Lake Street Financial LLC Reduced Holdings in Q1 2025

Lake Street Financial LLC

  • $588 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 3.64%
$360.07 - $417.26 $10.1K - $11.7K
742 $267K
ZTS
Zoetis Inc.

Healthcare
-260
- 12.86%
$156.48 - $175.67 $40.7K - $45.7K
1.76K $289K
ZS
Zscaler, Inc.

Technology
-460
- 15.46%
$181.66 - $216.87 $83.6K - $99.8K
2.52K $499K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.27K
- 11.12%
$36.46 - $39.9 $46.2K - $50.6K
10.1K $389K
CSX
Csx Corp

Industrials
-341
- 3.71%
$29.11 - $33.67 $9.93K - $11.5K
8.84K $260K
DHI
Horton D R Inc

Consumer Cyclical
-29
- 1.27%
$125.29 - $147.65 $3.63K - $4.28K
2.25K $286K
XLF
Financial Sector Spdr

ETFs
-858
- 7.06%
$47.32 - $52.19 $40.6K - $44.8K
11.3K $555K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-385
- 15.63%
$97.25 - $104.79 $37.4K - $40.3K
2.08K $214K
IYY
Ishares Tr

ETFs
-117
- 6.47%
$134.05 - $149.75 $15.7K - $17.5K
1.69K $229K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 7.31%
$497.6 - $606.74 $16.9K - $20.6K
431 $214K
DE
Deere & CO

Industrials
-129
- 16.6%
$408.57 - $509.27 $52.7K - $65.7K
648 $304K
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 4.59%
$476.63 - $610.45 $9.53K - $12.2K
416 $206K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-355
- 0.53%
$20.08 - $20.62 $7.13K - $7.32K
67.2K $1.35M
VIG
Vanguard Dividend Appreciation

ETFs
-101
- 1.39%
N/A
7.19K $1.31M
IEFA
Ishares Tr

ETFs
-605
- 11.34%
$69.57 - $78.65 $42.1K - $47.6K
4.73K $361K
IWD
Ishares Russell 1000 Val ETF

ETFs
-69
- 2.92%
$182.82 - $196.21 $12.6K - $13.5K
2.29K $426K
Amplify ETF Tr
-85
- 2.5%
N/A
3.32K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-55
- 1.26%
$97.38 - $104.52 $5.36K - $5.75K
4.3K $433K
LRCX
Lam Research Corp

Technology
-80
- 0.6%
$72.44 - $89.02 $5.8K - $7.12K
13.2K $957K
Innovator Etfs Tr
-1.25K
- 3.33%
N/A
36.3K $0
Innovator Etfs Tr
-2.5K
- 3.24%
N/A
74.6K $0
MBB
Ishares Tr

ETFs
-45
- 2.0%
$90.37 - $94.08 $4.07K - $4.23K
2.21K $206K
OHI
Omega Healthcare Investors Inc

Real Estate
-50
- 0.32%
$35.7 - $38.33 $1.79K - $1.92K
15.8K $599K
NFLX
Netflix Inc

Communication Services
-55
- 4.1%
$828.4 - $1058.6 $45.6K - $58.2K
1.29K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-25
- 0.61%
$79.17 - $82.04 $1.98K - $2.05K
4.07K $332K
UNP
Union Pacific Corp

Industrials
-13
- 0.91%
$225.21 - $254.42 $2.93K - $3.31K
1.41K $333K
STWD
Starwood Property Trust, Inc.

Real Estate
-4.08K
- 3.52%
$18.41 - $20.53 $75K - $83.7K
112K $2.21M
BSX
Boston Scientific Corp

Healthcare
-166
- 5.97%
$89.38 - $106.18 $14.8K - $17.6K
2.61K $263K
KMI
Kinder Morgan, Inc.

Energy
-331
- 1.43%
$26.1 - $31.22 $8.64K - $10.3K
22.7K $648K
CSCO
Cisco Systems, Inc.

Technology
-113
- 1.01%
$58.74 - $64.87 $6.64K - $7.33K
11.1K $685K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-491
- 4.96%
$58.04 - $65.84 $28.5K - $32.3K
9.4K $605K
LLY
Eli Lilly & CO

Healthcare
-360
- 5.95%
$725.72 - $929.72 $261K - $335K
5.69K $4.7M
XLV
Select Sector Spdr Fund Health

ETFs
-7
- 0.15%
$137.61 - $149.68 $963 - $1.05K
4.68K $676K
XLE
Energy Sector Spdr

ETFs
-61
- 0.99%
$85.7 - $93.96 $5.23K - $5.73K
6.1K $564K
PGR
Progressive Corp

Financial Services
-18
- 1.75%
$235.61 - $291.22 $4.24K - $5.24K
1.01K $285K
AJG
Arthur J. Gallagher & Co.

Financial Services
-175
- 10.86%
$275.89 - $345.24 $48.3K - $60.4K
1.44K $496K
TMUS
T Mobile Us, Inc.

Communication Services
-20
- 1.78%
$211.3 - $272.83 $4.23K - $5.46K
1.11K $294K
ABT
Abbott Laboratories

Healthcare
-390
- 7.67%
$111.1 - $140.22 $43.3K - $54.7K
4.69K $622K
WMB
Williams Companies, Inc.

Energy
-200
- 1.84%
$54.02 - $61.09 $10.8K - $12.2K
10.7K $636K
VTR
Ventas, Inc.

Real Estate
-400
- 5.03%
$56.9 - $70.47 $22.8K - $28.2K
7.55K $519K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-97
- 1.1%
$55.23 - $64.6 $5.36K - $6.27K
8.73K $544K
MMM
3 M CO

Industrials
-135
- 2.81%
$129.7 - $155.12 $17.5K - $20.9K
4.67K $685K
WELL
Welltower Inc.

Real Estate
-80
- 2.34%
$124.05 - $156.86 $9.92K - $12.5K
3.34K $511K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 0.55%
$1187.71 - $1432.58 $2.38K - $2.87K
359 $514K
IBM
International Business Machines Corp

Technology
-179
- 2.49%
$217.4 - $264.74 $38.9K - $47.4K
7.02K $1.75M
V
Visa Inc.

Financial Services
-78
- 0.6%
$306.92 - $362.71 $23.9K - $28.3K
13K $4.57M
MPW
Medical Properties Trust Inc

Real Estate
-54.5K
- 13.6%
$3.83 - $6.21 $209K - $338K
346K $2.09M
BAR
Granite Shares Gold Trust

ETFs
-4.22K
- 1.04%
$26.01 - $30.84 $110K - $130K
402K $12.2M
Activity Summary
Buys All Purchases 129 New Holdings 16 Increased Positions 113 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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