Fund Holdings — BALLAST ADVISORS LLC

Total Portfolio Value
$324.52M
Total Bought
$10.52M
Total Sold
$9.17M
Net Transaction
+$1.34M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2024
▲▼
Q4 2024
▲▼
Change
▲▼
Q3 2024
▲▼
Q4 2024
▲▼
Weight (%)
▲▼
Change
▲▼
JPMORGAN CHASE & CO.(JPM)49,16248,765-39710,36611,6893.60%+1,323
APPLE INC(AAPL)103,154101,037-2,11724,03525,3027.80%+1,267
ENTERPRISE PRODS PARTNERS L(EPD)305,122309,182+4,0608,8829,6962.99%+814
AMAZON COM INC(AMZN)20,47920,609+1303,8164,5211.39%+706
TESLA INC(TSLA)5,7985,424-3741,5172,1900.67%+673
SCHWAB STRATEGIC TR442,8021,319,498+876,69630,04430,5869.43%+542
NVIDIA CORPORATION(NVDA)35,42335,652+2294,3024,7881.48%+486
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,58015,176+5962,5322,9970.92%+465
VISA INC(V)7,7488,043+2952,1302,5420.78%+412
ALPHABET INC(GOOG)16,54816,502-462,7443,1240.96%+379
SCHWAB STRATEGIC TR245,759931,342+685,58325,60325,9568.00%+353
BLACKSTONE INC(BX)19,34618,580-7662,9623,2040.99%+241
SHOPIFY INC(SHOP)02,063+2,06302190.07%+219
NORTHERN TECHNOLOGIES INTL C(NTIC)171,047171,04702,1022,3070.71%+205
ISHARES TR
ESG AWR US AGRGT
03,922+3,92201820.06%+182
CHIPOTLE MEXICAN GRILL INC(CMG)21,53523,425+1,8901,2411,4130.44%+172
SCHWAB STRATEGIC TR257,522531,109+273,58712,61312,7783.94%+165
COSTCO WHSL CORP NEW(COST)2,1102,218+1081,8712,0320.63%+162
MARRIOTT INTL INC NEW(MAR)1,8932,206+3134716150.19%+145
ALPHABET INC(GOOG)7,4297,277-1521,2421,3860.43%+144
SCHWAB STRATEGIC TR90,864272,320+181,4566,0446,1821.90%+137
META PLATFORMS INC(META)3,7233,849+1262,1312,2540.69%+122
NETFLIX INC(NFLX)595600+54225350.16%+113
MOODYS CORP(MCO)2,4092,651+2421,1431,2550.39%+112
MITSUBISHI UFJ FINL GROUP IN(MUFG)61,79063,069+1,2796297390.23%+110
ACCENTURE PLC IRELAND
SHS CLASS A
4,8905,183+2931,7291,8230.56%+95
STRYKER CORPORATION(SYK)3,0753,343+2681,1111,2040.37%+93
WALMART INC(WMT)6,4966,746+2505256100.19%+85
AMERICAN EXPRESS CO(AXP)2,3652,417+526417170.22%+76
AUTOMATIC DATA PROCESSING IN3,7733,789+161,0441,1090.34%+65
HILTON WORLDWIDE HLDGS INC(HLT)1,4661,621+1553384010.12%+63
ISHARES TR3,4603,386-741,2991,3600.42%+61
ILLINOIS TOOL WKS INC(ITW)3,7124,076+3649731,0340.32%+61
ISHARES TR2,9692,96906536990.22%+45
HONEYWELL INTL INC(HON)2,1982,19804544970.15%+42
VANGUARD INDEX FDS1,4311,43105495870.18%+38
HOME DEPOT INC(HD)1,8982,065+1677698030.25%+34
CISCO SYS INC(CSCO)4,7224,802+802512840.09%+33
ISHARES TR
IBONDS 27 ETF
01,245+1,2450300.01%+30
VANGUARD WHITEHALL FDS29,26831,221+1,9531,9431,9720.61%+29
SCHWAB STRATEGIC TR91,468183,142+91,6744,7114,7361.46%+25
