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CIK: 0001966193
Total reported value
$818.1M
$818.1M
318 檔
14.4%
During the Q1 2025 filing period, LaSalle St. Investment Advisors, LLC (CIK: 0001966193) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $818.1M across 318 reported positions.
During Q1 2025, LaSalle St. Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SHV, VUG) accounted for 14.4% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.28% | +0.02% | +1013.72% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.46% | -0.38% | -22.47% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.58% | -0.08% | +12.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.30% | -0.02% | -9.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.18% | -0.06% | +13.29% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.15% | -0.01% | +5.84% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | -0.04% | +76.26% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.49% | +0.25% | +128.55% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.40% | -0.15% | -4.84% | |
| 10 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 1.94% | -0.06% | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.86% | -0.03% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | -0.04% | +7.02% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.01% | +11.24% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.13% | +28.15% | |
| 15 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.31% | -0.13% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | — | +33.43% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.02% | -0.08% | +1252.98% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | +0.03% | +84.87% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.93% | -0.11% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.03% | +58.86% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.78% | +0.01% | +185.84% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.18% | -40.27% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.66% | -0.05% | -0.09% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.01% | +33.42% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.12% | — | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.61% | -0.05% | -2.20% | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.04% | -3.58% | |
| 28 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.61% | -0.06% | — | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.58% | -0.07% | +2389.01% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.05% | -10.46% | |
| 31 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.56% | -0.07% | +7.64% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | — | +3.04% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.09% | +14.22% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.12% | +20.59% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | +9.99% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | +16.79% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.47% | -0.22% | +0.51% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.44% | -0.04% | — | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.43% | +0.01% | -0.39% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.01% | +12.63% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.02% | -10.79% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -0.64% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.02% | +13.12% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.02% | +0.79% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.38% | -0.01% | +0.23% | |
| 46 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.38% | -0.02% | — | |
| 47 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.37% | — | +213.91% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.36% | -0.03% | -1.70% | |
| 49 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.36% | -0.02% | +1.22% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | -0.15% | +1.15% |
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 318 disclosed positions in Q1 2025.
During Q1 2025, LaSalle St. Investment Advisors, LLC's top holdings by market value included VTI (10.3%)、SHV (7.5%)、VUG (3.6%). The largest single position, VTI, represented 10.3% of total portfolio value.
In Q1 2025, 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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