Lake Street Financial LLC
CIK Number: 0001772031
623.93M
Market Value
236
# of Holdings
12 months
Avg. Holding Period
69.21%
Win Rate
21.18%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 248.21 | +0.10% | 176.33K | -19.04% | 41.09M | 114.33 | 6.58% | |
| 2 | Vanguard Index ... | 175.10 | +0.23% | 206.69K | +8.31% | 36.08M | 135.09 | 5.78% | |
| 3 | Nvidia Corporat... | 134.16 | -2.32% | 276.67K | -24.05% | 33.60M | 131.16 | 5.39% | |
| 4 | Vanguard Index ... | 423.78 | -0.13% | 64.38K | -0.89% | 24.72M | 251.97 | 3.96% | |
| 5 | Invesco Qqq Tr | 530.50 | +0.76% | 37.63K | -9.86% | 18.37M | 283.19 | 2.94% |
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