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CIK: 0001926571
Total reported value
$471.7M
$471.7M
125 檔
22.7%
According to the latest 13F quarterly dataset, Lansing Street Advisors managed an equity portfolio of $471.7M at the end of Q4 2024, spanning 125 distinct U.S. exchange-listed positions.
In Q4 2024, Lansing Street Advisors displayed an active expansion posture, initiating 12 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.67% | +0.45% | +4.66% | |
| 2 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 6.22% | -0.26% | +0.06% | |
| 3 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 5.11% | -1.13% | +0.48% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.68% | +0.21% | +23.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.65% | — | +21.70% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.53% | -0.01% | +14.33% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.52% | +1.96% | -1.79% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.27% | -0.17% | +12.81% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.13% | -0.26% | +20.69% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.88% | -0.12% | -0.80% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.57% | -0.12% | +29.24% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.48% | -0.54% | +20.76% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.14% | — | +1.24% | |
| 14 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.88% | -1.16% | -15.77% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.74% | +0.14% | +6.80% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.64% | -0.15% | -4.08% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.56% | -0.03% | +20.27% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.53% | -0.07% | -10.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.27% | +1.75% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.34% | -0.04% | -5.14% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.33% | +0.67% | +16.87% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.19% | -0.74% | +15.08% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.14% | -0.03% | +0.32% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.10% | +6.79% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.34% | -29.02% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.95% | -0.04% | -5.39% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.89% | — | +1.35% | |
| 28 | KKR | Kkr & Co Inc | Stock-Financials | 0.81% | -0.06% | +0.16% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.07% | +14.40% | |
| 30 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.65% | -0.02% | -4.86% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.12% | +4.61% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.04% | +0.82% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.54% | -0.04% | +0.94% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | +0.20% | -1.98% | |
| 35 | MTZ | Mastec Inc | Stock-Industrials | 0.51% | -0.06% | +11.49% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.50% | — | +28.04% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | — | -0.24% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.08% | +0.41% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | +0.59% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.02% | +1.46% | |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.38% | +0.30% | -27.98% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.37% | +0.24% | +52.17% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | +1.27% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.04% | +102.47% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.33% | -0.08% | — | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.33% | -0.03% | -31.91% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.30% | — | +15.81% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.29% | +0.05% | +0.35% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.05% | +1.05% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.28% | -0.03% | -15.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.7% | +21.70% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +23.20% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.6% | +20.69% | Add |
| 4 | VTV | Vanguard Value ETF | +0.4% | +29.24% | Add |
| 5 | CEG | Constellation Energy | +0.3% | NEW | New buy |
| 6 | IJS | Ishares S&p Small-cap 600 Va | +0.3% | +14.33% | Add |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.2% | +20.76% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +4.66% | Add |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +52.17% | Add |
| 10 | BCD | Abrdn Bloomberg All Commodit | +0.2% | NEW | New buy |
| 11 | EXC | Exelon CORP | +0.2% | NEW | New buy |
| 12 | INTU | Intuit Inc | +0.2% | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | +0.1% | +102.47% | Add |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +20.27% | Add |
| 15 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 16 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 17 | ETHA | Ishares Ethereum Trust ETF | +0.1% | +62.84% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +3.51% | Add |
| 19 | URA | Global X Uranium ETF | +0.1% | NEW | New buy |
| 20 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 21 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 22 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | +0.1% | +27.17% | Add |
| 24 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 25 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 26 | CI | THE Cigna Group | +0.1% | +125.52% | Add |
| 27 | MTZ | Mastec Inc | +0.1% | +11.49% | Add |
| 28 | MS | Morgan Stanley | +0.1% | +0.82% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.61% | Add |
| 30 | AAPL | Apple Inc | +0.1% | +1.75% | Add |
| 31 | KKR | Kkr & Co Inc | +0.1% | +0.16% | Add |
| 32 | CMG | Chipotle Mexican Grill Inc | -0.1% | +0.06% | Add |
| 33 | QVAL | Alpha Arch US Qnt Value ETF | -0.1% | EXIT | Sold out |
| 34 | GM | General Motors Co | -0.1% | EXIT | Sold out |
| 35 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 36 | PPH | Vaneck Pharmaceutical ETF | -0.1% | -32.06% | Trim |
| 37 | CAVA | Cava Group Inc | -0.1% | EXIT | Sold out |
| 38 | EFA | Ishares Msci Eafe ETF | -0.2% | -30.32% | Trim |
| 39 | AMD | Advanced Micro Devices | -0.2% | -23.77% | Trim |
| 40 | PM | Philip Morris International | -0.2% | EXIT | Sold out |
| 41 | IUSV | Ishares Core S&p U.s. Value | -0.2% | -31.91% | Trim |
| 42 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -5.39% | Trim |
| 43 | VBR | Vanguard Small-cap Value ETF | -0.2% | -4.08% | Trim |
| 44 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.2% | -27.98% | Trim |
| 45 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | -5.14% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.3% | EXIT | Sold out |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | -10.24% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.5% | -29.02% | Trim |
| 49 | MCD | Mcdonald's CORP | -0.5% | +0.48% | Add |
| 50 | VCRB | Vanguard Core Bond ETF | -0.6% | -15.77% | Trim |
According to official SEC Form 13F filings, Lansing Street Advisors reported a total U.S. public equity portfolio value of $471.7M across 125 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, CMG, MCD) accounted for 22.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
CEG
市值: $941.6K
Top Position Liquidated / Trimmed
XLV
前期市值: $836.5K
During Q4 2024, Lansing Street Advisors's top holdings by market value included VOO (18.7%)、CMG (6.2%)、MCD (5.1%). The largest single position, VOO, represented 18.7% of total portfolio value.
In Q4 2024, Lansing Street Advisors made 50 total portfolio adjustments, initiating 12 new buys, adding to 21 positions, trimming 11 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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