La Salle St. Investment Advisors, LLC Purchases in Q1 2025

La Salle St. Investment Advisors, LLC

  • $424 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
144K
+ 1013.72%
$271.18 - $303.12 $39.2M - $43.8M
159K $43.6M
SWAN
Amplify ETF Tr Blackswan Growt
287K
New
N/A
287K $8.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
130K
New
$56.51 - $62.98 $7.36M - $8.2M
130K $7.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.6K
+ 128.55%
$551.42 - $612.93 $5.85M - $6.5M
18.9K $10.6M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
347K
New
$15.05 - $16.47 $5.23M - $5.72M
347K $5.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
143K
+ 1252.98%
$27.01 - $28.54 $3.87M - $4.09M
155K $4.32M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
78.5K
New
$49.6 - $50.28 $3.9M - $3.95M
78.5K $3.95M
NVDA
Nvidia Corp

Technology
43.5K
+ 76.26%
$106.98 - $149.43 $4.65M - $6.5M
101K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.9K
New
$71.17 - $73.66 $2.56M - $2.65M
35.9K $2.64M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
210K
New
$12.18 - $12.91 $2.56M - $2.71M
210K $2.6M
FVD
First Tr Value Line Divid Inde

ETFs
41.7K
New
$42.61 - $45.51 $1.78M - $1.9M
41.7K $1.86M
VTV
Vanguard Value ETF

ETFs
9.17K
+ 13.29%
$167.73 - $179.21 $1.54M - $1.64M
78.2K $13.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.5K
+ 84.87%
$102.49 - $119.96 $1.8M - $2.1M
38.2K $4M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
73.5K
New
$21.79 - $23.09 $1.6M - $1.7M
73.5K $1.61M
VIG
Vanguard Dividend Appreciation

ETFs
7.33K
+ 58.86%
N/A
19.8K $3.84M
BNDX
Vanguard Total International B

ETFs
48K
+ 2389.0%
$48.33 - $49.5 $2.32M - $2.38M
50K $2.44M
PHYS
Sprott Physical Gold Trust

Financial Services
45K
+ 213.91%
$20.25 - $24.06 $911K - $1.08M
66K $1.59M
IVV
Ishares Core S&P 500 ETF

ETFs
2.42K
+ 33.43%
$554.06 - $615.85 $1.34M - $1.49M
9.65K $5.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.47K
New
$114.57 - $118.14 $970K - $1M
8.47K $1M
IBM
International Business Machines Corp

Technology
3.33K
New
$217.4 - $264.74 $725K - $882K
3.33K $828K
DLX
Deluxe Corp

Communication Services
50K
New
$15.43 - $23.42 $772K - $1.17M
50K $790K
IVE
Ishares S&P 500 Value ETF

ETFs
4.15K
+ 134.96%
$185.78 - $198.58 $771K - $824K
7.23K $1.38M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
31.7K
+ 126.37%
$23.32 - $23.84 $738K - $755K
56.7K $1.33M
MSFT
Microsoft Corp

Technology
3.33K
+ 28.15%
$375.39 - $447.2 $1.25M - $1.49M
15.1K $5.69M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8K
+ 5.84%
$90.0 - $96.32 $720K - $771K
145K $13.4M
PDI
Pimco Dynamic Income Fund

Financial Services
33.2K
+ 297.27%
$18.51 - $20.05 $614K - $665K
44.4K $878K
OMI
Owens & Minor Inc

Healthcare
74.5K
New
$6.22 - $15.07 $463K - $1.12M
74.5K $672K
GLD
Spdr Gold Trust

ETFs
1.55K
+ 53.56%
$243.19 - $288.14 $377K - $446K
4.44K $1.28M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
219
+ 0.51%
$34.58 - $45.97 $7.57K - $10.1K
43.4K $1.99M
FCX
Freeport Mcmoran Inc

Basic Materials
14K
+ 165.3%
$34.5 - $43.01 $482K - $601K
22.4K $848K
ADP
Automatic Data Processing Inc

Industrials
1.67K
+ 224.06%
$286.85 - $318.64 $478K - $531K
2.41K $736K
JNJ
Johnson & Johnson

Healthcare
1.78K
+ 16.79%
$142.06 - $167.7 $252K - $298K
12.4K $2.05M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.07K
New
$97.38 - $104.52 $493K - $530K
5.07K $517K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
364
+ 9.99%
$442.66 - $534.52 $161K - $195K
4.01K $2.14M
Fidelity Covington Trust
14.2K
New
N/A
14.2K $446K
DGRO
Ishares Core Dividend Growth E

ETFs
7.18K
+ 116.48%
$60.46 - $64.42 $434K - $462K
13.3K $823K
COST
Costco Wholesale Corp

Consumer Defensive
398
+ 20.59%
$890.62 - $1076.86 $354K - $429K
2.33K $2.21M
PLTR
Palantir Technologies Inc.

Technology
5.06K
New
$64.98 - $124.62 $329K - $631K
5.06K $427K
SPYG
Spdr Portfolio

ETFs
5.55K
+ 169.63%
$80.05 - $92.39 $444K - $512K
8.82K $708K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
29.4K
New
$13.05 - $13.97 $384K - $411K
29.4K $400K
ETN
Eaton Corp PLC

Industrials
1.46K
New
$271.83 - $371.23 $396K - $540K
1.46K $395K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.07K
New
$58.32 - $65.09 $354K - $395K
6.07K $365K
META
Meta Platforms, Inc.

Communication Services
647
+ 38.08%
$576.36 - $736.67 $373K - $477K
2.35K $1.35M
Fidelity Covington Trust
11.8K
New
N/A
11.8K $350K
BR
Broadridge Financial Solutions, Inc.

Technology
1.41K
New
$221.46 - $244.83 $313K - $346K
1.41K $342K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.27K
+ 37.95%
$120.29 - $134.6 $393K - $440K
11.9K $1.45M
WMT
Walmart Inc.

Consumer Defensive
4.15K
+ 42.43%
$84.5 - $105.05 $351K - $436K
13.9K $1.22M
EIX
Edison International

Utilities
5.47K
New
$50.06 - $80.01 $274K - $437K
5.47K $322K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
17.3K
New
$18.18 - $18.58 $315K - $322K
17.3K $321K
Activity Summary
Buys All Purchases 225 New Holdings 58 Increased Positions 167 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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