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
ACN
Accenture PLC

Technology
159
+ 1.54%
$343.9 - $376.86 $54.7K - $59.9K
10.5K $3.68M
MNST
Monster Beverage Corp

Consumer Defensive
625
+ 6.77%
$49.24 - $56.38 $30.8K - $35.2K
9.85K $517K
MTB
M&T Bank Corp

Financial Services
23
+ 0.76%
$172.48 - $221.95 $3.97K - $5.1K
3.04K $572K
ROK
Rockwell Automation, Inc

Industrials
39
+ 2.97%
$264.65 - $302.92 $10.3K - $11.8K
1.35K $386K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
400
+ 3.33%
$46.48 - $51.32 $18.6K - $20.5K
12.4K $597K
IP
International Paper CO

Consumer Cyclical
158
+ 3.38%
$46.64 - $59.57 $7.37K - $9.41K
4.84K $260K
WST
West Pharmaceutical Services Inc

Healthcare
39
+ 5.8%
$285.69 - $344.0 $11.1K - $13.4K
711 $232K
EA
Electronic Arts Inc.

Communication Services
165
+ 8.06%
$140.69 - $167.97 $23.2K - $27.7K
2.21K $323K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
63
+ 0.34%
$66.77 - $71.52 $4.21K - $4.51K
18.4K $1.27M
JCI
Johnson Controls International PLC

Industrials
239
+ 3.07%
$74.23 - $86.6 $17.7K - $20.7K
8.03K $633K
MO
Altria Group, Inc.

Consumer Defensive
292
+ 2.69%
$49.06 - $57.74 $14.3K - $16.9K
11.2K $583K
MET
Metlife Inc

Financial Services
381
+ 8.14%
$78.15 - $88.25 $29.8K - $33.6K
5.06K $414K
FDX
Fedex Corp

Industrials
36
+ 1.6%
$260.5 - $305.15 $9.38K - $11K
2.29K $643K
PSO
Pearson PLC

Communication Services
77
+ 0.72%
$13.3 - $16.28 $1.02K - $1.25K
10.8K $174K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
454
+ 4.05%
$77.23 - $82.11 $35.1K - $37.3K
11.7K $908K
NXPI
Nxp Semiconductors N.V.

Technology
295
+ 27.37%
$207.27 - $255.58 $61.1K - $75.4K
1.37K $285K
SRE
Sempra Energy

Utilities
114
+ 2.66%
$80.81 - $94.77 $9.21K - $10.8K
4.4K $385K
TRV
Travelers Companies, Inc.

Financial Services
46
+ 2.04%
$225.97 - $266.66 $10.4K - $12.3K
2.31K $555K
GLW
Corning Inc

Technology
244
+ 4.48%
$44.11 - $49.76 $10.8K - $12.1K
5.69K $270K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.67%
$2981.19 - $3370.27 $11.9K - $13.5K
244 $781K
EXC
Exelon Corp

Utilities
1.33K
+ 15.39%
$36.22 - $40.97 $48.2K - $54.5K
9.98K $375K
FAST
Fastenal CO

Industrials
284
+ 4.13%
$69.99 - $84.35 $19.9K - $24K
7.16K $514K
AJG
Arthur J. Gallagher & Co.

Financial Services
69
+ 6.55%
$278.49 - $315.16 $19.2K - $21.7K
1.12K $318K
ED
Consolidated Edison Inc

Utilities
920
+ 22.54%
$88.87 - $107.38 $81.8K - $98.8K
5K $446K
HAL
Halliburton CO

Energy
1.52K
+ 13.79%
$25.77 - $31.99 $39.2K - $48.6K
12.5K $341K
AIZ
Assurant, Inc.

Financial Services
6
+ 0.52%
$186.6 - $228.68 $1.12K - $1.37K
1.15K $245K
ALL
Allstate Corp

Financial Services
40
+ 1.28%
$181.25 - $208.2 $7.25K - $8.33K
3.17K $610K
CTAS
Cintas Corp

Industrials
336
+ 17.63%
$182.7 - $226.47 $61.4K - $76.1K
2.24K $409K
CTRA
Coterra Energy Inc.

Energy
18
+ 0.17%
$22.71 - $27.63 $409 - $497
10.6K $271K
EIX
Edison International

Utilities
462
+ 15.32%
$77.93 - $88.36 $36K - $40.8K
3.48K $277K
OC
Owens Corning

Industrials
125
+ 9.64%
$169.41 - $210.81 $21.2K - $26.4K
1.42K $242K
VRT
Vertiv Holdings CO

Industrials
155
+ 2.77%
N/A
5.75K $498K
LYFT
Lyft, Inc.

Technology
103
+ 0.12%
$12.36 - $18.59 $1.27K - $1.91K
89K $1.15M
RF
Regions Financial Corp

Financial Services
436
+ 2.33%
$22.45 - $27.47 $9.79K - $12K
19.2K $450K
VO
Vanguard Mid Cap ETF

ETFs
50
+ 3.05%
$261.5 - $284.63 $13.1K - $14.2K
1.69K $445K
MCO
Moodys Corp

Financial Services
32
+ 1.4%
$454.04 - $500.88 $14.5K - $16K
2.32K $1.1M
CTSH
Cognizant Technology Solutions Corp

Technology
200
+ 3.01%
$74.37 - $82.32 $14.9K - $16.5K
6.84K $525K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
285
+ 7.54%
$98.47 - $109.35 $28.1K - $31.2K
4.06K $400K
NMR
Nomura Holdings Inc

Financial Services
186
+ 1.06%
$5.05 - $6.25 $939 - $1.16K
17.8K $103K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
86
+ 0.55%
$37.46 - $43.08 $3.22K - $3.7K
15.7K $596K
CHD
Church & Dwight CO Inc

Consumer Defensive
97
+ 3.74%
$99.11 - $112.25 $9.61K - $10.9K
2.69K $281K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.05%
$417.69 - $450.94 $835 - $902
4K $1.7M
CLX
Clorox CO

Consumer Defensive
55
+ 3.12%
$156.51 - $169.74 $8.61K - $9.34K
1.82K $295K
BP
Bp PLC

Energy
801
+ 9.05%
$28.16 - $33.14 $22.6K - $26.5K
9.65K $285K
RSG
Republic Services, Inc.

Industrials
40
+ 1.93%
$198.0 - $218.75 $7.92K - $8.75K
2.11K $424K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
79
+ 1.36%
N/A
5.89K $505K
NLOK
Norton Life Lock Inc.

Technology
345
+ 3.72%
N/A
9.61K $206K
GIS
General Mills Inc

Consumer Defensive
844
+ 17.74%
$62.78 - $74.62 $53K - $63K
5.6K $357K
SOR
Source Capital Inc

Financial Services
511
+ 3.43%
$42.29 - $45.82 $21.6K - $23.4K
15.4K $670K
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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