LaSalle St. Investment Advisors, LLC
โขCIK: 1966193โขFiling: Q4 2025
**LaSalle St. Investment Advisors, LLC** manages $621M across a diversified portfolio of 365 positions. The fund maintains significant exposure to broad market indices, notably holding VTI at $83.7M and SPY at $16.2M. Key sector allocations include substantial positions in growth technology leaders like NVDA ($19.7M) and AAPL ($18.6M), alongside core equity ETFs such as VUG ($24.3M) and VTV ($22.0M). This structure suggests a disciplined, large-cap growth orientation within a broad market framework.
Total AUM
$621.0M
QoQ Performance
+11.3%
Positions
235
Top 10 Concentration
45.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SHV
VTI13.5%
SHV5.4%
VUG3.9%
VTV3.5%
NVDA3.2%
AAPL3.0%
SPY2.6%
SWAN2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other72.8%
Technology11.3%
ETF5.9%
Consumer3.5%
Healthcare2.0%
Financial1.4%
Industrial0.9%
Energy0.8%
๐ช Exited Positionssold since Q3 2025
+159 more exited positions
Changes from Q3 2025
NEW10 new positions
โ134 increased
โ55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022