La Salle St. Investment Advisors, LLC Purchases in Q3 2024

La Salle St. Investment Advisors, LLC

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 8.68%
$801.83 - $917.05 $101K - $116K
1.58K $1.4M
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
4.18K
New
$36.21 - $39.42 $151K - $165K
4.18K $163K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.15K
+ 19.13%
$41.34 - $43.55 $130K - $137K
19.6K $847K
WMT
Walmart Inc.

Consumer Defensive
663
+ 8.45%
$66.91 - $81.4 $44.4K - $54K
8.51K $687K
IAU
Ishares Gold Trust

ETFs
2.39K
+ 43.81%
$44.06 - $50.5 $105K - $121K
7.86K $390K
VGSH
Vanguard

ETFs
2.38K
+ 30.17%
$57.74 - $59.13 $137K - $141K
10.3K $606K
PG
Procter & Gamble CO

Consumer Defensive
646
+ 14.91%
$160.76 - $177.82 $104K - $115K
4.98K $862K
VZ
Verizon Communications Inc

Communication Services
2.77K
+ 50.59%
$38.89 - $45.0 $108K - $125K
8.26K $370K
ENB
Enbridge Inc

Energy
1.89K
+ 13.91%
$35.27 - $41.18 $66.7K - $77.8K
15.5K $628K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.47%
$405.19 - $478.57 $20.3K - $23.9K
2.07K $953K
MMM
3 M CO

Industrials
148
+ 5.42%
$99.69 - $139.42 $14.8K - $20.6K
2.88K $393K
AXP
American Express CO

Financial Services
110
+ 5.8%
$225.92 - $271.17 $24.9K - $29.8K
2.01K $544K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.91K
+ 15.2%
$48.06 - $49.39 $91.6K - $94.1K
14.4K $711K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
1.53K
+ 15.25%
$33.27 - $39.84 $50.7K - $60.8K
11.5K $452K
NFLX
Netflix Inc

Communication Services
103
+ 12.17%
$598.55 - $722.26 $61.7K - $74.4K
949 $673K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.12%
$125.95 - $142.04 $1.01K - $1.14K
6.87K $975K
FCX
Freeport Mcmoran Inc

Basic Materials
1.88K
+ 30.77%
$39.52 - $51.92 $74.2K - $97.5K
7.98K $398K
EXC
Exelon Corp

Utilities
272
+ 1.83%
$34.24 - $40.55 $9.31K - $11K
15.1K $614K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 2.07%
$245.82 - $304.51 $8.6K - $10.7K
1.73K $525K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.81K
+ 22.75%
$50.61 - $50.96 $91.6K - $92.2K
9.76K $497K
ABEV
Ambev S.A.

Consumer Defensive
33K
+ 165.0%
$2.04 - $2.44 $67.3K - $80.5K
53K $129K
CB
Chubb LTD

Financial Services
159
+ 13.49%
$252.51 - $292.2 $40.1K - $46.5K
1.34K $386K
LOW
Lowes Companies Inc

Consumer Cyclical
104
+ 9.31%
$213.3 - $270.78 $22.2K - $28.2K
1.22K $330K
ABT
Abbott Laboratories

Healthcare
532
+ 22.25%
$100.07 - $118.13 $53.2K - $62.8K
2.92K $333K
PM
Philip Morris International Inc.

Consumer Defensive
327
+ 15.59%
$101.25 - $127.45 $33.1K - $41.7K
2.42K $294K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
2.1K
+ 3.27%
$20.0 - $20.91 $42K - $43.9K
66.2K $1.37M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.12K
+ 19.29%
$39.47 - $49.4 $44K - $55.1K
6.9K $328K
DFAX
Dimensional ETF Tr
341
+ 0.85%
$24.29 - $27.25 $8.28K - $9.29K
40.4K $1.09M
TMUS
T Mobile Us, Inc.

Communication Services
79
+ 4.46%
$175.14 - $206.36 $13.8K - $16.3K
1.85K $382K
IEFA
Ishares Tr

ETFs
650
+ 21.48%
$70.09 - $78.74 $45.6K - $51.2K
3.68K $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.36%
$523.84 - $572.02 $3.14K - $3.43K
1.67K $953K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
475
+ 14.83%
$77.02 - $85.06 $36.6K - $40.4K
3.68K $310K
RTX
Raytheon Technologies Corp

Industrials
61
+ 2.46%
$99.55 - $123.34 $6.07K - $7.52K
2.55K $308K
OKE
Oneok Inc

Energy
147
+ 3.1%
$78.62 - $95.27 $11.6K - $14K
4.89K $445K
CL
Colgate Palmolive CO

Consumer Defensive
234
+ 4.55%
$95.54 - $108.77 $22.4K - $25.5K
5.37K $557K
RIO
Rio Tinto PLC

Basic Materials
530
+ 14.43%
$59.71 - $71.21 $31.6K - $37.7K
4.2K $299K
VNQ
Vanguard Specialized Funds Van

ETFs
137
+ 4.41%
$82.97 - $98.97 $11.4K - $13.6K
3.24K $315K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.38K
+ 5.33%
$23.25 - $24.3 $32.1K - $33.5K
27.2K $655K
MO
Altria Group, Inc.

Consumer Defensive
321
+ 5.17%
$45.95 - $54.71 $14.7K - $17.6K
6.53K $333K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.11%
$59.93 - $66.52 $899 - $998
13.2K $875K
KO
Coca Cola CO

Consumer Defensive
42
+ 0.79%
$62.69 - $73.01 $2.63K - $3.07K
5.36K $384K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
97
+ 1.03%
$41.9 - $48.26 $4.06K - $4.68K
9.56K $457K
PFF
Ishares Trust Ishares Pfd And

ETFs
846
+ 10.73%
$31.18 - $33.5 $26.4K - $28.3K
8.73K $290K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
187
+ 2.54%
$57.32 - $62.65 $10.7K - $11.7K
7.56K $470K
CVX
Chevron Corp

Energy
651
+ 9.72%
$137.88 - $161.97 $89.8K - $105K
7.35K $1.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.86%
$531.86 - $624.21 $2.13K - $2.5K
467 $288K
HON
Honeywell International Inc

Industrials
184
+ 19.57%
$196.73 - $220.21 $36.2K - $40.5K
1.12K $232K
FDL
First Tr Morningstar Dividend

ETFs
9
+ 0.15%
$37.66 - $42.06 $339 - $379
6.09K $255K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
18
+ 0.23%
$28.91 - $32.54 $520 - $586
7.81K $252K
Activity Summary
Buys All Purchases 165 New Holdings 57 Increased Positions 108 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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