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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
IYWIshares Tr
Recent Activity
Decreased -0.12%
0.25%
$1.546M
9,692 shares@ $159.53 avg price
TLTIshares Tr
Recent Activity
Decreased -14.91%
0.25%
$1.53M
17,525 shares@ $87.33 avg price
UECUranium Energy Corp
Recent Activity
New Position
0.25%
$1.528M
228,459 shares@ $6.7 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
Decreased -7.1%
0.23%
$1.433M
117,750 shares@ $12.18 avg price
VIGVanguard Index Fds
Recent Activity
Increased 2.09%
0.23%
$1.428M
7,291 shares@ $195.84 avg price
EELVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.2%
0.23%
$1.399M
59,782 shares@ $23.41 avg price
MUSTColumbia Etf Tr I
Recent Activity
Decreased -1.31%
0.22%
$1.373M
67,590 shares@ $20.32 avg price
AMDAdvanced Micro Devices
Recent Activity
Decreased -6.31%
0.22%
$1.352M
11,193 shares@ $120.79 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -11.95%
0.22%
$1.337M
8,701 shares@ $153.62 avg price
VTIVanguard Index Fds
Recent Activity
Increased 33.66%
0.22%
$1.327M
4,785 shares@ $277.24 avg price