LAKE STREET PRIVATE WEALTH, LLC

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    246

  • Value ($000)

    $625,922

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001772031
  • 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
AAPL
AAPL

APPLE INC

COM
037833100
$40.32M
6 %

161,026

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$36.84M
6 %

217,577

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$34.60M
6 %

257,628

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$29.65M
5 %

72,236

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$19.01M
3 %

37,190

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.00M
3 %

40,339

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.74M
2 %

62,622

FTSM
FTSM

FIRST TR EXCHANGE TRADED FD

FIRST TR ENH NEW
33739Q408
$12.94M
2 %

216,574

DLN
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$10.76M
2 %

138,258

---

GRANITESHARES GOLD TR

SHS BEN INT
38748G101
$10.53M
2 %

406,568

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