Ls Investment Advisors, LLC Top Holdings and 13F Report (2025) About Ls Investment Advisors, LLCInvestment ActivityLs Investment Advisors, LLC has $649.78 million in total holdings as of March 31, 2025.Ls Investment Advisors, LLC owns shares of 129 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 4.08% of the portfolio was purchased this quarter.About 5.86% of the portfolio was sold this quarter.This quarter, Ls Investment Advisors, LLC has purchased 134 new stocks and bought additional shares in 23 stocks.Ls Investment Advisors, LLC sold shares of 70 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $70,530,901Microsoft $31,566,611Fiserv $25,647,859Alphabet $24,711,864Visa $24,127,087 Largest New Holdings this Quarter 172908105 - Cintas $216,218 Holding Largest Purchases this Quarter NVIDIA 84,030 shares (about $9.11M)Amazon.com 27,852 shares (about $5.30M)Meta Platforms 7,137 shares (about $4.11M)Schwab US Dividend Equity ETF 132,790 shares (about $3.71M)Charles Schwab 13,161 shares (about $1.03M) Largest Sales this Quarter CSX 243,047 shares (about $7.15M)PepsiCo 39,813 shares (about $5.97M)Danaher 14,444 shares (about $2.96M)Broadcom 11,429 shares (about $1.91M)Vanguard International High Dividend Yield ETF 16,793 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLs Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$70,530,901$1,115,314 ▼-1.6%317,52110.9%Computer and TechnologyMSFTMicrosoft$31,566,611$331,845 ▼-1.0%84,0904.9%Computer and TechnologyFIFiserv$25,647,859$344,716 ▼-1.3%116,1433.9%Business ServicesGOOGAlphabet$24,711,864$466,972 ▼-1.9%158,1763.8%Computer and TechnologyVVisa$24,127,087$405,132 ▼-1.7%68,8443.7%Business ServicesHDHome Depot$20,822,241$586,021 ▼-2.7%56,8153.2%Retail/WholesaleECLEcolab$17,012,969$431,491 ▼-2.5%67,1072.6%Basic MaterialsVYMIVanguard International High Dividend Yield ETF$15,531,424$1,237,476 ▼-7.4%210,7672.4%ETFCBChubb$15,405,227$548,720 ▼-3.4%51,0122.4%FinanceNVDANVIDIA$15,026,995$9,107,171 ▲153.8%138,6512.3%Computer and TechnologyAMZNAmazon.com$15,021,788$5,299,122 ▲54.5%78,9542.3%Retail/WholesaleWMTWalmart$14,340,557$337,815 ▼-2.3%163,3512.2%Retail/WholesaleBLACKROCK INC$13,109,974$195,926 ▼-1.5%13,8512.0%COMGWWW.W. Grainger$13,093,511$175,831 ▼-1.3%13,2552.0%IndustrialsQCOMQUALCOMM$12,819,093$284,486 ▼-2.2%83,4522.0%Computer and TechnologyCATCaterpillar$12,535,407$29,352 ▲0.2%38,0091.9%IndustrialsVIGVanguard Dividend Appreciation ETF$11,957,936$606,413 ▲5.3%61,6421.8%ETFSHWSherwin-Williams$11,863,166$120,472 ▼-1.0%33,9731.8%Basic MaterialsBACBank of America$11,503,491$298,745 ▼-2.5%275,6651.8%FinanceMETAMeta Platforms$11,164,822$4,113,537 ▲58.3%19,3711.7%Computer and TechnologyAVGOBroadcom$10,875,999$1,913,572 ▼-15.0%64,9581.7%Computer and TechnologyVOOVanguard S&P 500 ETF$10,743,638$390,052 ▼-3.5%20,9061.7%ETFRTXRTX$10,601,039$619,383 ▼-5.5%80,0321.6%AerospaceGOOGLAlphabet$10,569,025$11,598 ▼-0.1%68,3461.6%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$10,212,712$834,511 ▼-7.6%109,2851.6%ETFLINDE PLC$9,959,553$162,042 ▼-1.6%21,3891.5%SHSBRK.BBerkshire Hathaway$9,727,041$173,088 ▼-1.7%18,2641.5%FinanceDHRDanaher$9,240,785$2,961,020 ▼-24.3%45,0771.4%MedicalEMREmerson Electric$9,214,578$354,027 ▼-3.7%84,0441.4%IndustrialsCOSTCostco Wholesale$8,670,238$238,344 ▼-2.7%9,1671.3%Retail/WholesaleEGEverest Group$8,571,681$151,509 ▼-1.7%23,5921.3%FinanceADPAutomatic Data Processing$8,462,363$253,593 ▼-2.9%27,6971.3%Computer and TechnologyGLDSPDR Gold Shares$8,144,565$756,944 ▼-8.5%28,2661.3%FinanceROPRoper Technologies$7,329,714$110,842 ▼-1.5%12,4321.1%Computer and TechnologyDISWalt Disney$7,273,795$303,502 ▲4.4%73,6961.1%Consumer DiscretionaryWMWaste Management$6,292,444$94,919 ▼-1.5%27,1801.0%Business ServicesSCHDSchwab US Dividend Equity ETF$4,956,618$3,712,815 ▲298.5%177,2750.8%ETFCVXChevron$4,119,229$259,804 ▼-5.9%24,6230.6%EnergyNEENextEra Energy$3,767,989$127,247 ▼-3.3%53,1530.6%UtilitiesJPMJPMorgan Chase & Co.