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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LAKE STREET FINANCIAL LLC

Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001772031-25-000001

Total Value
$625.9M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL161,026$40.3M6.44%
2VANGUARD INDEX FDS922908744217,577$36.8M5.89%
3NVIDIA CORPORATIONNVDA257,628$34.6M5.53%
4VANGUARD INDEX FDS92290873672,236$29.6M4.74%
5INVESCO QQQ TRIVZ37,190$19.0M3.04%
6MICROSOFT CORPMSFT40,339$17.0M2.72%
7AMAZON COM INCAMZN62,622$13.7M2.19%
8FIRST TR EXCHANGE TRADED FD33739Q408216,574$12.9M2.07%
9WISDOMTREE TRWT138,258$10.8M1.72%
10GRANITESHARES GOLD TRBAR406,568$10.5M1.68%
11INVESCO EXCHANGE TRADED FDIVZ56,160$9.8M1.57%
12ISHARES TR46428787985,836$9.3M1.49%
13ISHARES TR464287507140,732$8.8M1.40%
14META PLATFORMS INCMETA14,550$8.5M1.36%
15ISHARES TR46428788761,505$8.3M1.33%
16ALPHABET INCGOOG40,281$7.7M1.23%
17JPMORGAN CHASE & COVYLD31,712$7.6M1.21%
18J P MORGAN EXCHANGE TRADED FD46641Q332124,446$7.2M1.14%
19VANGUARD INDEX FDS92290836313,082$7.0M1.13%
20COSTCO WHSL CORP22160K1057,540$6.9M1.10%
21ALPHABET INCGOOG36,268$6.9M1.10%
22BLACKSTONE GROUP INCBX39,713$6.8M1.09%
23ISHARES TR46428720011,340$6.7M1.07%
24BERKSHIRE HATHAWAY INC DELBRK-A14,368$6.5M1.04%
25PIONEER FLOATING RATE TRPHD657,025$6.4M1.02%
26FIRST TR EXCHANGE TRADED FD33738D309136,255$6.3M1.01%
27ISHARES INC46434G764108,257$6.0M0.96%
28GOLDMAN SACHS GROUP INCGSCE10,207$5.8M0.93%
29AXON ENTERPRISE INCAXON9,653$5.7M0.92%
30ABBVIE INCABBV32,110$5.7M0.91%
31EXXON MOBIL CORPXOM51,617$5.6M0.89%
32CROWDSTRIKE HOLDS INCCRWD15,450$5.3M0.84%
33DBX ETF TR233051432139,854$5.0M0.81%
34ISHARES TR46428722651,726$5.0M0.80%
35FIRST TR EXCHANGE TRADED FD33739N10897,400$5.0M0.79%
36J P MORGAN EXCH TRADED FD46641Q39946,900$5.0M0.79%
37ISHARES TR46429B59893,632$4.9M0.79%
38BROADCOM INCAVGO20,996$4.9M0.78%
39COHEN & STEERS QUALITY INCOME19247L106392,300$4.8M0.77%
40ELI LILLY & COLLY6,054$4.7M0.75%
41CHENIERE ENERGY INCLNG21,574$4.6M0.74%
42J P MORGAN EXCHANGE TRADED FD46654Q20381,971$4.6M0.74%
43UBER TECHNOLOGIES INCUBER76,042$4.6M0.73%
44ALLSTATE CORPALL-PJ23,393$4.5M0.72%
45VANGUARD INTL EQUITY INDEX FD92204287469,283$4.4M0.70%
46VISA INC COMV13,104$4.1M0.66%
47FEDEX CORPFDX14,669$4.1M0.66%
48NORTHROP GRUMMAN CORPNOC8,348$3.9M0.63%
49BLACKROCK CORPOR HI YLD FDBLK392,400$3.8M0.62%
50ULTA BEAUTY INCULTA8,795$3.8M0.61%
51VERIZON COMMUNICATIONSVZ92,183$3.7M0.59%
52BANK AMERICA CORP0605056823,020$3.7M0.59%
53ISHARES TR46428828141,272$3.7M0.59%
54FLEXSHARES TRFLEX146,615$3.5M0.55%
55ADOBE SYSTEMS INCADBE7,568$3.4M0.54%
56PIMCO ETF TR72201R585127,900$3.3M0.53%
57HIMS & HERS HEALTH INCHIMS133,168$3.2M0.51%
58PAYPAL HLDGS INCPYPL34,235$2.9M0.47%
59SPDR S&P 500 ETF TRSPY4,958$2.9M0.46%
