La Salle St. Investment Advisors, LLC Incresed Positions in Q4 2024

La Salle St. Investment Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
3.19K
+ 4.84%
$168.32 - $181.87 $536K - $579K
69.1K $11.7M
OKE
Oneok Inc

Energy
1.3K
+ 26.63%
$92.28 - $117.05 $120K - $152K
6.19K $621K
HD
Home Depot, Inc.

Consumer Cyclical
498
+ 30.68%
$385.02 - $431.37 $192K - $215K
2.12K $825K
ASA
Asa Gold & Precious Metals LTD

Financial Services
649
+ 47.55%
$19.4 - $22.67 $12.6K - $14.7K
2.01K $485K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.87K
+ 13.42%
$91.29 - $91.8 $171K - $172K
15.8K $1.44M
GS
Goldman Sachs Group Inc

Financial Services
213
+ 39.3%
$486.1 - $608.57 $104K - $130K
755 $432K
VALE
Vale S.A.

Basic Materials
24.4K
+ 115.44%
$8.74 - $11.78 $213K - $287K
45.5K $403K
FDL
First Tr Morningstar Dividend

ETFs
4.17K
+ 68.42%
$39.59 - $43.95 $165K - $183K
10.3K $412K
TMUS
T Mobile Us, Inc.

Communication Services
580
+ 31.33%
$206.1 - $246.94 $120K - $143K
2.43K $536K
UNH
Unitedhealth Group Inc

Healthcare
548
+ 32.99%
$485.52 - $625.25 $266K - $343K
2.21K $1.12M
JNJ
Johnson & Johnson

Healthcare
1.96K
+ 22.74%
$143.34 - $165.86 $281K - $325K
10.6K $1.53M
ORCL
Oracle Corp

Technology
819
+ 69.76%
$165.41 - $192.43 $135K - $158K
1.99K $332K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.41K
+ 19.14%
$46.48 - $51.32 $112K - $124K
15K $723K
VZ
Verizon Communications Inc

Communication Services
4.18K
+ 50.67%
$39.6 - $45.21 $166K - $189K
12.4K $497K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
216
+ 12.91%
$563.99 - $620.12 $122K - $134K
1.89K $1.08M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.24K
+ 15.92%
$100.24 - $101.35 $124K - $126K
9.04K $909K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 6.66%
$113.92 - $127.38 $147K - $164K
20.7K $2.38M
ALL
Allstate Corp

Financial Services
543
+ 20.88%
$181.25 - $208.2 $98.4K - $113K
3.14K $606K
FDVV
Fidelity High Dividend ETF

ETFs
2.36K
+ 19.54%
$49.66 - $52.63 $117K - $124K
14.4K $720K
HON
Honeywell International Inc

Industrials
370
+ 32.92%
$202.84 - $236.0 $75.1K - $87.3K
1.49K $337K
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
+ 29.29%
$370.24 - $418.94 $77.8K - $88K
927 $372K
IWM
Ishares Russell 2000 ETF

ETFs
421
+ 10.72%
$216.13 - $242.4 $91K - $102K
4.35K $961K
GLD
Spdr Gold Trust

ETFs
394
+ 15.77%
$236.59 - $257.5 $93.2K - $101K
2.89K $700K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.84K
+ 20.65%
$50.23 - $50.46 $92.2K - $92.6K
10.7K $539K
DIS
Walt Disney CO

Communication Services
387
+ 11.95%
$92.39 - $117.6 $35.8K - $45.5K
3.63K $403K
VIG
Vanguard Dividend Appreciation

ETFs
557
+ 4.68%
N/A
12.5K $2.44M
PM
Philip Morris International Inc.

Consumer Defensive
692
+ 28.55%
$118.38 - $133.06 $81.9K - $92.1K
3.12K $375K
ADBE
Adobe Inc.

Technology
280
+ 42.36%
$437.39 - $552.96 $122K - $155K
941 $418K
FTNT
Fortinet, Inc.

Technology
312
+ 11.89%
$76.49 - $99.21 $23.9K - $31K
2.94K $277K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
242
+ 13.16%
$107.98 - $143.92 $26.1K - $34.8K
2.08K $279K
XLE
Energy Sector Spdr

ETFs
1.18K
+ 8.87%
$83.32 - $97.27 $98.7K - $115K
14.5K $1.24M
BOTZ
Global X Fds

ETFs
2.27K
+ 15.59%
$31.11 - $34.18 $70.5K - $77.5K
16.8K $537K
IEFA
Ishares Tr

ETFs
1.36K
+ 36.86%
$70.06 - $77.43 $94.9K - $105K
5.03K $353K
BSX
Boston Scientific Corp

Healthcare
545
+ 20.6%
$83.62 - $91.5 $45.6K - $49.9K
3.19K $284K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.96K
+ 9.14%
$14.38 - $15.35 $42.5K - $45.4K
35.3K $527K
SHEL
Shell PLC

Energy
1.19K
+ 17.6%
$60.63 - $70.23 $72.3K - $83.8K
7.97K $499K
ITOT
Ishares Core S&P Total U.S. St

ETFs
173
+ 2.05%
$124.26 - $134.12 $21.5K - $23.2K
8.61K $1.11M
XLK
Technology Sector Spdr

ETFs
164
+ 14.08%
$220.26 - $241.44 $36.1K - $39.6K
1.33K $309K
WMB
Williams Companies, Inc.

Energy
2
+ 0.04%
$46.37 - $59.74 $92.7 - $119
5.19K $280K
ABT
Abbott Laboratories

Healthcare
377
+ 12.9%
$111.93 - $119.39 $42.2K - $45K
3.3K $373K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 3.29%
$246.06 - $292.59 $8.37K - $9.95K
1.07K $296K
TMO
Thermo Fisher Scientific Inc.

Healthcare
160
+ 34.26%
$501.29 - $612.85 $80.2K - $98.1K
627 $326K
QUAL
Ishares Msci Usa Quality Facto

ETFs
234
+ 7.85%
$176.42 - $186.91 $41.3K - $43.7K
3.21K $572K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.1K
+ 17.64%
$35.45 - $40.33 $39K - $44.4K
7.34K $263K
KO
Coca Cola CO

Consumer Defensive
1.39K
+ 25.86%
$61.74 - $71.71 $85.5K - $99.3K
6.74K $419K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
776
+ 5.73%
$50.37 - $50.6 $39.1K - $39.3K
14.3K $721K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
658
+ 6.74%
$50.67 - $50.9 $33.3K - $33.5K
10.4K $528K
APD
Air Products & Chemicals, Inc.

Basic Materials
137
+ 9.53%
$285.5 - $335.62 $39.1K - $46K
1.58K $456K
AZN
Astrazeneca PLC

Healthcare
1.05K
+ 32.18%
$63.2 - $79.58 $66.3K - $83.5K
4.31K $282K
Activity Summary
Buys All Purchases 248 New Holdings 88 Increased Positions 160 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track La Salle St. Investment Advisors, LLC Portfolio

Follow La Salle St. Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of La Salle St. Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on La Salle St. Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email