Fund Holdings — BALLAST ADVISORS LLC

Total Portfolio Value
$339.36M
Total Bought
$16.51M
Total Sold
$20.06M
Net Transaction
-$3.55M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)27,09327,053-4010,17113,4563.97%+3,286
SCHWAB STRATEGIC TR940,571915,285-25,28623,55226,7357.88%+3,184
SCHWAB STRATEGIC TR1,321,8371,316,693-5,14429,18632,1809.48%+2,994
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,24921,820+4,5712,8634,9421.46%+2,079
SCHWAB STRATEGIC TR1,270,6921,226,124-44,56825,13427,0977.98%+1,963
JPMORGAN CHASE & CO.(JPM)45,87345,296-57711,25313,1323.87%+1,879
NVIDIA CORPORATION(NVDA)34,58334,590+73,7485,4651.61%+1,717
UBER TECHNOLOGIES INC(UBER)73,67173,920+2495,3686,8972.03%+1,529
SCHWAB STRATEGIC TR1,135,9981,136,285+28730,19531,4419.26%+1,246
SCHWAB STRATEGIC TR539,544570,173+30,62913,13213,9014.10%+768
AMAZON COM INC(AMZN)20,72521,297+5723,9434,6721.38%+729
ISHARES TR191,183197,829+6,64618,91219,6255.78%+713
META PLATFORMS INC(META)3,9394,009+702,2702,9590.87%+689
SCHWAB STRATEGIC TR274,775272,280-2,4957,5768,2072.42%+631
SCHWAB STRATEGIC TR263,758257,275-6,4835,6796,1311.81%+452
ALPHABET INC(GOOG)14,42915,095+6662,2312,6600.78%+429
ORACLE CORP(ORCL)5,1775,130-477241,1220.33%+398
BLACKSTONE INC(BX)17,85219,093+1,2412,4952,8560.84%+361
NXP SEMICONDUCTORS N V
COM
8,4308,839+4091,6021,9310.57%+329
MEDTRONIC PLC(MDT)5,1518,939+3,7884637790.23%+316
NETFLIX INC(NFLX)600619+195608290.24%+269
TESLA INC(TSLA)5,2275,081-1461,3551,6140.48%+259
SCHWAB STRATEGIC TR191,477186,387-5,0904,4864,7161.39%+229
PHILIP MORRIS INTL INC(PM)01,257+1,25702290.07%+229
CHIPOTLE MEXICAN GRILL INC(CMG)25,37226,759+1,3871,2741,5030.44%+229
ISHARES TR3,5433,521-221,2791,4950.44%+216
GE VERNOVA INC(GEV)0405+40502140.06%+214
ISHARES TR2,0092,151+1421,1291,3360.39%+207
LAM RESEARCH CORP(LRCX)02,121+2,12102060.06%+206
RTX CORPORATION(RTX)01,412+1,41202060.06%+206
ISHARES TR8,6868,769+831,7331,8920.56%+159
MOODYS CORP(MCO)2,8642,973+1091,3341,4910.44%+157
COSTCO WHSL CORP NEW(COST)2,2972,347+502,1722,3230.68%+151
STRYKER CORPORATION(SYK)3,6843,843+1591,3711,5200.45%+149
ALPHABET INC(GOOG)5,2065,252+468139320.27%+118
ECOLAB INC(ECL)6,7276,749+221,7051,8180.54%+113
GE AEROSPACE(GE)2,2712,205-664555680.17%+113
SPDR INDEX SHS FDS
ST STR PO EX ETF
35,16334,409-7541,2801,3930.41%+113
VANGUARD INDEX FDS1,3311,380+494946050.18%+111
3M CO(MMM)6,4546,931+4779481,0550.31%+107
ISHARES TR2,9692,96906267320.22%+106
AMERICAN EXPRESS CO(AXP)1,9902,007+175356400.19%+105
VISA INC(V)8,3648,544+1802,9313,0340.89%+102
ADOBE INC(ADBE)1,8852,130+2457238240.24%+101
SCHWAB STRATEGIC TR88,02191,810+3,7892,0392,1340.63%+95
NOVO-NORDISK A S(NVO)20,39321,893+1,5001,4161,5110.45%+95
SPDR S&P 500 ETF TR(SPY)1,8631,832-311,0421,1320.33%+90
