Lgt Financial Advisors LLC Purchases in Q1 2025

Lgt Financial Advisors LLC

  • $32.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 223.47%
$271.18 - $303.12 $485K - $543K
2.59K $712M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11K
New
$39.97 - $48.7 $440K - $536K
11K $440M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.93K
+ 43.27%
$56.17 - $59.71 $389K - $413K
22.9K $1.31B
Blackrock ETF Trust
11K
New
N/A
11K $349M
OEF
Ishares S&P 100 ETF

ETFs
1.26K
+ 141.24%
N/A
2.15K $582M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.97K
+ 48.44%
$49.78 - $53.19 $148K - $158K
9.11K $465M
HTGC
Hercules Capital, Inc.

Financial Services
6.85K
New
$18.01 - $22.0 $123K - $151K
6.85K $132M
PFG
Principal Financial Group Inc

Financial Services
1.52K
New
$76.34 - $89.04 $116K - $135K
1.52K $128M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.27K
+ 527.05%
$34.83 - $37.52 $114K - $123K
3.89K $141M
GLDM
World Gold Trust

ETFs
1.82K
+ 5347.06%
$52.19 - $61.89 $94.9K - $113K
1.85K $115M
TLT
Ishares Barclays 20+ Year Trea

ETFs
839
+ 9.45%
$85.29 - $92.57 $71.6K - $77.7K
9.72K $885M
IEMG
Ishares Inc

ETFs
1.86K
+ 78.09%
N/A
4.25K $229M
PFE
Pfizer Inc

Healthcare
4.05K
New
$25.01 - $27.13 $101K - $110K
4.05K $103M
DELL
Dell Technologies Inc.

Technology
1.07K
+ 53700.0%
$90.34 - $124.66 $97K - $134K
1.08K $98.1M
CRM
Salesforce, Inc.

Technology
352
New
$268.36 - $359.95 $94.5K - $127K
352 $94.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.1K
+ 2889.47%
$80.21 - $86.14 $88.1K - $94.6K
1.14K $93.8M
XOM
Exxon Mobil Corp

Energy
3
+ 0.04%
$105.44 - $118.93 $316 - $357
7.71K $917M
ITOT
Ishares Core S&P Total U.S. St

ETFs
710
+ 1510.64%
$120.29 - $134.6 $85.4K - $95.6K
757 $92.4M
IAU
Ishares Gold Trust

ETFs
1.21K
+ 78.5%
$49.74 - $58.96 $59.9K - $71K
2.74K $162M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.72K
+ 51.5%
$46.18 - $47.84 $79.2K - $82K
5.05K $240M
Blackrock ETF Trust Ii
1.31K
New
N/A
1.31K $65.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.32K
+ 66.48%
$49.25 - $50.66 $64.9K - $66.7K
3.3K $164M
IVE
Ishares S&P 500 Value ETF

ETFs
277
+ 46.24%
$185.78 - $198.58 $51.5K - $55K
876 $167M
IWB
Ishares Tr Russell 1000 ETF

ETFs
227
+ 18.52%
$302.31 - $337.54 $68.6K - $76.6K
1.45K $446M
QUAL
Ishares Msci Usa Quality Facto

ETFs
527
+ 9.66%
$168.16 - $186.21 $88.6K - $98.1K
5.98K $1.02B
ABR
Arbor Realty Trust Inc

Real Estate
3.91K
New
$11.68 - $13.98 $45.7K - $54.7K
3.91K $45.9M
CMPS
Compass Pathways PLC

Healthcare
14.7K
New
N/A
14.7K $42M
FNDF
Schwab Fundamental Intl Large

ETFs
1.15K
New
$32.9 - $37.45 $37.7K - $42.9K
1.15K $41.4M
VV
Vanguard Large Cap ETF

ETFs
142
New
$253.32 - $282.66 $36K - $40.1K
142 $36.5M
VLO
Valero Energy Corp

Energy
271
New
$121.76 - $142.99 $33K - $38.8K
271 $35.7M
XYLD
Global X Fds S&P 500 Covered C

ETFs
895
New
$39.02 - $42.89 $34.9K - $38.4K
895 $35.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
340
+ 193.18%
$87.68 - $94.52 $29.8K - $32.1K
516 $48.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
New
$65.15 - $91.81 $32.6K - $45.9K
500 $32.6M
RWR
Spdr Dow Jones Reit ETF

ETFs
324
+ 320.79%
$95.15 - $104.06 $30.8K - $33.7K
425 $42.1M
Landbridge Company LLC
400
New
N/A
400 $28.8M
Siriusxm Holdings Inc
1.24K
+ 2631.91%
N/A
1.28K $28.9M
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
3.64K
New
$6.16 - $7.85 $22.4K - $28.6K
3.64K $26.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
421
+ 42100.0%
$53.69 - $62.68 $22.6K - $26.4K
422 $25.4M
IEV
Ishares Tr Europe ETF

ETFs
345
+ 56.37%
$51.89 - $60.68 $17.9K - $20.9K
957 $55.7M
DLR
Digital Realty Trust, Inc.

Real Estate
158
New
$142.1 - $183.56 $22.5K - $29K
158 $22.7M
SCHQ
Schwab Strategic Tr Long Term

ETFs
632
New
$30.72 - $33.22 $19.4K - $21K
632 $20.7M
IGM
Ishares Expanded Tech Sector E

ETFs
228
+ 633.33%
$90.67 - $108.46 $20.7K - $24.7K
264 $23.9M
IVV
Ishares Core S&P 500 ETF

ETFs
230
+ 5.57%
$554.06 - $615.85 $127K - $142K
4.36K $2.45B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
166
+ 14.15%
$67.08 - $76.14 $11.1K - $12.6K
1.34K $98.7M
XLI
Industrial Sector Spdr

ETFs
136
New
$128.78 - $141.67 $17.5K - $19.3K
136 $17.8M
CDE
Coeur Mining, Inc.

Basic Materials
3K
New
$5.02 - $7.29 $15.1K - $21.9K
3K $17.8M
AEP
American Electric Power CO Inc

Utilities
6
+ 0.62%
$90.32 - $109.27 $542 - $656
978 $107M
RSP
Invesco S&P 500 Equal Weight E

ETFs
94
New
$169.43 - $182.84 $15.9K - $17.2K
94 $16.3M
T
At&T Inc.

Communication Services
23
+ 0.83%
$21.56 - $28.28 $496 - $650
2.81K $79.3M
Activity Summary
Buys All Purchases 116 New Holdings 37 Increased Positions 79 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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