LA

Lakeside Advisors, INC.

13F
Lakeside Advisors, INC.
Last update 2024-10-29 64 Stocks (2 new)
Value $159.00 Mil Turnover 0 %
Countries:
Top Holdings: MSFT(27.19%)BRK.B(8.99%)COST(8.21%)PG(4.25%)NUE(3.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lakeside Advisors, INC. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
100,539
43262.000
-1.27%
27.190
-0.38%
0.000
+4.32%
+10.02%
3059156.044
Software
BRK.B 		Berkshire Hathaway Inc
31,070
14300.280
+0.75%
8.990
+0.07%
0.000
+7.58%
+24.79%
959232.641
Insurance
COST 		Costco Wholesale Corp
14,729
13057.560
-1.97%
8.210
-0.16%
0.000
+11.16%
+35.65%
394410.770
Retail - Defensive
PG 		Procter & Gamble Co
39,065
6766.050
-1.10%
4.250
-0.05%
0.000
-0.79%
+15.93%
390371.717
Consumer Packaged Goods
NUE 		Nucor Corp
40,371
6069.420
+0.27%
3.820
+0.01%
0.020
-3.58%
-16.09%
34321.449
Steel
VTI 		Vanguard Total Stock Market ETF
17,473
4947.660
0%
3.110
0%
0.000
+11.80%
+20.27%
423658.824
 
USB 		U.S. Bancorp
103,973
4754.700
-0.79%
2.990
-0.02%
0.010
+17.99%
+13.90%
74296.073
Banks
EXPD 		Expeditors International of Washington Inc
33,542
4407.410
-0.83%
2.770
-0.02%
0.020
+0.60%
-3.49%
17220.422
Transportation
WM 		Waste Management Inc
20,181
4189.560
0%
2.630
0%
0.010
+7.50%
+21.86%
86646.793
Waste Management
MMM 		3M Co
30,483
4167.090
-2.39%
2.620
-0.05%
0.010
+2.08%
+42.93%
68897.555
Conglomerates

Lakeside Advisors, INC.'s Historical Top Holdings Breakdowns

Lakeside Advisors, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-09-30Reduce
-0.38%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Reduce -1.27%
100,539
-1,294
COST 		Costco Wholesale Corp2024-09-30Reduce
-0.16%
●
801.83 ($867.9) 917.08
$890.17
2.57%
Reduce -1.97%
14,729
-296
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.14%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Reduce -8.65%
19,000
-1,800
VZ 		Verizon Communications Inc2024-09-30New Buy
+0.14%
●
38.89 ($41.74) 45
$41.26
-1.15%
New holding
4,809
4,809
KLDW 		Knowledge Leaders Developed World ETF2024-09-30Sold Out
-0.14%
●
42.93 ($45.79) 48.74
$44.65
-2.48%
Sold Out
0
-5,000
BMY 		Bristol-Myers Squibb Co2024-09-30New Buy
+0.13%
●
39.66 ($46.91) 51.74
$55.95
19.27%
New holding
4,092
4,092
AAPL 		Apple Inc2024-09-30Reduce
-0.08%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -5.4%
10,284
-587
IBM 		International Business Machines Corp2024-09-30Reduce
-0.08%
●
175.1 ($196.07) 223.43
$207.57
5.87%
Reduce -25.98%
1,980
-695
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.07%
●
405.19 ($442.18) 478.57
$445.06
0.65%
Add 0.75%
31,070
230
MMM 		3M Co2024-09-30Reduce
-0.05%
●
99.69 ($122.42) 139.44
$126.52
3.35%
Reduce -2.39%
30,483
-745

Lakeside Advisors, INC. Total Holding History ($B)

To

Lakeside Advisors, INC.'s Asset Allocation

To

Lakeside Advisors, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lakeside Advisors, INC.'s Hypothetical Growth since 2024-09-30

Lakeside Advisors, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lakeside Advisors, INC.'s Holdings Heat Map

Size field:

Lakeside Advisors, INC.'s Holdings Bubble Chart

Lakeside Advisors, INC. News

  • 1

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