$3,721,562$35,079 ▼-0.9%15,1710.6%FinanceDFSDiscover Financial Services$3,539,465$5,121 ▼-0.1%20,7350.5%FinanceSCHWCharles Schwab$3,530,062$1,030,250 ▲41.2%45,0950.5%FinanceGDGeneral Dynamics$3,325,749$38,706 ▲1.2%12,2010.5%AerospaceUSBU.S. Bancorp$3,093,923$284,985 ▼-8.4%73,2810.5%FinanceXOMExxon Mobil$2,919,850$88,603 ▼-2.9%24,5510.4%EnergyMRKMerck & Co., Inc.$2,913,251$429,053 ▲17.3%32,4560.4%MedicalVBRVanguard Small-Cap Value ETF$2,679,235$87,370 ▼-3.2%14,3820.4%ETFAZOAutoZone$2,668,9460.0%7000.4%Retail/WholesalePGProcter & Gamble$2,605,040$156,786 ▼-5.7%15,2860.4%Consumer StaplesPEPPepsiCo$2,420,781$5,969,560 ▼-71.1%16,1450.4%Consumer StaplesJNJJohnson & Johnson$2,210,129$130,515 ▼-5.6%13,3270.3%MedicalPFEPfizer$2,038,650$368,950 ▼-15.3%80,4520.3%MedicalKMBKimberly-Clark$1,970,174$22,044 ▼-1.1%13,8530.3%Consumer StaplesABBVAbbVie$1,967,602$511,857 ▼-20.6%9,3910.3%MedicalLLYEli Lilly and Company$1,932,629$33,036 ▲1.7%2,3400.3%MedicalMMCMarsh & McLennan Companies$1,890,9880.0%7,7490.3%FinanceTGTTarget$1,764,728$69,921 ▲4.1%16,9100.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,701,812$867,951 ▼-33.8%16,2740.3%ETFMSMorgan Stanley$1,684,131$112,587 ▲7.2%14,4350.3%FinanceAEPAmerican Electric Power$1,683,851$99,982 ▼-5.6%15,4100.3%UtilitiesMCDMcDonald's$1,605,894$308,309 ▼-16.1%5,1410.2%Retail/WholesaleCSXCSX$1,580,774$7,152,875 ▼-81.9%53,7130.2%TransportationIWMiShares Russell 2000 ETF$1,567,093$399 ▲0.0%7,8550.2%FinanceLOWLowe's Companies$1,502,4680.0%6,4420.2%Retail/WholesaleVERALTO CORP$1,492,641$24,168 ▼-1.6%15,3170.2%COM SHSVLUEiShares MSCI USA Value Factor ETF$1,457,737$203,921 ▼-12.3%13,6680.2%ETFWFCWells Fargo & Company$1,451,0910.0%20,2130.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,360,465$226,194 ▼-14.3%26,7650.2%ETFVZVerizon Communications$1,353,588$199,267 ▼-12.8%29,8410.2%Computer and TechnologyMMM3M$1,348,4690.0%9,1820.2%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$1,284,8030.0%2,5820.2%MedicalKVUEKenvue$1,257,751$27,697 ▲2.3%52,4500.2%Consumer StaplesDUKDuke Energy$1,246,411$218,326 ▼-14.9%10,2190.2%UtilitiesAMGNAmgen$1,153,047$214,035 ▼-15.7%3,7010.2%MedicalIWFiShares Russell 1000 Growth ETF$1,089,0470.0%3,0160.2%ETFCMCSAComcast$1,075,561$619,219 ▲135.7%29,1480.2%Consumer DiscretionaryMDTMedtronic$1,062,595$13,030 ▼-1.2%11,8250.2%MedicalCSCOCisco Systems$1,060,795$49,677 ▲4.9%17,1900.2%Computer and TechnologyBMYBristol Myers Squibb$1,037,745$13,723 ▲1.3%17,0150.2%MedicalIBMInternational Business Machines$997,127$369,260 ▼-27.0%4,0100.2%Computer and TechnologyUPSUnited Parcel Service$950,314$413,013 ▲76.9%8,6400.1%TransportationEOGEOG Resources$940,2560.0%7,3320.1%EnergySPYSPDR S&P 500 ETF Trust$902,248$2,797 ▲0.3%1,6130.1%FinanceTSMTaiwan Semiconductor Manufacturing$881,294$24,900 ▲2.9%5,3090.1%Computer and TechnologyQQQInvesco QQQ$792,353$11,721 ▼-1.5%1,6900.1%FinanceABTAbbott Laboratories$785,4210.0%5,9210.1%MedicalKOCocaCola$784,311$50,134 ▼-6.0%10,9510.1%Consumer StaplesTAT&T$755,699$3,987 ▼-0.5%26,7220.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$730,918$90,756 ▼-11.0%7,8040.1%ETFFASTFastenal$713,9250.0%9,2060.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$705,536$63,091 ▼-8.2%5,2000.1%ETFINTCIntel$705,146$131,605 ▼-15.7%31,0500.1%Computer and TechnologyUNHUnitedHealth Group$693,969$183,313 ▼-20.9%1,3250.1%MedicalAMDAdvanced Micro Devices$666,6800.0%6,4890.1%Computer and TechnologyADBEAdobe$652,001$235,871 ▼-26.6%1,7000.1%Computer and TechnologyAXPAmerican Express$647,3340.0%2,4060.1%FinanceIWOiShares Russell 2000 Growth ETF$632,4370.0%2,4750.1%ETFMGKVanguard Mega Cap Growth ETF$625,482$262,548 ▼-29.6%2,0250.1%ETFDEDeere & Company$610,1550.0%1,3000.1%IndustrialsMOAltria Group$589,189$506,065 ▼-46.2%9,8170.1%Consumer StaplesShowing 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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