Lasalle St. Investment Advisors, LLC Top Holdings and 13F Report (2025) About Lasalle St. Investment Advisors, LLCInvestment ActivityLasalle St. Investment Advisors, LLC has $424.36 thousand in total holdings as of March 31, 2025.Lasalle St. Investment Advisors, LLC owns shares of 318 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 31.57% of the portfolio was purchased this quarter.About 6.18% of the portfolio was sold this quarter.This quarter, Lasalle St. Investment Advisors, LLC has purchased 283 new stocks and bought additional shares in 167 stocks.Lasalle St. Investment Advisors, LLC sold shares of 75 stocks and completely divested from 23 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,615iShares Short Treasury Bond ETF $31,660Vanguard Growth ETF $15,200Apple $14,016Vanguard Value ETF $13,513 Largest New Holdings this Quarter 032108888 - Amplify BlackSwan Growth & Treasury Core ETF $8,241 Holding922042775 - Vanguard FTSE All-World ex-US ETF $7,901 Holding67074C103 - Nuveen Taxable Municipal Income Fund $5,565 Holding46434V100 - iShares 0-5 Year Investment Grade Corporate Bond ETF $3,949 Holding921937835 - Vanguard Total Bond Market ETF $2,639 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 144,445 shares (about $39.70K)Amplify BlackSwan Growth & Treasury Core ETF 287,075 shares (about $8.24K)Vanguard FTSE All-World ex-US ETF 130,265 shares (about $7.90K)SPDR S&P 500 ETF Trust 10,609 shares (about $5.93K)Nuveen Taxable Municipal Income Fund 347,415 shares (about $5.57K) Largest Sales this Quarter iShares Short Treasury Bond ETF 83,078 shares (about $9.18K)Exxon Mobil 18,329 shares (about $2.18K)Lockheed Martin 3,966 shares (about $1.77K)Apple 6,565 shares (about $1.46K)iShares 5-10 Year Investment Grade Corporate Bond ETF 9,879 shares (about $518.82) 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 PortfolioSectorVTIVanguard Total Stock Market ETF$43,615$39,699 ▲1,013.7%158,69410.3%ETFSHViShares Short Treasury Bond ETF$31,660$9,177 ▼-22.5%286,6257.5%ETFVUGVanguard Growth ETF$15,200$1,715 ▲12.7%40,9903.6%ETFAAPLApple$14,016$1,458 ▼-9.4%63,1013.3%Computer and TechnologyVTVVanguard Value ETF$13,513$1,585 ▲13.3%78,2283.2%ETFIUSViShares Core S&P U.S. Value ETF$13,374$738 ▲5.8%144,9153.2%ManufacturingNVDANVIDIA$10,898$4,715 ▲76.3%100,5542.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,551$5,934 ▲128.5%18,8622.5%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,201$519 ▼-4.8%194,2392.4%ManufacturingSWANAmplify BlackSwan Growth & Treasury Core ETF$8,241$8,241 ▲New Holding287,0751.9%ETFVEUVanguard FTSE All-World ex-US ETF$7,901$7,901 ▲New Holding130,2651.9%ETFVOOVanguard S&P 500 ETF$7,460$489 ▲7.0%14,5161.8%ETFAMZNAmazon.com$6,527$660 ▲11.2%34,3091.5%Retail/WholesaleMSFTMicrosoft$5,685$1,249 ▲28.1%15,1461.3%Computer and TechnologyNBBNuveen Taxable Municipal Income Fund$5,565$5,565 ▲New Holding347,4151.3%Financial ServicesIVViShares Core S&P 500 ETF$5,422$1,359 ▲33.4%9,6501.3%ETFSCHDSchwab US Dividend Equity ETF$4,323$4,003 ▲1,253.0%154,6191.0%ETFIJRiShares Core S&P Small-Cap ETF$3,996$1,835 ▲84.9%38,2150.9%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$3,949$3,949 ▲New Holding78,5480.9%ManufacturingVIGVanguard Dividend Appreciation ETF$3,838$1,422 ▲58.9%19,7890.9%ETFIAUiShares Gold Trust$3,331$2,166 ▲185.8%56,5000.8%FinanceXOMExxon Mobil$3,233$2,179 ▼-40.3%27,1910.8%EnergyDFAIDimensional International Core Equity Market ETF$2,808$3 ▼-0.1%89,9290.7%ETFAVGOBroadcom$2,655$665 ▲33.4%15,8580.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,639$2,639 ▲New Holding35,9360.6%ETFFTSMFirst Trust Enhanced Short Maturity ETF$2,602$59 ▼-2.2%43,4860.6%ManufacturingFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,599$96 ▼-3.6%59,3020.6%ManufacturingNVGNuveen AMT-Free Municipal Credit Income Fund$2,597$2,597 ▲New Holding209,8460.6%Financial ServicesBNDXVanguard Total International Bond ETF$2,442$2,344 ▲2,389.0%50,0290.6%ETFGOOGAlphabet$2,371$277 ▼-10.5%15,1780.6%Computer and TechnologyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$2,363$168 ▲7.6%47,0590.6%ETFVVisa$2,354$69 ▲3.0%6,7190.6%Business ServicesQQQInvesco QQQ$2,286$285 ▲14.2%4,8770.5%FinanceCOSTCostco Wholesale$2,205$376 ▲20.6%2,3310.5%Retail/WholesaleBRK.BBerkshire Hathaway$2,135$194 ▲10.0%4,0090.5%FinanceJNJJohnson & Johnson$2,049$295 ▲16.8%12,3560.5%MedicalGDXVanEck Gold Miners ETF$1,993$10 ▲0.5%43,3740.5%ETFFVDFirst Trust Value Line Dividend Index Fund$1,859$1,859 ▲New Holding41,7010.4%ETFVXFVanguard Extended Market ETF$1,834$7 ▼-0.4%10,6520.