La Salle St. Investment Advisors, LLC Reduced Holdings in Q3 2025

La Salle St. Investment Advisors, LLC

  • $558 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-147K
- 96.55%
$94.17 - $99.95 $13.9M - $14.7M
5.27K $527K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.28K
- 49.59%
$412.46 - $514.1 $526K - $655K
1.3K $635K
CRM
Salesforce, Inc.

Technology
-1.26K
- 43.62%
$231.66 - $273.65 $293K - $346K
1.63K $387K
OMI
Owens & Minor Inc

Healthcare
-2.5K
- 3.36%
$4.63 - $9.42 $11.6K - $23.6K
72K $345K
SHEL
Shell PLC

Energy
-2.34K
- 30.02%
$69.82 - $73.93 $164K - $173K
5.46K $390K
NFLX
Netflix Inc

Communication Services
-7
- 0.65%
$1147.87 - $1297.18 $8.04K - $9.08K
1.07K $1.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.42K
- 2.88%
$52.55 - $54.37 $285K - $294K
183K $9.89M
V
Visa Inc.

Financial Services
-56
- 0.97%
$332.09 - $358.86 $18.6K - $20.1K
5.74K $1.96M
WMB
Williams Companies, Inc.

Energy
-1.52K
- 28.63%
$56.52 - $64.01 $86K - $97.4K
3.8K $240K
KO
Coca Cola CO

Consumer Defensive
-807
- 9.67%
$65.67 - $71.67 $53K - $57.8K
7.54K $499K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-839
- 9.2%
$102.4 - $103.88 $85.9K - $87.2K
8.28K $856K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.54K
- 15.51%
$50.47 - $50.74 $77.9K - $78.3K
8.41K $426K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.44K
- 12.86%
$50.81 - $51.07 $73.1K - $73.5K
9.75K $497K
FTNT
Fortinet, Inc.

Technology
-22
- 0.69%
$74.39 - $107.65 $1.64K - $2.37K
3.16K $266K
OKE
Oneok Inc

Energy
-160
- 2.44%
$71.36 - $83.47 $11.4K - $13.4K
6.39K $466K
PM
Philip Morris International Inc.

Consumer Defensive
-65
- 2.25%
$157.77 - $183.27 $10.3K - $11.9K
2.82K $457K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-513
- 35.77%
$224.68 - $282.71 $115K - $145K
921 $257K
SBUX
Starbucks Corp

Consumer Cyclical
-90
- 1.08%
$81.9 - $96.86 $7.37K - $8.72K
8.28K $700K
VNQ
Vanguard Specialized Funds Van

ETFs
-788
- 20.54%
$88.47 - $93.24 $69.7K - $73.5K
3.05K $278K
HUSV
First Tr ETF Iii Horizon Manag
-1.3K
- 5.18%
N/A
23.7K $944K
T
At&T Inc.

Communication Services
-1.08K
- 2.63%
$26.94 - $29.62 $29K - $31.8K
39.9K $1.13M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-866
- 2.05%
$59.81 - $60.11 $51.8K - $52.1K
41.5K $2.48M
PGR
Progressive Corp

Financial Services
-55
- 3.03%
$238.61 - $264.3 $13.1K - $14.5K
1.76K $435K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-318
- 2.05%
$46.51 - $50.07 $14.8K - $15.9K
15.2K $712K
IRM
Iron Mountain Inc

Real Estate
-413
- 14.1%
$89.46 - $104.46 $36.9K - $43.1K
2.52K $256K
HON
Honeywell International Inc

Industrials
-73
- 6.36%
$207.7 - $240.4 $15.2K - $17.5K
1.07K $226K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.04K
- 13.09%
$49.43 - $54.52 $101K - $111K
13.6K $734K
CB
Chubb LTD

Financial Services
-92
- 8.17%
$265.99 - $289.59 $24.5K - $26.6K
1.03K $291K
ICE
Intercontinental Exchange, Inc.

Financial Services
-23
- 1.16%
$167.28 - $188.45 $3.85K - $4.33K
1.97K $331K
TIP
Ishares Tr Tips Bd ETF

ETFs
-303
- 8.69%
$109.11 - $111.88 $33.1K - $33.9K
3.18K $354K
PECO
Phillips Edison & Company, Inc.

Real Estate
-660
- 8.57%
$33.04 - $36.15 $21.8K - $23.9K
7.04K $241K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-1.5K
- 7.23%
$12.07 - $12.75 $18.1K - $19.1K
19.3K $233K
BA
Boeing CO

Industrials
-332
- 4.62%
$209.79 - $237.38 $69.7K - $78.8K
6.86K $1.48M
VST
Vistra Corp.

Utilities
-146
- 4.32%
$182.0 - $217.92 $26.6K - $31.8K
3.24K $634K
XLP
Consumer Staples Sector Spdr

ETFs
-163
- 5.7%
N/A
2.7K $211K
RC
Ready Capital Corp

Real Estate
-3.01K
- 20.56%
$3.71 - $4.66 $11.2K - $14K
11.6K $44K
Ishares Ethereum Tr
-40K
- 40.0%
N/A
60K $1.89M
SO
Southern CO

Utilities
-248
- 8.88%
$90.83 - $96.0 $22.5K - $23.8K
2.55K $241K
TT
Trane Technologies PLC

Industrials
-10
- 1.49%
$398.96 - $472.54 $3.99K - $4.73K
660 $278K
Fidelity Covington Trust
-1.06K
- 9.54%
N/A
10.1K $356K
ABT
Abbott Laboratories

Healthcare
-56
- 1.76%
$120.51 - $136.62 $6.75K - $7.65K
3.12K $417K
USFR
Wisdomtree Floating Rate Treas

ETFs
-210
- 1.1%
$50.23 - $50.48 $10.5K - $10.6K
19K $952K
VRIG
Invesco Actively Managed ETF F

ETFs
-448
- 2.8%
$25.04 - $25.16 $11.2K - $11.3K
15.6K $390K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-578
- 6.61%
$33.76 - $35.55 $19.5K - $20.5K
8.17K $288K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-401
- 7.38%
$44.8 - $46.43 $18K - $18.6K
5.04K $233K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.52K
- 5.01%
$12.9 - $13.59 $19.7K - $20.7K
28.9K $388K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.27K
- 19.97%
$68.94 - $86.3 $87.8K - $110K
5.1K $440K
ETN
Eaton Corp PLC

Industrials
-87
- 6.0%
$342.99 - $392.76 $29.8K - $34.2K
1.36K $510K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-144
- 1.06%
$50.53 - $50.82 $7.28K - $7.32K
13.5K $684K
Activity Summary
Buys All Purchases 213 New Holdings 51 Increased Positions 162 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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