Lasalle St. Investment Advisors, LLC Top Holdings and 13F Report (2025) About Lasalle St. Investment Advisors, LLCInvestment ActivityLasalle St. Investment Advisors, LLC has $322.47 thousand in total holdings as of December 31, 2024.Lasalle St. Investment Advisors, LLC owns shares of 283 different stocks, but just 98 companies or ETFs make up 80% of its holdings.Approximately 26.25% of the portfolio was purchased this quarter.About 11.05% of the portfolio was sold this quarter.This quarter, Lasalle St. Investment Advisors, LLC has purchased 208 new stocks and bought additional shares in 160 stocks.Lasalle St. Investment Advisors, LLC sold shares of 31 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $40,708Apple $17,445Vanguard Growth ETF $14,925iShares Core S&P U.S. Value ETF $12,676Vanguard Value ETF $11,690 Largest New Holdings this Quarter First Trust TCW Opportunistic Fixed Income ETF $2,642 HoldingFirst Trust Long/Short Equity ETF $1,541 HoldingFirst Trust Capital Strength ETF $1,531 HoldingFirst Trust Large Cap Value AlphaDEX Fund $1,348 HoldingFT Vest Laddered Buffer ETF $1,210 Holding Largest Purchases this Quarter Apple 26,300 shares (about $6.59K)NVIDIA 36,341 shares (about $4.88K)First Trust TCW Opportunistic Fixed Income ETF 61,502 shares (about $2.64K)First Trust Enhanced Short Maturity ETF 41,037 shares (about $2.45K)Alphabet 11,297 shares (about $2.15K) Largest Sales this Quarter Vanguard Total International Bond ETF 38,339 shares (about $23.08K)Vanguard Extended Duration Treasury ETF 27,544 shares (about $1.86K)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 26,482 shares (about $1.82K)iShares 25+ Year Treasury STRIPS Bond ETF 183,173 shares (about $1.81K)iShares 20+ Year Treasury Bond ETF 12,109 shares (about $1.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLasalle St. Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$40,708$781 ▼-1.9%369,70312.6%ETFAAPLApple$17,445$6,586 ▲60.6%69,6665.4%Computer and TechnologyVUGVanguard Growth ETF$14,925$133 ▲0.9%36,3654.6%ETFIUSViShares Core S&P U.S. Value ETF$12,676$389 ▲3.2%136,9133.9%ManufacturingVTVVanguard Value ETF$11,690$539 ▲4.8%69,0543.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,514$99 ▼-0.9%204,1183.3%ManufacturingNVDANVIDIA$7,661$4,880 ▲175.5%57,0482.4%Computer and TechnologyVOOVanguard S&P 500 ETF$7,308$55 ▲0.8%13,5642.3%ETFAMZNAmazon.com$6,766$2,074 ▲44.2%30,8422.1%Retail/WholesaleMSFTMicrosoft$4,981$1,667 ▲50.3%11,8191.5%Computer and TechnologyXOMExxon Mobil$4,896$1,061 ▲27.7%45,5201.5%Oils/EnergySPYSPDR S&P 500 ETF Trust$4,837$217 ▲4.7%8,2531.5%FinanceIVViShares Core S&P 500 ETF$4,257$1,120 ▲35.7%7,2321.3%ETFVTIVanguard Total Stock Market ETF$4,129$22 ▼-0.5%14,2491.3%ETFGOOGAlphabet$3,228$2,151 ▲199.8%16,9511.0%Computer and TechnologyAVGOBroadcom$2,755$1,616 ▲141.8%11,8860.9%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$2,657$2,452 ▲1,196.8%44,4660.8%ManufacturingFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,642$2,642 ▲New Holding61,5020.8%ManufacturingDFAIDimensional International Core Equity Market ETF$2,628$17 ▲0.6%90,0120.8%ETFVIGVanguard Dividend Appreciation ETF$2,439$109 ▲4.7%12,4570.8%ETFGOOGLAlphabet$2,409$1,207 ▲100.5%12,7290.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,381$149 ▲6.7%20,6710.7%ETFQQQInvesco QQQ$2,182$215 ▲10.9%4,2700.7%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$2,159$24 ▲1.1%43,7200.7%ETFVVisa$2,061$231 ▲12.6%6,5210.6%Business ServicesVXFVanguard Extended Market ETF$2,031$1 ▼0.0%10,6940.6%ETFTSLATesla$1,934$751 ▲63.5%4,7900.6%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,796$31 ▲1.7%18,0620.6%MedicalCOSTCostco Wholesale$1,771$325 ▲22.5%1,9330.5%Retail/WholesaleBRK.BBerkshire Hathaway$1,652$713 ▲75.9%3,6450.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,596$204 ▲14.7%3,7530.5%FinanceDFAEDimensional Emerging Core Equity Market ETF$1,574$4 ▲0.2%62,0730.5%ETFFTLSFirst Trust Long/Short Equity ETF$1,541$1,541 ▲New Holding23,4300.5%ETFFTCSFirst Trust Capital Strength ETF$1,531$1,531 ▲New Holding17,4400.5%ETFJNJJohnson & Johnson$1,530$283 ▲22.7%10,5800.5%MedicalGDXVanEck Gold Miners ETF$1,463$592 ▲67.9%43,1550.