Lgt Financial Advisors LLC Purchases in Q3 2025

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.44%
$157.1 - $178.94 $1.57K - $1.79K
2.29K $406M
IAU
Ishares Gold Trust

ETFs
261
+ 10.93%
$61.62 - $72.77 $16.1K - $19K
2.65K $193M
SCHG
Schwab Strategic Tr Us Large C

ETFs
250
+ 1.96%
$28.92 - $32.19 $7.23K - $8.05K
13K $414M
Blackrock ETF Trust
123
+ 1.77%
N/A
7.07K $242M
VZ
Verizon Communications Inc

Communication Services
803
+ 115.21%
$40.84 - $45.06 $32.8K - $36.2K
1.5K $65.9M
WPC
W. P. Carey Inc.

Real Estate
500
New
$61.29 - $68.7 $30.6K - $34.4K
500 $33.8M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.31K
New
$24.65 - $24.98 $32.2K - $32.7K
1.31K $32.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
567
+ 23.33%
$46.37 - $47.77 $26.3K - $27.1K
3K $143M
IWS
Ishares Russell Midcap Value E

ETFs
14
+ 0.42%
$132.83 - $140.61 $1.86K - $1.97K
3.38K $472M
XLY
Select Sector Spdr Consumer Di

ETFs
97
+ 131.08%
$216.09 - $242.18 $21K - $23.5K
171 $41M
XLK
Technology Sector Spdr

ETFs
85
New
$250.97 - $282.66 $21.3K - $24K
85 $24M
BBUS
J P Morgan Exchg Traded Fd

ETFs
123
+ 13.87%
$111.77 - $121.28 $13.7K - $14.9K
1.01K $122M
APA
Apa Corp

Energy
921
New
$18.06 - $24.69 $16.6K - $22.7K
921 $22.4M
ITA
Ishares Tr

ETFs
106
New
$184.73 - $209.26 $19.6K - $22.2K
106 $22.2M
Global X Fds
311
New
N/A
311 $21.8M
EFG
Msci Eafe Growth ETF

ETFs
106
+ 2.1%
$106.99 - $114.46 $11.3K - $12.1K
5.16K $588M
FNDF
Schwab Fundamental Intl Large

ETFs
305
+ 12.08%
$39.84 - $43.15 $12.2K - $13.2K
2.83K $122M
INMU
Blackrock ETF Tr Ii Intermedia
777
New
$23.29 - $23.97 $18.1K - $18.6K
777 $18.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
253
New
$70.77 - $73.59 $17.9K - $18.6K
253 $18.5M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
531
New
$28.42 - $30.45 $15.1K - $16.2K
531 $15.6M
MLN
Vaneck Long Muni ETF

ETFs
840
+ 82.19%
$16.52 - $17.5 $13.9K - $14.7K
1.86K $32.5M
XLE
Energy Sector Spdr

ETFs
155
New
$84.25 - $91.99 $13.1K - $14.3K
155 $13.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
81
+ 15.76%
$89.29 - $100.17 $7.23K - $8.11K
595 $59.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
548
New
$21.69 - $23.34 $11.9K - $12.8K
548 $12.8M
UAA
Under Armour, Inc.

Consumer Cyclical
2.5K
New
$4.77 - $7.37 $11.9K - $18.4K
2.5K $12.5M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.94%
$155.17 - $185.42 $466 - $556
321 $59.5M
XLI
Industrial Sector Spdr

ETFs
68
+ 261.54%
$147.94 - $154.99 $10.1K - $10.5K
94 $14.5M
OAEM
Unified Ser Tr Oneascent Emerg
295
New
N/A
295 $10.2M
Strategy Shs
372
New
N/A
372 $9.95M
TSME
Thrivent ETF Tr Small Mid Cap
237
New
N/A
237 $9.83M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
127
+ 99.22%
$69.02 - $73.57 $8.77K - $9.34K
255 $18.8M
HYDB
Ishares Tr Edge High Yield Def

ETFs
201
+ 10050.0%
$47.03 - $47.97 $9.45K - $9.64K
203 $9.71M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.71%
$103.26 - $115.0 $723 - $805
991 $111M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
204
New
$44.22 - $45.74 $9.02K - $9.33K
204 $9.3M
IYJ
Ishares Tr

ETFs
4
+ 0.17%
$142.42 - $148.18 $570 - $593
2.4K $350M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.34%
$92.26 - $97.51 $554 - $585
1.77K $171M
IVR
Invesco Mortgage Capital Inc.

Real Estate
1.11K
New
$7.23 - $8.07 $8.02K - $8.95K
1.11K $8.38M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.3%
$291.67 - $316.99 $583 - $634
664 $202M
JGRO
J P Morgan Exchange Traded Fd
54
+ 15.56%
N/A
401 $37.6M
J P Morgan Exchange Traded F
100
+ 61.73%
N/A
262 $17.8M
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
155
New
N/A
155 $7.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
59
+ 89.39%
$107.66 - $112.36 $6.35K - $6.63K
125 $13.9M
J P Morgan Exchange Traded F
124
New
N/A
124 $6.67M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
278
New
$21.89 - $23.17 $6.09K - $6.44K
278 $6.42M
PFG
Principal Financial Group Inc

Financial Services
13
+ 0.85%
$75.53 - $82.95 $982 - $1.08K
1.55K $128M
MEOH
Methanex Corp

Basic Materials
4
+ 0.44%
$32.46 - $39.93 $130 - $160
908 $36.1M
IDA
Idacorp Inc

Utilities
45
New
$115.16 - $132.15 $5.18K - $5.95K
45 $5.99M
SIVR
Abrdn Silver ETF Trust

ETFs
127
New
$34.34 - $44.62 $4.36K - $5.67K
127 $5.65M
DUK
Duke Energy Corp

Utilities
7
+ 0.96%
$116.31 - $125.93 $814 - $882
733 $90.7M
Activity Summary
Buys All Purchases 142 New Holdings 51 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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