LAKE STREET ADVISORS GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Portsmouth, NH
CIK
0001724269
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 378 1,484,924 VEA, VWO, SPY, VTI 13F-HR 2/13/2024 000172426924000001
Q3 2023 347 1,683,516 VEA, SPY, VWO, VOO 13F-HR 11/14/2023 000172426923000004
Q2 2023 345 1,810,888 VEA, SPY, VWO, VOO 13F-HR 8/10/2023 000172426923000003
Q1 2023 351 1,618,067 VEA, VWO, SPY, VOO 13F-HR 5/15/2023 000172426923000002
Q4 2022 335 1,518,134 VEA, VWO, SPY, VOO 13F-HR 2/13/2023 000172426923000001
Q3 2022 345 1,378,554 SPY, VEA, VWO, VNQ 13F-HR 11/14/2022 000172426922000005
Q2 2022 318 1,403,045 SPY, VEA, VWO, VOO 13F-HR 8/2/2022 000172426922000003
Q1 2022 309 1,570,353 SPY, VEA, VWO, VOO 13F-HR 5/11/2022 000172426922000002
Q4 2021 285 1,585,609 SPY, VEA, VWO, VNQ 13F-HR 2/14/2022 000172426922000001
Q3 2021 225 933,909 SPY, IWB, IEFA, SCHF 13F-HR 11/15/2021 000172426921000004
Q2 2021 332 1,354,187 SPY, VWO, VEA, VNQ 13F-HR 8/13/2021 000172426921000003
Q1 2021 328 1,229,685 VWO, SPY, VEA, VTI 13F-HR 5/14/2021 000172426921000002
Q4 2020 313 1,208,196 VWO, SPY, VEA, VTI 13F-HR 2/12/2021 000172426921000001
Q3 2020 286 1,059,625 VWO, SPY, VEA, VNQ 13F-HR 11/13/2020 000172426920000005
Q2 2020 275 986,421 VWO, SPY, VEA, VNQ 13F-HR 8/13/2020 000172426920000003
Q1 2020 250 804,681 VWO, VEA, SPY, VTI 13F-HR 5/14/2020 000172426920000002
Q4 2019 255 1,016,363 VWO, VEA, SPY, VTI 13F-HR 2/12/2020 000172426920000001
Q3 2019 230 922,626 VWO, VEA, SPY, SONO 13F-HR 11/14/2019 000172426919000006
Q2 2019 229 945,605 VWO, SONO, SPY, VEA 13F-HR 8/14/2019 000172426919000004
Q1 2019 232 953,132 VWO, SONO, SPY, VEA 13F-HR 5/15/2019 000172426919000003
Q4 2018 200 820,932 VWO, JNJ, SPY, VEA 13F-HR 2/14/2019 000172426919000001
Q3 2018 215 902,402 VWO, VEA, SPY, JNJ 13F-HR 11/14/2018 000172426918000009
Q2 2018 334 1,000,293 VWO, VEA, SPY, JNJ 13F-HR 8/15/2018 000172426918000008
Q1 2018 315 890,787 VWO, VEA, JNJ, SPY 13F-HR 5/14/2018 000172426918000007
Q4 2017 325 884,306 VWO, JNJ, VEA, SPY 13F-HR 2/15/2018 000172426918000005