BALLAST ADVISORS LLC holdings history

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255 is the total number of securities BALLAST ADVISORS LLC has owned. The longest BALLAST ADVISORS LLC has owned a single stock is 16 quarters.

BALLAST ADVISORS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHV SCHWAB STRATEGIC TR16169.39%11.35%14.22%Q4 2019Q3 202316
SCHX SCHWAB STRATEGIC TR16166.36%8.98%10.13%Q4 2019Q3 202316
AAPL APPLE INC16167.24%8.70%10.27%Q4 2019Q3 202316
SCHF SCHWAB STRATEGIC TR16167.68%8.58%11.03%Q4 2019Q3 202316
SCHG SCHWAB STRATEGIC TR16166.29%8.07%11.26%Q4 2019Q3 202316
AGG ISHARES TR16160.90%4.16%5.84%Q4 2019Q3 202316
SCHB SCHWAB STRATEGIC TR16162.04%2.80%3.61%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.24%2.64%3.50%Q4 2019Q3 202316
SCHO SCHWAB STRATEGIC TR16160.75%2.28%3.72%Q4 2019Q3 202316
MSFT MICROSOFT CORP16161.10%1.87%3.66%Q4 2019Q3 202316
SCHE SCHWAB STRATEGIC TR16160.31%1.81%2.73%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16161.34%1.75%2.24%Q4 2019Q3 202316
BX BLACKSTONE INC16161.11%1.45%1.80%Q4 2019Q3 202316
NTIC NORTHERN TECHNOLOGIES ...16160.77%1.30%2.80%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16161.07%1.28%1.56%Q4 2019Q3 202316
MMM 3M CO16160.39%1.17%2.16%Q4 2019Q3 202316
AMZN AMAZON COM INC16160.63%0.99%1.36%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.44%0.97%1.51%Q4 2019Q3 202316
SHY ISHARES TR16160.17%0.95%1.72%Q4 2019Q3 202316
BABA ALIBABA GROUP HLDG LTD16160.31%0.94%1.96%Q4 2019Q3 202316
TLT ISHARES TR16160.00%0.91%1.86%Q4 2019Q3 202316
IWM ISHARES TR16160.31%0.81%0.99%Q4 2019Q3 202316
SCHH SCHWAB STRATEGIC TR16160.60%0.78%1.25%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.56%0.73%1.11%Q4 2019Q3 202316
V VISA INC16160.53%0.67%0.93%Q4 2019Q3 202316
IVV ISHARES TR16160.49%0.66%0.78%Q4 2019Q3 202316
GOOGL ALPHABET INC16160.52%0.62%0.82%Q4 2019Q3 202316
SPDW SPDR INDEX SHS FDS16160.34%0.52%0.63%Q4 2019Q3 202316
IJR ISHARES TR16160.27%0.49%0.63%Q4 2019Q3 202316
MDT MEDTRONIC PLC16160.19%0.47%0.77%Q4 2019Q3 202316
SCHZ SCHWAB STRATEGIC TR16160.15%0.47%0.75%Q4 2019Q3 202316
GOOG ALPHABET INC16160.34%0.42%0.50%Q4 2019Q3 202316
SCHM SCHWAB STRATEGIC TR16160.10%0.41%1.77%Q4 2019Q3 202316
CVX CHEVRON CORP NEW16160.21%0.39%0.66%Q4 2019Q3 202316
IWF ISHARES TR16160.32%0.37%0.44%Q4 2019Q3 202316
UNH UNITEDHEALTH GROUP INC16160.27%0.34%0.47%Q4 2019Q3 202316
CAT CATERPILLAR INC DEL16160.26%0.33%0.42%Q4 2019Q3 202316
