StockDriftsStockDriftsTop 50 Lake Street Advisors Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 6.11% | 225.4K | $132.5M | -1.07%(-2.43K) | — | 2024-12-31 | |
| SGOV | ISHARES TR | 5.51% | 1.19M | $119.6M | -5.66%(-71.58K) | — | 2024-12-31 | |
| VOO | VANGUARD INDEX FDS | 4.91% | 197.9K | $106.6M | +3.27%(+6.27K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.64% | 2.28M | $100.6M | +3.09%(+68.42K) | — | 2024-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.31% | 1.95M | $93.4M | +2.82%(+53.57K) | — | 2024-12-31 | |
| VTI | VANGUARD INDEX FDS | 3.86% | 288.9K | $83.7M | +1.24%(+3.54K) | — | 2024-12-31 | |
| IWB | ISHARES TR | 3.17% | 213.7K | $68.8M | +0.00%(+1) | — | 2024-12-31 | |
| BND | VANGUARD BD INDEX FDS | 2.49% | 752.4K | $54.1M | +11.89%(+79.95K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.32% | 200.8K | $50.3M | -2.96%(-6.12K) | — | 2024-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.12% | 2.49M | $46.0M | +85.38%(+1.14M) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lake Street Advisors Group, Llc reports $2.17B in US-listed equity holdings across 646 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.1%), SGOV (5.5%) and VOO (4.9%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lake Street Advisors Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1724269). View Lake Street Advisors Group, Llc’s 13F filings on SEC