BALLAST ADVISORS LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$339.4B

Holdings

168

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
BWBBRIDGEWATER BANCSHARES INC
14,600$232.3M0.07%
102
4I1PHILIP MORRIS INTL INC
1,257$228.9M0.07%
103
XLKSELECT SECTOR SPDR TR
863$218.5M0.06%
104
CMICUMMINS INC
659$215.8M0.06%
105
GEVGE VERNOVA INC
405$214.3M0.06%
106
SLYVSPDR SERIES TRUST
2,677$213.5M0.06%
107
TLTISHARES TR
2,399$211.7M0.06%
108
IUSGISHARES TR
1,394$209.7M0.06%
109
LRCXLAM RESEARCH CORP
2,121$206.5M0.06%
110
RTXRTX CORPORATION
1,412$206.2M0.06%
111
UNPUNION PAC CORP
893$205.5M0.06%
112
AMTAMERICAN TOWER CORP NEW
920$203.3M0.06%
113
IDV*ISHARES TR
5,683$196.1M0.06%
114
SCHMSCHWAB STRATEGIC TR
6,709$188.2M0.06%
115
VNQVANGUARD INDEX FDS
2,081$185.3M0.05%
116
VTVVANGUARD INDEX FDS
991$175.1M0.05%
117
IJRISHARES TR
1,598$174.6M0.05%
118
VVVANGUARD INDEX FDS
608$173.5M0.05%
119
SDYSPDR SERIES TRUST
1,271$172.5M0.05%
120
IWRISHARES TR
1,873$172.3M0.05%
121
SCHPSCHWAB STRATEGIC TR
6,155$164.2M0.05%
122
IWPISHARES TR
1,032$143.1M0.04%
123
IEFISHARES TR
1,424$136.4M0.04%
124
SPSMSPDR SERIES TRUST
2,804$119.5M0.04%
125
SLYGSPDR SERIES TRUST
1,184$105.1M0.03%
126
SPYMSPDR SERIES TRUST
1,384$100.6M0.03%
127
SCHDSCHWAB STRATEGIC TR
3,655$96.9M0.03%
128
VTIVANGUARD INDEX FDS
310$94.2M0.03%
129
IVWISHARES TR
838$92.3M0.03%
130
MDYGSPDR SERIES TRUST
1,059$92.0M0.03%
131
VYMVANGUARD WHITEHALL FDS
677$90.3M0.03%
132
EFGISHARES TR
681$76.3M0.02%
133
IVEISHARES TR
347$67.8M0.02%
134
AQLTISHARES TR
482$64.0M0.02%
135
IJHISHARES TR
940$58.3M0.02%
136
SPYVSPDR SERIES TRUST
1,062$55.6M0.02%
137
IWNISHARES TR
338$53.3M0.02%
138
EFVISHARES TR
838$53.2M0.02%
139
IWVISHARES TR
141$49.6M0.01%
140
SPTISPDR SERIES TRUST
1,694$48.7M0.01%
141
XLUSELECT SECTOR SPDR TR
590$48.2M0.01%
142
EFAISHARES TR
536$47.9M0.01%
143
SPEMSPDR INDEX SHS FDS
1,072$45.8M0.01%
144
SPTLSPDR SERIES TRUST
1,692$45.0M0.01%
145
MDYVSPDR SERIES TRUST
531$42.2M0.01%
146
LQDISHARES TR
365$40.0M0.01%
147
IHIISHARES TR
630$39.5M0.01%
148
NZACSPDR INDEX SHS FDS
948$37.4M0.01%
149
TIPISHARES TR
331$36.4M0.01%
150
VOVANGUARD INDEX FDS
122$34.1M0.01%
151
TFISPDR SERIES TRUST
745$33.3M0.01%
152
JNKSPDR SERIES TRUST
290$28.2M0.01%
153
VOOVANGUARD INDEX FDS
48$27.5M0.01%
154
CMFISHARES TR
410$22.9M0.01%
155
VBVANGUARD INDEX FDS
83$19.7M0.01%
156
DSIISHARES TR
137$15.9M0.00%
157
IJKISHARES TR
150$13.6M0.00%
158
XLVSELECT SECTOR SPDR TR
95$12.8M0.00%
159
XLFSELECT SECTOR SPDR TR
244$12.8M0.00%
160
XLESELECT SECTOR SPDR TR
150$12.7M0.00%
161
IJSISHARES TR
60$6.0M0.00%
162
EEMISHARES TR
119$5.7M0.00%
163
EMBISHARES TR
33$3.1M0.00%
164
AOAISHARES TR
33$2.7M0.00%
165
PFFISHARES TR
74$2.3M0.00%
166
SPSBSPDR SERIES TRUST
70$2.1M0.00%
167
SPYDSPDR SERIES TRUST
37$1.6M0.00%
168
SCHRSCHWAB STRATEGIC TR
46$1.2M0.00%
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