$270 Million is the total value of LAKE STREET PRIVATE WEALTH, LLC's 151 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 19.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $20,274,000 | +45.0% | 55,576 | +1.1% | 7.51% | +17.9% |
| AMZN | Buy | AMAZON COM INC | $10,345,000 | +60.5% | 3,750 | +13.5% | 3.83% | +30.6% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $9,223,000 | +18.2% | 182,852 | +15.5% | 3.42% | -3.9% |
| VUG | Sell | VANGUARD INDEX FDgrowth etf | $9,007,000 | +23.7% | 44,570 | -4.1% | 3.34% | +0.7% |
| MSFT | Buy | MICROSOFT CORP | $8,865,000 | +30.7% | 43,564 | +1.3% | 3.28% | +6.4% |
| GLD | Buy | SPDR GOLD TRUST | $8,051,000 | +35.7% | 48,105 | +20.1% | 2.98% | +10.4% |
| AGG | Buy | ISHARES TRcore us aggbd etf | $6,518,000 | +29.2% | 55,144 | +26.1% | 2.42% | +5.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,794,000 | +12.7% | 58,179 | +0.8% | 2.15% | -8.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,426,000 | +52.2% | 21,917 | +17.1% | 2.01% | +23.9% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $4,920,000 | +13.6% | 52,977 | -1.0% | 1.82% | -7.6% |
| TIP | Buy | ISHARES TRtips bd etf | $4,767,000 | +29.2% | 38,759 | +23.8% | 1.77% | +5.1% |
| FB | Buy | FACEBOOK INCcl a | $4,648,000 | +62.7% | 20,472 | +19.6% | 1.72% | +32.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,353,000 | +10.1% | 46,283 | +5.4% | 1.61% | -10.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,178,000 | +6.3% | 75,793 | +3.6% | 1.55% | -13.5% |
| BACPRL | Buy | BK OF AMERICA CORP7.25%cnv pfd l | $4,113,000 | +14.9% | 3,065 | +8.4% | 1.52% | -6.5% |
| V | Buy | VISA INC | $4,070,000 | +22.9% | 21,072 | +2.6% | 1.51% | 0.0% |
| NVDA | Sell | NVIDIA CORPORATION | $3,962,000 | +42.1% | 10,429 | -1.4% | 1.47% | +15.6% |
| XMLV | Sell | INVESCO EXCHANGE-TRADED FDs&p midcp low | $3,787,000 | -9.6% | 91,541 | -13.0% | 1.40% | -26.5% |
| NEE | Buy | NEXTERA ENERGY INC | $3,457,000 | +2.9% | 14,395 | +3.1% | 1.28% | -16.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,450,000 | +25.6% | 2,433 | +2.9% | 1.28% | +2.2% |
| RQI | Sell | COHEN & STEERS QUALITY INCOME | $3,302,000 | +2.5% | 302,125 | -15.3% | 1.22% | -16.6% |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD INC | $3,288,000 | +20.4% | 323,350 | +4.2% | 1.22% | -2.1% |
| KWEB | Buy | KRANESHARES TRcsi china internet | $3,211,000 | +40.7% | 51,841 | +2.8% | 1.19% | +14.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,169,000 | +16.0% | 2,242 | -4.6% | 1.17% | -5.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,091,000 | +21.2% | 10,195 | +14.0% | 1.14% | -1.4% |
| CVS | Buy | CVS HEALTH CORP | $2,978,000 | +11.3% | 45,845 | +1.7% | 1.10% | -9.4% |
| MCHI | Buy | ISHARES TRmsci china etf | $2,952,000 | +26.6% | 45,106 | +10.8% | 1.09% | +3.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $2,824,000 | +9.1% | 56,631 | +7.0% | 1.05% | -11.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,784,000 | +23.1% | 19,803 | +14.8% | 1.03% | +0.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,783,000 | +17.0% | 56,176 | +13.2% | 1.03% | -4.8% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,731,000 | +23.1% | 13,206 | -5.8% | 1.01% | +0.2% |
