Stock Taper

LAKE STREET ADVISORS GROUP, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC25.69K$1.8M
Ford Motor CompanyF25.78K$255.23K
Mitsubishi UFJ Financial Group, Inc.MUFG26K$304.67K
Telefonaktiebolaget LM Ericsson (publ)ERIC26.2K$211.16K
Verizon Communications Inc.VZ27.52K$1.1M
Hims & Hers Health, Inc.HIMS27.6K$667.32K
HSBC Holdings plcHSBC27.93K$1.38M
Pfizer Inc.PFE28K$742.8K
Energy Transfer LPET28.1K$550.54K
Aflac IncorporatedAFL28.97K$3M
The Coca-Cola CompanyKO29.99K$1.87M
JPMorgan Chase & Co.JPM30.09K$7.21M
Oracle CorporationORCL31.02K$5.17M
NatWest Group plcNWG31.62K$321.55K
Walmart Inc.WMT31.67K$2.87M
Uber Technologies, Inc.UBER33.13K$2M
Palantir Technologies Inc.PLTR33.55K$2.54M
Dropbox, Inc.DBX34.24K$1.03M
Berkshire Hathaway Inc.BRK-B34.83K$15.79M
Morgan StanleyMS35.19K$4.42M