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,775$199 ▲12.6%4,2270.4%FinanceGOOGLAlphabet$1,756$212 ▼-10.8%11,3560.4%Computer and TechnologyABBVAbbVie$1,661$11 ▼-0.6%7,9270.4%MedicalJPMJPMorgan Chase & Co.$1,656$192 ▲13.1%6,7530.4%FinanceMRKMerck & Co., Inc.$1,633$13 ▲0.8%18,2040.4%MedicalDFAEDimensional Emerging Core Equity Market ETF$1,610$4 ▲0.2%62,2180.4%ETFHEGDSwan Hedged Equity US Large Cap ETF$1,609$1,609 ▲New Holding73,4970.4%ETFSPROTT PHYSICAL GOLD TR$1,588$1,082 ▲213.9%66,0370.4%UNITFTCSFirst Trust Capital Strength ETF$1,536$27 ▼-1.7%17,1430.4%ETFFTLSFirst Trust Long/Short Equity ETF$1,519$18 ▲1.2%23,7170.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,465$17 ▲1.2%15,9800.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,448$398 ▲37.9%11,8730.3%ETFENBEnbridge$1,397$27 ▼-1.9%31,5430.3%EnergyXLEEnergy Select Sector SPDR Fund$1,377$20 ▲1.5%14,7420.3%ETFIVEiShares S&P 500 Value ETF$1,376$790 ▲135.0%7,2250.3%ETFTSLATesla$1,375$134 ▲10.8%5,3060.3%Auto/Tires/TrucksMETAMeta Platforms$1,352$373 ▲38.1%2,3460.3%Computer and TechnologyFTAFirst Trust Large Cap Value AlphaDEX Fund$1,348$5 ▼-0.4%17,5800.3%ManufacturingUNHUnitedHealth Group$1,341$184 ▲15.9%2,5600.3%MedicalPGProcter & Gamble$1,341$141 ▲11.8%7,8720.3%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$1,328$741 ▲126.4%56,7050.3%ETFPTBDPacer Trendpilot US Bond ETF$1,325$21 ▲1.6%66,0670.3%ETFGLDSPDR Gold Shares$1,279$446 ▲53.6%4,4410.3%FinanceEFAiShares MSCI EAFE ETF$1,269$33 ▲2.6%15,5320.3%FinanceBABoeing$1,246$35 ▼-2.7%7,3090.3%AerospaceWMTWalmart$1,222$364 ▲42.4%13,9300.3%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$1,173$67 ▲6.1%26,8620.3%FinanceNEMNewmont$1,170$417 ▼-26.3%24,2510.3%Basic MaterialsBUFRFT Vest Laddered Buffer ETF$1,167$12 ▼-1.0%39,3130.3%ETFTAT&T$1,156$49 ▼-4.1%40,9100.3%Computer and TechnologyHASIHA Sustainable Infrastructure Capital$1,143$25 ▼-2.2%39,1200.3%FinanceCEGConstellation Energy$1,120$35 ▲3.2%5,5560.3%EnergyNFLXNetflix$1,0960.0%1,1760.3%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$1,089$82 ▲8.2%2,0430.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,066$195 ▲22.4%18,2770.3%ETFCRWDCrowdStrike$1,054$151 ▲16.7%2,9920.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,005$36 ▲3.7%10,8360.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,000$1,000 ▲New Holding8,4700.2%ETFHDHome Depot$994$217 ▲28.0%2,7140.2%Retail/WholesaleHUSVFirst Trust Horizon Managed Volatility Domestic ETF$992$1 ▲0.1%24,6990.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$980$115 ▼-10.5%16,7460.2%ManufacturingSBUXStarbucks$942$92 ▼-8.9%9,6080.2%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$937$60 ▼-6.0%13,0210.2%SHSCOWZPacer US Cash Cows 100 ETF$928$55 ▲6.2%16,9540.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$921$14 ▼-1.5%8,9050.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$914$142 ▼-13.5%34,9220.2%ETFSDYSPDR S&P Dividend ETF$911$22 ▼-2.3%6,7140.2%ETFETEnergy Transfer$895$140 ▲18.6%48,1920.2%EnergyLLYEli Lilly and Company$883$248 ▲39.1%1,0700.2%MedicalIWMiShares Russell 2000 ETF$879$12 ▲1.4%4,4100.2%FinancePDIPIMCO Dynamic Income Fund$878$657 ▲297.3%44,3510.2%Financial ServicesVGSHVanguard Short-Term Treasury ETF$872$262 ▲43.0%14,8600.2%ETFCRMSalesforce$859$200 ▲30.4%3,2020.2%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$849$3 ▼-0.4%6,4660.2%ETFFCXFreeport-McMoRan$848$528 ▲165.3%22,4230.2%Basic MaterialsUSFRWisdomTree Floating Rate Treasury Fund$844$304 ▲56.3%16,7740.2%FinanceMOAltria Group$843$8 ▲1.0%14,0510.2%Consumer StaplesDFCFDimensional Core Fixed Income ETF$840$4 ▲0.4%19,9750.2%ETFBARRICK GOLD CORP$839$40 ▼-4.5%43,1710.2%COMMAMastercard$835$60 ▲7.8%1,5240.2%Business ServicesIBMInternational Business Machines$828$828 ▲New Holding3,3330.2%Computer and TechnologyShowing 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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