LAKE STREET ADVISORS GROUP, LLC
Q4 2024 13F Holdings
- Locationportsmouth, NH
- Num holdings
646
- Value ($000)
$2,169,970
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001724269
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $132.53M | 6 % | 225,379 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $119.62M | 6 % | 1,192,384 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $106.64M | 5 % | 197,915 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $100.62M | 5 % | 2,284,735 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $93.42M | 4 % | 1,953,606 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $83.73M | 4 % | 288,908 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $68.84M | 3 % | 213,683 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $54.10M | 3 % | 752,360 | ||
AAPL APPLE INC | COM | 037833100 | $50.28M | 2 % | 200,796 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $45.98M | 2 % | 2,485,593 |
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