La Salle St. Investment Advisors, LLC Reduced Holdings in Q2 2025

La Salle St. Investment Advisors, LLC

  • $365 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-142K
- 89.64%
$243.75 - $303.93 $34.7M - $43.2M
16.4K $5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.3K
- 65.32%
$496.48 - $617.85 $6.12M - $7.61M
6.54K $4.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-142K
- 91.68%
$24.32 - $27.87 $3.45M - $3.95M
12.9K $341K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-32.8K
- 91.41%
$72.02 - $73.82 $2.37M - $2.42M
3.09K $227K
NVDA
Nvidia Corp

Technology
-44.1K
- 43.82%
$94.31 - $157.99 $4.16M - $6.96M
56.5K $8.92M
AAPL
Apple Inc.

Technology
-3.26K
- 5.17%
$172.42 - $223.89 $563K - $731K
59.8K $12.3M
XLE
Energy Sector Spdr

ETFs
-6.62K
- 44.92%
$76.44 - $94.13 $506K - $623K
8.12K $688K
COST
Costco Wholesale Corp

Consumer Defensive
-666
- 28.57%
$908.13 - $1056.85 $605K - $704K
1.67K $1.65M
ADP
Automatic Data Processing Inc

Industrials
-1.65K
- 68.27%
$276.76 - $326.81 $456K - $538K
765 $235K
SPYG
Spdr Portfolio

ETFs
-6.16K
- 69.82%
$71.83 - $95.32 $442K - $587K
2.66K $253K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-9.9K
- 53.43%
$33.77 - $41.16 $334K - $407K
8.63K $345K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.99K
- 13.68%
$456.74 - $568.03 $907K - $1.13M
12.5K $7.12M
XOM
Exxon Mobil Corp

Energy
-96
- 0.35%
$99.93 - $119.04 $9.59K - $11.4K
27.1K $2.92M
V
Visa Inc.

Financial Services
-928
- 13.81%
$308.27 - $373.31 $286K - $346K
5.79K $2.06M
ABBV
Abb Vie Inc.

Healthcare
-441
- 5.56%
$170.16 - $206.27 $75K - $91K
7.49K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-1.06K
- 13.52%
$157.66 - $172.39 $168K - $183K
6.81K $1.08M
NEM
Newmont Corp

Basic Materials
-8.47K
- 34.93%
$44.18 - $59.46 $374K - $504K
15.8K $919K
HD
Home Depot, Inc.

Consumer Cyclical
-663
- 24.43%
$335.24 - $380.78 $222K - $252K
2.05K $752K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.3K
- 13.48%
$498.8 - $620.9 $649K - $808K
8.35K $5.18M
MRK
Merck & Co., Inc.

Healthcare
-413
- 2.27%
$73.47 - $87.12 $30.3K - $36K
17.8K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.32K
- 30.07%
$48.13 - $49.85 $208K - $215K
10K $491K
BNDX
Vanguard Total International B

ETFs
-4.62K
- 9.23%
$48.77 - $49.55 $225K - $229K
45.4K $2.25M
JNJ
Johnson & Johnson

Healthcare
-181
- 1.46%
$146.36 - $159.82 $26.5K - $28.9K
12.2K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-237
- 24.51%
$390.26 - $489.06 $92.5K - $116K
730 $296K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-612
- 14.48%
$376.48 - $440.65 $230K - $270K
3.62K $1.59M
SBUX
Starbucks Corp

Consumer Cyclical
-1.24K
- 12.87%
$79.69 - $99.41 $98.6K - $123K
8.37K $767K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.04K
- 3.11%
$51.1 - $53.29 $308K - $322K
188K $10M
ALL
Allstate Corp

Financial Services
-750
- 25.7%
$180.53 - $212.64 $135K - $159K
2.17K $436K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.1K
- 8.11%
$90.56 - $109.49 $281K - $339K
35.1K $3.84M
LOW
Lowes Companies Inc

Consumer Cyclical
-566
- 22.01%
$210.83 - $235.28 $119K - $133K
2.01K $445K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.86K
- 16.86%
$47.46 - $55.3 $136K - $158K
14.1K $776K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.49K
- 39.11%
$85.42 - $94.39 $127K - $141K
2.32K $217K
CVX
Chevron Corp

Energy
-277
- 7.08%
$133.73 - $168.51 $37K - $46.7K
3.63K $520K
VBK
Vanguard Small Cap Growth ETF

ETFs
-594
- 42.31%
$219.76 - $276.94 $131K - $165K
810 $224K
HPI
John Hancock Preferred Income Fund

Financial Services
-6.93K
- 26.47%
$15.0 - $16.67 $104K - $116K
19.3K $307K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.85K
- 4.81%
$42.72 - $44.24 $122K - $126K
56.4K $2.48M
OKE
Oneok Inc

Energy
-58
- 0.88%
$78.71 - $100.37 $4.57K - $5.82K
6.55K $534K
FSK
Fs Kkr Capital Corp

Financial Services
-5.53K
- 23.04%
$17.95 - $21.5 $99.3K - $119K
18.5K $383K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.83K
- 41.63%
$45.98 - $56.15 $130K - $159K
3.97K $222K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.68K
- 14.64%
$51.16 - $62.02 $137K - $166K
15.6K $967K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-5.66K
- 31.11%
$10.68 - $12.73 $60.5K - $72.1K
12.5K $133K
CB
Chubb LTD

Financial Services
-251
- 18.23%
$274.32 - $302.46 $68.9K - $75.9K
1.13K $326K
TPL
Texas Pacific Land Corp

Energy
-4
- 1.29%
$1036.28 - $1430.55 $4.15K - $5.72K
306 $323K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-825
- 21.75%
$93.63 - $103.68 $77.2K - $85.5K
2.97K $307K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.47K
- 9.06%
$17.41 - $21.38 $25.5K - $31.3K
14.7K $260K
VO
Vanguard Mid Cap ETF

ETFs
-385
- 27.82%
$228.54 - $279.83 $88K - $108K
999 $279K
PEP
Pepsico Inc

Consumer Defensive
-98
- 2.98%
$128.02 - $151.37 $12.5K - $14.8K
3.19K $421K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.45K
- 3.7%
$19.43 - $20.13 $47.5K - $49.3K
63.6K $1.26M
CRM
Salesforce, Inc.

Technology
-304
- 9.49%
$236.26 - $291.15 $71.8K - $88.5K
2.9K $790K
Activity Summary
Buys All Purchases 156 New Holdings 39 Increased Positions 117 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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