Detalus Advisors, LLC Diversified Active

CIK: 0001799677 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $345,015 (100.0% shares, 0.0% debt)

Holdings (172)

SPYM SPDR SERIES TRUST 16.3%
Value ($000) $56,139 Shares 772,309 Est. Cost $43.45 Unrealized
IVW ISHARES TR 7.4%
Value ($000) $25,551 Shares 232,067 Est. Cost $75.30 Unrealized
QUAL ISHARES TR 6.9%
Value ($000) $23,722 Shares 129,755 Est. Cost $138.67 Unrealized
DYNF BLACKROCK ETF TRUST 5.7%
Value ($000) $19,740 Shares 362,476 Est. Cost $45.68 Unrealized
OEF ISHARES TR 5.4%
Value ($000) $18,660 Shares 61,312 Est. Cost $247.27 Unrealized
IVE ISHARES TR 4.6%
Value ($000) $15,853 Shares 81,124 Est. Cost $173.85 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 3.1%
Value ($000) $10,724 Shares 262,966 Est. Cost $51.54 Unrealized
EFX EQUIFAX INC 2.1%
Value ($000) $7,262 Shares 28,000 Est. Cost $132.13 Unrealized +91.5%
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $6,097 Shares 29,789 Est. Cost $149.48 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $6,049 Shares 10,649 Est. Cost $303.38 Unrealized
BY BYLINE BANCORP INC 1.6%
Value ($000) $5,441 Shares 203,542 Est. Cost $18.02 Unrealized +40.6%
SPTL SPDR SERIES TRUST 1.5%
Value ($000) $5,037 Shares 189,516 Est. Cost $27.50 Unrealized
SPMB SPDR SERIES TRUST 1.4%
Value ($000) $4,924 Shares 222,806 Est. Cost $21.90 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $4,875 Shares 23,759 Est. Cost $119.71 Unrealized +68.2%
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,873 Shares 9,797 Est. Cost $235.87 Unrealized +83.3%
SPMO INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $4,634 Shares 41,202 Est. Cost $94.89 Unrealized
GLDM WORLD GOLD TR 1.3%
Value ($000) $4,448 Shares 67,894 Est. Cost $58.73 Unrealized
USB US BANCORP DEL 1.1%
Value ($000) $3,858 Shares 85,249 Est. Cost $37.81 Unrealized +7.8%
HCA HCA HEALTHCARE INC 1.1%
Value ($000) $3,831 Shares 10,000 Est. Cost $248.02 Unrealized +44.6%
BINC BLACKROCK ETF TRUST II 1.1%
Value ($000) $3,651 Shares 69,090 Est. Cost $52.62 Unrealized
SHM SPDR SERIES TRUST 0.9%
Value ($000) $3,259 Shares 68,132 Est. Cost $46.68 Unrealized
BAI BLACKROCK ETF TRUST 0.9%
Value ($000) $3,247 Shares 112,559 Est. Cost $28.85 Unrealized
WMT WALMART INC 0.9%
Value ($000) $2,956 Shares 30,226 Est. Cost $51.10 Unrealized +85.5%
MTUM ISHARES TR 0.8%
Value ($000) $2,819 Shares 11,732 Est. Cost $140.02 Unrealized
IAGG ISHARES TR 0.8%
Value ($000) $2,818 Shares 55,149 Est. Cost $51.09 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $2,794 Shares 12,737 Est. Cost $143.33 Unrealized +38.1%
VTEB VANGUARD MUN BD FDS 0.8%
Value ($000) $2,737 Shares 55,820 Est. Cost $50.82 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $2,729 Shares 14,701 Est. Cost $128.31 Unrealized +42.4%
MUB ISHARES TR 0.7%
Value ($000) $2,483 Shares 23,769 Est. Cost $106.36 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,370 Shares 5,583 Est. Cost $361.09 Unrealized
USMV ISHARES TR 0.7%
Value ($000) $2,311 Shares 24,624 Est. Cost $72.90 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,215 Shares 12,567 Est. Cost $124.53 Unrealized +31.1%
ABT ABBOTT LABS 0.6%
Value ($000) $2,075 Shares 15,253 Est. Cost $95.27 Unrealized +37.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,073 Shares 13,122 Est. Cost $101.75 Unrealized +23.7%
HIMU BLACKROCK ETF TRUST II 0.6%
Value ($000) $2,071 Shares 42,578 Est. Cost $49.53 Unrealized
IWB ISHARES TR 0.5%
Value ($000) $1,793 Shares 5,279 Est. Cost $307.62 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,745 Shares 3,981 Est. Cost $226.84 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,605 Shares 12,155 Est. Cost $117.95 Unrealized +11.1%
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $1,399 Shares 27,565 Est. Cost $50.74 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,332 Shares 2,371 Est. Cost $362.05 Unrealized +52.3%
V VISA INC 0.4%
Value ($000) $1,322 Shares 3,724 Est. Cost $234.00 Unrealized +48.3%
