Lake Street Financial LLC
CIK Number: 0001772031
613.99M
Market Value
239
# of Holdings
14 months
Avg. Holding Period
34.96%
Win Rate
19.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.99 | -0.14% | 161.03K | -8.68% | 40.32M | 76.76 | 6.44% |
| 2 | VTV | Vanguard Value ... | 171.74 | -0.49% | 217.58K | +5.27% | 36.84M | 136.8 | 5.89% |
| 3 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 257.63K | -6.88% | 34.6M | 10.18 | 5.53% |
| 4 | VUG | Vanguard Growth... | 420.94 | +0.42% | 72.24K | +12.21% | 29.65M | 269.21 | 4.74% |
| 5 | QQQ | Invesco QQQ Tru... | 529.14 | +0.35% | 37.19K | -1.17% | 19.01M | 283.19 | 3.04% |
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