KO COCA COLA CO16160.20%0.27%0.39%Q4 2019Q3 202316
CVS CVS HEALTH CORP16160.15%0.27%0.35%Q4 2019Q3 202316
HON HONEYWELL INTL INC16160.19%0.27%0.40%Q4 2019Q3 202316
HD HOME DEPOT INC16160.20%0.26%0.35%Q4 2019Q3 202316
VUG VANGUARD INDEX FDS16160.17%0.26%0.39%Q4 2019Q3 202316
PEP PEPSICO INC16160.20%0.26%0.39%Q4 2019Q3 202316
TIP ISHARES TR16160.07%0.24%0.42%Q4 2019Q3 202316
SPYG SPDR SER TR16160.16%0.24%0.35%Q4 2019Q3 202316
SBUX STARBUCKS CORP16160.20%0.23%0.28%Q4 2019Q3 202316
SLYV SPDR SER TR16160.09%0.23%0.80%Q4 2019Q3 202316
XOM EXXON MOBIL CORP16160.14%0.23%0.41%Q4 2019Q3 202316
AMGN AMGEN INC16160.15%0.22%0.36%Q4 2019Q3 202316
IBM INTERNATIONAL BUSINESS...16160.16%0.21%0.35%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.16%0.21%0.31%Q4 2019Q3 202316
PFE PFIZER INC16160.11%0.20%0.28%Q4 2019Q3 202316
ACN ACCENTURE PLC IRELAND16160.12%0.20%0.44%Q4 2019Q3 202316
SUB ISHARES TR16160.12%0.17%0.29%Q4 2019Q3 202316
IWY ISHARES TR16160.14%0.17%0.21%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.12%0.17%0.23%Q4 2019Q3 202316
SLYG SPDR SER TR16160.03%0.17%0.57%Q4 2019Q3 202316
IHI ISHARES TR16160.01%0.16%0.25%Q4 2019Q3 202316
IEF ISHARES TR16160.07%0.16%0.27%Q4 2019Q3 202316
SJNK SPDR SER TR16160.12%0.16%0.26%Q4 2019Q3 202316
ORCL ORACLE CORP16160.11%0.16%0.27%Q4 2019Q3 202316
ABT ABBOTT LABS16160.11%0.16%0.21%Q4 2019Q3 202316
MCD MCDONALDS CORP16160.12%0.15%0.20%Q4 2019Q3 202316
BWB BRIDGEWATER BANCSHARES...16160.05%0.15%0.28%Q4 2019Q3 202316
EFA ISHARES TR16160.06%0.15%0.32%Q4 2019Q3 202316
OGE OGE ENERGY CORP16160.09%0.12%0.22%Q4 2019Q3 202316
MDYG SPDR SER TR16160.03%0.12%0.75%Q4 2019Q3 202316
MDYV SPDR SER TR16160.01%0.11%0.85%Q4 2019Q3 202316
VV VANGUARD INDEX FDS16160.08%0.11%0.17%Q4 2019Q3 202316
IWX ISHARES TR16160.05%0.10%0.14%Q4 2019Q3 202316
SPYV SPDR SER TR16160.07%0.09%0.11%Q4 2019Q3 202316
IWP ISHARES TR16160.04%0.08%0.12%Q4 2019Q3 202316
XLU SELECT SECTOR SPDR TR16160.05%0.08%0.18%Q4 2019Q3 202316
F FORD MTR CO DEL16160.06%0.08%0.12%Q4 2019Q3 202316
VTV VANGUARD INDEX FDS16160.05%0.08%0.13%Q4 2019Q3 202316
SPTL SPDR SER TR16160.02%0.07%0.29%Q4 2019Q3 202316
IUSG ISHARES TR16160.05%0.07%0.09%Q4 2019Q3 202316
VB VANGUARD INDEX FDS16160.02%0.06%0.09%Q4 2019Q3 202316
IVE ISHARES TR16160.05%0.06%0.08%Q4 2019Q3 202316
LQD ISHARES TR16160.01%0.06%0.15%Q4 2019Q3 202316
IWR ISHARES TR16160.04%0.06%0.08%Q4 2019Q3 202316
IDV ISHARES TR16160.04%0.06%0.09%Q4 2019Q3 202316