60FIRST TR EXCHANGE TRADED FD33739E108162,836$2.9M0.46%
61JPMORGAN CHASE FINL CO LLCVYLD96,810$2.9M0.46%
62CATERPILLAR INCCAT7,179$2.6M0.42%
63COMCAST CORP NEWCCZ67,623$2.5M0.41%
64PALO ALTO NETWORKS INCPANW13,583$2.5M0.39%
65ALPS ETF TR00162Q45248,025$2.3M0.37%
66FREEPORT MCMORAN INCFCX59,469$2.3M0.36%
67CUBESMARTCUBE51,342$2.2M0.35%
68STARWOOD PPTY TRSTHO115,625$2.2M0.35%
69MCDONALDS CORPMCD7,282$2.1M0.34%
70INNOVATOR ETFS TRINHD77,110$2.0M0.32%
71VANGUARD TAX-MANAGED FDS92194385841,111$2.0M0.31%
72EOG RES INCEOG15,836$1.9M0.31%
73ISHARES TR46428724217,444$1.9M0.30%
74HONEYWELL INTL INC4385161067,667$1.7M0.28%
75ISHARES TR46434V45644,867$1.7M0.27%
76CHEVRON CORP NEWCVX11,254$1.6M0.26%
77BANK AMERICA CORP06050510437,029$1.6M0.26%
78HOME DEPOT INCHD4,090$1.6M0.25%
79INTERNATIONAL BUSINESS MACHSINTR7,203$1.6M0.25%
80MEDICAL PPTYS TRUST INC58463J304400,300$1.6M0.25%
81ISHARES TR4642877219,692$1.5M0.25%
82ISHARES TR46428743217,525$1.5M0.24%
83URANIUM ENERGY CORPUEC228,459$1.5M0.24%
84NUVEEN MUNICIPAL CREDIT INCNU117,750$1.4M0.23%
85VANGUARD INDEX FDS9219088447,291$1.4M0.23%
86INVESCO EXCH TRADED FD TR IIIVZ59,782$1.4M0.22%
87COLUMBIA ETF TR I19761L60767,590$1.4M0.22%
88ADVANCED MICRO DEVICESAMD11,193$1.4M0.22%
89QUALCOMM INCQCOM8,701$1.3M0.21%
90BITWISE BITCOIN ETF TRBITB24,817$1.3M0.20%
91VANGUARD INTL EQUITY INDEX FD92204285828,588$1.3M0.20%
92BLACKROCK INCBLK1,210$1.2M0.20%
93NETFLIX INCNFLX1,342$1.2M0.19%
94TESLA INCTSLA2,953$1.2M0.19%
95CALAMOS STRATEGIC TOTL RETN FDCSQ63,700$1.1M0.18%
96ISHARES TR46432F3396,314$1.1M0.18%
97WALMART INCWMT12,421$1.1M0.18%
98J P MORGAN EXCHANGE TRADED FD46654Q74018,504$1.1M0.18%
99JOHNSON & JOHNSONJNJ7,601$1.1M0.18%
100PACER FDS TR69374H88118,881$1.1M0.17%
101J P MORGAN EXCH TRADED FD46641Q16716,798$1.1M0.17%
102INNOVATOR ETFS TRINHD37,555$1.0M0.17%
103VANGUARD INDEX FDS9229087693,568$1.0M0.17%
104GLACIER BANCORP NEWGBCI19,250$966,7350.15%
105LAM RESEARCH CORPLRCX13,255$957,4090.15%
106J P MORGAN EXCH TRADED FD46641Q37316,722$954,8490.15%
107J P MORGAN EXCHNGE TRADED FD46654Q60911,626$942,0550.15%
108TARGET CORPTGT6,747$912,0640.15%
109SPDR SER TR78464A7636,730$888,9980.14%
110FIRST TR EXCHANGE TRADED FD33734X1438,395$874,1710.14%
111ISHARES TR4642876553,853$851,3590.14%
112PACER FDS TR69374H85719,227$846,1960.14%
113VANGUARD WORLD FD92204A7021,285$798,8070.13%
114SELECT SECTOR SPDR TR81369Y86019,425$790,0120.13%
115MERCK & CO. INCMRK7,486$744,6890.12%
116J P MORGAN EXCHANGE TRADED FD46641Q83714,773$744,1220.12%
117VANGUARD INDEX FDS9229086113,730$739,1300.12%
118UNITEDHEALTH GROUP INCUNH1,421$718,8200.11%
119ENERGY TRANSFER L PET-PI36,093$707,0540.11%
120DISNEY WALT CO2546871066,309$702,5290.11%
121ISHARES U S ETF TR46431W59814,725$700,5350.11%
122LITMAN GREGORY FDS TR53700T82726,752$699,8440.11%
123SHOPIFY INCSHOP6,510$692,2080.11%
124BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.11%
125ISHARES TR4642876482,336$672,3480.11%
126CISCO SYS INCCSCO11,222$664,3400.11%
127VANGUARD INDEX FDS9229086523,483$661,7660.11%
128ISHARES TR4642874997,428$656,6640.10%
129SELECT SECTOR SPDR TR81369Y2094,686$644,6670.10%
130PACER FDS TR69374H87321,867$638,3090.10%
131FIRST TR EXCHANGE TRADED FD33733E2033,831$636,7510.10%
132KINDER MORGAN INC DELEP-PC23,074$632,2370.10%
1333M COMPANYMMM4,801$619,7340.10%
134FIFTH THIRD BANCORPFITBM14,335$606,0840.10%
135ISHARES INC46434G10311,570$604,2100.10%
136OMEGA HEALTHCARE INV INC68193610015,800$598,0300.10%
137WILLIAMS COS INC96945710010,852$587,3120.09%
138SELECT SECTOR SPDR TR81369Y60512,149$587,1660.09%
139J P MORGAN EXCHANGE TRADED FD46641Q1349,894$578,8980.09%
140ABBOTT LABSABLZF5,083$574,8990.09%
141PAYLOCITY HLDG CORPPCTY2,851$568,6890.09%
142ARM HOLDINGS PLC0420682054,560$562,5220.09%
143LULULEMON ATHLETICA INCLULU1,455$556,4070.09%
144ZSCALER INCZS2,975$536,7200.09%
145SELECT SECTOR SPDR TR81369Y5066,165$528,0680.08%
146PALANTIR TECHNOLOGIES INCPLTR6,969$527,0650.08%
147TERADYNE INCTER4,150$522,5680.08%
148AMERICAN EXPRESSAXP1,749$519,0860.08%
149PROCTER AND GAMBLE CO7427181092,997$502,4810.08%
150JPMORGAN CORE PLUS BD46641Q67010,904$502,3660.08%
151EATON CORP PLCETN1,498$497,1470.08%
152J P MORGAN EXCH TRADED FD46641Q1918,828$489,2480.08%
153VENTAS INCVTR7,950$468,1760.07%
154ISHARES TR4642887603,206$465,9920.07%
155INTEL CORP COMINTC23,119$463,5340.07%
156SELECT SECTOR SPDR TR81369Y4072,061$462,2990.07%
157GALLAGHER ARTHUR J & CO3635761091,612$457,5660.07%
158ISHARES TR4642875982,359$436,7970.07%
159PROSHARES TR74348A4674,356$433,6060.07%
160BOEING COBA-PA2,449$433,4730.07%
161WELLTOWER INCWELL3,418$430,7710.07%
162OREILLY AUTOMOTIVE INC67103H107361$428,0740.07%
163ISHARES TR4642873094,203$426,7220.07%
164J P MORGAN EXCH TRADED FD46641Q26611,395$426,2840.07%
165DIGITAL RLTY TR INC2538681032,389$423,6410.07%
166EMERSON ELEC COEMR3,374$418,1470.07%
167ISHARES TR4642876302,466$404,9210.06%
168PEPSICO INCPEP2,659$404,3280.06%
169TJX COS INC8725401093,320$401,1340.06%
170CUMMINS INCCMI1,130$393,9180.06%
171DEVON ENERGY CORP NEW25179M10312,025$393,5780.06%
172VANGUARD INDEX FDS9229085122,413$390,3920.06%
173STARBUCKS CORPSBUX4,196$382,8850.06%
174ISHARES TR46432F8425,334$374,8980.06%
175DUKE ENERGY CORP NEWDUKB3,442$370,8410.06%
176VANGUARD INDEX FDS9229085381,452$368,4270.06%
177ISHARES TR4642882736,015$365,4130.06%
178SYNCHRONY FINANCIALSYF-PB5,404$351,2600.06%
179PARKER HANNIFIN CORPPH546$347,1380.06%
180PACKAGING CORP AMER6951561091,529$344,2240.05%
181COCA COLA COKO5,465$340,2590.05%
182VANGUARD WORLD FDS92204A6031,322$336,3060.05%
183ZOETIS INCZTS2,021$329,3310.05%
184DEERE & CODE777$329,2150.05%
185NEXTERA ENERGY INCNEE-PW4,591$329,1510.05%
