Detalus Advisors, LLC Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$318.4B

Holdings

161

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (161 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SER TR
872,142$57.4B18.01%
2
IVWISHARES TR
239,917$22.3B6.99%
3
QUALISHARES TR
124,043$21.2B6.66%
4
DYNFBLACKROCK ETF TRUST
347,046$16.9B5.31%
5
OEFISHARES TR
50,436$13.7B4.29%
6
IVEISHARES TR
71,635$13.7B4.29%
7
RSPTINVESCO EXCHANGE TRADED FD T
285,992$9.8B3.07%
8
EFXEQUIFAX INC
28,500$6.9B2.18%
9
VIGVANGUARD SPECIALIZED FUNDS
30,142$5.8B1.84%
10
VOOVANGUARD INDEX FDS
10,639$5.5B1.72%
11
BYBYLINE BANCORP INC
203,544$5.3B1.67%
12
AAPLAPPLE INC
23,916$5.3B1.67%
13
SPTLSPDR SER TR
173,437$4.7B1.48%
14
SPMBSPDR SER TR
213,639$4.7B1.48%
15
EMXCISHARES INC
79,016$4.4B1.37%
16
GLDMWORLD GOLD TR
69,261$4.3B1.35%
17
KLMNINVESCO EXCH TRADED FD TR II
42,630$3.9B1.24%
18
MSFTMICROSOFT CORP
9,699$3.6B1.14%
19
HEFAISHARES TR
99,655$3.6B1.14%
20
USBUS BANCORP DEL
85,523$3.6B1.13%
21
HCAHCA HEALTHCARE INC
10,000$3.5B1.09%
22
BINCBLACKROCK ETF TRUST II
64,986$3.4B1.07%
23
SHMSPDR SER TR
68,103$3.2B1.02%
24
VTEBVANGUARD MUN BD FDS
64,264$3.2B1.00%
25
ABBVABBVIE INC
14,699$3.1B0.97%
26
MUBISHARES TR
25,744$2.7B0.85%
27
WMTWALMART INC
30,347$2.7B0.84%
28
AMZNAMAZON COM INC
12,707$2.4B0.76%
29
MTUMISHARES TR
11,748$2.4B0.75%
30
USMVISHARES TR
24,540$2.3B0.72%
31
HIMUBLACKROCK ETF TRUST II
43,013$2.1B0.67%
32
ABTABBOTT LABS
15,253$2.0B0.64%
33
IWFISHARES TR
5,584$2.0B0.63%
34
GOOGLALPHABET INC
12,541$1.9B0.61%
35
PEPPEPSICO INC
10,245$1.5B0.48%
36
IWBISHARES TR
4,958$1.5B0.48%
37
VUGVANGUARD INDEX FDS
3,979$1.5B0.46%
38
NVDANVIDIA CORPORATION
13,000$1.4B0.44%
39
PGPROCTER AND GAMBLE CO
7,918$1.3B0.42%
40
VVISA INC
3,832$1.3B0.42%
41
MAMASTERCARD INCORPORATED
2,398$1.3B0.41%
42
WMWASTE MGMT INC DEL
5,652$1.3B0.41%
43
SOSOUTHERN CO
13,977$1.3B0.40%
44
PRFINVESCO EXCHANGE TRADED FD T
29,917$1.2B0.38%
45
ITOTISHARES TR
9,561$1.2B0.37%
46
SPEMSPDR INDEX SHS FDS
27,287$1.1B0.34%
47
TLTISHARES TR
10,895$991.8M0.31%
48
IUSBISHARES TR
20,700$953.8M0.30%
49
HDHOME DEPOT INC
2,532$928.1M0.29%
50
MGKVANGUARD WORLD FD
2,991$923.7M0.29%
51
JEPIJ P MORGAN EXCHANGE TRADED F
16,051$917.2M0.29%
52
KOCOCA COLA CO
12,712$910.4M0.29%
53
SPDWSPDR INDEX SHS FDS
24,096$877.3M0.28%
54
IGROISHARES TR
11,656$844.3M0.27%
55
JNJJOHNSON & JOHNSON
5,023$833.0M0.26%
56
VOVANGUARD INDEX FDS
3,179$822.2M0.26%
57
UNHUNITEDHEALTH GROUP INC
1,540$806.5M0.25%
58
RPGINVESCO EXCHANGE TRADED FD T
20,807$795.9M0.25%
59
QUSSPDR SER TR
4,926$771.9M0.24%
60
VTVVANGUARD INDEX FDS
4,335$748.8M0.24%
61
ELVELEVANCE HEALTH INC
1,695$737.2M0.23%
62
HEZUISHARES TR
18,808$732.9M0.23%
63
JPSTJ P MORGAN EXCHANGE TRADED F
14,220$720.0M0.23%
64
LLYELI LILLY & CO
845$698.1M0.22%
65
CBSHCOMMERCE BANCSHARES INC
11,123$692.2M0.22%
66
VYMVANGUARD WHITEHALL FDS
5,307$684.4M0.21%
67
ILCVISHARES TR
8,077$657.9M0.21%
68
JPMJPMORGAN CHASE & CO.
2,651$650.3M0.20%
69
VTIVANGUARD INDEX FDS
2,344$644.2M0.20%
70
ESGUISHARES TR
5,132$625.7M0.20%
71
AEEAMEREN CORP
6,164$618.9M0.19%
72
MCDMCDONALDS CORP
1,809$565.2M0.18%
73
XOMEXXON MOBIL CORP
4,581$544.8M0.17%
74
SPYVSPDR SER TR
10,539$538.2M0.17%
75
4I1PHILIP MORRIS INTL INC
3,233$513.2M0.16%
76
NEENEXTERA ENERGY INC
6,912$490.0M0.15%
77
CWBSPDR SER TR
6,335$485.4M0.15%
78
JAAAJANUS DETROIT STR TR
9,497$481.6M0.15%
79
UNPUNION PAC CORP
2,036$481.0M0.15%
80
COSTCOSTCO WHSL CORP NEW
507$479.7M0.15%
81
ADPAUTOMATIC DATA PROCESSING IN
1,566$478.5M0.15%
82
RSGREPUBLIC SVCS INC
1,972$477.5M0.15%
83
SFSTIFEL FINL CORP
4,892$461.1M0.14%
84
VEUVANGUARD INTL EQUITY INDEX F
7,552$458.1M0.14%
85
IXCISHARES TR
10,868$457.2M0.14%
86
TAT&T INC
16,071$454.5M0.14%
87
BACVERIZON COMMUNICATIONS INC
9,908$449.4M0.14%
88
CITCINTAS CORP
2,159$443.7M0.14%
89
SRSPIRE INC
5,605$438.6M0.14%
90
PFFISHARES TR
14,009$430.5M0.14%
91
XTISHARES TR
7,424$427.3M0.13%
92
LVLNSPDR SER TR
7,400$420.7M0.13%
93
IWVISHARES TR
1,314$417.4M0.13%
94
SPBOSPDR SER TR
14,282$414.6M0.13%
95
SPYSPDR S&P 500 ETF TR
730$408.5M0.13%
96
LQDISHARES TR
3,726$405.0M0.13%
97
DGRWWISDOMTREE TR
4,929$393.7M0.12%
98
DISDISNEY WALT CO
3,967$391.5M0.12%
99
WFCWELLS FARGO CO NEW
5,435$390.2M0.12%
100
SPYDSPDR SER TR
8,768$388.1M0.12%
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