LAKE STREET PRIVATE WEALTH, LLC
Top Portfolio Positions
151 positions ·
$401,979,225 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
158,168 | $40,141,456 | 9.99% | |
| NVDA |
Nvidia Corp
Technology
|
218,193 | $38,052,859 | 9.47% | |
| BAR |
GraniteShares Gold Trust
|
407,472 | $18,796,683 | 4.68% | |
| MSFT |
Microsoft Corp
Technology
|
42,698 | $15,805,518 | 3.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,885 | $15,517,484 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,641 | $14,920,671 | 3.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,940 | $11,772,706 | 2.93% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,875 | $9,200,141 | 2.29% | |
| CVX |
Chevron Corp
Energy
|
44,326 | $9,171,049 | 2.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,461 | $8,960,407 | 2.23% |
Portfolio Trend
Holdings in CGC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,182 | 115,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $102,942 | 90,300 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $112,785 | 77,250 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $95,526 | 78,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,531 | 44,540 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $100,119 | 36,540 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $215,155 | 44,638 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $195,048 | 30,240 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $150,420 | 17,430 | Shares | Sole | 2024-04-19 | |
| No 13F history on record for this holder in this stock. | ||||||