Ls Investment Advisors, LLC Reduced Holdings in Q1 2025

Ls Investment Advisors, LLC

  • $612 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.02K
- 1.56%
$209.68 - $247.1 $1.05M - $1.24M
318K $70.5M
CSX
Csx Corp

Industrials
-243K
- 81.9%
$29.11 - $33.67 $7.08M - $8.18M
53.7K $1.58M
AVGO
Broadcom Inc.

Technology
-11.4K
- 14.96%
$167.43 - $244.7 $1.91M - $2.8M
65K $10.9M
PEP
Pepsico Inc

Consumer Defensive
-39.8K
- 71.15%
$142.64 - $156.42 $5.68M - $6.23M
16.1K $2.42M
GOOG
Alphabet Inc.

Communication Services
-2.99K
- 1.85%
$156.06 - $207.71 $466K - $621K
158K $24.7M
DHR
Danaher Corp

Healthcare
-14.4K
- 24.27%
$201.62 - $250.59 $2.91M - $3.62M
45.1K $9.24M
MSFT
Microsoft Corp

Technology
-884
- 1.04%
$375.39 - $447.2 $332K - $395K
84.1K $31.6M
GOOGL
Alphabet Inc.

Communication Services
-75
- 0.11%
$154.33 - $206.19 $11.6K - $15.5K
68.3K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.6K
- 2.74%
$347.25 - $424.87 $555K - $679K
56.8K $20.8M
EMR
Emerson Electric CO

Industrials
-3.23K
- 3.7%
$108.64 - $131.17 $351K - $424K
84K $9.21M
GWW
W.W. Grainger, Inc.

Industrials
-178
- 1.33%
$953.54 - $1132.42 $170K - $202K
13.3K $13.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-759
- 3.5%
$507.05 - $563.67 $385K - $428K
20.9K $10.7M
BAC
Bank Of America Corp

Financial Services
-7.16K
- 2.53%
$39.61 - $47.74 $284K - $342K
276K $11.5M
WMT
Walmart Inc.

Consumer Defensive
-3.85K
- 2.3%
$84.5 - $105.05 $325K - $404K
163K $14.3M
USB
Us Bancorp \De\

Financial Services
-6.75K
- 8.43%
$40.92 - $50.9 $276K - $344K
73.3K $3.09M
PFE
Pfizer Inc

Healthcare
-14.6K
- 15.32%
$25.01 - $27.13 $364K - $395K
80.5K $2.04M
ADBE
Adobe Inc.

Technology
-615
- 26.57%
$377.84 - $464.11 $232K - $285K
1.7K $652K
MO
Altria Group, Inc.

Consumer Defensive
-8.43K
- 46.21%
$50.81 - $60.02 $428K - $506K
9.82K $589K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-850
- 29.57%
$307.43 - $357.48 $261K - $304K
2.03K $624K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.05K
- 39.08%
$283.24 - $338.07 $297K - $355K
1.64K $482K
QCOM
Qualcomm Inc

Technology
-1.85K
- 2.17%
$151.94 - $175.86 $281K - $326K
83.5K $12.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-469
- 3.16%
$183.02 - $207.75 $85.8K - $97.4K
14.4K $2.67M
IBM
International Business Machines Corp

Technology
-1.49K
- 27.02%
$217.4 - $264.74 $323K - $393K
4.01K $997K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.91K
- 12.27%
$104.89 - $113.56 $201K - $217K
13.7K $1.45M
FISV
Fiserv Inc

Technology
-1.56K
- 1.33%
N/A
116K $14.5M
COP
Conocophillips

Energy
-2.1K
- 41.96%
$88.6 - $105.85 $186K - $222K
2.91K $305K
NEE
Nextera Energy Inc

Utilities
-1.8K
- 3.27%
$66.96 - $76.16 $120K - $137K
53.2K $3.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-987
- 16.11%
$279.74 - $321.29 $276K - $317K
5.14K $1.61M
WY
Weyerhaeuser CO

Real Estate
-5.93K
- 40.81%
$27.29 - $31.39 $162K - $186K
8.59K $251K
RE
Everest Re Group LTD

Financial Services
-417
- 1.74%
N/A
23.6K $8.75M
UNH
Unitedhealth Group Inc

Healthcare
-350
- 20.9%
$461.52 - $548.18 $162K - $192K
1.33K $693K
ABBV
Abb Vie Inc.

Healthcare
-2.44K
- 20.64%
$169.2 - $216.66 $413K - $529K
9.39K $1.97M
VEA
Vanguard Ftse Developed Market

ETFs
-4.45K
- 14.26%
$47.4 - $52.99 $211K - $236K
26.8K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-920
- 5.68%
$158.56 - $176.26 $146K - $162K
15.3K $2.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25
- 1.46%
$468.34 - $539.52 $11.7K - $13.5K
1.69K $792K
DFS
Discover Financial Services

Financial Services
-30
- 0.14%
$152.99 - $203.25 $4.59K - $6.1K
20.7K $3.54M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-969
- 11.05%
$87.68 - $94.52 $85K - $91.6K
7.8K $723K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-465
- 8.21%
$128.74 - $138.67 $59.9K - $64.5K
5.2K $698K
DUK
Duke Energy Corp

Utilities
-1.79K
- 14.91%
$105.87 - $121.97 $190K - $218K
10.2K $1.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-110
- 4.15%
$196.12 - $229.48 $21.6K - $25.2K
2.54K $510K
INTC
Intel Corp

Technology
-5.8K
- 15.73%
$19.1 - $27.39 $111K - $159K
31.1K $705K
TJX
Tjx Companies Inc

Consumer Cyclical
-266
- 12.4%
$112.81 - $126.16 $30K - $33.6K
1.88K $228K
XLE
Energy Sector Spdr

ETFs
-8.93K
- 7.55%
$85.7 - $93.96 $765K - $839K
109K $10.1M
VZ
Verizon Communications Inc

Communication Services
-4.39K
- 12.83%
$37.81 - $46.49 $166K - $204K
29.8K $1.35M
Blackrock Inc
-207
- 1.47%
N/A
13.9K $0
Veralto Corp
-248
- 1.59%
N/A
15.3K $0
Linde PLC
-348
- 1.6%
N/A
21.4K $0
AMGN
Amgen Inc

Healthcare
-687
- 15.66%
$258.59 - $327.36 $178K - $225K
3.7K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
-252
- 2.68%
$890.62 - $1076.86 $224K - $271K
9.17K $8.67M
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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