XBI SPDR SER TR16160.00%0.05%0.09%Q4 2019Q3 202316
IJH ISHARES TR16160.04%0.05%0.07%Q4 2019Q3 202316
SDY SPDR SER TR16160.04%0.05%0.07%Q4 2019Q3 202316
EFV ISHARES TR16160.02%0.05%0.11%Q4 2019Q3 202316
IJJ ISHARES TR16160.01%0.05%0.08%Q4 2019Q3 202316
TFI SPDR SER TR16160.02%0.04%0.08%Q4 2019Q3 202316
SCHD SCHWAB STRATEGIC TR16160.03%0.04%0.05%Q4 2019Q3 202316
IVW ISHARES TR16160.03%0.04%0.05%Q4 2019Q3 202316
VNQ VANGUARD INDEX FDS16160.01%0.04%0.06%Q4 2019Q3 202316
SPEM SPDR INDEX SHS FDS16160.02%0.03%0.08%Q4 2019Q3 202316
XLK SELECT SECTOR SPDR TR16160.02%0.03%0.06%Q4 2019Q3 202316
XLF SELECT SECTOR SPDR TR16160.00%0.03%0.07%Q4 2019Q3 202316
IJK ISHARES TR16160.00%0.03%0.04%Q4 2019Q3 202316
IWV ISHARES TR16160.02%0.03%0.04%Q4 2019Q3 202316
IJT ISHARES TR16160.00%0.03%0.04%Q4 2019Q3 202316
DVY ISHARES TR16160.02%0.03%0.04%Q4 2019Q3 202316
EFG ISHARES TR16160.02%0.02%0.03%Q4 2019Q3 202316
PFF ISHARES TR16160.00%0.02%0.05%Q4 2019Q3 202316
IWN ISHARES TR16160.02%0.02%0.03%Q4 2019Q3 202316
SPLG SPDR SER TR16160.02%0.02%0.06%Q4 2019Q3 202316
VO VANGUARD INDEX FDS16160.01%0.02%0.04%Q4 2019Q3 202316
SHM SPDR SER TR16160.01%0.02%0.04%Q4 2019Q3 202316
RWO SPDR INDEX SHS FDS16160.00%0.02%0.03%Q4 2019Q3 202316
HYMB SPDR SER TR16160.01%0.02%0.04%Q4 2019Q3 202316
DSI ISHARES TR16160.00%0.01%0.02%Q4 2019Q3 202316
LOWC SPDR INDEX SHS FDS16160.01%0.01%0.02%Q4 2019Q3 202316
JNK SPDR SER TR16160.00%0.01%0.03%Q4 2019Q3 202316
SPYD SPDR SER TR16160.00%0.01%0.03%Q4 2019Q3 202316
IWD ISHARES TR16160.00%0.01%0.02%Q4 2019Q3 202316
GXC SPDR INDEX SHS FDS16160.00%0.01%0.01%Q4 2019Q3 202316
XLV SELECT SECTOR SPDR TR16160.01%0.01%0.01%Q4 2019Q3 202316
GMF SPDR INDEX SHS FDS16160.00%0.01%0.01%Q4 2019Q3 202316
VTI VANGUARD INDEX FDS16160.00%0.00%0.02%Q4 2019Q3 202316
IJS ISHARES TR16160.00%0.00%0.01%Q4 2019Q3 202316
EEM ISHARES TR16160.00%0.00%0.01%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS...15150.10%0.30%0.53%Q4 2019Q2 202315
VEA VANGUARD TAX-MANAGED I...15150.13%0.25%0.47%Q4 2019Q2 202315
T AT&T INC15150.07%0.21%0.52%Q4 2019Q2 202315
ABBV ABBVIE INC1410.13%0.17%0.20%Q4 2019Q3 202315
AXP AMERICAN EXPRESS CO1410.15%0.17%0.19%Q4 2019Q3 202315
CTAS CINTAS CORP1410.11%0.16%0.20%Q4 2019Q3 202315
XEL XCEL ENERGY INC1320.09%0.14%0.22%Q4 2019Q3 202315
VGT VANGUARD WORLD FDS15150.06%0.13%0.18%Q4 2019Q2 202315
IEFA ISHARES TR960.10%0.13%0.22%Q4 2019Q3 202315
VFH VANGUARD WORLD FDS15150.01%0.05%0.09%Q4 2019Q2 202315
