LAKE STREET PRIVATE WEALTH, LLC
Q2 2025 13F Holdings
- Locationchicago, IL
- Num holdings
256
- Value ($000)
$702,724
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD VALUE ETF | ETF | 922908744 | $42.12M | 6 % | 238,302 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $38.73M | 6 % | 245,168 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $33.83M | 5 % | 77,157 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $30.67M | 4 % | 149,472 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $21.21M | 3 % | 38,453 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $21.03M | 3 % | 42,286 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $14.05M | 2 % | 64,028 | ||
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 33739Q408 | $13.52M | 2 % | 225,820 | ||
GRANITESHARES GOLD SHARES | ETF | 38748G101 | $13.06M | 2 % | 400,189 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $10.38M | 2 % | 14,061 |
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