LAKE STREET PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$626M
Signature - Title
Joseph Stock - MANAGING PARTNER
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by LAKE STREET PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LAKE STREET PRIVATE WEALTH, LLC reported 246 stock holdings with total value $626M as of Q4 2024. Top holdings included AAPL, VTV, NVDA, VUG, and QQQ.
Holdings Value