Lake Street Financial LLC Purchases and Sells in Q4 2025

Lake Street Financial LLC

$762 Million
Q4 2025

Top Buys

Incresed Positions

157 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	20.2K + 13.47%	$245.27 - $275.25 $4.96M - $5.56M	170K $45.5M
VTI	8.45K + 197.57%	$321.8 - $337.95 $2.72M - $2.86M	12.7K $4.2M
GSY	55.1K + 50.37%	$50.2 - $50.36 $2.77M - $2.78M	165K $8.28M
VTV	10.7K + 4.44%	$182.87 - $189.72 $1.96M - $2.03M	252K $47.2M
AMZN	4.63K + 6.93%	$213.04 - $254.0 $987K - $1.18M	71.5K $16.8M
VOO	3.02K + 23.22%	$600.51 - $631.95 $1.82M - $1.91M	16K $9.91M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	9.22K New	$286.27 - $296.23 $2.64M - $2.73M	9.22K $2.65M
SCHB	61.2K New	$25.2 - $26.46 $1.54M - $1.62M	61.2K $1.58M
VTWO	7.56K New	$95.72 - $101.47 $723K - $767K	7.56K $725K
XLU	5.96K New	$87.89 - $92.9 $524K - $554K	5.96K $529K
SLV	5.75K New	$42.4 - $49.17 $244K - $283K	5.75K $264K
VCSH	3.28K New	$79.55 - $80.13 $261K - $263K	3.28K $260K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-20.8K - 37.95%	$185.12 - $192.11 $3.85M - $4M	34K $6.37M
VST	-8.21K - 36.66%	$171.56 - $210.85 $1.41M - $1.73M	14.2K $2.48M
EOG	-16.6K - 42.83%	$105.0 - $111.92 $1.75M - $1.86M	22.2K $2.45M
UNH	-3.22K - 18.54%	$320.52 - $369.92 $1.03M - $1.19M	14.2K $4.54M
JPM	-675 - 2.11%	$294.11 - $320.41 $199K - $216K	31.3K $9.41M
PLTR	-359 - 0.65%	$172.14 - $207.18 $61.8K - $74.4K	55.2K $9.61M

Activity Summary All Purchases 171 New Holdings 14 Increased Positions 157 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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