Fund HoldingsBALLAST ADVISORS LLC

Total Portfolio Value
$315.14M
Total Bought
$21.09M
Total Sold
$6.52M
Net Transaction
+$14.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SCHWAB STRATEGIC TR121,084251,532+130,4485,83712,1063.84%+6,269
APPLE INC(AAPL)0114,930+114,930024,2077.68%+24,207
SCHWAB STRATEGIC TR255,630250,286-5,34423,70225,2398.01%+1,537
NVIDIA CORPORATION(NVDA)3,76137,730+33,9693,3984,6611.48%+1,263
MICROSOFT CORP(MSFT)27,06427,874+81011,38612,4583.95%+1,072
ECOLAB INC(ECL)3,5057,508+4,0038091,7870.57%+978
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,26015,137+8771,9402,6310.83%+691
SCHWAB STRATEGIC TR463,813456,934-6,87928,78429,3589.32%+574
ALPHABET INC(GOOG)17,17617,314+1382,5923,1541.00%+561
SCHWAB STRATEGIC TR262,996270,281+7,2856,6417,1792.28%+538
NOVO-NORDISK A S(NVO)16,37817,244+8662,1032,4610.78%+358
COSTCO WHSL CORP NEW(COST)2,0422,130+881,4961,8100.57%+314
AMAZON COM INC(AMZN)20,48420,681+1973,6953,9971.27%+302
TESLA INC(TSLA)05,888+5,88801,1650.37%+1,165
NXP SEMICONDUCTORS N V
COM
6,7237,233+5101,6661,9460.62%+281
ISHARES TR178,426182,808+4,38217,47517,7455.63%+270
NORTHERN TECHNOLOGIES INTL C191,000171,047-19,9532,5692,8330.90%+264
INTEL CORP(INTC)06,912+6,91202140.07%+214
PHILIP MORRIS INTL INC(PM)02,076+2,07602100.07%+210
ALPHABET INC(GOOG)8,2587,931-3271,2571,4550.46%+197
ADOBE INC(ADBE)01,836+1,83601,0200.32%+1,020
SCHWAB STRATEGIC TR656,905671,975+15,07025,63225,8178.19%+185
SCHWAB STRATEGIC TR94,32994,262-675,7595,9261.88%+167
MOODYS CORP(MCO)2,2382,400+1628801,0100.32%+131
META PLATFORMS INC(META)3,6613,780+1191,7781,9060.60%+128
CHIPOTLE MEXICAN GRILL INC(CMG)43922,230+21,7911,2761,3930.44%+117
ISHARES TR3,6723,671-11,2381,3380.42%+100
ORACLE CORP(ORCL)5,7795,766-137268140.26%+88
ISHARES TR2,8932,969+765646370.20%+72
SCHWAB STRATEGIC TR042,792+42,79201,9500.62%+1,950
VANGUARD WHITEHALL FDS27,43528,808+1,3731,7521,8120.58%+61
DANAHER CORPORATION(DHR)3,4633,701+2388659250.29%+60
ELI LILLY & CO(LLY)453452-13524090.13%+57
HILTON WORLDWIDE HLDGS INC(HLT)01,755+1,75503830.12%+383
SCHWAB STRATEGIC TR92,03996,310+4,2711,8681,9230.61%+55
ROPER TECHNOLOGIES INC(ROP)1,5521,635+838709220.29%+51
ISHARES TR3,6415,441+1,800911370.04%+46
SELECT SECTOR SPDR TR
ST STR REAL ETF
30,20632,218+2,0121,1941,2370.39%+43
COCA COLA CO(KO)17,01917,037+181,0411,0840.34%+43
CINTAS CORP(CTAS)608658+504184610.15%+43
SPDR SER TR
ST STR P500GRW
5,9865,98604384800.15%+42
NETFLIX INC(NFLX)61061003704120.13%+41
AUTOMATIC DATA PROCESSING IN3,4783,790+3128699050.29%+36
AMERICAN EXPRESS CO(AXP)2,3802,495+1155425780.18%+36
