Lgt Financial Advisors LLC Purchases and Sells in Q1 2025

Lgt Financial Advisors LLC

$32.7 Billion
Q1 2025

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.79K + 223.47%	$271.18 - $303.12 $485K - $543K	2.59K $712M
JEPI	6.93K + 43.27%	$56.17 - $59.71 $389K - $413K	22.9K $1.31B
OEF	1.26K + 141.24%	N/A	2.15K $582M
SPYV	2.97K + 48.44%	$49.78 - $53.19 $148K - $158K	9.11K $465M
HEFA	3.27K + 527.05%	$34.83 - $37.52 $114K - $123K	3.89K $141M
GLDM	1.82K + 5347.06%	$52.19 - $61.89 $94.9K - $113K	1.85K $115M

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBCG	11K New	$39.97 - $48.7 $440K - $536K	11K $440M
BLACKROCK ETF TRUST	11K New	N/A	11K $349M
HTGC	6.85K New	$18.01 - $22.0 $123K - $151K	6.85K $132M
PFG	1.52K New	$76.34 - $89.04 $116K - $135K	1.52K $128M
PFE	4.05K New	$25.01 - $27.13 $101K - $110K	4.05K $103M
CRM	352 New	$268.36 - $359.95 $94.5K - $127K	352 $94.4M

Top Sells

Reduced Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2K - 30.25%	$209.68 - $247.1 $419K - $494K	4.61K $1.02B
SPLG	-7.7K - 64.75%	$64.88 - $72.1 $500K - $555K	4.19K $276M
MSFT	-950 - 23.91%	$375.39 - $447.2 $357K - $425K	3.02K $1.14B
GOOGL	-2.2K - 68.47%	$154.33 - $206.19 $340K - $454K	1.01K $157M
AMZN	-1.18K - 39.53%	$190.26 - $242.06 $225K - $286K	1.81K $343M
ACWI	-2.5K - 68.49%	$115.16 - $124.13 $288K - $310K	1.15K $134M

Activity Summary All Purchases 116 New Holdings 37 Increased Positions 79 All Sells 122 Reductions 122 Sold out 0 Calls 0 Puts 0

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