LAKE STREET ADVISORS GROUP, LLC - Portfolio overview

LAKE STREET ADVISORS GROUP, LLC has 585 reported holdings in this dataset, with the latest filing dated 2025-02-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 6.12%
2. SGOV - ISHARES TR, 5.52%
3. VOO - VANGUARD INDEX FDS, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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