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,444$171 ▲13.4%15,7980.4%ETFJPMJPMorgan Chase & Co.$1,431$296 ▲26.1%5,9700.4%FinanceABBVAbbVie$1,417$395 ▲38.6%7,9780.4%MedicalENBEnbridge$1,364$708 ▲107.8%32,1630.4%Oils/EnergyFTAFirst Trust Large Cap Value AlphaDEX Fund$1,348$1,348 ▲New Holding17,6420.4%ManufacturingBABoeing$1,330$651 ▲95.8%7,5140.4%AerospacePTBDPacer Trendpilot US Bond ETF$1,300$24 ▼-1.8%65,0140.4%ETFXLEEnergy Select Sector SPDR Fund$1,244$101 ▲8.9%14,5270.4%ETFNEMNewmont$1,213$815 ▲204.7%32,8850.4%Basic MaterialsBNDXVanguard Total International Bond ETF$1,210$23,080 ▼-95.0%2,0100.4%ETFBUFRFT Vest Laddered Buffer ETF$1,210$1,210 ▲New Holding39,7230.4%ETFCEGConstellation Energy$1,204$187 ▲18.4%5,3820.4%Oils/EnergyPGProcter & Gamble$1,180$346 ▲41.4%7,0420.4%Consumer StaplesEFAiShares MSCI EAFE ETF$1,144$45 ▲4.1%15,1320.4%FinanceFIDELITY WISE ORIGIN BITCOIN$1,130$600 ▲113.1%13,8530.4%SHSUNHUnitedHealth Group$1,117$277 ▲33.0%2,2090.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,107$22 ▲2.1%8,6070.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,106$553 ▲100.1%18,7120.3%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$1,076$123 ▲12.9%1,8890.3%ETFHASIHannon Armstrong Sustainable Infrastructure Capital$1,072$202 ▲23.3%39,9850.3%FinanceIVWiShares S&P 500 Growth ETF$1,061$217 ▲25.7%10,4520.3%ETFEEMiShares MSCI Emerging Markets ETF$1,058$51 ▲5.1%25,3210.3%FinanceNFLXNetflix$1,048$202 ▲23.9%1,1760.3%Consumer DiscretionaryDFAXDimensional World ex U.S. Core Equity 2 ETF$1,003$0 ▲0.0%40,3600.3%ETFMETAMeta Platforms$995$787 ▲378.6%1,6990.3%Computer and TechnologyIAUiShares Gold Trust$978$589 ▲151.5%19,7660.3%FinanceTAT&T$971$188 ▲24.0%42,6470.3%Computer and TechnologySBUXStarbucks$962$490 ▲103.9%10,5460.3%Retail/WholesaleIWMiShares Russell 2000 ETF$961$93 ▲10.7%4,3490.3%FinanceIJHiShares Core S&P Mid-Cap ETF$930$459 ▲97.6%14,9280.3%ETFHUSVFirst Trust Horizon Managed Volatility Domestic ETF$922$922 ▲New Holding24,6830.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$909$125 ▲15.9%9,0380.3%ETFSDYSPDR S&P Dividend ETF$908$1 ▲0.1%6,8750.3%ETFCOWZPacer US Cash Cows 100 ETF$901$351 ▲63.8%15,9570.3%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$897$897 ▲New Holding6,4900.3%ETFSCHBSchwab US Broad Market ETF$895$597 ▲200.0%39,4710.3%ETFWMTWalmart$883$115 ▲14.9%9,7800.3%Retail/WholesaleCRWDCrowdStrike$876$14 ▼-1.6%2,5630.3%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$865$1,863 ▼-68.3%12,7870.3%ETFFDNFirst Trust Dow Jones Internet Index Fund$835$835 ▲New Holding3,4340.3%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$829$829 ▲New Holding10,5680.3%ManufacturingHDHome Depot$825$194 ▲30.7%2,1210.3%Retail/WholesaleCRMSalesforce$821$258 ▲45.9%2,4550.3%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$820$11 ▲1.4%19,8910.3%ETFETEnergy Transfer$796$62 ▲8.4%40,6500.2%Oils/EnergyMAMastercard$745$169 ▲29.4%1,4140.2%Business ServicesGUNRFlexShares Global Upstream Natural Resources Index Fund$742$40 ▼-5.2%20,4110.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$734$35 ▲5.0%15,1590.2%ManufacturingMOAltria Group$727$386 ▲113.2%13,9170.2%Consumer StaplesAMLPAlerian MLP ETF$723$116 ▲19.1%15,0160.2%ETFJPSTJPMorgan Ultra-Short Income ETF$721$39 ▲5.7%14,3190.2%ETFFDVVFidelity High Dividend ETF$720$118 ▲19.5%14,4350.2%ETFCATCaterpillar$716$438 ▲157.7%1,9740.2%Industrial ProductsCSXCSX$710$1 ▲0.1%22,0240.2%TransportationTYGTortoise Energy Infrastructure$710$226 ▲46.8%16,9150.2%FinanceIFFInternational Flavors & Fragrances$708$708 ▲New Holding3,3200.2%Basic MaterialsGOLDBarrick Gold$700$369 ▲111.3%45,2160.2%Basic MaterialsGLDSPDR Gold Shares$700$95 ▲15.8%2,8920.2%FinanceLMBSFirst Trust Low Duration Opportunities ETF$679$679 ▲New Holding13,9700.2%ManufacturingMCDMcDonald's$667$181 ▲37.3%2,3690.2%Retail/WholesaleIBDInspire Corporate Bond ETF$666$28 ▲4.5%28,4430.2%ETFGOVZiShares 25+ Year Treasury STRIPS Bond ETF$660$1,809 ▼-73.3%66,8120.2%ETFLOWLowe's Companies$659$358 ▲118.8%2,6720.2%Retail/WholesaleHCAHCA Healthcare$647$7 ▲1.0%2,1580.2%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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