| MCD | Sell | MCDONALDS CORP | $2,679,000 | +6.9% | 14,527 | -4.2% | 0.99% | -13.0% |
| SBUX | Buy | STARBUCKS CORP | $2,550,000 | +21.0% | 34,655 | +8.1% | 0.94% | -1.6% |
| CRM | Sell | SALESFORCE COM INC | $2,516,000 | +6.8% | 13,435 | -17.9% | 0.93% | -13.1% |
| INTC | Buy | INTEL CORP | $2,410,000 | +20.1% | 40,287 | +8.7% | 0.89% | -2.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $2,394,000 | -0.8% | 24,567 | -16.5% | 0.89% | -19.3% |
| ADBE | Buy | ADOBE INC | $2,326,000 | +86.5% | 5,345 | +36.4% | 0.86% | +51.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,262,000 | +38.5% | 37,710 | +36.3% | 0.84% | +12.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,134,000 | +23.6% | 44,848 | +5.1% | 0.79% | +0.6% |
| T | Buy | AT&T INC | $2,105,000 | +11.2% | 69,634 | +7.2% | 0.78% | -9.5% |
| LQD | New | ISHARES TRiboxx inv cp etf | $2,032,000 | – | 15,115 | +100.0% | 0.75% | – |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,030,000 | +13.2% | 52,098 | -0.1% | 0.75% | -8.0% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $1,974,000 | +16.0% | 105,000 | +6.7% | 0.73% | -5.7% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,939,000 | +16.7% | 42,977 | +8.1% | 0.72% | -5.2% |
| VGK | Sell | VANGUARD INTL EQUITY INDEXftse europe etf | $1,938,000 | +12.9% | 38,518 | -2.8% | 0.72% | -8.1% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,933,000 | -1.8% | 35,154 | -3.5% | 0.72% | -20.2% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $1,835,000 | +23.0% | 33,901 | +20.2% | 0.68% | +0.1% |
| EPP | Buy | ISHARES INCmsci pac japan etf | $1,813,000 | +20.9% | 45,609 | +3.1% | 0.67% | -1.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,803,000 | +2.6% | 10,102 | +5.1% | 0.67% | -16.6% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $1,783,000 | +10.1% | 32,473 | -1.0% | 0.66% | -10.4% |
| GS | New | GOLDMAN SACHS GROUP INC | $1,756,000 | – | 8,889 | +100.0% | 0.65% | – |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,676,000 | +17.0% | 91,001 | +4.2% | 0.62% | -4.9% |
| CSCO | Sell | CISCO SYS INC | $1,627,000 | +9.9% | 34,901 | -7.4% | 0.60% | -10.5% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $1,583,000 | -3.1% | 26,089 | -18.2% | 0.59% | -21.1% |
| HON | Buy | HONEYWELL INTL INC | $1,549,000 | +9.9% | 10,714 | +1.6% | 0.57% | -10.6% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,436,000 | – | 23,307 | +100.0% | 0.53% | – |
| SPLK | Sell | SPLUNK INC | $1,362,000 | +12.3% | 6,856 | -28.7% | 0.50% | -8.5% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,352,000 | +36.6% | 7,702 | +13.6% | 0.50% | +11.1% |
| TGT | Sell | TARGET CORP | $1,343,000 | +13.0% | 11,203 | -12.3% | 0.50% | -7.9% |
| AMJ | Sell | JPMORGAN CHASE & COalerian mlp etn | $1,313,000 | -16.8% | 99,525 | -43.1% | 0.49% | -32.3% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,286,000 | +12.3% | 84,804 | +3.1% | 0.48% | -8.4% |
| CI | New | CIGNA CORP NEW | $1,280,000 | – | 6,825 | +100.0% | 0.47% | – |
