HoldingsChannel.com
Lake Street Financial LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 54,997 +279 $13,985
     AAPL54,997+279$13,985
INVESCO ACTIVELY MANAGED ETF (GSY) 158,288 +25,114 $7,805
     GSY158,288+25,114$7,805
VANGUARD INDEX FD (VUG) 46,464 -538 $7,280
     VUG46,464-538$7,280
MICROSOFT CORP 43,000 +5,194 $6,782
     MSFT43,000+5,194$6,782
AMAZON COM INC 3,305 +523 $6,444
     AMZN3,305+523$6,444
SPDR GOLD TRUST (GLD) 40,068 +18,002 $5,932
     GLD40,068+18,002$5,932
VANGUARD INDEX FDS (VTV) 57,706 +8,632 $5,139
     VTV57,706+8,632$5,139
ISHARES TR (AGG) 43,724 +24,111 $5,044
     AGG43,724+24,111$5,044
BK OF AMERICA CORP      $4,719
     BAC.PRL2,827+390$3,579
     BAC53,710-9,378$1,140
WISDOMTREE TR 53,509 +7,238 $4,331
     DLN53,509+7,238$4,331
INVESCO EXCHANGE TRADED FD (XMLV) 105,197 +3,463 $4,189
     XMLV105,197+3,463$4,189
JPMORGAN CHASE & CO 43,908 -6,859 $3,953
     JPM43,908-6,859$3,953
VERIZON COMMUNICATIONS INC 73,142 +4,676 $3,930
     VZ73,142+4,676$3,930
ISHARES TR (TIP) 31,305 +6,693 $3,691
     TIP31,305+6,693$3,691
INVESCO QQQ TRUST 18,722 +16,291 $3,565
     QQQ18,722+16,291$3,565
NEXTERA ENERGY INC 13,962 -269 $3,359
     NEE13,962-269$3,359
VISA INC 20,548 +135 $3,311
     V20,548+135$3,311
COHEN & STEERS QUALITY INCOME 356,550 +160,950 $3,223
     RQI356,550+160,950$3,223
FACEBOOK INC 17,121 +1,866 $2,856
     FB17,121+1,866$2,856
NVIDIA CORP 10,575 +199 $2,788
     NVDA10,575+199$2,788
ALPHABET INC 2,364 +314 $2,747
     GOOGL2,364+314$2,747
ALPHABET INC 2,350 +2 $2,733
     GOOG2,350+2$2,733
BLACKROCK CORPOR HI YLD FD INC 310,325 -37,325 $2,731
     HYT310,325-37,325$2,731
CVS HEALTH CORP 45,087 +6,623 $2,675
     CVS45,087+6,623$2,675
SPDR SER TR (SHM) 52,934 +12,378 $2,588
     SHM52,934+12,378$2,588
COSTCO WHSL CORP NEW 8,944 +8,062 $2,550
     COST8,944+8,062$2,550
MCDONALDS CORP 15,156 +6,911 $2,506
     MCD15,156+6,911$2,506
ISHARES TR (IWN) 29,425 +875 $2,414
     IWN29,425+875$2,414
SSGA ACTIVE ETF TR (TOTL) 49,611 -384 $2,379
     TOTL49,611-384$2,379
SALESFORCE COM INC 16,360 +959 $2,356
     CRM16,360+959$2,356
ISHARES TR (MCHI) 40,721 +40,721 $2,331
     MCHI40,721+40,721$2,331
KRANESHARES TR (KWEB) 50,414 +21,442 $2,282
     KWEB50,414+21,442$2,282
DISNEY WALT CO 23,563 -2,778 $2,276
     DIS23,563-2,778$2,276
JOHNSON & JOHNSON 17,252 +5,100 $2,262
     JNJ17,252+5,100$2,262
ISHARES TR (IWO) 14,024 +779 $2,218
     IWO14,024+779$2,218
STARBUCKS CORP 32,058 +5,999 $2,107
     SBUX32,058+5,999$2,107
BERKSHIRE HATHAWAY INC      $2,030
     BRK.B9,615+1,325$1,758
     BRK.A1UNCH$272
INTEL CORP 37,079 +569 $2,007
     INTC37,079+569$2,007
FIRST TR EXCH TRADED FD III (FMB) 36,424 +13,048 $1,969
     FMB36,424+13,048$1,969
AT&T INC 64,935 +8,601 $1,893
     T64,935+8,601$1,893
COMCAST CORP NEW 52,143 -5,429 $1,793
     CMCSA52,143-5,429$1,793
ISHARES INC (IEMG) 42,667 +4,632 $1,727
     IEMG42,667+4,632$1,727
VANGUARD INTL EQUITY INDEX (VGK) 39,642 -4 $1,716
     VGK39,642-4$1,716
MEDICAL PPTYS TRUST INC 98,450 +11,800 $1,702
     MPW98,450+11,800$1,702
VANECK VECTORS ETF TR (SHYD) 74,237 +12,111 $1,671
     SHYD74,237+12,111$1,671
FIRST TR EXCHANGE TRADED FD (FTSL) 39,772 -25,233 $1,662
     FTSL39,772-25,233$1,662
WISDOMTREE TR 31,884 +11,330 $1,634
     HEDJ31,884+11,330$1,634
FIRST TR EXCHANGE TRADED FD (FTSM) 27,663 +9,427 $1,633
     FTSM27,663+9,427$1,633
ISHARES INC (EWJ) 32,803 -15,015 $1,620
     EWJ32,803-15,015$1,620
JPMORGAN CHASE & CO 174,900 +69,550 $1,579
     AMJ174,900+69,550$1,579

See Full List: All Stocks Held By Lake Street Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lake Street Financial LLC

Size ($ in 1000's)
At 03/31/2020: $219,593
At 12/31/2019: $261,082

Lake Street Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lake Street Financial LLC 13F filings. Link to 13F filings: SEC filings

Lake Street Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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