LAKE STREET ADVISORS GROUP, LLC

Q4 2024 13F Holdings

  • Location
    portsmouth, NH
  • Num holdings

    646

  • Value ($000)

    $2,169,970

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001724269
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$132.53M
6 %

225,379

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$119.62M
6 %

1,192,384

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$106.64M
5 %

197,915

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$100.62M
5 %

2,284,735

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$93.42M
4 %

1,953,606

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$83.73M
4 %

288,908

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$68.84M
3 %

213,683

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$54.10M
3 %

752,360

A
AAPL

APPLE INC

COM
037833100
$50.28M
2 %

200,796

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$45.98M
2 %

2,485,593

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