VDC VANGUARD WORLD FDS15150.01%0.01%0.02%Q4 2019Q2 202315
XLP SELECT SECTOR SPDR TR15150.01%0.01%0.03%Q4 2019Q2 202315
SCHR SCHWAB STRATEGIC TR15150.00%0.01%0.01%Q4 2019Q2 202315
VWOB VANGUARD WHITEHALL FDS14140.17%0.57%0.74%Q2 2020Q3 202314
SLY SPDR SER TR14140.22%0.27%0.37%Q4 2019Q1 202314
FB META PLATFORMS INC1010.10%0.20%0.35%Q4 2019Q3 202314
INTC INTEL CORP14140.09%0.19%0.34%Q4 2019Q1 202314
APOG APOGEE ENTERPRISES INC1210.12%0.16%0.22%Q4 2019Q3 202314
USB US BANCORP DEL14140.08%0.15%0.32%Q4 2019Q1 202314
WMT WALMART INC14140.12%0.15%0.17%Q2 2020Q3 202314
AMT AMERICAN TOWER CORP NEW14140.08%0.13%0.21%Q4 2019Q1 202314
UNP UNION PAC CORP14140.10%0.13%0.16%Q2 2020Q3 202314
WM WASTE MGMT INC DEL1310.11%0.12%0.16%Q4 2019Q3 202314
VYM VANGUARD WHITEHALL FDS14140.02%0.03%0.04%Q2 2020Q3 202314
XLI SELECT SECTOR SPDR TR14140.00%0.00%0.01%Q4 2019Q1 202314
XHS SPDR SER TR14140.00%0.00%0.00%Q4 2019Q1 202314
EPD ENTERPRISE PRODS PARTN...13132.68%3.28%3.66%Q3 2020Q3 202313
CP CANADIAN PAC RY LTD13130.30%0.39%0.47%Q4 2019Q4 202213
XLRE SELECT SECTOR SPDR TR13130.04%0.34%0.42%Q3 2020Q3 202313
TSLA TESLA INC13130.14%0.22%0.35%Q3 2020Q3 202313
NVDA NVIDIA CORPORATION13130.10%0.20%0.56%Q3 2020Q3 202313
COST COSTCO WHSL CORP NEW13130.13%0.19%0.38%Q3 2020Q3 202313
SCHP SCHWAB STRATEGIC TR13130.00%0.05%0.06%Q3 2020Q3 202313
VBK VANGUARD INDEX FDS13130.00%0.02%0.03%Q4 2019Q4 202213
VHT VANGUARD WORLD FDS13130.00%0.00%0.01%Q4 2019Q4 202213
PG PROCTER AND GAMBLE CO12120.12%0.19%0.28%Q4 2020Q3 202312
DIS DISNEY WALT CO1010.08%0.16%0.24%Q4 2019Q1 202312
NFLX NETFLIX INC930.08%0.13%0.19%Q1 2020Q3 202312
HLT HILTON WORLDWIDE HLDGS...12120.11%0.12%0.14%Q4 2020Q3 202312
MUB ISHARES TR12120.04%0.12%0.26%Q4 2020Q3 202312
IEI ISHARES TR12120.02%0.02%0.03%Q3 2020Q2 202312
IMCG ISHARES TR12120.00%0.00%0.00%Q4 2020Q3 202312
SCZ ISHARES TR12120.00%0.00%0.00%Q4 2020Q3 202312
SPTS SPDR SER TR12120.00%0.00%0.00%Q4 2020Q3 202312
JULZ LISTED FD TR11110.06%0.06%0.07%Q3 2020Q1 202311
LRNZ LISTED FD TR11110.03%0.05%0.07%Q3 2020Q1 202311
ECOZ LISTED FD TR11110.03%0.04%0.04%Q3 2020Q1 202311
WELLPOINT INC620.02%0.03%0.04%Q4 2019Q4 202211
IWO ISHARES TR11110.00%0.00%0.00%Q4 2020Q2 202311
MAR MARRIOTT INTL INC NEW10100.16%0.18%0.21%Q2 2021Q3 202310
BNDX VANGUARD CHARLOTTE FDS550.09%0.15%0.24%Q1 2021Q3 202310
BAC BK OF AMERICA CORP10100.08%0.10%0.11%Q1 2021Q2 202310
PM PHILIP MORRIS INTL INC640.08%0.09%0.10%Q1 2021Q3 202310
