Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LAKE STREET FINANCIAL LLC 01-09-2024 12-31-2023 303 635,071,265
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $41,506,696 215,585 0.01 0.01 -96 -0.04 12-31-2023
VANGUARD INDEX FDS VALUE ETF 2 $27,389,486 183,207 0.00 0.00 17,162 10.34 12-31-2023
MICROSOFT CORP COM 3 $21,098,684 56,108 0.00 0.00 2,636 4.93 12-31-2023
NVIDIA CORPORATION COM 4 $18,681,913 37,724 0.00 0.00 2,046 5.73 12-31-2023
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