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Home > Institutional Investor > Lake Street Advisors Group, Llc > Profile

Instuitional Investor - Lake Street Advisors Group, Llc

Fund Profile
Filing Period:
Fund Name: Lake Street Advisors Group, Llc
Portfolio Value $1,484,924,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 2,132,870 $102,164,474 6.88%
2.
Vanguard Intl Equity Index Funds
 VWO 2,165,090 $88,985,199 5.99%
3.
Spdr S & P 500 Etf Trust
 SPY 177,966 $84,928,570 5.71%
4.
Vanguard Index Fds
 267,668 $63,496,213 4.27%
5.
Vanguard Index Fds
 141,115 $61,638,895 4.15%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)