9K
4.5K $875K
T
At&T Inc.

Communication Services
1.69K
+ 2.29%
$21.22 - $23.88 $35.8K - $40.2K
75.2K $1.71M
ABT
Abbott Laboratories

Healthcare
936
+ 5.53%
$111.93 - $119.39 $105K - $112K
17.9K $2.02M
GM
General Motors CO

Consumer Cyclical
601
+ 9.44%
$44.82 - $60.2 $26.9K - $36.2K
6.97K $371K
VV
Vanguard Large Cap ETF

ETFs
41
+ 0.36%
$260.27 - $280.65 $10.7K - $11.5K
11.6K $3.12M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.03K
+ 46.27%
$45.17 - $47.23 $91.7K - $95.9K
6.42K $291K
PM
Philip Morris International Inc.

Consumer Defensive
721
+ 9.28%
$118.38 - $133.06 $85.4K - $95.9K
8.49K $1.02M
NTRA
Natera, Inc.

Healthcare
43
+ 1.91%
$117.67 - $174.0 $5.06K - $7.48K
2.29K $362K
DLR
Digital Realty Trust, Inc.

Real Estate
107
+ 2.9%
$156.46 - $195.69 $16.7K - $20.9K
3.8K $673K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
46
+ 7.54%
$1146.59 - $1270.6 $52.7K - $58.4K
656 $777K
ANSS
Ansys Inc

Technology
178
+ 22.91%
$313.05 - $361.45 $55.7K - $64.3K
955 $322K
BSX
Boston Scientific Corp

Healthcare
317
+ 4.34%
$83.62 - $91.5 $26.5K - $29K
7.63K $681K
USB
Us Bancorp \De\

Financial Services
896
+ 7.29%
$43.98 - $53.66 $39.4K - $48.1K
13.2K $630K
GDDY
Go Daddy Inc.

Technology
64
+ 4.67%
$153.16 - $209.03 $9.8K - $13.4K
1.43K $282K
PCAR
Paccar Inc

Industrials
426
+ 9.95%
$97.92 - $118.41 $41.7K - $50.4K
4.71K $489K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
169
+ 11.0%
$229.83 - $258.46 $38.8K - $43.7K
1.71K $421K
EW
Edwards Lifesciences Corp

Healthcare
552
+ 17.75%
$64.54 - $75.92 $35.6K - $41.9K
3.66K $271K
IBM
International Business Machines Corp

Technology
317
+ 7.23%
$204.9 - $238.04 $65K - $75.5K
4.7K $1.03M
DAL
Delta Air Lines, Inc.

Industrials
261
+ 5.65%
$47.46 - $65.77 $12.4K - $17.2K
4.88K $295K
BKR
Baker Hughes CO

Energy
693
+ 10.66%
$35.98 - $44.88 $24.9K - $31.1K
7.2K $295K
DE
Deere & CO

Industrials
103
+ 4.12%
$389.45 - $466.0 $40.1K - $48K
2.6K $1.1M
BCS
Barclays PLC

Financial Services
880
+ 2.22%
$11.65 - $13.67 $10.3K - $12K
40.5K $538K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
73.2K
+ 200.0%
$22.01 - $66.82 $1.61M - $4.89M
110K $2.49M
BK
Bank Of New York Mellon Corp

Financial Services
382
+ 7.31%
$70.82 - $81.87 $27.1K - $31.3K
5.61K $431K
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 0.31%
$94.43 - $105.47 $2.55K - $2.85K
8.88K $901K
EQIX
Equinix Inc

Real Estate
12
+ 1.61%
$865.69 - $985.0 $10.4K - $11.8K
756 $712K
ADSK
Autodesk, Inc.

Technology
213
+ 11.4%
N/A
2.08K $511K
APH
Amphenol Corp

Technology
124
+ 1.25%
$62.07 - $75.35 $7.7K - $9.34K
10.1K $699K
LNG
Cheniere Energy, Inc.

Energy
7
+ 0.52%
$181.07 - $225.92 $1.27K - $1.58K
1.36K $291K
ETR
Entergy Corp

Utilities
2.15K
+ 104.98%
$73.19 - $156.4 $157K - $336K
4.2K $318K
CHTR
Charter Communications, Inc.

Communication Services
79
+ 7.44%
$315.38 - $408.02 $24.9K - $32.2K
1.14K $391K
ROST
Ross Stores, Inc.

Consumer Cyclical
292
+ 12.33%
$138.59 - $156.61 $40.5K - $45.7K
2.66K $402K
MFG
Mizuho Financial Group Inc

Financial Services
2.21K
+ 4.42%
$4.05 - $5.26 $8.95K - $11.6K
52.2K $255K
SNPS
Synopsys Inc

Technology
131
+ 14.18%
$485.36 - $588.0 $63.6K - $77K
1.06K $512K
AON
Aon PLC

Financial Services
50
+ 2.43%
$344.14 - $393.31 $17.2K - $19.7K
2.11K $757K
PAYX
Paychex Inc

Industrials
190
+ 6.9%
$135.86 - $148.73 $25.8K - $28.3K
2.94K $412K
EOG
Eog Resources Inc

Energy
354
+ 10.74%
$118.22 - $136.54 $41.8K - $48.3K
3.65K $447K
XEL
Xcel Energy Inc

Utilities
492
+ 13.27%
$62.16 - $72.92 $30.6K - $35.9K
4.2K $283K
SYK
Stryker Corp

Healthcare
124
+ 4.06%
$345.14 - $392.15 $42.8K - $48.6K
3.18K $1.14M
AME
Ametek Inc

Industrials
138
+ 8.18%
$165.89 - $197.38 $22.9K - $27.2K
1.83K $329K
SE
Sea LTD

Consumer Cyclical
63
+ 2.28%
$93.56 - $117.41 $5.89K - $7.4K
2.82K $299K
TTD
Trade Desk, Inc.

Technology
192
+ 9.42%
$108.7 - $139.51 $20.9K - $26.8K
2.23K $262K
NOK
Nokia Corp

Technology
8.29K
+ 23.15%
$4.13 - $4.95 $34.2K - $41K
44.1K $195K
Activity Summary
Buys All Purchases 372 New Holdings 44 Increased Positions 328 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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