LaSalle St. Investment Advisors, LLC
Top Portfolio Positions
192 positions ·
$254,275,924 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
124,491 | $21,711,230 | 8.54% |
| AAPL |
Apple Inc.
Technology
|
77,054 | $19,555,534 | 7.69% |
| SPY |
Spdr S&P 500 ETF Trust
|
23,741 | $15,439,721 | 6.07% |
| IAU |
Ishares Gold Trust
|
114,676 | $10,109,836 | 3.98% |
| NBB |
Nuveen Taxable Municipal Income Fund
Financial Services
|
604,163 | $9,461,192 | 3.72% |
| SIVR |
abrdn Silver ETF Trust
|
115,844 | $8,295,588 | 3.26% |
| MSFT |
Microsoft Corp
Technology
|
21,291 | $7,881,289 | 3.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,970 | $7,699,741 | 3.03% |
| AVGO |
Broadcom Inc.
Technology
|
19,527 | $6,043,801 | 2.38% |
| SGOL |
abrdn Gold ETF Trust
|
132,289 | $5,902,735 | 2.32% |
Portfolio Trend
Holdings in PPLT
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $707,038 | 3,967 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $740,499 | 3,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $540,657 | 3,784 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $474,155 | 3,859 | Shares | Sole | 2025-08-14 | |
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