LaSalle St. Investment Advisors, LLC
CIK: 0001966193SEC EDGAR →
Portfolio Value
$621.0M
Holdings
365
As of
Q4 2025
New Positions
50
Closed Positions
19
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 249,657 | $83.7M | 13.48% |
| 2 | ISHARES TR | 302,631 | $33.3M | 5.37% |
| 3 | VANGUARD INDEX FDS | 49,743 | $24.3M | 3.91% |
| 4 | VANGUARD INDEX FDS | 115,377 | $22.0M | 3.55% |
| 5 | NVIDIA CORPORATION | 105,756 | $19.7M | 3.18% |
| 6 | APPLE INC | 68,388 | $18.6M | 2.99% |
| 7 | SPDR S&P 500 ETF TR | 23,768 | $16.2M | 2.61% |
| 8 | AMPLIFY ETF TR | 484,138 | $15.7M | 2.53% |
| 9 | VANGUARD INTL EQUITY INDEX F | 208,816 | $15.4M | 2.47% |
| 10 | VANGUARD BD INDEX FDS | 133,202 | $9.9M | 1.59% |
Quarterly Changes
Top Buys
New Positions (42)
$3.0M · 197K shares
$1.7M · 16K shares
$1.6M · 58K shares
$1.4M · 37K shares
$1.3M · 18K shares
$1.0M · 19K shares
$836K · 26K shares
$754K · 28K shares
$754K · 23K shares
$627K · 9K shares
$436K · 2K shares
$426K · 7K shares
$422K · 8K shares
$384K · 6K shares
$378K · 4K shares
$374K · 8K shares
$316K · 40K shares
$283K · 4K shares
$281K · 374 shares
$279K · 1K shares
$275K · 8K shares
$270K · 6K shares
$268K · 4K shares
$261K · 7K shares
$259K · 1K shares
$251K · 817 shares
$239K · 6K shares
$233K · 10K shares
$233K · 1K shares
$231K · 454 shares
$230K · 800 shares
$225K · 4K shares
$218K · 2K shares
$215K · 3K shares
$214K · 261 shares
$209K · 5K shares
$208K · 2K shares
$207K · 6K shares
$205K · 6K shares
$200K · 8K shares
$123K · 14K shares
$14K · 15K shares
Closed Positions (31)
$1.9M · 60K shares
$678K · 7K shares
$666K · 23K shares
$512K · 6K shares
$429K · 62K shares
$382K · 34K shares
$345K · 72K shares
$329K · 977 shares
$283K · 12K shares
$273K · 6K shares
$266K · 3K shares
$261K · 3K shares
$256K · 3K shares
$244K · 8K shares
$241K · 7K shares
$238K · 55 shares
$229K · 3K shares
$223K · 6K shares
$211K · 3K shares
$210K · 460 shares
$209K · 913 shares
$207K · 38 shares
$206K · 1K shares
$205K · 1K shares
$144K · 13K shares
$136K · 13K shares
$131K · 20K shares
$64K · 17K shares
$44K · 12K shares
$40K · 40K shares
$12K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 212 | $439.1M | 70.7% |
| Technology | 39 | $71.4M | 11.5% |
| Unknown | 17 | $21.1M | 3.4% |
| Consumer Cyclical | 13 | $15.9M | 2.6% |
| Communication Services | 8 | $14.2M | 2.3% |
| Healthcare | 15 | $14.0M | 2.3% |
| Consumer Defensive | 10 | $12.0M | 1.9% |
| Industrials | 20 | $10.5M | 1.7% |
| Energy | 12 | $9.6M | 1.6% |
| Basic Materials | 8 | $7.8M | 1.3% |
| Utilities | 7 | $4.1M | 0.7% |
| Real Estate | 4 | $1.3M | 0.2% |