SO SOUTHERN CO 0.4%
Value ($000) $1,280 Shares 13,935 Est. Cost $58.41 Unrealized +50.7%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,277 Shares 5,581 Est. Cost $106.88 Unrealized +114.9%
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,261 Shares 29,832 Est. Cost $55.42 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,245 Shares 7,811 Est. Cost $116.14 Unrealized +38.4%
ITOT ISHARES TR 0.3%
Value ($000) $1,172 Shares 8,680 Est. Cost $124.33 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $1,129 Shares 27,874 Est. Cost $33.80 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value ($000) $1,095 Shares 2,991 Est. Cost $136.79 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $999 Shares 23,362 Est. Cost $39.37 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $953 Shares 20,817 Est. Cost $50.76 Unrealized
IUSB ISHARES TR 0.3%
Value ($000) $951 Shares 20,576 Est. Cost $45.73 Unrealized
HEFA ISHARES TR 0.3%
Value ($000) $934 Shares 24,609 Est. Cost $35.97 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $926 Shares 2,526 Est. Cost $251.40 Unrealized +41.6%
ILCV ISHARES TR 0.3%
Value ($000) $903 Shares 10,825 Est. Cost $74.71 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $897 Shares 12,672 Est. Cost $51.67 Unrealized +35.1%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $890 Shares 3,179 Est. Cost $238.83 Unrealized
HEZU ISHARES TR 0.2%
Value ($000) $808 Shares 19,695 Est. Cost $37.02 Unrealized
QUS SPDR SERIES TRUST 0.2%
Value ($000) $803 Shares 4,924 Est. Cost $94.40 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $775 Shares 2,672 Est. Cost $142.98 Unrealized +76.7%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $766 Shares 4,335 Est. Cost $130.33 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $758 Shares 4,966 Est. Cost $125.49 Unrealized +20.2%
IGRO ISHARES TR 0.2%
Value ($000) $751 Shares 9,520 Est. Cost $55.07 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $750 Shares 8,504 Est. Cost $98.26 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $710 Shares 2,335 Est. Cost $195.35 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $702 Shares 5,264 Est. Cost $105.99 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $695 Shares 5,138 Est. Cost $80.36 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $691 Shares 11,119 Est. Cost $48.29 Unrealized +20.0%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $659 Shares 1,695 Est. Cost $459.70 Unrealized -13.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $654 Shares 838 Est. Cost $515.71 Unrealized +50.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $643 Shares 3,532 Est. Cost $76.15 Unrealized +119.8%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $640 Shares 12,620 Est. Cost $50.37 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $627 Shares 11,028 Est. Cost $57.35 Unrealized
QLTA ISHARES TR 0.2%
Value ($000) $626 Shares 13,079 Est. Cost $47.39 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $597 Shares 6,219 Est. Cost $70.80 Unrealized +34.4%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $552 Shares 10,539 Est. Cost $35.11 Unrealized
HYGW ISHARES TR 0.2%
Value ($000) $536 Shares 17,500 Est. Cost $31.16 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $526 Shares 8,331 Est. Cost $57.78 Unrealized
XT ISHARES TR 0.2%
Value ($000) $524 Shares 8,033 Est. Cost $58.87 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $518 Shares 1,773 Est. Cost $200.75 Unrealized +51.2%
CTAS CINTAS CORP 0.1%
Value ($000) $513 Shares 2,304 Est. Cost $167.72 Unrealized +27.7%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $509 Shares 7,565 Est. Cost $56.48 Unrealized
SF STIFEL FINL CORP 0.1%