UBER UBER TECHNOLOGIES INC991.06%1.54%1.92%Q3 2021Q3 20239
FAST FASTENAL CO990.26%0.30%0.36%Q3 2021Q3 20239
LLY LILLY ELI & CO880.10%0.12%0.14%Q4 2021Q3 20238
RMD RESMED INC710.09%0.10%0.11%Q4 2020Q4 20228
LMT LOCKHEED MARTIN CORP770.16%0.18%0.22%Q1 2022Q3 20237
IYF ISHARES TR770.01%0.01%0.02%Q4 2019Q2 20217
XLE SELECT SECTOR SPDR TR770.01%0.01%0.01%Q1 2022Q3 20237
VTIP VANGUARD MALVERN FDS660.10%0.22%0.31%Q1 2022Q2 20236
JHG JANUS HENDERSON GROUP PLC660.12%0.19%0.30%Q1 2022Q2 20236
VCSH VANGUARD SCOTTSDALE FDS420.04%0.14%0.24%Q4 2019Q3 20236
DCI DONALDSON INC410.08%0.08%0.09%Q2 2021Q3 20236
GE GENERAL ELECTRIC CO660.05%0.08%0.11%Q4 2019Q1 20216
UPS UNITED PARCEL SERVICE INC410.08%0.09%0.10%Q2 2021Q1 20235
TJX TJX COS INC NEW410.08%0.09%0.10%Q4 2021Q3 20235
TEVA PHARMACEUTICAL FI...550.01%0.01%0.01%Q4 2019Q4 20205
TGT TARGET CORP220.08%0.16%0.23%Q1 2020Q3 20214
CMI CUMMINS INC440.08%0.13%0.24%Q4 2022Q3 20234
NKE NIKE INC310.08%0.09%0.10%Q4 2020Q4 20214
IUSV ISHARES TR440.00%0.03%0.04%Q4 2019Q3 20204
REZ ISHARES TR440.02%0.02%0.02%Q4 2019Q3 20204
MBB ISHARES TR310.00%0.00%0.01%Q4 2019Q1 20224
NVO NOVO-NORDISK A S330.11%0.24%0.45%Q1 2023Q3 20233
ECL ECOLAB INC330.16%0.22%0.30%Q1 2023Q3 20233
TSM TAIWAN SEMICONDUCTOR M...330.09%0.19%0.35%Q1 2023Q3 20233
SPLV INVESCO EXCH TRADED FD...210.11%0.16%0.20%Q4 2019Q3 20203
CMG CHIPOTLE MEXICAN GRILL...330.09%0.16%0.24%Q1 2023Q3 20233
LINDE PLC330.09%0.09%0.09%Q1 2023Q3 20233
CMCSA COMCAST CORP NEW330.09%0.09%0.09%Q1 2021Q3 20213
LIN LINDE PLC210.08%0.09%0.09%Q4 2021Q4 20223
FVD FIRST TR VALUE LINE DI...210.08%0.08%0.09%Q4 2021Q2 20233
KRE SPDR SER TR330.05%0.06%0.07%Q4 2019Q2 20203
PCY INVESCO EXCH TRADED FD...210.02%0.05%0.07%Q4 2019Q3 20203
PGX INVESCO EXCH TRADED FD...210.00%0.00%0.01%Q4 2019Q3 20203
AMLP ALPS ETF TR220.17%0.28%0.39%Q4 2019Q1 20202
CANADIAN PACIFIC KANSA...220.28%0.28%0.28%Q2 2023Q3 20232
NXPI NXP SEMICONDUCTORS N V220.09%0.21%0.34%Q2 2023Q3 20232
ADBE ADOBE SYSTEMS INCORPOR...220.12%0.18%0.24%Q2 2023Q3 20232
SPSM SPDR SER TR220.11%0.16%0.21%Q2 2023Q3 20232
TRV TRAVELERS COMPANIES INC220.14%0.15%0.17%Q2 2020Q3 20202
NLY ANNALY CAP MGMT INC220.12%0.15%0.18%Q4 2019Q1 20202
GENERAL ELECTRIC CO220.08%0.08%0.08%Q2 2023Q3 20232
HBAN HUNTINGTON BANCSHARES INC220.08%0.08%0.08%Q2 2021Q3 20212
LOW LOWES COS INC110.08%0.08%0.08%Q4 2021Q2 20232
VONG VANGUARD SCOTTSDALE FDS220.04%0.04%0.04%Q2 2023Q3 20232
