Lgt Financial Advisors LLC Purchases in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.41K
+ 39.32%
$496.48 - $617.85 $700K - $871K
5K $3.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.8K
+ 82.11%
$51.14 - $57.0 $963K - $1.07M
41.8K $2.37B
MSFT
Microsoft Corp

Technology
216
+ 7.14%
$354.56 - $497.45 $76.6K - $107K
3.24K $1.61B
EFV
Msci Eafe Value ETF

ETFs
5.66K
+ 46.32%
$52.4 - $64.65 $297K - $366K
17.9K $1.14B
IEMG
Ishares Inc

ETFs
4.9K
+ 115.31%
N/A
9.15K $549M
VTI
Vanguard Total Stock Market Et

ETFs
750
+ 28.95%
$243.75 - $303.93 $183K - $228K
3.34K $1.02B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.76K
+ 52.2%
$45.11 - $52.34 $214K - $249K
13.9K $726M
OEF
Ishares S&P 100 ETF

ETFs
544
+ 25.34%
N/A
2.69K $820M
IVW
Ishares S&P 500 Growth ETF

ETFs
538
+ 5.27%
$82.96 - $110.1 $44.6K - $59.2K
10.7K $1.18B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.88K
+ 9.74%
$43.53 - $54.46 $81.8K - $102K
21.2K $1.15B
Blackrock ETF Trust
4.52K
+ 41.08%
N/A
15.5K $552M
Blackrock ETF Trust
6.95K
New
N/A
6.95K $200M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.79K
New
$50.09 - $51.09 $190K - $193K
3.79K $193M
NVDA
Nvidia Corp

Technology
678
+ 62.78%
$94.31 - $157.99 $63.9K - $107K
1.76K $278M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.51K
+ 109.85%
$97.29 - $105.63 $146K - $159K
2.88K $292M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 12.7%
$83.97 - $92.85 $104K - $115K
11K $967M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.76K
New
$43.65 - $45.44 $76.8K - $79.9K
1.76K $79.9M
EFG
Msci Eafe Growth ETF

ETFs
161
+ 3.29%
$89.8 - $112.0 $14.5K - $18K
5.06K $567M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 52.63%
$416.06 - $551.64 $41.6K - $55.2K
290 $160M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
309
+ 17.99%
$82.32 - $112.47 $25.4K - $34.8K
2.03K $228M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.25%
$281.67 - $351.0 $1.41K - $1.76K
2.01K $707M
SCHG
Schwab Strategic Tr Us Large C

ETFs
480
+ 3.92%
$22.27 - $29.21 $10.7K - $14K
12.7K $372M
META
Meta Platforms, Inc.

Communication Services
88
New
$484.66 - $738.09 $42.7K - $65K
88 $65M
FNDF
Schwab Fundamental Intl Large

ETFs
1.38K
+ 120.24%
$32.25 - $40.02 $44.4K - $55.1K
2.52K $101M
IYJ
Ishares Tr

ETFs
143
+ 6.35%
$115.07 - $142.31 $16.5K - $20.4K
2.4K $341M
IVE
Ishares S&P 500 Value ETF

ETFs
217
+ 24.77%
$168.34 - $195.42 $36.5K - $42.4K
1.09K $214M
Blackrock ETF Trust
1.44K
+ 74.78%
N/A
3.36K $101M
NFLX
Netflix Inc

Communication Services
30
New
$855.86 - $1339.13 $25.7K - $40.2K
30 $40.2M
Blackrock ETF Trust Ii
764
+ 99.87%
N/A
1.53K $79.4M
HOOD
Robinhood Markets, Inc.

Technology
399
New
$34.17 - $93.63 $13.6K - $37.4K
399 $37.4M
Ishares Bitcoin Trust ETF
42
+ 1.75%
N/A
2.45K $150M
GOOG
Alphabet Inc.

Communication Services
207
New
$146.58 - $180.01 $30.3K - $37.3K
207 $36.8M
SNOW
Snowflake Inc.

Technology
159
New
$130.53 - $223.77 $20.8K - $35.6K
159 $35.6M
TTWO
Take Two Interactive Software Inc

Communication Services
139
New
$194.58 - $243.05 $27K - $33.8K
139 $33.8M
GOOGL
Alphabet Inc.

Communication Services
66
+ 6.52%
$144.7 - $178.6 $9.55K - $11.8K
1.08K $190M
ORCL
Oracle Corp

Technology
149
New
$122.82 - $218.63 $18.3K - $32.6K
149 $32.6M
TXN
Texas Instruments Inc

Technology
148
+ 328.89%
N/A
193 $40.1M
NOW
Service Now, Inc.

Technology
31
New
$721.65 - $1040.18 $22.4K - $32.2K
31 $31.9M
INTU
Intuit Inc

Technology
40
New
$544.07 - $787.63 $21.8K - $31.5K
40 $31.5M
AVGO
Broadcom Inc.

Technology
112
New
$146.29 - $275.65 $16.4K - $30.9K
112 $30.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
564
+ 248.46%
$40.94 - $52.1 $23.1K - $29.4K
791 $41.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
619
+ 34.18%
$45.9 - $47.2 $28.4K - $29.2K
2.43K $114M
TSLA
Tesla, Inc.

Consumer Cyclical
91
New
$221.86 - $362.89 $20.2K - $33K
91 $28.9M
Blackrock ETF Trust Ii
470
+ 6.26%
N/A
7.97K $421M
XLU
Utilities Sector Spdr

ETFs
264
+ 12.57%
$73.09 - $82.77 $19.3K - $21.9K
2.37K $193M
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 24.2%
$285.55 - $321.23 $36.8K - $41.4K
662 $193M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
249
New
$102.02 - $103.5 $25.4K - $25.8K
249 $25.6M
IEFA
Ishares Tr

ETFs
157
+ 10.5%
$67.83 - $84.09 $10.6K - $13.2K
1.65K $138M
MA
Mastercard Inc

Financial Services
44
New
$479.92 - $590.74 $21.1K - $26K
44 $24.7M
Activity Summary
Buys All Purchases 463 New Holdings 339 Increased Positions 124 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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