ISHARES TR5,8556,199+3446366610.20%+24
ISHARES TR3,5483,688+1403773890.12%+12
ISHARES TR1,2361,232-41451560.05%+11
MICROSOFT CORP(MSFT)26,69327,275+58211,48611,4963.54%+11
CHEVRON CORP NEW(CVX)6,5486,730+1829649750.30%+10
ISHARES TR1,3941,39401841940.06%+10
BANK AMERICA CORP5,4995,200-2992182290.07%+10
ASSURANT INC(AIZ)1,0421,011-312072160.07%+8
FASTENAL CO(FAST)10,41910,447+287447510.23%+7
TJX COS INC NEW(TJX)2,4152,404-112842900.09%+7
APOGEE ENTERPRISES INC4,6674,66703273330.10%+7
XCEL ENERGY INC(XEL)3,8623,832-302522590.08%+7
SELECT SECTOR SPDR TR
ST STR TECHN ETF
86386301952010.06%+6
SCHWAB STRATEGIC TR2,5775,569+2,9921381440.04%+6
ISHARES TR864864083880.03%+5
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
15,18115,642+4617637670.24%+4
SPDR SER TR
ST BLOO HIGH ETF
245290+4524280.01%+4
VANGUARD INDEX FDS298298084860.03%+2
OGE ENERGY CORP(OGE)7,8897,88903243250.10%+2
SPDR SER TR
ST STR P500ETF
884884060610.02%+1
SCHWAB STRATEGIC TR046+46010.00%+1
ISHARES TR2,1602,164+41901910.06%+1
SELECT SECTOR SPDR TR
ST STR FINL ETF
244244011120.00%+1
SPDR SER TR
ST STR SP600SM C
2,7192,711-82362370.07%0
SPDR SER TR
ST STR SP400VAL
531531042430.01%0
SPDR SER TR
ST TERM HIGH ETF
16,70617,046+3404304300.13%0
VANGUARD INDEX FDS7272017170.01%0
ISHARES TR137137015150.00%0
ABBOTT LABS2,0072,024+172292290.07%0
ISHARES TR60600670.00%0
SPDR SER TR
ST STR SP500DIV
1112+1100.00%-0
ISHARES TR3233+1330.00%-0
ISHARES TR1001000990.00%-0
ISHARES TR1001000330.00%-0
SELECT SECTOR SPDR TR
ST STR ENERG ETF
150150013130.00%-0
VANGUARD WHITEHALL FDS677677087860.03%-0
ISHARES TR1191190550.00%-0
ISHARES TR630630037370.01%-1
ISHARES TR134134015140.00%-1
ISHARES TR338338056550.02%-1
SPDR SER TR
ST STR SP400GRW
1,0591,059093920.03%-1
SPDR SER TR
ST STR NUVEE ETF
745745035340.01%-1
SPDR INDEX SHS FDS
SST SPDR MSCI
948948035340.01%-1
SELECT SECTOR SPDR TR
ST STR CARE ETF
9595015130.00%-2
ISHARES TR482482065630.02%-2
SCHWAB STRATEGIC TR1,1873,561+2,374100970.03%-3
SPDR SER TR
ST STR P500VAL
1,7181,715-391880.03%-3
ISHARES TR497497098950.03%-3
ROPER TECHNOLOGIES INC(ROP)1,6561,765+1099219180.28%-4
ISHARES TR838838048440.01%-4
SPDR SER TR
ST STR SP600GRWO
1,1301,115-151051010.03%-4
VANGUARD INDEX FDS99199101731680.05%-5
ISHARES TR495405-9029230.01%-6
SELECT SECTOR SPDR TR
ST STR UTIL ETF
1,1001,100089830.03%-6
VANGUARD INDEX FDS230-2360—-6
SPDR SER TR
ST LON TREAS ETF
1,7521,692-6051440.01%-7
INTERNATIONAL BUSINESS MACHS(IBM)2,5162,500-165565500.17%-7
ISHARES TR713713077690.02%-8
ISHARES TR3,6063,60602932850.09%-8
Page 1 of 2
BALLAST ADVISORS LLC — 13F Holdings — Q4 2024 | TickerTrail