CIK 1772031
LAKE STREET PRIVATE WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
278
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 278
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WELL | WELLTOWER INC | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| JEMA | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 22K | $500K+ | SH |
| TGT | TARGET CORP | 6K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| BBEU | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| ASML | ASML HOLDING N V | 541 | $500K+ | SH |
| IAU | ISHARES GOLD TR | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| VTR | VENTAS INC | 7K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 12K | $500K+ | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 12K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 6K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| SCZ | ISHARES TR | 6K | $100K–$500K | SH |
| CMI | CUMMINS INC | 956 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 4K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| WING | WINGSTOP INC | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| GLOF | ISHARES TR | 9K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 994 | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 499 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| PCTY | PAYLOCITY HLDG CORP | 3K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 5K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 2K | $100K–$500K | SH |
| ZS | ZSCALER INC | 2K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |