LAKE STREET ADVISORS GROUP, LLC — 13F holdings

LAKE STREET ADVISORS GROUP, LLC reported 646 holdings worth $2.17B in its 13F filing for Q4 2024, filed February 4, 2025.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $133M (6.1%)
  2. SGOV ISHARES TR — $120M (5.5%)
  3. VOO VANGUARD INDEX FDS — $107M (4.9%)
  4. VWO VANGUARD INTL EQUITY INDEX F — $101M (4.6%)
  5. VEA VANGUARD TAX-MANAGED FDS — $93.4M (4.3%)
  6. VTI VANGUARD INDEX FDS — $83.7M (3.9%)
  7. IWB ISHARES TR — $68.8M (3.2%)
  8. BND VANGUARD BD INDEX FDS — $54.1M (2.5%)
  9. AAPL APPLE INC — $50.3M (2.3%)
  10. SCHF SCHWAB STRATEGIC TR — $46.0M (2.1%)