Value ($000) $508 Shares 4,892 Est. Cost $55.76 Unrealized +63.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $502 Shares 507 Est. Cost $579.09 Unrealized +71.1%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $495 Shares 2,007 Est. Cost $140.21 Unrealized +74.8%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $492 Shares 12,301 Est. Cost $40.02 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $492 Shares 3,967 Est. Cost $133.58 Unrealized -23.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $486 Shares 7,006 Est. Cost $69.13 Unrealized -1.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $486 Shares 4,511 Est. Cost $68.50 Unrealized +52.6%
DGRW WISDOMTREE TR 0.1%
Value ($000) $486 Shares 5,803 Est. Cost $79.10 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $477 Shares 1,546 Est. Cost $150.47 Unrealized +100.9%
BALI BLACKROCK ETF TRUST 0.1%
Value ($000) $475 Shares 15,791 Est. Cost $29.82 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $475 Shares 1,521 Est. Cost $274.82 Unrealized +36.4%
T AT&T INC 0.1%
Value ($000) $466 Shares 16,099 Est. Cost $17.74 Unrealized +52.0%
IWV ISHARES TR 0.1%
Value ($000) $461 Shares 1,314 Est. Cost $317.64 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $461 Shares 625 Est. Cost $491.96 Unrealized +25.3%
UNP UNION PAC CORP 0.1%
Value ($000) $452 Shares 1,963 Est. Cost $153.71 Unrealized +42.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $451 Shares 730 Est. Cost $569.55 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $444 Shares 3,332 Est. Cost $118.79 Unrealized -4.4%
SMB VANECK ETF TRUST 0.1%
Value ($000) $443 Shares 25,646 Est. Cost $16.92 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value ($000) $439 Shares 7,400 Est. Cost $40.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $437 Shares 1,483 Est. Cost $106.75 Unrealized +137.8%
BLK BLACKROCK INC 0.1%
Value ($000) $437 Shares 416 Est. Cost $989.30 Unrealized -5.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $435 Shares 5,435 Est. Cost $31.62 Unrealized +125.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $435 Shares 3,544 Est. Cost $114.75 Unrealized -11.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $431 Shares 9,963 Est. Cost $39.93 Unrealized +4.7%
PFF ISHARES TR 0.1%
Value ($000) $430 Shares 14,009 Est. Cost $33.88 Unrealized
SR SPIRE INC 0.1%
Value ($000) $415 Shares 5,682 Est. Cost $67.37 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $396 Shares 6,949 Est. Cost $44.55 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $393 Shares 1,376 Est. Cost $267.16 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $391 Shares 1,402 Est. Cost $211.47 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $389 Shares 2,667 Est. Cost $90.14 Unrealized +46.2%
IWM ISHARES TR 0.1%
Value ($000) $388 Shares 1,800 Est. Cost $199.49 Unrealized
IXC ISHARES TR 0.1%
Value ($000) $388 Shares 9,865 Est. Cost $40.20 Unrealized
SPBO SPDR SERIES TRUST 0.1%
Value ($000) $385 Shares 13,159 Est. Cost $28.10 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $375 Shares 1,133 Est. Cost $298.58 Unrealized +6.5%
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $359 Shares 8,456 Est. Cost $35.85 Unrealized
CWB SPDR SERIES TRUST 0.1%
Value ($000) $355 Shares 4,299 Est. Cost $74.71 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $353 Shares 1,558 Est. Cost $196.69 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $353 Shares 5,876 Est. Cost $60.03 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $351 Shares 1,505 Est. Cost $146.19 Unrealized +36.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $348 Shares 1,557 Est. Cost $140.81 Unrealized +28.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $345 Shares 1,580 Est. Cost $157.61 Unrealized +41.6%
TIPX SPDR SERIES TRUST 0.1%
Value ($000) $343 Shares 17,912 Est. Cost $19.14 Unrealized
BIDD BLACKROCK ETF TRUST 0.1%
Value ($000) $341 Shares 12,504 Est. Cost $27.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $337 Shares 728 Est. Cost $331.54 Unrealized +38.5%
NOBL PROSHARES TR 0.1%
Value ($000) $333 Shares 3,309 Est. Cost $75.91 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $323 Shares 4,660 Est. Cost $39.20 Unrealized +54.0%
AMGN AMGEN INC 0.1%
