BALLAST ADVISORS LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$313.8B

Holdings

164

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
SCHVSCHWAB STRATEGIC TR
1,135,998$30.2B9.62%
2
SCHXSCHWAB STRATEGIC TR
1,321,837$29.2B9.30%
3
SCHFSCHWAB STRATEGIC TR
1,270,692$25.1B8.01%
4
SCHGSCHWAB STRATEGIC TR
940,571$23.6B7.51%
5
AAPLAPPLE INC
92,848$20.6B6.57%
6
AGGISHARES TR
191,183$18.9B6.03%
7
SCHOSCHWAB STRATEGIC TR
539,544$13.1B4.19%
8
JPMJPMORGAN CHASE & CO.
45,873$11.3B3.59%
9
EPDENTERPRISE PRODS PARTNERS L
299,921$10.2B3.26%
10
MSFTMICROSOFT CORP
27,093$10.2B3.24%
11
SCHESCHWAB STRATEGIC TR
274,775$7.6B2.41%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
11,320$6.0B1.92%
13
SCHBSCHWAB STRATEGIC TR
263,758$5.7B1.81%
14
UBERUBER TECHNOLOGIES INC
73,671$5.4B1.71%
15
SCHASCHWAB STRATEGIC TR
191,477$4.5B1.43%
16
AMZNAMAZON COM INC
20,725$3.9B1.26%
17
NVDANVIDIA CORPORATION
34,583$3.7B1.19%
18
VVISA INC
8,364$2.9B0.93%
19
TSMTAIWAN SEMICONDUCTOR MFG LTD
17,249$2.9B0.91%
20
SLBSCHLUMBERGER LTD
62,768$2.6B0.84%
21
BXBLACKSTONE INC
17,852$2.5B0.80%
22
METAMETA PLATFORMS INC
3,939$2.3B0.72%
23
GOOGLALPHABET INC
14,429$2.2B0.71%
24
SCHHSCHWAB STRATEGIC TR
102,214$2.2B0.70%
25
COSTCOSTCO WHSL CORP NEW
2,297$2.2B0.69%
26
SCHZSCHWAB STRATEGIC TR
88,021$2.0B0.65%
27
VWOBVANGUARD WHITEHALL FDS
31,112$2.0B0.64%
28
NTICNORTHERN TECHNOLOGIES INTL C
171,047$1.8B0.57%
29
ACNACCENTURE PLC IRELAND
5,607$1.7B0.56%
30
IWMISHARES TR
8,686$1.7B0.55%
31
ECLECOLAB INC
6,727$1.7B0.54%
32
NXPINXP SEMICONDUCTORS N V
8,430$1.6B0.51%
33
XLRESELECT SECTOR SPDR TR
36,784$1.5B0.49%
34
NVONOVO-NORDISK A S
20,393$1.4B0.45%
35
SYKSTRYKER CORPORATION
3,684$1.4B0.44%
36
TSLATESLA INC
5,227$1.4B0.43%
37
MCOMOODYS CORP
2,864$1.3B0.43%
38
SPDWSPDR INDEX SHS FDS
35,163$1.3B0.41%
39
IWFISHARES TR
3,543$1.3B0.41%
40
CMGCHIPOTLE MEXICAN GRILL INC
25,372$1.3B0.41%
41
ADPAUTOMATIC DATA PROCESSING IN
4,038$1.2B0.39%
42
KOCOCA COLA CO
17,088$1.2B0.39%
43
JNJJOHNSON & JOHNSON
7,317$1.2B0.39%
44
ROPROPER TECHNOLOGIES INC
1,937$1.1B0.36%
45
ITWILLINOIS TOOL WKS INC
4,556$1.1B0.36%
46
IVVISHARES TR
2,009$1.1B0.36%
47
CVXCHEVRON CORP NEW
