La Salle St. Investment Advisors, LLC Reduced Holdings in Q1 2025

La Salle St. Investment Advisors, LLC

  • $424 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-83.1K
- 22.47%
$110.11 - $110.51 $9.15M - $9.18M
287K $31.7M
AAPL
Apple Inc.

Technology
-6.57K
- 9.42%
$209.68 - $247.1 $1.38M - $1.62M
63.1K $14M
XOM
Exxon Mobil Corp

Energy
-18.3K
- 40.27%
$105.44 - $118.93 $1.93M - $2.18M
27.2K $3.23M
GOOG
Alphabet Inc.

Communication Services
-1.77K
- 10.46%
$156.06 - $207.71 $277K - $368K
15.2K $2.37M
GOOGL
Alphabet Inc.

Communication Services
-1.37K
- 10.79%
$154.33 - $206.19 $212K - $283K
11.4K $1.76M
EDV
Vanguard Extended Duration Tre

ETFs
-6.97K
- 54.49%
$65.05 - $73.43 $453K - $512K
5.82K $413K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.78K
- 65.37%
$85.29 - $92.57 $408K - $442K
2.53K $230K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-9.88K
- 4.84%
$50.82 - $52.7 $502K - $521K
194K $10.2M
Ishares Ethereum Tr
-2K
- 9.09%
N/A
20K $276K
VXF
Vanguard Extended Market ETF

ETFs
-42
- 0.39%
$170.36 - $201.04 $7.16K - $8.44K
10.7K $1.83M
NXPI
Nxp Semiconductors N.V.

Technology
-759
- 32.42%
$189.99 - $245.86 $144K - $187K
1.58K $300K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.78K
- 14.65%
$21.23 - $23.75 $123K - $137K
33.7K $725K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.21K
- 22.38%
$50.39 - $50.66 $161K - $162K
11.1K $562K
AME
Ametek Inc

Industrials
-484
- 29.21%
$170.39 - $190.43 $82.5K - $92.2K
1.17K $201K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.42K
- 21.13%
$47.25 - $67.02 $66.9K - $94.9K
5.29K $251K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.97K
- 10.51%
$57.22 - $63.39 $112K - $125K
16.7K $980K
APD
Air Products & Chemicals, Inc.

Basic Materials
-398
- 25.27%
$283.24 - $338.07 $113K - $135K
1.18K $347K
IRM
Iron Mountain Inc

Real Estate
-485
- 14.21%
$82.79 - $111.31 $40.2K - $54K
2.93K $252K
DFAX
Dimensional ETF Tr
-5.44K
- 13.47%
$24.45 - $27.2 $133K - $148K
34.9K $914K
BA
Boeing CO

Industrials
-205
- 2.73%
$148.15 - $186.25 $30.4K - $38.2K
7.31K $1.25M
FDN
First Tr Fd Dow Jones

ETFs
-22
- 0.64%
$221.38 - $266.86 $4.87K - $5.87K
3.41K $757K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-3.11K
- 21.31%
$15.97 - $18.5 $49.6K - $57.5K
11.5K $185K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.31K
- 12.06%
$39.81 - $42.17 $52.2K - $55.3K
9.56K $384K
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 3.74%
$222.66 - $268.42 $22.3K - $26.8K
2.57K $599K
TDIV
First Trust Nasdaq Technology

ETFs
-96
- 0.91%
$73.39 - $83.95 $7.05K - $8.06K
10.5K $770K
DIS
Walt Disney CO

Communication Services
-123
- 3.39%
$96.87 - $114.0 $11.9K - $14K
3.5K $345K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-980
- 2.2%
$59.78 - $60.03 $58.6K - $58.8K
43.5K $2.6M
HON
Honeywell International Inc

Industrials
-145
- 9.71%
$202.75 - $226.52 $29.4K - $32.8K
1.35K $285K
MAR
Marriott International Inc

Consumer Cyclical
-32
- 2.99%
$237.01 - $304.45 $7.58K - $9.74K
1.04K $247K
FTC
First Tr Lge Cap Growth

ETFs
-24
- 0.37%
$127.87 - $148.89 $3.07K - $3.57K
6.47K $849K
VZ
Verizon Communications Inc

Communication Services
-2.52K
- 20.23%
$37.81 - $46.49 $95.2K - $117K
9.92K $450K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-410
- 1.03%
$29.34 - $31.31 $12K - $12.8K
39.3K $1.17M
NEM
Newmont Corp

Basic Materials
-8.63K
- 26.26%
$37.79 - $48.39 $326K - $418K
24.3K $1.17M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.2K
- 3.58%
$42.4 - $44.11 $93.3K - $97K
59.3K $2.6M
LMT
Lockheed Martin Corp

Industrials
-3.97K
- 79.61%
$423.19 - $506.29 $1.68M - $2.01M
1.02K $453K
PNNT
Pennantpark Investment Corp

Financial Services
-4.37K
- 16.25%
$6.78 - $7.27 $29.6K - $31.8K
22.5K $158K
WTRG
Essential Utilities, Inc.

Utilities
-1.46K
- 18.77%
$33.49 - $40.57 $48.8K - $59.1K
6.3K $249K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.89K
- 9.25%
$36.6 - $39.56 $69.1K - $74.7K
18.5K $718K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.71K
- 13.49%
$32.9 - $37.45 $56.1K - $63.9K
10.9K $395K
FMF
First Trust Managed Futures St

ETFs
-118
- 0.92%
$45.87 - $48.39 $5.41K - $5.71K
12.7K $587K
SBUX
Starbucks Corp

Consumer Cyclical
-938
- 8.89%
$91.75 - $115.81 $86.1K - $109K
9.61K $942K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-306
- 1.32%
$12.34 - $12.93 $3.78K - $3.96K
22.9K $284K
FTGS
First Tr Exchange Traded Fd Gr
-26
- 0.33%
N/A
7.94K $236K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-16
- 0.27%
$58.79 - $65.0 $941 - $1.04K
6.01K $357K
HPI
John Hancock Preferred Income Fund

Financial Services
-333
- 1.26%
$16.4 - $17.73 $5.46K - $5.9K
26.2K $434K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-100
- 2.18%
$50.03 - $50.27 $5K - $5.03K
4.48K $224K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-4
- 0.07%
$41.17 - $45.22 $165 - $181
5.44K $230K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5
- 0.13%
$102.5 - $112.02 $513 - $560
3.79K $392K
ALL
Allstate Corp

Financial Services
-225
- 7.16%
$180.99 - $210.18 $40.7K - $47.3K
2.92K $604K
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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