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CIK: 0001966193
Total reported value
$818.1M
$818.1M
283 檔
11.9%
At the close of Q4 2024, LaSalle St. Investment Advisors, LLC disclosed equity holdings valued at approximately $818.1M, spread across 283 reported holdings.
During Q4 2024, LaSalle St. Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 12.62% | -0.38% | -1.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.41% | -0.02% | +60.65% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.63% | -0.08% | +0.90% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.93% | -0.01% | +3.17% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.63% | -0.06% | +4.84% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.26% | -0.15% | -0.93% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -0.04% | +175.50% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | -0.04% | +0.76% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | +0.01% | +44.20% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.13% | +50.29% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.18% | +27.65% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.25% | +4.69% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | — | +35.71% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.02% | -0.53% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.05% | +199.81% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.01% | +141.83% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.82% | -0.05% | +1196.76% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.82% | -0.04% | — | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.81% | -0.05% | +0.65% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.03% | +4.68% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.02% | +100.46% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.03% | +6.66% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.09% | +10.94% | |
| 24 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.67% | -0.07% | +1.12% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | +12.64% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.63% | +0.01% | -0.05% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.04% | +63.48% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.02% | +1.74% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.12% | +22.50% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | +75.92% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.49% | -0.01% | +14.67% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.01% | +0.25% | |
| 33 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.48% | -0.02% | — | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.47% | -0.03% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.06% | +22.74% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.45% | -0.22% | +67.90% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.15% | +13.42% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | +26.11% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | +38.60% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 0.42% | -0.01% | +107.78% | |
| 41 | FTA | First Trust L C Val Alp | ETF-Other | 0.42% | -0.02% | — | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.01% | +95.83% | |
| 43 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.40% | — | -1.83% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.04% | +8.87% | |
| 45 | NEM | Newmont CORP | Stock-Materials | 0.38% | -0.04% | +204.69% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.38% | -0.07% | -95.02% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.38% | -0.02% | — | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.37% | +0.04% | +18.39% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.03% | +41.43% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.01% | +4.09% |
According to official SEC Form 13F filings, LaSalle St. Investment Advisors, LLC reported a total U.S. public equity portfolio value of $818.1M across 283 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHV, AAPL, VUG) accounted for 11.9% of total reported equity market value during Q4 2024.
During Q4 2024, LaSalle St. Investment Advisors, LLC's top holdings by market value included SHV (12.6%)、AAPL (5.4%)、VUG (4.6%). The largest single position, SHV, represented 12.6% of total portfolio value.
In Q4 2024, LaSalle St. Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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