13F Filings History of LAKE STREET ADVISORS GROUP, LLC

Latest 13F report
Q4 2024 - 04 Feb 2025
Value $
$2,169,969,777
Signature - Title
Matthew Kreger - CHIEF COMPLIANCE OFFICER
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by LAKE STREET ADVISORS GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LAKE STREET ADVISORS GROUP, LLC reported 646 stock holdings with total value $2,169,969,777 as of Q4 2024. Top holdings included SPY, SGOV, VOO, VWO, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 646 $2,169,969,777 +$209,673,497 -$128,642,147 +$81,031,350 SPY, SGOV, VOO, VWO, VEA 13F-HR 04 Feb 2025, 16:59
Q3 2024 646 $2,166,433,121 +$97,270,154 -$121,075,096 -$23,804,942 SPY, SGOV, VWO, VOO, VEA 13F-HR 23 Oct 2024, 15:27
Q2 2024 624 $2,079,821,648 +$135,939,147 -$194,291,356 -$58,352,209 SPY, VWO, VEA, VOO, SGOV 13F-HR 05 Aug 2024, 16:42
Q1 2024 656 $2,139,763,397 +$125,524,416 -$88,716,232 +$36,808,184 SPY, VEA, VWO, VOO, VTI 13F-HR 13 May 2024, 17:03
Q4 2023 648 $1,992,334,908 +$249,804,778 -$100,062,014 +$149,742,764 VEA, SPY, VWO, VOO, VTI Restatement 30 May 2024, 18:24
Q3 2023 346 $1,683,294,000 +$45,811,926 -$85,934,131 -$40,122,205 VEA, SPY, VWO, VOO, VTI 13F-HR 14 Nov 2023, 10:05
Q2 2023 344 $1,810,888,000 +$166,739,404 -$36,741,753 +$129,997,651 VEA, SPY, VWO, VOO, VTI 13F-HR 10 Aug 2023, 16:31
Q1 2023 350 $1,618,067,000 +$122,930,234 -$101,253,338 +$21,676,896 VEA, VWO, SPY, VOO, VTI 13F-HR 15 May 2023, 11:27
Q4 2022 335 $1,518,134,000 +$130,986,605 -$68,375,528 +$62,611,077 VEA, VWO, SPY, VOO, VNQ 13F-HR 13 Feb 2023, 17:37
Q3 2022 345 $1,378,554,000 +$136,547,103 -$51,661,785 +$84,885,318 SPY, VEA, VWO, VNQ, VTI 13F-HR 14 Nov 2022, 13:04
Q2 2022 318 $1,403,045,000 +$133,147,116 -$58,185,478 +$74,961,638 SPY, VEA, VWO, VOO, VNQ 13F-HR 02 Aug 2022, 11:35
Q1 2022 309 $1,570,150,000 +$91,369,219 -$35,876,151 +$55,493,068 SPY, VEA, VWO, VOO, VNQ 13F-HR 11 May 2022, 15:27
Q4 2021 285 $1,585,609,000 +$631,175,674 -$25,829,446 +$605,346,228 SPY, VEA, VWO, VNQ, VOO 13F-HR 14 Feb 2022, 17:38
Q3 2021 225 $933,909,000 +$216,220,267 -$609,301,650 -$393,081,383 SPY, IWB, IEFA, SCHF, BIP 13F-HR 15 Nov 2021, 15:36
Q2 2021 332 $1,344,021,000 +$74,785,798 -$37,825,591 +$36,960,207 SPY, VWO, VEA, VNQ, VTI 13F-HR 13 Aug 2021, 15:43
Q1 2021 328 $1,229,685,000 +$12,613,552 -$48,823,307 -$36,209,755 VWO, SPY, VEA, VTI, VNQ 13F-HR 14 May 2021, 10:43
Q4 2020 313 $1,208,196,000 +$52,330,405 -$25,192,148 +$27,138,257 VWO, SPY, VEA, VTI, VNQ 13F-HR 12 Feb 2021, 12:00
Q3 2020 286 $1,059,625,000 +$48,094,093 -$27,547,103 +$20,546,990 VWO, SPY, VEA, VNQ, VTI 13F-HR 13 Nov 2020, 16:53
Q2 2020 275 $986,421,000 +$115,177,593 -$76,015,776 +$39,161,817 VWO, SPY, VEA, VNQ, VTI 13F-HR 13 Aug 2020, 10:47
Q1 2020 251 $804,648,000 +$143,176,530 -$122,483,283 +$20,693,247 VWO, VEA, SPY, VTI, VNQ 13F-HR 14 May 2020, 13:56
Q4 2019 255 $1,016,363,000 +$38,322,789 -$51,985,497 -$13,662,708 VWO, VEA, SPY, VTI, IWB 13F-HR 12 Feb 2020, 14:46
Q3 2019 230 $918,252,000 +$58,198,678 -$62,405,046 -$4,206,368 VWO, VEA, SPY, SONO, VTI 13F-HR 14 Nov 2019, 13:42
Q2 2019 229 $945,605,000 +$20,100,182 -$50,186,938 -$30,086,756 VWO, SONO, SPY, VEA, VTI 13F-HR 14 Aug 2019, 16:17
Q1 2019 232 $953,132,000 +$117,280,741 -$85,585,859 +$31,694,882 VWO, SONO, SPY, VEA, VTI 13F-HR 15 May 2019, 10:40
Q4 2018 200 $820,932,000 +$43,419,310 -$20,069,363 +$23,349,947 VWO, JNJ, SPY, VEA, VTI 13F-HR 14 Feb 2019, 13:35
Q3 2018 215 $902,402,000 +$18,561,920 -$148,730,612 -$130,168,692 VWO, VEA, SPY, JNJ, VTI 13F-HR 14 Nov 2018, 14:41
Q2 2018 334 $1,000,293,000 +$163,369,435 -$43,651,581 +$119,717,854 VWO, VEA, SPY, JNJ, VTI 13F-HR 15 Aug 2018, 14:24
Q1 2018 315 $890,787,000 +$69,061,173 -$47,591,753 +$21,469,420 VWO, VEA, JNJ, SPY, VTI 13F-HR 14 May 2018, 13:47
Q4 2017 325 $884,306,000 $0 $0 $0 VWO, JNJ, VEA, SPY, VTI 13F-HR 15 Feb 2018, 11:40