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JOSEPH STOCK

@Lake Street Private Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$625.922MTotal holdings246
Assets growth rate0.33%Assets growth rate (2-Q avg)-9.45%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lake Street Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 246 positions.

Assets under management

The assets under management (AUM) of Lake Street Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 625.922M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of -9.45%. The portfolio is managed by JOSEPH STOCK, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMJBJpmorgan Chase Finl Co Llc
Recent Activity
Decreased -10.41%
0.46%
$2.857M
96,810 shares@ $29.51 avg price
CATCaterpillar Inc
Recent Activity
Increased 3.96%
0.42%
$2.604M
7,179 shares@ $362.78 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -12.74%
0.41%
$2.538M
67,623 shares@ $37.53 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 71.85%
0.4%
$2.472M
13,583 shares@ $181.97 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -9.63%
0.37%
$2.313M
48,025 shares@ $48.17 avg price
FCXFreeport Mcmoran Inc
Recent Activity
Decreased -0.91%
0.37%
$2.265M
59,469 shares@ $38.09 avg price
CUBECubesmart
Recent Activity
Increased 7.63%
0.36%
$2.2M
51,342 shares@ $42.86 avg price
STWDStarwood Ppty Tr
Recent Activity
Decreased -12.17%
0.36%
$2.191M
115,625 shares@ $18.96 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -10.8%
0.34%
$2.111M
7,282 shares@ $289.9 avg price
AJANInnovator Etfs Tr
Recent Activity
Decreased -3.74%
0.33%
$2.024M
77,110 shares@ $26.25 avg price