Fund HoldingsLAKE STREET PRIVATE WEALTH, LLC

Total Portfolio Value
$635.07M
Total Bought
$95.90M
Total Sold
$44.31M
Net Transaction
+$51.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0215,585+215,585041,5076.54%+41,507
VANGUARD INDEX FDS166,045183,207+17,16223,05227,3894.31%+4,337
MICROSOFT CORP(MSFT)056,108+56,108021,0993.32%+21,099
VANGUARD INDEX FDS046,456+46,456014,4422.27%+14,442
BOEING CO(BA)2,13616,329+14,1934074,2560.67%+3,850
INVESCO EXCHANGE TRADED FD
S&P500 EQL WGT
4,89627,700+22,8046964,3710.69%+3,675
NVIDIA CORPORATION(NVDA)35,67837,724+2,04615,37318,6822.94%+3,309
AMAZON COM INC(AMZN)079,022+79,022012,0071.89%+12,007
UBER TECHNOLOGIES INC(UBER)81,400107,363+25,9633,7566,6101.04%+2,855
META PLATFORMS INC(META)19,83024,465+4,6356,0288,6601.36%+2,632
MASTERCARD INCORPORATED(MA)5,82710,849+5,0222,3284,6270.73%+2,300
INVESCO QQQ TR38,13338,314+18113,65215,6902.47%+2,038
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
195,922229,006+33,08411,68913,6622.15%+1,974
SALESFORCE COM INC(CRM)6,79610,690+3,8941,3812,8130.44%+1,432
EVERST GROUP LTD(EG)03,975+3,97501,4050.22%+1,405
ADVANCED MICRO DEVICES INC(AMD)018,210+18,21002,6840.42%+2,684
ARISTA NETWORKS INC4,6489,041+4,3938572,1290.34%+1,272
LINDE PLC(LIN)03,093+3,09301,2700.20%+1,270
ALPHABET INC(GOOG)82,05686,134+4,07810,92412,1391.91%+1,215
VISA INC COM(V)019,465+19,46505,0680.80%+5,068
INNOVATOR ETFS TR
EQUITY DEF PROTN
046,025+46,02501,1810.19%+1,181
SPDR S&P 500 ETF TR(SPY)20,77121,092+3218,90110,0251.58%+1,124
ISHARES INC
MSCI EMRG CHN
149,190153,824+4,6347,4498,5231.34%+1,074
VANGUARD INDEX FDS09,271+9,27104,0500.64%+4,050
INTUITIVE SURGICAL INC03,927+3,92701,3250.21%+1,325
COHEN & STEERS QUALITY INCOME(RQI)0342,255+342,25504,1890.66%+4,189
BLACKROCK CORPOR HI YLD FD(HYT)239,500326,850+87,3502,0693,0820.49%+1,013
GRAINGER WW INC(GWW)6141,704+1,0904291,4120.22%+983
PHILLIPS 66(PSX)07,323+7,32309750.15%+975
WISDOMTREE TR(WT)0186,830+186,830012,4021.95%+12,402
THE TRADE DESK INC(TTD)027,528+27,52801,9810.31%+1,981
CATERPILLAR INC(CAT)1,1184,014+2,8963091,1870.19%+878
CADENCE DESIGN SYSTEM INC(CDNS)03,219+3,21908770.14%+877
ISHARES TR094,983+94,98307,3831.16%+7,383
MONSTER BEVERAGE CORP(MNST)013,814+13,81407960.13%+796
ORACLE CORP(ORCL)09,724+9,72401,0250.16%+1,025
TRANSDIGM GROUP INC(TDG)0771+77107800.12%+780
AMERICAN EXPRESS(AXP)05,741+5,74101,0760.17%+1,076
BLACKSTONE GROUP INC(BX)36,46835,903-5653,9474,7000.74%+753
THERMO FISHER SCIENTIFIC INC(TMO)03,024+3,02401,6050.25%+1,605
ISHARES TR31,07131,697+6264,2304,9230.78%+694
PAYPAL HLDGS INC(PYPL)25,43235,363+9,9311,4802,1720.34%+692
ALPHABET INC(GOOG)38,50641,387+2,8815,0955,7810.91%+687
MARATHON PETE CORP(MPC)04,472+4,47206630.10%+663
ALLSTATE CORP(ALL)20,98121,553+5722,3603,0170.48%+657
GARMIN LTD(GRMN)05,106+5,10606560.10%+656
KLA CORP(KLAC)01,127+1,12706550.10%+655
