Ls-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "COF",
  "DUK",
  "EOG",
  "GD",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "QCOM",
  "EMR",
  "META",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "NEOG",
  "FIS",
  "GE",
  "DLN",
  "FAST",
  "IJR",
  "IWF",
  "PEP",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SHW",
  "SPG",
  "ROP",
  "RTX",
  "GLD",
  null,
  "IBM",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "SCHW",
  "VWO",
  "VIG",
  "IWO",
  "WY",
  "TSM",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "WEC",
  "AJG",
  "WM",
  "AEP",
  "AMZN",
  "HOG",
  "USB",
  "VEA",
  "VYMI",
  "MGK",
  "VBR",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "TER",
  "MTUM",
  null,
  "GWW",
  "EG",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 129
Total Value: 649780845
Accession Number: 0001667731-25-000414
Form Type: 13F-HR
CIK: ls-investment-advisors
Manager Name: Ls-Investment-Advisors

Data Enrichment

98% identified

127 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

129 positions • $649.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MCDONALDS CORP

MCD|580135101

Shares:5.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$649.8M)

CSX CORP

CSX|126408103

Shares:53.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$649.8M)

464287655

IWM|464287655

Shares:7.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$649.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:6.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$649.8M)

Veralto Corp

VLTO|92338C103

Shares:15.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$649.8M)

46432F388

Shares:13.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$649.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:20.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$649.8M)

921943858

VEA|921943858

Shares:26.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$649.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:29.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$649.8M)

3M CO

MMM|88579Y101

Shares:9.2K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$649.8M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$649.8M)

Kenvue Inc.

KVUE|49177J102

Shares:52.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$649.8M)

Duke Energy CORP

DUK|26441C204

Shares:10.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$649.8M)

AMGEN INC

AMGN|031162100

Shares:3.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$649.8M)

464287614

IWF|464287614

Shares:3.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$649.8M)

COMCAST CORP

CMCSA|20030N101

Shares:29.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$649.8M)

Medtronic plc

MDT|G5960L103

Shares:11.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$649.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$649.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:17.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$649.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.0K

Value:$997.1K

% of Portfolio:0.2% ($997.1K/$649.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	5.1K	QoQ -16.10% (-987) YoY -73.19% (-14.0K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$649.8M)	QoQ -9.60% (-$170.6K) YoY -70.30% (-$3.8M)
CSX CORP(CSXcusip126408103)	53.7K	QoQ -81.90% (-243.0K) YoY -82.54% (-254.1K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$649.8M)	QoQ -83.49% (-$8.0M) YoY -86.14% (-$9.8M)
(IWMcusip464287655)	7.9K	QoQ +0.02% (-2) YoY +10.54% (+749)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$649.8M)	QoQ -9.69% (-$168.1K) YoY +4.86% (+$72.7K)
LOWES COMPANIES INC(LOWcusip548661107)	6.4K	QoQ 0.00% (-0) YoY +3.20% (-200)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$649.8M)	QoQ -5.49% (-$87.4K) YoY -5.50% (-$87.6K)
Veralto Corp(VLTOcusip92338C103)	15.3K	QoQ -1.59% (-248) YoY -22.29% (-4.4K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$649.8M)	QoQ -5.84% (-$92.7K) YoY -14.59% (-$255.0K)
(cusip46432F388)✕	13.7K	QoQ -12.27% (-1.9K) YoY -34.91% (-7.3K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$649.8M)	QoQ -11.40% (-$187.7K) YoY -35.91% (-$816.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	20.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$649.8M)	QoQ +2.20% (+$31.3K) YoY +23.86% (+$279.5K)
(VEAcusip921943858)	26.8K	QoQ -14.25% (-4.5K) YoY -12.83% (-3.9K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$649.8M)	QoQ -8.85% (-$132.2K) YoY -11.68% (-$180.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	29.8K	QoQ -12.83% (-4.4K) YoY +0.89% (+264)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$649.8M)	QoQ -1.12% (-$15.4K) YoY +9.06% (+$112.6K)
3M CO(MMMcusip88579Y101)	9.2K	QoQ 0.00% (+0) YoY -3.83% (-366)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$649.8M)	QoQ +13.76% (+$163.2K) YoY +33.14% (-$335.7K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.6K	QoQ 0.00% (-0) YoY -3.72% (-100)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$649.8M)	QoQ -4.35% (-$58.4K) YoY -17.57% (-$274.0K)
Kenvue Inc.(KVUEcusip49177J102)	52.5K	QoQ +2.25% (+1.2K) YoY +37.26% (+14.2K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$649.8M)	QoQ +14.84% (+$162.6K) YoY +53.38% (+$437.8K)
Duke Energy CORP(DUKcusip26441C204)	10.2K	QoQ -14.90% (-1.8K) YoY +22.30% (+1.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$649.8M)	QoQ -3.66% (-$47.4K) YoY +54.25% (+$438.4K)
AMGEN INC(AMGNcusip031162100)	3.7K	QoQ -15.65% (-687) YoY -13.42% (-574)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$649.8M)	QoQ +0.81% (-$9.4K) YoY -5.13% (-$62.4K)
(IWFcusip464287614)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$649.8M)	QoQ -10.08% (-$122.1K) YoY +7.13% (+$72.5K)
COMCAST CORP(CMCSAcusip20030N101)	29.1K	QoQ +135.69% (+16.8K) YoY +254.08% (+20.9K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$649.8M)	QoQ +131.73% (+$611.4K) YoY +201.39% (+$718.7K)
Medtronic plc(MDTcusipG5960L103)	11.8K	QoQ -1.21% (-145) YoY -6.66% (-845)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$649.8M)	QoQ +11.13% (-$106.4K) YoY -3.76% (-$41.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.2K	QoQ +4.91% (+805) YoY -55.95% (-21.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$649.8M)	QoQ +9.36% (+$90.8K) YoY -45.53% (-$886.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	17.0K	QoQ +1.34% (+225) YoY +258.21% (+12.3K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$649.8M)	QoQ +9.27% (+$88.1K) YoY +302.86% (+$780.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.0K	QoQ -27.02% (-1.5K) YoY -40.28% (-2.7K)	All Managers (Combined)	$997.1K	0.2% ($997.1K/$649.8M)	QoQ -17.45% (-$210.8K) YoY -22.23% (-$285.2K)