| ULTA | Buy | ULTA BEAUTY INC | $1,225,000 | +137.4% | 6,026 | +105.4% | 0.45% | +93.2% |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,213,000 | +11.0% | 39,051 | -0.3% | 0.45% | -9.8% |
| QCOM | Sell | QUALCOMM INC | $1,165,000 | +18.5% | 12,776 | -12.0% | 0.43% | -3.6% |
| CSQ | Sell | CALAMOS STRATEGIC TOTL RETN FD | $1,163,000 | +9.7% | 93,600 | -13.7% | 0.43% | -10.8% |
| SYK | Buy | STRYKER CORPORATION | $1,164,000 | +90.2% | 6,461 | +75.9% | 0.43% | +54.5% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $1,151,000 | -24.9% | 19,426 | -33.7% | 0.43% | -39.0% |
| SHYD | Sell | VANECK VECTORS ETF TRshort high yield | $1,142,000 | -31.7% | 47,945 | -35.4% | 0.42% | -44.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,100,000 | -18.8% | 3,569 | -32.1% | 0.41% | -33.9% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,020,000 | +26.4% | 11,315 | +3.7% | 0.38% | +3.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $991,000 | +10.2% | 16,854 | +4.5% | 0.37% | -10.3% |
| CVX | Buy | CHEVRON CORP NEW | $971,000 | +34.9% | 10,885 | +9.6% | 0.36% | +9.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $970,000 | +7.3% | 8,038 | -1.4% | 0.36% | -12.9% |
| HD | Buy | HOME DEPOT INC | $965,000 | +34.6% | 3,856 | +0.4% | 0.36% | +9.5% |
| NZF | Buy | NUVEEN MUNICIPAL CREDIT INC FD | $955,000 | +20.7% | 64,750 | +15.1% | 0.35% | -1.7% |
| BAC | Sell | BK OF AMERICA CORP | $915,000 | -19.7% | 38,560 | -28.2% | 0.34% | -34.7% |
| LLY | Buy | LILLY ELI & CO | $875,000 | +31.8% | 5,335 | +11.5% | 0.32% | +7.3% |
| BX | Sell | BLACKSTONE GROUP INC | $861,000 | -43.2% | 15,203 | -54.3% | 0.32% | -53.8% |
| IYW | Buy | ISHARES TRu.s. tech etf | $849,000 | +32.0% | 3,148 | +0.1% | 0.32% | +7.5% |
| DIS | Sell | DISNEY WALT CO | $847,000 | -62.8% | 7,601 | -67.7% | 0.31% | -69.7% |
| CONE | Sell | CYRUSONE INC | $842,000 | +14.4% | 11,575 | -2.9% | 0.31% | -6.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $807,000 | +63.7% | 4,633 | -10.0% | 0.30% | +32.9% |
| NKE | Buy | NIKE INCcl b | $803,000 | +28.5% | 8,198 | +8.5% | 0.30% | +4.6% |
| ONEM | New | 1LIFE HEALTHCARE INC | $775,000 | – | 21,349 | +100.0% | 0.29% | – |
| MDT | Buy | MEDTRONIC PLC | $761,000 | +65.8% | 8,304 | +63.0% | 0.28% | +34.9% |
| AVGO | Buy | BROADCOM INC | $750,000 | +36.1% | 2,378 | +2.3% | 0.28% | +10.8% |
| PEP | Buy | PEPSICO INC | $721,000 | +20.6% | 5,454 | +9.5% | 0.27% | -1.8% |
| AMLP | New | ALPS ETF TRalerian mlp | $711,000 | – | 28,814 | +100.0% | 0.26% | – |
| ABT | Buy | ABBOTT LABS | $699,000 | +24.4% | 7,645 | +7.3% | 0.26% | +1.2% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $696,000 | +15.6% | 6,883 | +8.3% | 0.26% | -5.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $689,000 | +20.7% | 3,322 | -4.0% | 0.26% | -1.9% |
| TSN | New | TYSON FOODS INCcl a | $672,000 | – | 11,255 | +100.0% | 0.25% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $669,000 | -10.9% | 3,105 | -19.6% | 0.25% | -27.5% |
| BLK | Buy | BLACKROCK INC | $659,000 | +46.4% | 1,212 | +18.4% | 0.24% | +19.0% |
| MRK | Buy | MERCK & CO. INC | $646,000 | +7.7% | 8,360 | +7.3% | 0.24% | -12.5% |
| LULU | Sell | LULULEMON ATHLETICA INC | $565,000 | +25.8% | 1,811 | -23.6% | 0.21% | +2.5% |
