LS
| |
LaSalle St. Investment Advisors, LLC13F | |
| LaSalle St. Investment Advisors, LLC | |
| Last update 2025-05-12 | 315 Stocks (58 new) |
| Value $424.00 Mil | Turnover 32 % |
LaSalle St. Investment Advisor... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 158,694 | 43,620.0 | +1,013.72% | 10.280 | +9.36% | 0.010 | +19.96% | +7.60% | 474,434.4 | ||
SHV | iShares Short Treasury Bond ETF | 286,625 | 31,660.0 | -22.47% | 7.460 | -2.84% | 0.140 | +1.00% | +2.29% | 20,783.7 | ||
VUG | Vanguard Growth ETF | 40,990 | 15,200.0 | +12.72% | 3.580 | +0.40% | 0.010 | +27.35% | +9.24% | 164,247.8 | ||
AAPL | Apple Inc | 63,101 | 14,020.0 | -9.42% | 3.300 | -0.51% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
VTV | Vanguard Value ETF | 78,228 | 13,510.0 | +13.29% | 3.180 | +0.37% | 0.010 | +10.79% | +6.85% | 134,245.4 | ||
IUSV | ISHARES TRUST | 144,915 | 13,370.0 | +5.84% | 3.150 | +0.17% | 0.070 | +12.43% | +5.07% | 21,272.3 | ||
NVDA | NVIDIA Corp | 100,554 | 10,900.0 | +76.26% | 2.570 | +1.11% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 18,862 | 10,550.0 | +128.55% | 2.490 | +1.40% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 194,239 | 10,200.0 | -4.84% | 2.400 | -0.16% | 0.070 | +4.18% | +5.57% | 15,582.1 | ||
SWAN |
Amplify BlackSwan Growth & Treasury Core ETF
Amplify BlackSwan Growth & Treasury Core ETF
| 287,075 | 8,240.0 | New Holding | 1.940 | +1.94% | 3.430 | +11.55% | +6.40% | 254.5 |
LaSalle St. Investment Advisors, LLC's Historical Top Holdings Breakdowns
LaSalle St. Investment Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +9.36% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | Add 1013.72% | 158,694 | 144,445 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -2.84% | 110.11 ($110.29) 110.51 | $110.32 | 0.03% | Reduce -22.47% | 286,625 | -83,078 | |
SWAN |
Amplify BlackSwan Growth & Treasury Core ETF
Amplify BlackSwan Growth & Treasury Core ETF
| 2025-03-31 | New Buy New Buy | +1.94% | 28.62 ($29.55) 30.26 | $30.77 | 4.13% | New holding | 287,075 | 287,075 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | New Buy New Buy | +1.86% | 56.51 ($60.25) 62.98 | $67.84 | 12.60% | New holding | 130,265 | 130,265 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.40% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Add 128.55% | 18,862 | 10,609 | |
NBB |
Nuveen Taxable Municipal Income Fund
Nuveen Taxable Municipal Income Fund
| 2025-03-31 | New Buy New Buy | +1.31% | 15.05 ($15.8) 16.47 | $15.71 | -0.57% | New holding | 347,415 | 347,415 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.11% | 106.98 ($126.74) 149.43 | $167.01 | 31.77% | Add 76.26% | 100,554 | 43,506 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.94% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Add 1252.98% | 154,619 | 143,191 | |
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 2025-03-31 | New Buy New Buy | +0.93% | 49.6 ($49.97) 50.28 | $50.51 | 1.08% | New holding | 78,548 | 78,548 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | New Buy New Buy | +0.62% | 71.17 ($72.57) 73.66 | $73.18 | 0.84% | New holding | 35,936 | 35,936 |
LaSalle St. Investment Advisors, LLC Total Holding History ($B)
LaSalle St. Investment Advisors, LLC's Asset Allocation
LaSalle St. Investment Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LaSalle St. Investment Advisors, LLC's Hypothetical Growth since 2025-03-31
LaSalle St. Investment Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LaSalle St. Investment Advisors, LLC's Holdings Heat Map
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LaSalle St. Investment Advisors, LLC's Holdings Bubble Chart
LaSalle St. Investment Advisors, LLC News
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