Lake Street Financial LLC Purchases and Sells in Q3 2025

Lake Street Financial LLC

$731 Million
Q3 2025

Top Buys

Incresed Positions

160 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	492 + 0.33%	$202.38 - $256.87 $99.6K - $126K	150K $38.2M
VUG	240 + 0.31%	$433.97 - $484.08 $104K - $116K	77.4K $37.1M
VTV	3.09K + 1.3%	$175.51 - $186.57 $543K - $577K	241K $45M
GOOGL	662 + 1.68%	$174.36 - $254.72 $115K - $169K	40K $9.72M
PLTR	767 + 1.4%	$130.68 - $186.97 $100K - $143K	55.6K $10.1M
BAR	868 + 0.22%	$32.23 - $38.06 $28K - $33K	401K $15.3M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VST	22.4K New	$182.0 - $217.92 $4.07M - $4.88M	22.4K $4.39M
NTAP	17.8K New	$101.1 - $126.36 $1.8M - $2.25M	17.8K $2.11M
ITOT	2.11K New	$135.0 - $146.02 $285K - $309K	2.11K $307K
GLD	863 New	$300.96 - $355.47 $260K - $307K	863 $306K
JIG	3.88K New	$69.55 - $75.34 $270K - $292K	3.88K $292K
CAT	563 New	$390.92 - $477.15 $220K - $269K	563 $268K

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-45.5K - 83.92%	$105.83 - $117.22 $4.82M - $5.34M	8.72K $983K
PHD	-455K - 66.21%	$9.74 - $10.0 $4.43M - $4.55M	232K $2.31M
AXON	-6 - 0.06%	$698.02 - $870.97 $4.19K - $5.23K	9.32K $6.69M
JEPI	-6.89K - 5.27%	$55.61 - $57.37 $383K - $395K	124K $7.07M
IVV	-1.3K - 11.61%	$620.67 - $670.08 $806K - $870K	9.89K $6.62M
MPW	-105K - 28.27%	$3.98 - $5.13 $418K - $538K	266K $1.35M

Activity Summary All Purchases 186 New Holdings 26 Increased Positions 160 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

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