| PANW | Sell | PALO ALTO NETWORKS INC | $561,000 | +22.8% | 2,445 | -12.2% | 0.21% | 0.0% |
| WMT | Buy | WALMART INC | $560,000 | +48.9% | 4,682 | +41.5% | 0.21% | +21.1% |
| FBT | Sell | FIRST TR NASDAQ-100 TECH INDny arca biotech | $557,000 | +24.6% | 3,321 | -2.6% | 0.21% | +1.0% |
| NFLX | Buy | NETFLIX INC | $522,000 | +24.3% | 1,149 | +2.7% | 0.19% | +1.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $489,000 | +42.6% | 1,350 | +11.7% | 0.18% | +16.0% |
| CME | Sell | CME GROUP INC | $481,000 | -30.0% | 2,965 | -25.4% | 0.18% | -43.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $478,000 | +8.6% | 5,992 | +10.1% | 0.18% | -11.5% |
| AMGN | Buy | AMGEN INC | $473,000 | +71.4% | 2,007 | +47.2% | 0.18% | +38.9% |
| TER | New | TERADYNE INC | $473,000 | – | 5,606 | +100.0% | 0.18% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $459,000 | -1.1% | 1,260 | -8.0% | 0.17% | -19.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $453,000 | +14.7% | 4,195 | +2.2% | 0.17% | -6.7% |
| ABBV | Sell | ABBVIE INC | $452,000 | +14.4% | 4,610 | -11.0% | 0.17% | -7.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $449,000 | +52.7% | 3,292 | +20.8% | 0.17% | +23.9% |
| DPZ | Sell | DOMINOS PIZZA INC | $448,000 | +5.7% | 1,215 | -7.0% | 0.17% | -14.0% |
| KO | Buy | COCA COLA CO | $424,000 | +2.4% | 9,496 | +1.5% | 0.16% | -16.9% |
| C | Buy | CITIGROUP INC COMnew | $425,000 | +28.0% | 8,328 | +5.5% | 0.16% | +4.0% |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $409,000 | +86.8% | 10,125 | +21.6% | 0.15% | +52.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $402,000 | +40.1% | 1,557 | +18.0% | 0.15% | +13.7% |
| ALK | New | ALASKA AIR GROUP INC | $401,000 | – | 11,075 | +100.0% | 0.15% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $392,000 | +11.4% | 3,351 | -1.6% | 0.14% | -9.4% |
| DG | DOLLAR GEN CORP NEW | $391,000 | +25.7% | 2,057 | 0.0% | 0.14% | +2.1% | |
| TSLA | New | TESLA INC | $387,000 | – | 359 | +100.0% | 0.14% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $387,000 | +9.9% | 3,241 | +1.3% | 0.14% | -10.6% |
| DHR | Buy | DANAHER CORPORATION | $379,000 | +30.7% | 2,144 | +2.3% | 0.14% | +6.1% |
| MA | New | MASTERCARD INCORPORATEDcl a | $352,000 | – | 1,192 | +100.0% | 0.13% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $337,000 | +32.7% | 17,507 | +2.2% | 0.12% | +7.8% |
| LRCX | Sell | LAM RESEARCH CORP | $334,000 | +21.0% | 1,035 | -9.8% | 0.12% | -1.6% |
| GE | Sell | GENERAL ELECTRIC CO | $332,000 | -27.8% | 48,754 | -15.8% | 0.12% | -41.1% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $329,000 | -6.8% | 3,240 | -9.1% | 0.12% | -24.2% |
| SH | New | PROSHARES TRshort s&p 500 ne | $307,000 | – | 13,750 | +100.0% | 0.11% | – |
| PHO | Buy | INVESCO EXCHANGE TRADED FDwater res etf | $306,000 | +23.9% | 8,439 | +6.9% | 0.11% | +0.9% |
| PGF | INVESCO EXCHANGE TRADED FDfinl pfd etf | $304,000 | +5.9% | 17,000 | 0.0% | 0.11% | -13.7% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $289,000 | +9.9% | 1,730 | -5.1% | 0.11% | -10.8% |
| ZTS | New | ZOETIS INCcl a | $280,000 | – | 2,046 | +100.0% | 0.10% | – |
