La Salle St. Investment Advisors, LLC Reduced Holdings in Q4 2024

La Salle St. Investment Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-27.5K
- 68.29%
$67.27 - $79.67 $1.85M - $2.19M
12.8K $865K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-26.5K
- 73.97%
$68.62 - $82.57 $1.82M - $2.19M
9.32K $639K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-183K
- 73.27%
$9.86 - $11.9 $1.81M - $2.18M
66.8K $660K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.1K
- 62.35%
$87.1 - $98.49 $1.05M - $1.19M
7.31K $638K
SHV
Ishares Tr

ETFs
-7.09K
- 1.88%
$109.92 - $110.57 $779K - $784K
370K $40.7M
BNDX
Vanguard Total International B

ETFs
-38.3K
- 95.02%
$48.91 - $50.61 $1.88M - $1.94M
2.01K $1.21M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.92K
- 0.93%
$51.33 - $53.74 $98.7K - $103K
204K $10.5M
CVX
Chevron Corp

Energy
-3.58K
- 48.77%
$141.15 - $162.53 $506K - $582K
3.76K $545K
LLY
Eli Lilly & CO

Healthcare
-114
- 12.91%
$727.2 - $932.06 $82.9K - $106K
769 $593K
PLD
Prologis, Inc.

Real Estate
-912
- 26.03%
$101.4 - $126.96 $92.5K - $116K
2.59K $274K
XLF
Financial Sector Spdr

ETFs
-1.93K
- 30.86%
$44.89 - $51.34 $86.5K - $98.9K
4.32K $208K
AVNT
Avient Corp

Basic Materials
-519
- 9.45%
$40.12 - $53.17 $20.8K - $27.6K
4.97K $203K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.22K
- 1.83%
$19.99 - $20.7 $24.3K - $25.2K
65K $1.3M
CMCSA
Comcast Corp

Communication Services
-725
- 10.37%
$37.39 - $45.14 $27.1K - $32.7K
6.27K $235K
FNDF
Schwab Fundamental Intl Large

ETFs
-23
- 0.18%
$32.92 - $37.15 $757 - $854
12.6K $419K
MGC
Vanguard Mega Cap ETF

ETFs
-275
- 16.9%
$204.21 - $220.18 $56.2K - $60.5K
1.35K $287K
QCOM
Qualcomm Inc

Technology
-101
- 6.07%
$150.4 - $178.04 $15.2K - $18K
1.56K $240K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-122
- 2.02%
$36.95 - $39.5 $4.51K - $4.82K
5.93K $219K
WELL
Welltower Inc.

Real Estate
-117
- 5.28%
$123.11 - $139.3 $14.4K - $16.3K
2.1K $264K
DIVS
Guinness Atkinson Fds Smartetf
-97
- 1.12%
N/A
8.53K $242K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-15
- 0.26%
$35.89 - $39.51 $538 - $593
5.82K $211K
ISMD
Northern Lts Fd Tr Iv

ETFs
-35
- 0.61%
$36.81 - $40.75 $1.29K - $1.43K
5.67K $212K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-147
- 1.33%
$40.12 - $41.68 $5.9K - $6.13K
10.9K $447K
SPYG
Spdr Portfolio

ETFs
-47
- 1.42%
$81.74 - $91.38 $3.84K - $4.29K
3.27K $287K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23
- 1.36%
$172.07 - $207.36 $3.96K - $4.77K
1.67K $329K
AXP
American Express CO

Financial Services
-38
- 1.89%
$267.35 - $305.57 $10.2K - $11.6K
1.97K $584K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-201
- 2.91%
$45.39 - $62.98 $9.12K - $12.7K
6.7K $380K
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 0.53%
$280.04 - $302.45 $21.3K - $23K
14.2K $4.13M
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.05%
$179.17 - $207.15 $896 - $1.04K
10.7K $2.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
-42
- 1.61%
$275.15 - $388.2 $11.6K - $16.3K
2.56K $876K
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