DOSSIER · 13F-HR · Q4 2024

LAKE STREET ADVISORS GROUP, LLC

LAKE STREET's asset manager based in San Francisco, CA $2.2B in tracked AUM across 646 positions as of Q4 2024.

LS
LAKE STREET·San Francisco, CA·Asset Manager
CIK 0001724269 · last filed Dec 31, 2024
Total AUM
$2.2B
7.6%
vs prior
Holdings
646
positions
Whale Score
38
38
tracked
Activity
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

LAKE STREET ADVISORS GROUP, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
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Filing history

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