186CONSTELLATION ENERGY CORPCEG1,471$329,0770.05%
187VANGUARD SCOTTSDALE FDS92206C8704,097$328,8880.05%
188AUTOMATIC DATA PROCESSINGADP1,123$328,7360.05%
189OCCIDENTAL PETE CORP6745991056,575$324,8650.05%
190UNION PAC CORPUNP1,424$324,7290.05%
191J P MORGAN BETABUILDERS MID CAP46641Q3403,371$324,3910.05%
192FIRST INDL RLTY TR INC32054K1036,409$321,2830.05%
193D R HORTON INC23331A1092,282$319,0710.05%
194TEXAS INSTRS INC8825081041,672$313,5350.05%
195FIDELITY COMWLTH TR3159128084,099$311,7800.05%
196ISHARES TR464287614770$309,2380.05%
197AMPLIFY ETF TR0321084097,452$301,6410.05%
198ASML HOLDING N VASMLF433$300,1180.05%
199CSX CORPCSX9,182$296,2930.05%
200VANGUARD INDEX FDS9229087691,217$292,5300.05%
201AMGEN INCAMGN1,056$275,2360.04%
202HCA HEALTHCARE INCHCA907$272,2080.04%
203RTX CORPORATIONRTX2,342$271,0660.04%
204CITIGROUP INCC-PR3,828$269,4620.04%
205HEWLETT PACKARD ENTERPRISE COHPE-PC12,547$267,8780.04%
206PFIZER INCPFE10,096$267,8440.04%
207SPDR GOLD TRGLD1,097$265,6170.04%
208VANGUARD WHITEHALL FDS9219464062,055$262,1800.04%
209PRINCIPLE FIN GROUPPFG3,386$262,1020.04%
210ISHARES TR4642878461,809$258,8500.04%
211AMPLIFY ETF TR0321086643,405$253,6380.04%
212T-MOBILE US INCTMUSZ1,125$248,3210.04%
213BOSTON SCIENTIFIC CORPBSX2,779$248,2200.04%
214PROGRESSIVE CORP7433151031,028$246,3540.04%
215ISHARES TR4642886532,464$245,2670.04%
216THERMO FISHER SCIENTIFIC INCTMO465$241,9070.04%
217ISHARES BITCOIN TRUST ETFIBIT4,555$241,6430.04%
218FAIR ISAAC CORPFICO120$238,9120.04%
219FORTINET INCFTNT2,485$234,7830.04%
220CINTAS CORPCTAS1,280$233,8800.04%
221INTUITIVE SURGICAL INCISRG436$227,5750.04%
222SERVICENOW INCNOW214$226,8660.04%
223CDW CORPCDW1,300$226,2520.04%
224VANGUARD WORLD FD92204A2071,068$225,8180.04%
225J P MORGAN EXCHANGE TRADED FD46641Q1594,913$224,1310.04%
226ARISTA NETWORKS INCANET2,024$223,7130.04%
227SNOWFLAKE INCSNOW1,440$222,3500.04%
228LOCKHEED MARTINLMT457$222,0750.04%
229SOUNDHOUND AI INCSOUNW10,900$216,2560.03%
230JEFFERIES FINL GROUP INC47233W1092,750$215,6000.03%
231UNITED RENTALS INCURI304$214,1500.03%
232GE HEALTHCARE TECHGEHC2,722$212,7950.03%
233ORACLE CORPORCL-PD1,276$212,6330.03%
234ISHARES TR4642898673,658$209,6770.03%
235ISHARES ESG46435G5162,750$209,3800.03%
236ISHARES TR4642885882,254$206,6670.03%
237S&P GLOBAL INCSPGI413$205,6860.03%
238GENERAL DYNAMICS CORPGD774$204,0550.03%
239COLGATE PALMOLIVE COCL2,236$203,2750.03%
240TIDAL ETF TR8863641995,230$201,7730.03%
241FIRST TR NASDAQ 100 TECH IND3373451021,065$200,5180.03%
242ENFUSION ENERGY INC29281210415,441$159,0420.03%
243CANOPY GROWTH CORPCGC36,540$100,1200.02%
244EOS ENERGY ENTERPRISES INCEOSE10,470$50,8840.01%
245TILRAY BRANDS INCTLRY35,376$47,0500.01%
246EVOLV TECHNOLOGIES HLDNGS INCEVLVW10,000$39,5000.01%
247ATI PHYSICAL THERAPY INCATI10,000$90.00%