WALMART INC(WMT)6,7186,496-2224044400.14%+36
MITSUBISHI UFJ FINL GROUP IN(MUFG)61,79061,79006326670.21%+35
VANGUARD INDEX FDS1,4881,458-305125450.17%+33
APPLIED MATLS INC1,0571,05702182490.08%+31
ISHARES TR5,5685,909+3415996300.20%+30
MERCK & CO INC(MRK)02,737+2,73703390.11%+339
SCHWAB STRATEGIC TR87,46591,386+3,9214,3074,3361.38%+29
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
13,55914,265+7066676940.22%+27
LAM RESEARCH CORP(LRCX)23823802312530.08%+22
TJX COS INC NEW(TJX)2,4172,415-22452660.08%+21
BERKSHIRE HATHAWAY INC DEL10,74811,161+4134,5204,5401.44%+21
LOCKHEED MARTIN CORP(LMT)01,014+1,01404740.15%+474
APOGEE ENTERPRISES INC04,667+4,66702930.09%+293
SELECT SECTOR SPDR TR
ST STR TECHN ETF
86386301801950.06%+15
ISHARES TR1,3941,39401631780.06%+14
ISHARES TR04,706+4,70604320.14%+432
OGE ENERGY CORP(OGE)7,8897,88902712820.09%+11
SPDR SER TR
ST TERM HIGH ETF
15,58516,177+5923934040.13%+11
ISHARES TR
CORE MSCI EAFE
4,4314,669+2383293390.11%+10
PROCTER AND GAMBLE CO(PG)3,9073,903-46346440.20%+10
HONEYWELL INTL INC(HON)02,349+2,34905020.16%+502
SCHWAB STRATEGIC TR02,584+2,58401340.04%+134
AMGEN INC(AMGN)01,460+1,46004560.14%+456
SELECT SECTOR SPDR TR
ST STR UTIL ETF
01,115+1,1150760.02%+76
ABBVIE INC(ABBV)2,5502,721+1714644670.15%+2
VANGUARD INDEX FDS298298077800.03%+2
SPDR SER TR
ST STR P500ETF
0884+8840570.02%+57
ISHARES TR0207+2070640.02%+64
SPDR INDEX SHS FDS
ST PORT MARK ETF
01,712+1,7120640.02%+64
SPDR INDEX SHS FDS
SST SPDR MSCI
0872+8720300.01%+30
ISHARES TR0137+1370140.00%+14
ISHARES TR7,7767,77601931930.06%0
ISHARES TR0119+119050.00%+5
ISHARES TR032+32020.00%+2
SPDR SER TR
ST STR SP500DIV
011+11000.00%0
ISHARES TR0200+200060.00%+6
SELECT SECTOR SPDR TR
ST STR CARE ETF
095+950140.00%+14
SPDR SER TR
ST BLOO HIGH ETF
0245+2450230.01%+23
ISHARES TR2,0442,117+731721720.05%-0
ISHARES TR0134+1340140.00%+14
ISHARES TR0100+100090.00%+9
ISHARES TR060+60060.00%+6
BRIDGEWATER BANCSHARES INC014,600+14,60001700.05%+170
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0150+1500140.00%+14
VANGUARD INDEX FDS02,073+2,07301740.06%+174
SPDR SER TR
ST INTL BBG ETF
000000
SPDR SER TR
SST SPDR BLOOMBE
000000
ISHARES TR0482+4820580.02%+58
ISHARES TR0838+8380440.01%+44
ISHARES TR0781+7810800.03%+80
ISHARES TR01,363+1,36301460.05%+146
BANK AMERICA CORP5,9075,602-3052242230.07%-1
SPDR SER TR
ST LON TREAS ETF
01,752+1,7520480.02%+48
SPDR SER TR
ST STR SP600GRWO
01,129+1,1290970.03%+97
ISHARES TR0630+6300350.01%+35
VANGUARD WHITEHALL FDS0677+6770800.03%+80
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