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
Tempus Ai Inc
128
New
N/A
128 $8.13M
SO
Southern CO

Utilities
87
New
$84.91 - $92.56 $7.39K - $8.05K
87 $7.99M
GTLB
Gitlab Inc.

Technology
177
New
$40.52 - $53.43 $7.17K - $9.46K
177 $7.98M
NEE
Nextera Energy Inc

Utilities
114
New
$64.11 - $75.0 $7.31K - $8.55K
114 $7.91M
CIEN
Ciena Corp

Technology
97
New
$53.5 - $83.89 $5.19K - $8.14K
97 $7.89M
XLY
Select Sector Spdr Consumer Di

ETFs
31
+ 72.09%
$176.34 - $218.59 $5.47K - $6.78K
74 $16.1M
OKTA
Okta, Inc.

Technology
75
New
$91.24 - $127.3 $6.84K - $9.55K
75 $7.5M
PCOR
Procore Technologies, Inc.

Technology
109
New
$56.26 - $72.4 $6.13K - $7.89K
109 $7.46M
V
Visa Inc.

Financial Services
21
New
$308.27 - $373.31 $6.47K - $7.84K
21 $7.46M
MU
Micron Technology Inc

Technology
60
New
$64.72 - $127.91 $3.88K - $7.67K
60 $7.4M
UNH
Unitedhealth Group Inc

Healthcare
23
New
$274.35 - $599.47 $6.31K - $13.8K
23 $7.23M
BSX
Boston Scientific Corp

Healthcare
62
+ 114.81%
$89.7 - $107.41 $5.56K - $6.66K
116 $12.5M
VIS
Vanguard Industrial ETF

ETFs
25
New
$220.04 - $280.07 $5.5K - $7K
25 $7M
VV
Vanguard Large Cap ETF

ETFs
10
+ 7.04%
$228.25 - $285.3 $2.28K - $2.85K
152 $43.5M
GLDM
World Gold Trust

ETFs
3
+ 0.16%
$58.96 - $67.97 $177 - $204
1.86K $122M
MNDY
Monday.Com Ltd.

Technology
22
New
$217.77 - $314.48 $4.79K - $6.92K
22 $6.92M
IXJ
Ishares Global Healthcare ETF

ETFs
80
New
$82.3 - $90.02 $6.58K - $7.2K
80 $6.89M
BAC
Bank Of America Corp

Financial Services
137
+ 342.5%
$34.39 - $47.46 $4.71K - $6.5K
177 $8.36M
HD
Home Depot, Inc.

Consumer Cyclical
18
New
$335.24 - $380.78 $6.03K - $6.85K
18 $6.64M
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 80.49%
$151.62 - $183.47 $5K - $6.05K
74 $13.6M
OTIS
Otis Worldwide Corp

Industrials
66
New
$90.88 - $104.3 $6K - $6.88K
66 $6.54M
ACN
Accenture PLC

Technology
21
New
$279.23 - $323.21 $5.86K - $6.79K
21 $6.28M
SHW
Sherwin Williams CO

Basic Materials
18
New
$313.51 - $363.51 $5.64K - $6.54K
18 $6.18M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23
New
$201.28 - $266.34 $4.63K - $6.13K
23 $6.13M
VICR
Vicor Corp

Technology
135
New
$39.41 - $51.91 $5.32K - $7.01K
135 $6.12M
REXR
Rexford Industrial Realty, Inc.

Real Estate
170
New
$31.57 - $39.41 $5.37K - $6.7K
170 $6.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
88
New
$55.13 - $75.25 $4.85K - $6.62K
88 $6M
LOW
Lowes Companies Inc

Consumer Cyclical
27
New
$210.83 - $235.28 $5.69K - $6.35K
27 $5.99M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
29
+ 4.35%
$54.98 - $67.95 $1.59K - $1.97K
696 $47M
PM
Philip Morris International Inc.

Consumer Defensive
32
New
$149.23 - $184.95 $4.78K - $5.92K
32 $5.83M
SPGI
S&P Global Inc.

Financial Services
11
New
$438.31 - $527.29 $4.82K - $5.8K
11 $5.8M
HCA
Hca Healthcare, Inc.

Healthcare
15
New
$317.61 - $387.52 $4.76K - $5.81K
15 $5.76M
FISV
Fiserv Inc

Technology
33
New
N/A
33 $5.69M
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 111.76%
$310.86 - $348.77 $5.91K - $6.63K
36 $11.6M
ASML
Asml Holding Nv

Technology
7
New
$595.37 - $815.24 $4.17K - $5.71K
7 $5.61M
COP
Conocophillips

Energy
61
New
$82.66 - $106.1 $5.04K - $6.47K
61 $5.47M
ALGM
Allegro Microsystems, Inc.

Technology
157
New
$16.53 - $34.19 $2.6K - $5.37K
157 $5.37M
XTEN
Bondbloxx ETF Tr Bloomberg 10
116
+ 113.73%
N/A
218 $10M
MDLZ
Mondelez International, Inc.

Consumer Defensive
76
New
$63.54 - $68.5 $4.83K - $5.21K
76 $5.13M
JGRO
J P Morgan Exchange Traded Fd
11
+ 3.27%
N/A
347 $29.9M
MCK
Mckesson Corp

Healthcare
6
+ 54.55%
$652.83 - $732.78 $3.92K - $4.4K
17 $12.6M
MLM
Martin Marietta Materials Inc

Basic Materials
9
New
$452.51 - $568.19 $4.07K - $5.11K
9 $4.94M
NXPI
Nxp Semiconductors N.V.

Technology
22
New
$153.5 - $218.72 $3.38K - $4.81K
22 $4.81M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
21
New
$212.1 - $244.27 $4.45K - $5.13K
21 $4.59M
GWRE
Guidewire Software, Inc.

Technology
19
New
$172.73 - $257.37 $3.28K - $4.89K
19 $4.47M
ISRG
Intuitive Surgical Inc

Healthcare
8
New
$451.58 - $565.94 $3.61K - $4.53K
8 $4.35M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
31
+ 5.07%
$33.7 - $43.1 $1.04K - $1.34K
643 $27.7M
Canadian Pacific Kansas City
52
New
N/A
52 $4.12M
MDB
Mongo Db, Inc.

Technology
19
New
$145.85 - $225.38 $2.77K - $4.28K
19 $3.99M
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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