Lake Street Advisors Group, LLC New Holdings in Q4 2024

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
383K
New
$16.4 - $17.85 $6.28M - $6.84M
383K $6.71M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
26.3K
New
$56.27 - $69.89 $1.48M - $1.84M
26.3K $1.5M
ITA
Ishares Tr

ETFs
10K
New
$144.31 - $157.31 $1.45M - $1.58M
10K $1.46M
DBX
Dropbox, Inc.

Technology
34.2K
New
$25.05 - $30.8 $858K - $1.05M
34.2K $1.03M
XLF
Financial Sector Spdr

ETFs
11.9K
New
$44.89 - $51.34 $536K - $613K
11.9K $577K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.18K
New
$260.53 - $404.79 $307K - $477K
1.18K $450K
IONQ
Ion Q, Inc.

Technology
10.2K
New
$8.17 - $48.24 $83.7K - $494K
10.2K $428K
MRVL
Marvell Technology, Inc.

Technology
2.97K
New
$70.31 - $124.78 $209K - $371K
2.97K $328K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
16.7K
New
$16.2 - $20.45 $270K - $341K
16.7K $325K
STM
St Microelectronics N.V.

Technology
11.3K
New
$24.48 - $28.92 $277K - $327K
11.3K $282K
UAL
United Airlines Holdings, Inc.

Industrials
2.67K
New
$55.62 - $102.44 $148K - $273K
2.67K $259K
WIX
Wix.Com Ltd.

Technology
1.12K
New
$156.75 - $229.35 $176K - $257K
1.12K $240K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.16K
New
$60.38 - $78.79 $190K - $249K
3.16K $237K
HES
Hess Corp

Energy
1.75K
New
$127.66 - $148.65 $224K - $261K
1.75K $233K
BR
Broadridge Financial Solutions, Inc.

Technology
1.03K
New
$209.64 - $236.44 $215K - $243K
1.03K $231K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.64K
New
$87.1 - $98.49 $230K - $260K
2.64K $230K
RGTI
Rigetti Computing, Inc.

Technology
15K
New
$0.74 - $17.08 $11.1K - $256K
15K $230K
AXON
Axon Enterprise, Inc.

Industrials
379
New
$399.22 - $689.78 $151K - $261K
379 $225K
TTWO
Take Two Interactive Software Inc

Communication Services
1.2K
New
$147.66 - $190.46 $177K - $229K
1.2K $221K
EQT
Eqt Corp

Energy
4.63K
New
$35.62 - $46.89 $165K - $217K
4.63K $213K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.84K
New
$61.21 - $76.19 $174K - $216K
2.84K $212K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.82K
New
$34.25 - $37.94 $199K - $221K
5.82K $211K
CNP
Centerpoint Energy Inc

Utilities
6.65K
New
$28.58 - $32.66 $190K - $217K
6.65K $210K
HWM
Howmet Aerospace Inc.

Industrials
1.91K
New
$99.72 - $120.09 $190K - $229K
1.91K $208K
PKG
Packaging Corp Of America

Consumer Cyclical
911
New
$211.98 - $248.85 $193K - $227K
911 $205K
VST
Vistra Corp.

Utilities
1.48K
New
$115.74 - $166.61 $172K - $247K
1.48K $204K
JEF
Jefferies Financial Group Inc.

Financial Services
2.59K
New
$61.95 - $81.75 $161K - $212K
2.59K $203K
LNT
Alliant Energy Corp

Utilities
3.4K
New
$56.24 - $63.63 $191K - $216K
3.4K $201K
KEYS
Keysight Technologies, Inc.

Technology
1.25K
New
$149.01 - $172.53 $186K - $215K
1.25K $200K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
10.1K
New
$16.2 - $17.97 $164K - $182K
10.1K $172K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.5K
New
$13.01 - $14.43 $136K - $151K
10.5K $138K
BRCC
Brc Inc.

Consumer Defensive
15K
New
$2.82 - $3.5 $42.3K - $52.5K
15K $47K
Arista Networks Inc
16.2K
New
N/A
16.2K $0
Blackrock Inc
1.39K
New
N/A
1.39K $0
Grayscale Bitcoin Mini Tr Et
48.5K
New
N/A
48.5K $0
Brookfield Corp
3.65K
New
N/A
3.65K $0
Brookfield Infrastructure CO
319K
New
N/A
319K $0
Brookfield Renewable Corp
328K
New
N/A
328K $0
Maplebear Inc
9K
New
N/A
9K $0
Lam Research Corp
16.8K
New
N/A
16.8K $0
Direxion Shs ETF Tr
4.4K
New
N/A
4.4K $0
Envoy Medical Inc
45.5K
New
N/A
45.5K $0
Super Micro Computer Inc
7.47K
New
N/A
7.47K $0
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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