Lake Street Financial LLC Sells in Q1 2025

Lake Street Financial LLC

  • $588 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-12.5K
- 4.86%
$106.98 - $149.43 $1.34M - $1.87M
245K $26.6M
AAPL
Apple Inc.

Technology
-10.7K
- 6.65%
$209.68 - $247.1 $2.25M - $2.65M
150K $33.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-76.7K
- 55.51%
$76.77 - $82.22 $5.89M - $6.31M
61.5K $4.83M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-99K
- 91.44%
$54.25 - $57.64 $5.37M - $5.71M
9.27K $511K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.24K
- 40.09%
$507.05 - $563.67 $2.66M - $2.96M
7.84K $4.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.3K
- 37.36%
$95.85 - $99.25 $1.85M - $1.92M
32.4K $3.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-26.5K
- 12.23%
$59.78 - $60.03 $1.58M - $1.59M
190K $11.4M
GOOG
Alphabet Inc.

Communication Services
-577
- 1.43%
$156.06 - $207.71 $90K - $120K
39.7K $6.2M
VEA
Vanguard Ftse Developed Market

ETFs
-25.4K
- 61.87%
$47.4 - $52.99 $1.21M - $1.35M
15.7K $803K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.41K
- 7.85%
$169.43 - $182.84 $747K - $806K
51.8K $8.89M
META
Meta Platforms, Inc.

Communication Services
-617
- 4.24%
$576.36 - $736.67 $356K - $455K
13.9K $8.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-73
- 2.47%
$222.15 - $428.22 $16.2K - $31.3K
2.88K $746K
IVV
Ishares Core S&P 500 ETF

ETFs
-58
- 0.51%
$554.06 - $615.85 $32.1K - $35.7K
11.3K $6.3M
TGT
Target Corp

Consumer Defensive
-1.22K
- 18.07%
$103.65 - $142.5 $126K - $174K
5.53K $576K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-574
- 24.57%
$254.58 - $302.92 $146K - $174K
1.76K $453K
PANW
Palo Alto Networks Inc

Technology
-275
- 2.02%
$167.82 - $208.28 $46.2K - $57.3K
13.3K $2.27M
TER
Teradyne, Inc

Technology
-240
- 5.78%
$82.6 - $140.0 $19.8K - $33.6K
3.91K $322K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.03K
- 27.29%
$82.81 - $92.93 $168K - $188K
5.4K $457K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.18K
- 18.12%
$42.5 - $46.71 $220K - $242K
23.4K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
-439
- 9.17%
$271.18 - $303.12 $119K - $133K
4.35K $1.19M
QCOM
Qualcomm Inc

Technology
-1.02K
- 11.68%
$151.94 - $175.86 $154K - $179K
7.69K $1.18M
GBCI
Glacier Bancorp, Inc.

Financial Services
-750
- 3.9%
$43.81 - $52.23 $32.9K - $39.2K
18.5K $818K
VGT
Vanguard Information Technolog

ETFs
-67
- 5.21%
$542.38 - $646.34 $36.3K - $43.3K
1.22K $661K
IWN
Ishares Russell2000 Val ETF

ETFs
-638
- 25.87%
$149.27 - $169.4 $95.2K - $108K
1.83K $276K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.05K
- 15.12%
$24.88 - $26.85 $101K - $109K
22.7K $575K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-4.35K
- 1.11%
$9.49 - $9.97 $41.3K - $43.4K
388K $3.73M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.81K
- 10.78%
$61.9 - $66.89 $112K - $121K
15K $944K
BAC
Bank Of America Corp

Financial Services
-822
- 2.22%
$39.61 - $47.74 $32.6K - $39.2K
36.2K $1.51M
OXY
Occidental Petroleum Corp

Energy
-2.2K
- 33.44%
$45.45 - $52.7 $99.9K - $116K
4.38K $215K
ET
Energy Transfer LP

Energy
-3.83K
- 10.62%
$17.26 - $21.08 $66.1K - $80.8K
32.3K $599K
GLD
Spdr Gold Trust

ETFs
-538
- 49.04%
$243.19 - $288.14 $131K - $155K
559 $161K
DIS
Walt Disney CO

Communication Services
-243
- 3.85%
$96.87 - $114.0 $23.5K - $27.7K
6.07K $598K
IWM
Ishares Russell 2000 ETF

ETFs
-105
- 2.73%
$198.1 - $229.79 $20.8K - $24.1K
3.75K $751K
SHOP
Shopify Inc.

Technology
-355
- 5.45%
$90.59 - $129.31 $32.2K - $45.9K
6.16K $595K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-500
- 0.51%
$50.17 - $51.45 $25.1K - $25.7K
96.9K $4.88M
DLR
Digital Realty Trust, Inc.

Real Estate
-43
- 1.8%
$142.1 - $183.56 $6.11K - $7.89K
2.35K $336K
MRK
Merck & Co., Inc.

Healthcare
-162
- 2.16%
$83.01 - $101.02 $13.4K - $16.4K
7.32K $657K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-551
- 13.44%
$68.07 - $78.99 $37.5K - $43.5K
3.55K $241K
SYF
Synchrony Financial

Financial Services
-77
- 1.42%
$51.9 - $70.63 $4K - $5.44K
5.33K $282K
PEP
Pepsico Inc

Consumer Defensive
-402
- 15.12%
$142.64 - $156.42 $57.3K - $62.9K
2.26K $338K
XLY
Select Sector Spdr Consumer Di

ETFs
-42
- 2.04%
$192.6 - $233.2 $8.09K - $9.79K
2.02K $397K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-581
- 8.63%
$128.74 - $138.67 $74.8K - $80.6K
6.15K $825K
AXP
American Express CO

Financial Services
-50
- 2.86%
$255.39 - $325.87 $12.8K - $16.3K
1.7K $457K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-2.35K
- 14.05%
$56.44 - $64.13 $133K - $151K
14.4K $893K
KO
Coca Cola CO

Consumer Defensive
-1.56K
- 28.55%
$60.81 - $72.32 $94.9K - $113K
3.91K $279K
CVX
Chevron Corp

Energy
-1.85K
- 16.41%
$146.71 - $167.97 $271K - $310K
9.41K $1.57M
TXN
Texas Instruments Inc

Technology
-270
- 16.15%
N/A
1.4K $272K
CMI
Cummins Inc

Industrials
-40
- 3.54%
$312.92 - $386.07 $12.5K - $15.4K
1.09K $341K
PKG
Packaging Corp Of America

Consumer Cyclical
-25
- 1.64%
$192.03 - $242.13 $4.8K - $6.05K
1.5K $297K
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
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email