| PFE | Sell | PFIZER INC | $276,000 | -10.4% | 8,463 | -10.4% | 0.10% | -27.1% |
| SQ | New | SQUARE INCcl a | $271,000 | – | 2,587 | +100.0% | 0.10% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $270,000 | -14.8% | 1,522 | -30.8% | 0.10% | -30.6% |
| UNP | Sell | UNION PAC CORP | $266,000 | +19.3% | 1,576 | -0.2% | 0.10% | -2.9% |
| PHD | Sell | PIONEER FLOATING RATE TR | $266,000 | -48.0% | 28,000 | -58.2% | 0.10% | -57.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $267,000 | -1.8% | 1 | 0.0% | 0.10% | -20.2% | |
| NOC | Buy | NORTHROP GRUMMAN CORP | $265,000 | +10.9% | 864 | +9.2% | 0.10% | -10.1% |
| ATO | ATMOS ENERGY CORP | $261,000 | 0.0% | 2,629 | 0.0% | 0.10% | -18.5% | |
| DLR | Sell | DIGITAL RLTY TR INC | $253,000 | -25.4% | 1,783 | -26.9% | 0.09% | -39.0% |
| SHOP | New | SHOPIFY INCcl a | $245,000 | – | 259 | +100.0% | 0.09% | – |
| DGX | Sell | QUEST DIAGNOSTICS INC | $244,000 | -45.9% | 2,145 | -61.8% | 0.09% | -56.1% |
| ITW | New | ILLINOIS TOOL WKS INC | $242,000 | – | 1,389 | +100.0% | 0.09% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $225,000 | -25.0% | 729 | -37.2% | 0.08% | -39.4% |
| CSX | New | CSX CORP | $220,000 | – | 3,165 | +100.0% | 0.08% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $218,000 | – | 1,967 | +100.0% | 0.08% | – |
| IEFA | New | ISHARES TRcore msci eafe | $214,000 | – | 3,759 | +100.0% | 0.08% | – |
| IYY | Sell | ISHARES TRdow jones us etf | $206,000 | -19.2% | 1,349 | -33.3% | 0.08% | -34.5% |
| JEF | JEFFERIES FINL GROUP INC | $183,000 | +13.7% | 11,800 | 0.0% | 0.07% | -6.8% | |
| IDEX | IDEANOMICS INC | $92,000 | +50.8% | 45,800 | 0.0% | 0.03% | +21.4% | |
| WTER | ALKALINE WTR CO INC | $28,000 | +133.3% | 20,000 | 0.0% | 0.01% | +100.0% | |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -20,000 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,287 | -100.0% | -0.09% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,656 | -100.0% | -0.10% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,984 | -100.0% | -0.10% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -1,983 | -100.0% | -0.12% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE LPunit ltd partn | $0 | – | -69,500 | -100.0% | -0.17% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -128,768 | -100.0% | -0.20% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -32,519 | -100.0% | -0.63% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -15,555 | -100.0% | -0.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 19 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 5.3% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.3% |
| AMAZON COM INC | 19 | Q3 2023 | 3.9% |
| INVESCO QQQ TRUST | 19 | Q3 2023 | 2.5% |
| NVIDIA CORPORATION | 19 | Q3 2023 | 2.8% |
| ALPHABET INC | 19 | Q3 2023 | 2.0% |
| VERIZON COMMUNICATIONS INC | 19 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 19 | Q3 2023 | 1.8% |
View LAKE STREET PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-12 |
| 13F-HR/A | 2022-05-09 |
| 13F-HR | 2022-04-29 |
View LAKE STREET PRIVATE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.