LS

LAKE STREET PRIVATE WEALTH, LLC

13F
LAKE STREET PRIVATE WEALTH, LLC
Last update 2025-04-11 246 Stocks (16 new)
Value $614.00 Mil Turnover 8 %
Countries:
LAKE STREET PRIVATE WEALTH, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
226,168
39,067.2
+3.95%
6.360
+0.24%
0.030
+10.79%
+6.85%
134,245.4
 
AAPL
Apple Inc
150,311
33,388.6
-6.65%
5.440
-0.43%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
VUG
Vanguard Growth ETF
74,977
27,802.8
+3.79%
4.530
+0.17%
0.020
+27.35%
+9.24%
164,247.8
 
NVDA
NVIDIA Corp
245,103
26,564.3
-4.86%
4.330
-0.27%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
QQQ
INVESCO QQQ Trust
37,408
17,541.5
+0.59%
2.860
+0.02%
0.010
+26.41%
+10.07%
357,853.0
 
MSFT
Microsoft Corp
41,753
15,673.8
+3.51%
2.550
+0.09%
0.000
+38.00%
+20.34%
3,755,441.4
Software
BAR
GraniteShares Gold Shares
402,345
12,407.8
-1.04%
2.020
-0.02%
1.180
+1.65%
+30.75%
1,154.3
 
AMZN
Amazon.com Inc
63,464
12,074.7
+1.34%
1.970
+0.03%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
190,091
11,375.2
-12.23%
1.850
-0.25%
0.180
+1.22%
+2.60%
6,255.0
 
RSP
Invesco S&P 500 Equal Weight ETF
51,751
8,964.8
-7.85%
1.460
-0.12%
0.010
+14.28%
+7.03%
74,612.5
 

LAKE STREET PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns

LAKE STREET PRIVATE WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
2025-03-31
Reduce
Reduce
-0.95%
76.77 ($79.79) 82.22
$83.62
4.80%
Reduce -55.51%
61,510
-76,748
PSQO
Palmer Square Credit Opportunities ETF
Palmer Square Credit Opportunities ETF
2025-03-31
New Buy
New Buy
+0.92%
20.16 ($20.35) 20.47
$20.56
1.03%
New holding
277,113
277,113
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-0.88%
54.25 ($56.1) 57.64
$63.70
13.55%
Reduce -91.44%
9,269
-98,988
MCHI
iShares MSCI China ETF
2025-03-31
New Buy
New Buy
+0.73%
43.71 ($51.54) 58.65
$58.66
13.82%
New holding
81,923
81,923
EWJ
iShares MSCI Japan ETF
2025-03-31
New Buy
New Buy
+0.73%
65.24 ($68.76) 71.7
$72.98
6.14%
New holding
65,744
65,744
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.55%
50.83 ($53.83) 55.94
$61.38
14.03%
Add 534.71%
73,436
61,866
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.45%
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -40.09%
7,838
-5,244
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.43%
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -6.65%
150,311
-10,715
CMCSA
Comcast Corp
2025-03-31
Sold Out
Sold Out
-0.41%
33.19 ($36.08) 38.23
$35.27
-2.25%
Sold Out
0
-67,623
SNOW
Snowflake Inc
2025-03-31
Add
Add
+0.38%
146.16 ($169.7) 192.78
$212.25
25.07%
Add 1082.85%
17,033
15,593

LAKE STREET PRIVATE WEALTH, LLC Total Holding History ($B)

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LAKE STREET PRIVATE WEALTH, LLC's Asset Allocation

To

LAKE STREET PRIVATE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LAKE STREET PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-03-31

LAKE STREET PRIVATE WEALTH, LLC's Yearly Returns

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