LS Investment Advisors, LLC
LS Investment Advisors, LLC is an independent investment adviser firm headquartered in Bloomfield Hills, MI. The firm manages assets for high net worth individuals and institutional clients, offering tailored portfolio management services. Founded in 2008, LSIA employs 10-12 professionals and is regulated by the SEC. Their focus includes comprehensive wealth management and investment advisory services designed to serve the financial goals of their clients.
Investment Strategy
LS Investment Advisors, LLC primarily manages discretionary portfolios with a focus on equities, utilizing thorough research and a disciplined approach to select high-quality securities. The firm serves a diverse client base, including high net worth individuals, charitable organizations, pension plans, and corporations. Their strategy emphasizes diligent risk management, long-term asset growth, and customization of portfolios to align with each client’s objectives.
Latest 13F Filing Activity
LS Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 137 equity positions with a total 13F market value of $710M. The fund increased holdings in Vanguard Whitehall FDS, Apple Inc., Alphabet Inc. among other positions. LS Investment Advisors, LLC reduced exposure to Fiserv Inc., JPMorgan Chase & Co., Grainger W W Inc. among others.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.74% | $76.3M | 299,513 | $12.46 | $254.63 | +$11.5M |
M MSFT | MICROSOFT CORP | 5.83% | $41.4M | 79,914 | $115.04 | $517.95 | +$457.3K |
G GOOG | ALPHABET INC | 5.07% | $36.0M | 147,676 | $43.19 | $243.55 | +$8.5M |
V VYMI | VANGUARD WHITEHALL FDS | 4.53% | $32.1M | 379,348 | $73.16 | $84.68 | +$13.6M |
N NVDA | NVIDIA CORPORATION | 3.52% | $25.0M | 134,042 | $102.83 | $186.58 | +$3.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
H Heather Liu | Portfolio Analyst | Los Angeles, CA , United States | |
 | Senior Trader | Los Angeles, CA , United States | |
 | Portfolio Manager | Los Angeles, CA , United States |