6,375$1.1B0.34%
48
SPYSPDR S&P 500 ETF TR
1,863$1.0B0.33%
49
TMOTHERMO FISHER SCIENTIFIC INC
2,094$1.0B0.33%
50
PEPPEPSICO INC
6,879$1.0B0.33%
51
DHRDANAHER CORPORATION
4,652$953.7M0.30%
52
MMM3M CO
6,454$947.8M0.30%
53
MUFGMITSUBISHI UFJ FINL GROUP IN
63,069$859.6M0.27%
54
GOOGALPHABET INC
5,206$813.3M0.26%
55
HDHOME DEPOT INC
2,187$801.4M0.26%
56
XOMEXXON MOBIL CORP
6,466$769.0M0.25%
57
BNDXVANGUARD CHARLOTTE FDS
15,369$750.3M0.24%
58
ORCLORACLE CORP
5,177$723.8M0.23%
59
ADBEADOBE INC
1,885$723.0M0.23%
60
FASTFASTENAL CO
8,399$651.3M0.21%
61
IWYISHARES TR
2,969$626.3M0.20%
62
UNHUNITEDHEALTH GROUP INC
1,135$594.5M0.19%
63
IBMINTERNATIONAL BUSINESS MACHS
2,348$583.9M0.19%
64
WMTWALMART INC
6,637$582.6M0.19%
65
PGPROCTER AND GAMBLE CO
3,367$573.8M0.18%
66
MARMARRIOTT INTL INC NEW
2,359$561.9M0.18%
67
NFLXNETFLIX INC
600$559.5M0.18%
68
CPCANADIAN PACIFIC KANSAS CITY
7,963$559.1M0.18%
69
MUBISHARES TR
5,167$544.8M0.17%
70
AXPAMERICAN EXPRESS CO
1,990$535.4M0.17%
71
ABBVABBVIE INC
2,358$494.1M0.16%
72
VUGVANGUARD INDEX FDS
1,331$493.6M0.16%
73
CITCINTAS CORP
2,347$482.4M0.15%
74
MDTMEDTRONIC PLC
5,151$462.9M0.15%
75
GEGE AEROSPACE
2,271$454.5M0.14%
76
HONHONEYWELL INTL INC
2,140$453.1M0.14%
77
SJNKSPDR SER TR
17,383$437.4M0.14%
78
AMGNAMGEN INC
1,385$431.5M0.14%
79
LMTLOCKHEED MARTIN CORP
910$406.5M0.13%
80
SBUXSTARBUCKS CORP
3,879$380.5M0.12%
81
LLYELI LILLY & CO
454$375.0M0.12%
82
HLTHILTON WORLDWIDE HLDGS INC
1,609$366.1M0.12%
83
OGEOGE ENERGY CORP
7,889$362.6M0.12%
84
AQLTISHARES TR
4,582$346.6M0.11%
85
SUBISHARES TR
3,268$345.1M0.11%
86
WMWASTE MGMT INC DEL
1,462$338.4M0.11%
87
IWXISHARES TR
3,606$296.3M0.09%
88
CSCOCISCO SYS INC
4,802$296.3M0.09%
89
TJXTJX COS INC NEW
2,404$292.8M0.09%
90
LINLINDE PLC
600$279.4M0.09%
91
CVSCVS HEALTH CORP
4,042$273.8M0.09%
92
MCDMCDONALDS CORP
812$253.6M0.08%
93
DCIDONALDSON INC
3,736$250.5M0.08%
94
SHYISHARES TR
2,985$246.9M0.08%
95
ABTABBOTT LABS
1,827$242.4M0.08%
96
SPYGSPDR SER TR
2,966$238.4M0.08%
97
CMICUMMINS INC
744$233.2M0.07%
98
XELXCEL ENERGY INC
3,287$232.7M0.07%
99
CATCATERPILLAR INC
701$231.2M0.07%
100
SHOPSHOPIFY INC
2,308$220.4M0.07%
Page 1 of 2Next