Value ($000) $320 Shares 1,147 Est. Cost $201.94 Unrealized +37.6%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $311 Shares 8,416 Est. Cost $22.46 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $299 Shares 3,256 Est. Cost $67.96 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $294 Shares 1,241 Est. Cost $203.53 Unrealized
HUBB HUBBELL INC 0.1%
Value ($000) $280 Shares 685 Est. Cost $354.14 Unrealized +3.8%
AVGO BROADCOM INC 0.1%
Value ($000) $277 Shares 1,005 Est. Cost $215.92 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $268 Shares 5,179 Est. Cost $46.47 Unrealized +15.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $262 Shares 540 Est. Cost $486.15 Unrealized +4.5%
LQD ISHARES TR 0.1%
Value ($000) $255 Shares 2,326 Est. Cost $108.48 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $255 Shares 4,348 Est. Cost $45.53 Unrealized +22.9%
IEFA ISHARES TR 0.1%
Value ($000) $254 Shares 3,042 Est. Cost $66.88 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $254 Shares 3,184 Est. Cost $74.44 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $254 Shares 739 Est. Cost $270.04 Unrealized +27.6%
JMOM J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $253 Shares 3,938 Est. Cost $64.29 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $249 Shares 1,753 Est. Cost $108.87 Unrealized 0.0%
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $246 Shares 9,805 Est. Cost $25.11 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $245 Shares 3,998 Est. Cost $61.21 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $244 Shares 3,931 Est. Cost $93.70 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $240 Shares 9,203 Est. Cost $26.38 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $236 Shares 774 Est. Cost $288.14 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $236 Shares 18,578 Est. Cost $19.04 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $233 Shares 174 Est. Cost $113.07 Unrealized 0.0%
XSOE WISDOMTREE TR 0.1%
Value ($000) $232 Shares 6,740 Est. Cost $34.48 Unrealized
IHAK ISHARES TR 0.1%
Value ($000) $232 Shares 4,351 Est. Cost $48.79 Unrealized
XNTK SPDR SERIES TRUST 0.1%
Value ($000) $231 Shares 975 Est. Cost $237.31 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $228 Shares 3,125 Est. Cost $57.69 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $226 Shares 61 Est. Cost $3450.47 Unrealized +6.8%
GOOG ALPHABET INC 0.1%
Value ($000) $219 Shares 1,236 Est. Cost $164.85 Unrealized 0.0%
STPZ PIMCO ETF TR 0.1%
Value ($000) $219 Shares 4,070 Est. Cost $53.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $218 Shares 308 Est. Cost $571.74 Unrealized 0.0%
EPC EDGEWELL PERS CARE CO 0.1%
Value ($000) $217 Shares 9,281 Est. Cost $29.40 Unrealized -7.5%
AGZ ISHARES TR 0.1%
Value ($000) $217 Shares 1,975 Est. Cost $109.44 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $215 Shares 8,882 Est. Cost $22.35 Unrealized 0.0%
WPC WP CAREY INC 0.1%
Value ($000) $212 Shares 3,400 Est. Cost $63.11 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $211 Shares 1,961 Est. Cost $92.65 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $211 Shares 4,200 Est. Cost $50.38 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $210 Shares 2,657 Est. Cost $66.87 Unrealized +15.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $206 Shares 2,044 Est. Cost $124.18 Unrealized -24.2%
INTU INTUIT 0.1%
Value ($000) $206 Shares 262 Est. Cost $674.49 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $155 Shares 14,275 Est. Cost $10.68 Unrealized -7.6%
BLACKROCK CORE BD TR 0.0%
Value ($000) $122 Shares 12,581 Est. Cost $14.58 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $90 Shares 10,375 Est. Cost $8.14 Unrealized
ABRDN GLOBAL INCOME FUND INC 0.0%
Value ($000) $70 Shares 10,947 Est. Cost $6.01 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $58 Shares 13,323 Est. Cost $3.79 Unrealized
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $1.41 Unrealized