LAKE STREET PRIVATE WEALTH, LLC
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
246
- Value ($000)
$613,986
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001772031
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $39.07M | 6 % | 226,168 | ||
AAPL APPLE INC | COM | 037833100 | $33.39M | 5 % | 150,311 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $27.80M | 5 % | 74,977 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $26.56M | 4 % | 245,103 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.54M | 3 % | 37,408 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.67M | 3 % | 41,753 | ||
GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 | $12.41M | 2 % | 402,345 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.07M | 2 % | 63,464 | ||
FTSM FIRST TR EXCHANGE TRADED FD | FIRST TR ENH NEW | 33739Q408 | $11.38M | 2 % | 190,091 | ||
RSP INVESCO EXCHANGE TRADED FD | S&P500 EQL WGT | 46137V357 | $8.96M | 2 % | 51,751 |
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