LaSalle St. Investment Advisors, LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$710M
Holdings
410
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
11.4%
02
$SHV
ISHARES TR
Held since at least Q1 2024
6.0%
03
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
3.4%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
3.2%
05
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.1%
06
$AAPL
APPLE INC
Held since at least Q1 2024
2.8%
07
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.2%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.2%
09
$SWAN
AMPLIFY ETF TR
Held since at least Q1 2024
2.1%
10
$BILS
SPDR SERIES TRUST
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.