Lakeside Advisors, Inc. Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Lakeside Advisors, Inc.Investment ActivityLakeside Advisors, Inc. has $156.28 million in total holdings as of March 31, 2024.Lakeside Advisors, Inc. owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.76% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Lakeside Advisors, Inc. has purchased 62 new stocks and bought additional shares in 13 stocks.Lakeside Advisors, Inc. sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $43,577,934Berkshire Hathaway $13,094,993Costco Wholesale $11,107,330Nucor $8,085,891Procter & Gamble $6,529,658 Largest New Holdings this Quarter 3M CO $3,460,194 HoldingGENERAL ELECTRIC CO $2,025,967 HoldingVerizon Communications $205,982 Holding Largest Purchases this Quarter 3M CO 32,622 shares (about $3.46M)GENERAL ELECTRIC CO 11,542 shares (about $2.03M)Verizon Communications 4,909 shares (about $205.98K)Amazon.com 350 shares (about $63.13K)PACCAR 365 shares (about $45.22K) Largest Sales this Quarter Costco Wholesale 2,449 shares (about $1.79M)Microsoft 1,424 shares (about $599.11K)Expeditors International of Washington 925 shares (about $112.45K)Johnson & Johnson 586 shares (about $92.70K)AT&T 4,583 shares (about $80.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLakeside Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$43,577,934$599,108 ▼-1.4%103,57927.9%Computer and TechnologyBRK.BBerkshire Hathaway$13,094,993$10,513 ▼-0.1%31,1408.4%FinanceCOSTCostco Wholesale$11,107,330$1,794,199 ▼-13.9%15,1617.1%Retail/WholesaleNUENucor$8,085,891$48,486 ▼-0.6%40,8585.2%Basic MaterialsPGProcter & Gamble$6,529,658$64,414 ▼-1.0%40,2444.2%Consumer StaplesVTIVanguard Total Stock Market ETF$5,172,0100.0%19,9003.3%ETFUSBU.S. Bancorp$4,842,621$52,612 ▼-1.1%108,3363.1%FinanceWMWaste Management$4,465,693$72,897 ▼-1.6%20,9512.9%Business ServicesEXPDExpeditors International of Washington$4,157,507$112,454 ▼-2.6%34,1982.7%TransportationJNJJohnson & Johnson$3,839,070$92,698 ▼-2.4%24,2692.5%Medical3M CO$3,460,194$3,460,194 ▲New Holding32,6222.2%COM SHSABBVAbbVie$3,277,982$6,373 ▲0.2%18,0012.1%MedicalPCARPACCAR$2,819,699$45,219 ▲1.6%22,7601.8%Auto/Tires/TrucksSBUXStarbucks$2,638,130$29,610 ▼-1.1%28,8671.7%Retail/WholesaleNVONovo Nordisk A/S$2,600,1000.0%20,2501.7%MedicalGENERAL ELECTRIC CO$2,025,967$2,025,967 ▲New Holding11,5421.3%COMAAPLApple$2,007,092$8,745 ▼-0.4%11,7051.3%Computer and TechnologyTAT&T$1,965,117$80,661 ▼-3.9%111,6541.3%Computer and TechnologyNVDANVIDIA$1,879,4050.0%2,0801.2%Computer and TechnologyHDHome Depot$1,870,0500.0%4,8751.2%Retail/WholesaleKRKroger$1,865,295$14,283 ▼-0.8%32,6501.2%Retail/WholesaleXOMExxon Mobil$1,814,231$349 ▲0.0%15,6081.2%Oils/EnergyMDTMedtronic$1,412,241$16,907 ▼-1.2%16,2050.9%MedicalMCDMcDonald's$1,311,349$37,499 ▼-2.8%4,6510.8%Retail/WholesaleDINTDavis Select International ETF$1,302,075$23,148 ▼-1.7%67,5000.8%ETFINTCIntel$1,236,570$35,159 ▼-2.8%27,9960.8%Computer and TechnologyCBChubb$1,095,5910.0%4,2280.7%FinanceFDXFedEx$1,003,3750.0%3,4630.6%TransportationLOWLowe's Companies$971,031$74,126 ▼-7.1%3,8120.6%Retail/WholesaleCEGConstellation Energy$880,995$45,843 ▼-4.9%4,7660.6%Oils/EnergyMUSTColumbia Multi-Sector Municipal Income ETF$846,3160.0%40,9640.5%ETFGILDGilead Sciences$831,147$14,650 ▼-1.7%11,3470.5%MedicalCSXCSX$800,7120.0%21,6000.5%TransportationBABoeing$739,152$9,650 ▼-1.3%3,8300.5%AerospaceVOOVanguard S&P 500 ETF$672,9800.0%1,4000.4%ETFCATCaterpillar$653,088$366 ▲0.1%1,7820.4%Industrial ProductsEXCExelon$640,869$7,514 ▼-1.2%17,0580.4%UtilitiesQCOMQUALCOMM$574,169$169 ▲0.0%3,3910.4%Computer and TechnologyLLYEli Lilly and Company$526,6790.0%6770.3%MedicalCSCOCisco Systems$517,984$250 ▲0.0%10,3780.3%Computer and TechnologyIBMInternational Business Machines$510,818$24,825 ▲5.1%2,6750.3%Computer and TechnologyWFCWells Fargo & Company$475,297$11,593 ▼-2.4%8,2000.3%FinanceMDLZMondelez International$431,378$13,999 ▼-3.1%6,1630.3%Consumer StaplesGEHCGE HealthCare Technologies$416,641$3,364 ▼-0.8%4,5830.3%MedicalDIVSSmartETFs Dividend Builder ETF$408,1910.0%14,9280.3%ETFMAMastercard$390,0720.0%8100.2%Business ServicesAMZNAmazon.com$371,583$63,133 ▲20.5%2,0600.2%Retail/WholesaleCVXChevron$369,994$11,671 ▲3.3%2,3460.2%Oils/EnergyNKENIKE$361,8230.0%3,8500.2%Consumer DiscretionaryGOOGAlphabet$352,1770.0%2,3130.2%Computer and TechnologyJPMJPMorgan Chase & Co.$350,665$9,212 ▲2.7%1,7510.2%FinanceAMGNAmgen$309,988$853 ▲0.3%1,0900.2%MedicalVIGVanguard Dividend Appreciation ETF$305,5070.0%1,6730.2%ETFSOLRSmartETFs Sustainable Energy II ETF$297,1360.0%10,6020.2%ETFFPAGFPA Global Equity ETF$271,378$14,435 ▲5.6%9,4000.2%ETFKLDWKnowledge Leaders Developed World ETF$259,3010.0%5,8000.2%ETFWAFDWaFd$253,583$261 ▲0.1%8,7350.2%FinancePFEPfizer$236,208$27,750 ▼-10.5%8,5120.2%MedicalMARMarriott International$227,1930.0%9000.1%Consumer DiscretionaryVZVerizon Communications$205,982$205,982 ▲New Holding4,9090.1%Computer and TechnologyADIVSmartETFs Asia Pacific Dividend Builder ETF$194,7390.0%13,9000.1%ETFMVISMicroVision$87,6540.0%47,6380.1%Computer and TechnologyABRDN ASIA PACIFIC INCOME FU$77,932$932 ▼-1.2%27,8330.0%COMMMM3M$0$3,594,651 ▼-100.0%00.0%Multi-Sector ConglomeratesGEGeneral Electric$0$1,481,019 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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