VANGUARD WHITEHALL FDS31,11231,732+6201,9972,0740.61%+76
HILTON WORLDWIDE HLDGS INC(HLT)1,6091,654+453664410.13%+74
PEPSICO INC(PEP)6,8798,363+1,4841,0311,1040.33%+73
WALMART INC(WMT)6,6376,638+15836490.19%+66
SELECT SECTOR SPDR TR
ST STR REAL ETF
36,78438,759+1,9751,5391,6050.47%+66
ISHARES TR7601,424+664721360.04%+64
ILLINOIS TOOL WKS INC(ITW)4,5564,820+2641,1301,1920.35%+62
HONEYWELL INTL INC(HON)2,1402,183+434535080.15%+55
FASTENAL CO(FAST)8,39916,756+8,3576517040.21%+52
SHOPIFY INC(SHOP)2,3082,334+262202690.08%+49
SPDR SERIES TRUST
ST INTER ETF
01,694+1,6940490.01%+49
SPDR SERIES TRUST
ST STR P500GRW
2,9662,991+252382850.08%+47
AUTOMATIC DATA PROCESSING IN4,0384,148+1101,2341,2790.38%+46
XCEL ENERGY INC(XEL)3,2874,052+7652332760.08%+43
SPDR SERIES TRUST
ST STR P500ETF
8841,384+500581010.03%+42
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
15,36916,008+6397507930.23%+42
CATERPILLAR INC(CAT)70170102312720.08%+41
SELECT SECTOR SPDR TR
ST STR TECHN ETF
86386301782190.06%+40
BANK AMERICA CORP5,2715,489+2182202600.08%+40
VANGUARD INDEX FDS0122+1220340.01%+34
MARRIOTT INTL INC NEW(MAR)2,3592,177-1825625950.18%+33
ISHARES TR1,3941,39401772100.06%+33
CINTAS CORP(CTAS)2,3472,307-404825140.15%+32
ISHARES TR
CORE MSCI EAFE
4,5824,506-763473760.11%+30
BRIDGEWATER BANCSHARES INC(BWB)14,60014,60002032320.07%+29
SPDR SERIES TRUST
ST TERM HIGH ETF
17,38318,198+8154374640.14%+26
DANAHER CORPORATION(DHR)4,6524,946+2949549770.29%+23
ISHARES TR1,0321,03201211430.04%+22
ISHARES TR5,7035,683-201771960.06%+19
ABBOTT LABS1,8271,922+952422610.08%+19
CISCO SYS INC(CSCO)4,8024,524-2782963140.09%+18
VANGUARD INDEX FDS610608-21571730.05%+17
SCHWAB STRATEGIC TR5,5326,155+6231491640.05%+15
ISHARES TR838838078920.03%+14
ISHARES TR2,1852,399+2141992120.06%+13
SPDR SERIES TRUST
ST STR SP600GRWO
1,1151,184+69931050.03%+13
SCHWAB STRATEGIC TR6,7066,709+31761880.06%+12
TJX COS INC NEW(TJX)2,4042,472+682933050.09%+12
MCDONALDS CORP(MCD)812907+952542650.08%+11
ISHARES TR1,8951,873-221611720.05%+11
VANGUARD INDEX FDS310310085940.03%+9
DONALDSON INC(DCI)3,7363,73602512590.08%+9
ISHARES TR681681068760.02%+8
SPDR SERIES TRUST
ST STR SP400GRW
1,0591,059084920.03%+8
CANADIAN PACIFIC KANSAS CITY(CP)7,9637,149-8145595670.17%+8
ISHARES TR3,6063,60602963040.09%+7
VANGUARD INDEX FDS4048+821280.01%+7
WASTE MGMT INC DEL(WM)1,4621,504+423383440.10%+6
MITSUBISHI UFJ FINL GROUP IN(MUFG)63,06963,06908608650.25%+6
CVS HEALTH CORP(CVS)4,0424,04202742790.08%+5
ISHARES TR141141045500.01%+5
VANGUARD INDEX FDS2,0002,081+811811850.05%+4
SPDR SERIES TRUST
ST STR SP600SM C
2,6712,677+62092130.06%+4
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BALLAST ADVISORS LLC — 13F Holdings — Q2 2025 | TickerTrail