LAKE STREET FINANCIAL LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationchicago, IL
- CIK0001772031
- Alternate namesLAKE STREET PRIVATE WEALTH, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
246 | $613.99M | VTV, AAPL, VUG, NVDA | 13F-HR | Apr 10, 2025 | 000177203125000002 | ||
246 | $625.92M | AAPL, VTV, NVDA, VUG | 13F-HR | Jan 15, 2025 | 000177203125000001 | ||
259 | $623.93M | AAPL, VTV, NVDA, VUG | 13F-HR | Oct 22, 2024 | 000177203124000006 | ||
321 | $772.40M | AAPL, NVDA, VTV, MSFT | 13F-HR | Jul 12, 2024 | 000177203124000005 | ||
315 | $724.40M | AAPL, NVDA, VTV, MSFT | 13F-HR | Apr 19, 2024 | 000177203124000003 | ||
303 | $635.07M | AAPL, VTV, MSFT, NVDA | 13F-HR | Jan 10, 2024 | 000177203124000001 | ||
284 | $556.03M | AAPL, VTV, MSFT, NVDA | 13F-HR | Oct 20, 2023 | 000177203123000005 | ||
289 | $569.22M | AAPL, VTV, MSFT, NVDA | 13F-HR | Jul 18, 2023 | 000177203123000004 | ||
287 | $536.06M | AAPL, VTV, MSFT, NDQ | 13F-HR | Apr 17, 2023 | 000177203123000003 | ||
282 | $483.64M | AAPL, VTV, MSFT, DLN | 13F-HR | Jan 25, 2023 | 000177203123000002 | ||
281 | $435.38M | AAPL, VTV, MSFT, DLN | 13F-HR | Oct 21, 2022 | 000177203122000005 | ||
298 | $474.71M | AAPL, VTV, MSFT, DLN | 13F-HR | Jul 12, 2022 | 000177203122000004 | ||
324 | $556.83M | AAPL, VTV, MSFT, AMZN | RESTATEMENT | May 9, 2022 | 000177203122000003 | ||
326 | $569.96M | AAPL, MSFT, AMZN, VTV | 13F-HR | Jan 24, 2022 | 000177203122000001 | ||
233 | $411.82M | AAPL, AMZN, VTV, MSFT | 13F-HR | Oct 7, 2021 | 000177203121000004 | ||
211 | $392.92M | AAPL, AMZN, MSFT, VTV | 13F-HR | Jul 14, 2021 | 000177203121000003 | ||
202 | $361.86M | AAPL, AMZN, VUG, MSFT | 13F-HR | Apr 16, 2021 | 000177203121000002 | ||
194 | $346.29M | AAPL, AMZN, VUG, GQ9 | 13F-HR | Jan 19, 2021 | 000177203121000001 | ||
160 | $297.70M | AAPL, AMZN, GSY, GQ9 | 13F-HR | Oct 9, 2020 | 000177203120000005 | ||
151 | $269.88M | AAPL, AMZN, GSY, VUG | 13F-HR | Jul 14, 2020 | 000177203120000004 | ||
141 | $219.59M | AAPL, GSY, VUG, MSFT | 13F-HR | Apr 7, 2020 | 000177203120000003 | ||
164 | $261.08M | AAPL, VUG, JPM, GSY | 13F-HR | Jan 13, 2020 | 000177203120000002 | ||
151 | $219.76M | AAPL, GSY, VUG, JPM | 13F-HR | Oct 18, 2019 | 000177203119000003 | ||
119 | $169.75M | AAPL, VTV, VUG, JPM | 13F-HR | Jul 29, 2019 | 000177203119000002 | ||
98 | $145.47M | AAPL, VTV, VUG, JPM | 13F-HR | Apr 11, 2019 | 000177203119000001 |