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CIK: 0001966193
Total reported value
$818.1M
$818.1M
365 檔
22.4%
During the Q4 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 365 reported positions.
In Q4 2025, LaSalle St. Investment Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.48% | +0.02% | +4.84% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.37% | -0.38% | +0.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.91% | -0.08% | +22.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.55% | -0.06% | +24.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | -0.04% | +0.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.02% | +10.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | +0.25% | +1.29% | |
| 8 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 2.53% | -0.06% | -6.98% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.47% | -0.03% | +1.30% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.59% | -0.12% | +82.59% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.57% | -0.15% | -0.88% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | — | +13.48% | |
| 13 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.52% | -0.13% | -0.99% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.39% | +0.01% | +74.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.04% | +3.56% | |
| 16 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.28% | -0.11% | +15.85% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.01% | +4.18% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.08% | +14.43% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.13% | +1.85% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.01% | +2.17% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.05% | +2.60% | |
| 22 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.79% | -0.07% | +56.99% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.75% | -0.22% | +3.04% | |
| 24 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.70% | -0.06% | -10.48% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.12% | +113.68% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.03% | -6.22% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | -0.15% | +8.25% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.05% | +0.18% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.18% | +4.34% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.02% | -0.96% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.03% | -23.54% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.09% | +7.23% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | -0.07% | +1.57% | |
| 34 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.48% | -0.27% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.06% | +8.30% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | +0.02% | +14.02% | |
| 37 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.43% | -0.02% | +22.74% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.43% | +0.01% | +0.64% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.04% | +3.29% | |
| 40 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.39% | -0.04% | -2.29% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.39% | -0.05% | -2.09% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.02% | +15.46% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.08% | +16.60% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.02% | +10.09% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.37% | +0.04% | +10.09% | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.36% | -0.01% | +0.54% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.35% | -0.19% | +82.49% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | +6.21% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | -0.15% | -26.30% | |
| 50 | B | Barrick Mining CORP | Stock-Materials | 0.34% | -0.04% | +9.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.6% | +82.59% | Add |
| 2 | IAU | Ishares Gold Trust | +0.6% | +74.08% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +24.73% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.4% | +22.04% | Add |
| 5 | COST | Costco Wholesale CORP | +0.3% | +113.68% | Add |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.2% | +56.99% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +10.12% | Add |
| 8 | RDVY | First Trust Rising Dividend | +0.1% | +82.49% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +2.60% | Add |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +92.53% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | +252.95% | Add |
| 12 | SLV | Ishares Silver Trust | +0.1% | +185.08% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | +109.93% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +78.40% | Add |
| 15 | T | At&t Inc | +0.1% | +81.14% | Add |
| 16 | B | Barrick Mining CORP | +0.1% | +9.16% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.96% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | +12.43% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +13.48% | Add |
| 20 | FCX | Freeport-mcmoran Inc | +0.1% | +14.04% | Add |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | +15.85% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +16.60% | Add |
| 23 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +22.74% | Add |
| 24 | SCHD | Schwab US Dvd Equity ETF | 0% | +14.43% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +8.30% | Add |
| 26 | GDX | Vaneck Gold Miners ETF | 0% | +3.04% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +4.18% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | -0.1% | +3.56% | Add |
| 29 | XLK | Ss Technology Select Sector | -0.1% | -49.98% | Trim |
| 30 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | +1.30% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +1.29% | Add |
| 32 | UNH | Unitedhealth Group Inc | -0.2% | -26.30% | Trim |
| 33 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -57.67% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -23.54% | Trim |
| 35 | SWAN | Amplify Blckswn Grow Trsry | -0.5% | -6.98% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +4.84% | Add |
| 37 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 38 | ETHA | Ishares Ethereum Trust ETF | — | EXIT | Sold out |
| 39 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 40 | CGGG | Cap Group Large Growth | — | NEW | New buy |
| 41 | FELC | Fidelity Enh Lrg Cap Cor ETF | — | NEW | New buy |
| 42 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 44 | CGNG | Cap Group New Geography Eq | — | NEW | New buy |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 46 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 47 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | Sold out |
| 48 | SCHV | Schwab US Large-cap Value | — | EXIT | Sold out |
| 49 | RING | Ishares Msci Global Gold Min | — | NEW | New buy |
| 50 | IDEV | Ishares Core Msci Dev Mkts | — | EXIT | Sold out |
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 365 disclosed positions in Q4 2025.
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 VTI, SHV, VUG) accounted for 22.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $3.0M
Top Position Liquidated / Trimmed
ETHA
前期市值: $1.9M
During Q4 2025, LaSalle St. Investment Advisors, LLC's top holdings by market value included VTI (13.5%)、SHV (5.4%)、VUG (3.9%). The largest single position, VTI, represented 13.5% of total portfolio value.
In Q4 2025, LaSalle St. Investment Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 6 holdings, and fully liquidating 4 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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