ULTA BEAUTY INC(ULTA)06,477+6,47703,1740.50%+3,174
PALO ALTO NETWORKS INC(PANW)011,256+11,25603,3190.52%+3,319
VALERO ENERGY CORP(VLO)04,856+4,85606310.10%+631
BANK AMERICA CORP2,6352,925+2902,9043,5250.56%+621
ISHARES TR14,04214,996+9543,1693,7820.60%+613
BOOKING HOLDINGS INC(BKNG)0172+17206100.10%+610
HESS CORP04,224+4,22406090.10%+609
COSTCO WHSL CORP(COST)8,4558,204-2514,8085,4150.85%+607
BROADCOM INC(AVGO)02,532+2,53202,8270.45%+2,827
GOLDMAN SACHS GROUP INC(GS)9,4359,509+743,0683,6680.58%+600
OLD DOMINION FREIGHT(ODFL)01,472+1,47205970.09%+597
GRANITESHARES GOLD TR(BAR)0357,382+357,38207,2871.15%+7,287
EATON CORP PLC(ETN)1,9334,164+2,2314171,0030.16%+586
PHILIP MORRIS INTL INC(PM)06,041+6,04105680.09%+568
ISHARES TR012,797+12,79706,1120.96%+6,112
CF INDS HLDGS INC(CF)06,919+6,91905500.09%+550
VANGUARD INTL EQUITY INDEX F67,99669,201+1,2053,9344,4620.70%+529
J P MORGAN EXCHNGE TRADED FD
BETABUILDRS US
32,79635,603+2,8072,5353,0590.48%+524
VANGUARD TAX-MANAGED INTL FD034,701+34,70101,6620.26%+1,662
FORTIVE CORP(FTV)07,018+7,01805170.08%+517
PACER FDS TR
DEVELOPED MRKT
016,288+16,28805090.08%+509
CVS HEALTH CORP(CVS)56,49556,528+333,9564,4630.70%+507
PROCTER AND GAMBLE CO(PG)014,226+14,22602,0850.33%+2,085
FIRST TR EXCHANGE TRADED FD
MANAGD MUN ETF
82,04087,190+5,1504,0044,5050.71%+500
ADOBE SYSTEMS INC(ADBE)6,8596,632-2273,4623,9570.62%+495
OCCIDENTAL PETE CORP(OXY)08,272+8,27204940.08%+494
INTEL CORP COM(INTC)33,48233,034-4481,1781,6600.26%+482
JPMORGAN CHASE & CO(JPM)43,13040,206-2,9246,3666,8391.08%+474
BROWN FORMAN CORP(BF-A)08,129+8,12904640.07%+464
TESLA INC(TSLA)08,356+8,35602,0760.33%+2,076
MCDONALDS CORP(MCD)011,296+11,29603,3490.53%+3,349
HOME DEPOT INC(HD)08,150+8,15002,8240.44%+2,824
QUALCOMM INC(QCOM)011,773+11,77301,7030.27%+1,703
NOVO-NORDISK A S(NVO)3,9407,440+3,5003617700.12%+409
WALGREENS BOOTS ALLIANCE071,490+71,49001,8670.29%+1,867
VANECK ETF TR
MORN SMID MO ETF
011,440+11,44003600.06%+360
D R HORTON INC(DHI)02,257+2,25703430.05%+343
CUBESMART(CUBE)039,785+39,78501,8440.29%+1,844
WELLTOWER INC(WELL)03,633+3,63303280.05%+328
NUVEEN MUNICIPAL CREDIT INC(NZF)088,500+88,50001,0460.16%+1,046
FREEPORT MCMORAN INC(FCX)054,846+54,84602,3350.37%+2,335
DELL TECHNOLOGIES(DELL)04,027+4,02703080.05%+308
TARGET CORP(TGT)08,993+8,99301,2810.20%+1,281
ISHARES TR045,926+45,92604,5580.72%+4,558
ELI LILLY & CO(LLY)7,7407,735-54,2144,5090.71%+294
ENPHASE ENERGY INC(ENPH)02,087+2,08702760.04%+276
FERRARI N V
COM
0810+81002740.04%+274
INVESCO EXCH TRADED FD TR II053,925+53,92501,2960.20%+1,296
LAM RESEARCH CORP(LRCX)01,698+1,69801,3300.21%+1,330
SPDR GOLD TR(GLD)014,437+14,43702,7600.43%+2,760
COLGATE PALMOLIVE CO(CL)03,234+3,23402580.04%+258
PROLOGIS INC(PLD)01,918+1,91802560.04%+256
ENFUSION ENERGY INC025,090+25,09002430.04%+243
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