LA
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Lakeside Advisors, INC.13F | |
Lakeside Advisors, INC. | |
Last update 2025-04-30 | 63 Stocks (1 new) |
Value $151.00 Mil | Turnover 1 % |
Lakeside Advisors, INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2024-12-31 | Reduce | -0.96% | 406.35 ($426.03) 454.46 | $448.57 | 5.29% | Reduce -3.52% | 97,002 | -3,537 | |
PCAR | PACCAR Inc | 2024-12-31 | Add | +0.72% | 97.92 ($109.62) 118.41 | $96.15 | -12.29% | Add 46.01% | 33,268 | 10,483 | |
INTC | Intel Corp | 2024-12-31 | Sold Out | -0.40% | 19.06 ($22.54) 26.23 | $22.73 | 0.82% | Sold Out | 0 | -27,209 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Reduce | -0.21% | 521.84 ($541.94) 558.82 | $540.00 | -0.36% | Reduce -46.43% | 750 | -650 | |
SBUX | Starbucks Corp | 2024-12-31 | Reduce | -0.18% | 87.44 ($96.73) 102.5 | $86.10 | -10.99% | Reduce -10.49% | 25,546 | -2,993 | |
TSLA | Tesla Inc | 2024-12-31 | New Buy | +0.16% | 213.65 ($322.75) 479.86 | $321.24 | -0.47% | New holding | 583 | 583 | |
MAR | Marriott International Inc | 2024-12-31 | Sold Out | -0.14% | 248.82 ($275.01) 292.59 | $275.29 | 0.10% | Sold Out | 0 | -900 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce | -0.10% | 727.2 ($827.11) 932.06 | $749.81 | -9.35% | Reduce -26.84% | 477 | -175 | |
MDT | Medtronic PLC | 2024-12-31 | Reduce | -0.10% | 79.61 ($86.51) 92.27 | $85.06 | -1.68% | Reduce -11.83% | 13,373 | -1,795 | |
EXPD | Expeditors International of Washington Inc | 2024-12-31 | Reduce | -0.09% | 110.5 ($119.18) 125.69 | $116.15 | -2.54% | Reduce -3.4% | 32,402 | -1,140 |
Lakeside Advisors, INC. Total Holding History ($B)
Lakeside Advisors, INC.'s Asset Allocation
Lakeside Advisors, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lakeside Advisors, INC.'s Hypothetical Growth since 2025-03-31
Lakeside Advisors, INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Lakeside Advisors, INC. News
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