ARKW ARK ETF TR220.03%0.03%0.04%Q1 2021Q2 20212
ARKG ARK ETF TR220.03%0.03%0.03%Q1 2021Q2 20212
ARKK ARK ETF TR220.03%0.03%0.03%Q1 2021Q2 20212
VOE VANGUARD INDEX FDS220.02%0.02%0.02%Q4 2019Q1 20202
IGSB ISHARES TR110.00%0.01%0.02%Q1 2022Q3 20232
HYG ISHARES TR220.01%0.01%0.01%Q4 2019Q1 20202
WOOD ISHARES TR220.01%0.01%0.01%Q4 2019Q1 20202
SPY SPDR S&P 500 ETF TR110.33%0.33%0.33%Q2 2020Q2 20201
SYK STRYKER CORPORATION110.20%0.20%0.20%Q3 2023Q3 20231
ADP AUTOMATIC DATA PROCESS...110.20%0.20%0.20%Q3 2023Q3 20231
TMO THERMO FISHER SCIENTIF...110.20%0.20%0.20%Q3 2023Q3 20231
DHR DANAHER CORPORATION110.19%0.19%0.19%Q3 2023Q3 20231
ROP ROPER TECHNOLOGIES INC110.18%0.18%0.18%Q3 2023Q3 20231
ITW ILLINOIS TOOL WKS INC110.18%0.18%0.18%Q3 2023Q3 20231
WFC WELLS FARGO CO NEW110.17%0.17%0.17%Q4 2019Q4 20191
GLD SPDR GOLD TR110.17%0.17%0.17%Q3 2022Q3 20221
MCO MOODYS CORP110.17%0.17%0.17%Q3 2023Q3 20231
FSKR FS KKR CAP CORP II110.15%0.15%0.15%Q2 2020Q2 20201
AMLP ALPS ETF TR110.14%0.14%0.14%Q2 2020Q2 20201
HUM HUMANA INC110.13%0.13%0.13%Q3 2020Q3 20201
EFX EQUIFAX INC110.08%0.08%0.08%Q4 2021Q4 20211
ELEVANCE HEALTH INC110.03%0.03%0.03%Q2 2022Q2 20221
IGIB ISHARES TR110.03%0.03%0.03%Q3 2023Q3 20231
WFCPRL WELLS FARGO CO NEW110.02%0.02%0.02%Q4 2019Q4 20191
QUAL ISHARES TR110.02%0.02%0.02%Q3 2023Q3 20231
VPU VANGUARD WORLD FDS110.01%0.01%0.01%Q1 2023Q1 20231
IAI ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
TLH ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
SCHI SCHWAB STRATEGIC TR110.00%0.00%0.00%Q2 2022Q2 20221
SCHJ SCHWAB STRATEGIC TR110.00%0.00%0.00%Q2 2022Q2 20221
VOX VANGUARD WORLD FDS110.00%0.00%0.00%Q1 2022Q1 20221
GNR SPDR INDEX SHS FDS110.00%0.00%0.00%Q2 2022Q2 20221
AOA ISHARES TR110.00%0.00%0.00%Q3 2023Q3 20231
RWX SPDR INDEX SHS FDS110.00%0.00%0.00%Q4 2019Q4 20191
SCHC SCHWAB STRATEGIC TR110.00%0.00%0.00%Q2 2022Q2 20221
VAW VANGUARD WORLD FDS110.00%0.00%0.00%Q1 2022Q1 20221
FNDE SCHWAB STRATEGIC TR110.00%0.00%0.00%Q2 2022Q2 20221
IWS ISHARES TR110.00%0.00%0.00%Q1 2023Q1 20231
IGLB ISHARES TR110.00%0.00%0.00%Q1 2022Q1 20221
XLC SELECT SECTOR SPDR TR110.00%0.00%0.00%Q1 2023Q1 20231
BWX SPDR SER TR110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and APPLE INC, are the highest-conviction holdings of BALLAST ADVISORS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by BALLAST ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BALLAST ADVISORS LLC owns currently or has owned in the past.