La Salle St. Investment Advisors, LLC Purchases in Q4 2024

La Salle St. Investment Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NIO
Nio Inc.

Consumer Cyclical
27.4K
New
$4.31 - $7.21 $118K - $198K
27.4K $119K
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
VHT
Vanguard Health Care ETF

ETFs
439
New
$250.81 - $283.3 $110K - $124K
439 $111K
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
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
Two Harbors Inventment Corpo
45K
New
N/A
45K $43K
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
234
+ 7.85%
$176.42 - $186.91 $41.3K - $43.7K
3.21K $572K
TMO
Thermo Fisher Scientific Inc.

Healthcare
160
+ 34.26%
$501.29 - $612.85 $80.2K - $98.1K
627 $326K
Redwood Trust Inc
40K
New
N/A
40K $37K
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
BDX
Becton Dickinson & CO

Healthcare
196
+ 16.23%
$220.02 - $243.75 $43.1K - $47.8K
1.4K $318K
VO
Vanguard Mid Cap ETF

ETFs
100
+ 12.99%
$261.5 - $284.63 $26.2K - $28.5K
870 $229K
ICE
Intercontinental Exchange, Inc.

Financial Services
290
+ 18.89%
$148.29 - $166.93 $43K - $48.4K
1.83K $271K
RIO
Rio Tinto PLC

Basic Materials
1.28K
+ 30.34%
$58.59 - $71.15 $74.7K - $90.7K
5.48K $322K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
721
+ 4.99%
$48.33 - $49.08 $34.8K - $35.4K
15.2K $734K
CEG
Constellation Energy Corp

Utilities
836
+ 18.39%
$224.28 - $285.52 $187K - $239K
5.38K $1.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26.3K
+ 200.0%
$22.01 - $66.82 $579K - $1.76M
39.5K $895K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
150
+ 4.17%
$55.73 - $66.16 $8.36K - $9.92K
3.75K $226K
LMT
Lockheed Martin Corp

Industrials
4.18K
+ 519.65%
$479.66 - $614.62 $2M - $2.57M
4.98K $488K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
525
+ 10.67%
$42.7 - $46.33 $22.4K - $24.3K
5.44K $233K
EGO
Eldorado Gold Corp

Basic Materials
3.51K
+ 23.72%
$14.7 - $18.65 $51.6K - $65.4K
18.3K $272K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.29K
+ 15.56%
$56.27 - $69.89 $72.5K - $90K
9.57K $543K
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