Lakeside Advisors, Inc. Reduced Holdings in Q4 2024

Lakeside Advisors, Inc.

  • $148 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.54K
- 3.52%
$406.35 - $454.46 $1.44M - $1.61M
97K $40.9M
NUE
Nucor Corp

Basic Materials
-193
- 0.48%
$115.78 - $167.74 $22.3K - $32.4K
40.2K $4.69M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.14K
- 3.4%
$110.5 - $128.26 $126K - $146K
32.4K $3.59M
NVO
Novo Nordisk A S

Healthcare
-400
- 2.1%
$85.0 - $120.04 $34K - $48K
18.7K $1.6M
JNJ
Johnson & Johnson

Healthcare
-913
- 3.8%
$143.34 - $165.86 $131K - $151K
23.1K $3.34M
SBUX
Starbucks Corp

Consumer Cyclical
-2.99K
- 10.49%
$87.44 - $102.5 $262K - $307K
25.5K $2.33M
ABBV
Abb Vie Inc.

Healthcare
-300
- 1.75%
$164.99 - $203.87 $49.5K - $61.2K
16.9K $3M
MMM
3 M CO

Industrials
-967
- 3.17%
$124.74 - $137.12 $121K - $133K
29.5K $3.81M
PG
Procter & Gamble CO

Consumer Defensive
-717
- 1.84%
$161.05 - $179.7 $115K - $129K
38.3K $6.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-650
- 46.43%
$521.84 - $558.82 $339K - $363K
750 $404K
MDT
Medtronic PLC

Healthcare
-1.8K
- 11.83%
$79.61 - $92.24 $143K - $166K
13.4K $1.07M
DINT
Davis Fundamental ETF Tr

ETFs
-4.3K
- 6.64%
$21.84 - $25.69 $93.9K - $110K
60.5K $1.32M
LLY
Eli Lilly & CO

Healthcare
-175
- 26.84%
$727.2 - $932.06 $127K - $163K
477 $368K
XOM
Exxon Mobil Corp

Energy
-440
- 2.93%
$105.51 - $125.37 $46.4K - $55.2K
14.6K $1.57M
WM
Waste Management Inc

Industrials
-299
- 1.48%
$201.79 - $228.46 $60.3K - $68.3K
19.9K $4.01M
CEG
Constellation Energy Corp

Utilities
-66
- 1.58%
$224.28 - $285.52 $14.8K - $18.8K
4.12K $926K
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 4.1%
$385.02 - $431.37 $77K - $86.3K
4.68K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-350
- 5.68%
$59.25 - $72.99 $20.7K - $25.5K
5.81K $347K
CB
Chubb LTD

Financial Services
-120
- 2.92%
$271.57 - $301.89 $32.6K - $36.2K
3.99K $1.1M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-3K
- 8.12%
$20.25 - $20.87 $60.8K - $62.6K
34K $689K
EXC
Exelon Corp

Utilities
-100
- 0.61%
$36.22 - $40.97 $3.62K - $4.1K
16.3K $611K
JPM
Jpmorgan Chase & CO

Financial Services
-293
- 16.72%
$205.18 - $250.29 $60.1K - $73.3K
1.46K $349K
Solventum Corp
-565
- 7.48%
N/A
6.99K $0
Ge Healthcare Technologies I
-26
- 0.58%
N/A
4.47K $0
SOLR
Guinness Atkinson Fds Sustaina
-500
- 4.72%
N/A
10.1K $0
FDX
Fedex Corp

Industrials
-50
- 1.49%
$260.5 - $305.15 $13K - $15.3K
3.31K $932K
CSCO
Cisco Systems, Inc.

Technology
-585
- 5.63%
$52.45 - $60.02 $30.7K - $35.1K
9.81K $580K
GILD
Gilead Sciences, Inc.

Healthcare
-599
- 5.52%
$83.95 - $97.9 $50.3K - $58.6K
10.2K $946K
T
At&T Inc.

Communication Services
-1.67K
- 1.69%
$21.22 - $23.88 $35.4K - $39.8K
97K $2.21M
BA
Boeing CO

Industrials
-100
- 2.87%
$138.14 - $180.72 $13.8K - $18.1K
3.38K $598K
KR
Kroger CO

Consumer Defensive
-798
- 2.55%
$55.21 - $63.3 $44.1K - $50.5K
30.5K $1.86M
USB
Us Bancorp \De\

Financial Services
-2.62K
- 2.52%
$43.98 - $53.66 $115K - $141K
101K $4.85M
Activity Summary
Buys All Purchases 15 New Holdings 1 Increased Positions 14 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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