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
PLD
Prologis, Inc.

Real Estate
19
+ 0.89%
$103.59 - $124.04 $1.97K - $2.36K
2.16K $242M
PAYX
Paychex Inc

Industrials
4
+ 0.42%
$136.06 - $154.52 $544 - $618
952 $147M
XLV
Select Sector Spdr Fund Health

ETFs
82
+ 195.24%
$137.61 - $149.68 $11.3K - $12.3K
124 $18.1M
IXP
Ishares Global Comm Services E

ETFs
126
New
$95.48 - $106.93 $12K - $13.5K
126 $12.2M
EMB
Ishares Tr

ETFs
105
+ 7.13%
$88.64 - $92.03 $9.31K - $9.66K
1.58K $143M
IGRO
Ishares Tr International Divid

ETFs
53
+ 3.19%
$66.91 - $73.87 $3.55K - $3.92K
1.71K $124M
JPHY
Jp Morgan High Yield Research

ETFs
241
+ 36.08%
N/A
909 $41.9M
DUK
Duke Energy Corp

Utilities
6
+ 0.84%
$105.87 - $121.97 $635 - $732
720 $87.9M
Amplify ETF Tr
538
New
N/A
538 $10.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
227
New
$45.72 - $51.73 $10.4K - $11.7K
227 $10.5M
IYR
Ishares Tr

ETFs
11
+ 0.4%
$89.49 - $98.98 $984 - $1.09K
2.77K $265M
Blackrock ETF Trust
142
+ 3.86%
N/A
3.82K $98.8M
SEA
ETF Ser Solutions U S Global S
648
New
N/A
648 $8.08M
XLU
Utilities Sector Spdr

ETFs
15
+ 0.72%
$74.7 - $80.27 $1.12K - $1.2K
2.1K $166M
ILCV
Ishares Morningstar Value ETF

ETFs
90
+ 9000.0%
$79.37 - $85.24 $7.14K - $7.67K
91 $7.38M
ITM
Vaneck Intermediate Muni ETF

ETFs
153
New
$45.21 - $46.67 $6.92K - $7.14K
153 $6.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
45
+ 4.62%
$105.1 - $109.61 $4.73K - $4.93K
1.02K $111M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
147
+ 24.18%
$26.71 - $31.58 $3.93K - $4.64K
755 $22.9M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
167
New
$30.38 - $34.94 $5.07K - $5.83K
167 $5.72M
ACGL
Arch Capital Group Ltd.

Financial Services
55
New
$88.13 - $96.94 $4.85K - $5.33K
55 $5.29M
XTEN
Bondbloxx ETF Tr Bloomberg 10
102
New
N/A
102 $4.76M
JPIE
J P Morgan Exchange Traded Fd
93
+ 10.83%
$45.46 - $46.18 $4.23K - $4.29K
952 $43.9M
VZ
Verizon Communications Inc

Communication Services
11
+ 1.74%
$37.81 - $46.49 $416 - $511
644 $29.2M
HEZU
Ishares Currency Hedged Msci E

ETFs
57
+ 10.84%
$35.85 - $40.72 $2.04K - $2.32K
583 $22.7M
NSIT
Insight Enterprises Inc

Technology
25
New
$149.36 - $174.13 $3.73K - $4.35K
25 $3.75M
Ab Active Etfs Inc
85
New
N/A
85 $3.01M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
51
New
$55.12 - $62.6 $2.81K - $3.19K
51 $2.87M
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.91%
$53.9 - $63.11 $270 - $316
557 $34M
INTC
Intel Corp

Technology
12
+ 1.31%
$19.1 - $27.39 $229 - $329
928 $21.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
15
+ 750.0%
$107.24 - $116.37 $1.61K - $1.75K
17 $1.98M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
21
New
N/A
21 $1.35M
IWY
Ishares Tr Russell 200 Growth

ETFs
7
+ 58.33%
$210.19 - $243.33 $1.47K - $1.7K
19 $4.15M
EMGF
Ishares Msci Emerging Markets

ETFs
25
+ 166.67%
$44.18 - $48.23 $1.1K - $1.21K
40 $1.86M
PSX
Phillips 66

Energy
1
+ 0.93%
$113.93 - $131.55 $114 - $132
108 $13.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9
+ 9.47%
$58.04 - $65.84 $522 - $593
104 $6.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
+ 13.04%
$95.85 - $99.25 $863 - $893
78 $7.72M
CMBS
Ishares Cmbs ETF

ETFs
4
+ 0.44%
$47.16 - $48.21 $189 - $193
908 $43.6M
GTO
Invesco Actively Managed ETF T

ETFs
4
+ 0.35%
$45.9 - $47.37 $184 - $189
1.14K $53.4M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
8
+ 7.77%
$90.18 - $98.47 $721 - $788
111 $10.4M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
18
+ 22.22%
$37.84 - $39.74 $681 - $715
99 $3.76M
MBB
Ishares Tr

ETFs
2
+ 1.03%
$90.37 - $94.08 $181 - $188
196 $18.4M
JGRO
J P Morgan Exchange Traded Fd
37
+ 12.37%
N/A
336 $24.8M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1
+ 0.16%
$36.46 - $39.9 $36.5 - $39.9
612 $23.4M
BALL
Ball Corp

Consumer Cyclical
8
New
$49.04 - $56.53 $392 - $452
8 $418K
HYGW
Ishares Tr High Yield Corporat
43
+ 1.39%
N/A
3.15K $98.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2
+ 0.66%
$50.44 - $50.7 $101 - $101
307 $15.6M
Ishares Ethereum Tr
14
New
N/A
14 $196K
UTSI
Utstarcom Holdings Corp.

Technology
50
New
$2.32 - $2.96 $116 - $148
50 $125K
J P Morgan Exchange Traded F
5
+ 3.18%
N/A
162 $9.55M
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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