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
CSCO
Cisco Systems, Inc.

Technology
57
New
$53.19 - $69.38 $3.03K - $3.95K
57 $3.96M
LLY
Eli Lilly & CO

Healthcare
5
New
$713.71 - $898.95 $3.57K - $4.49K
5 $3.9M
WCN
Waste Connections, Inc.

Industrials
20
New
$183.26 - $199.95 $3.67K - $4K
20 $3.73M
HON
Honeywell International Inc

Industrials
16
New
$182.86 - $232.88 $2.93K - $3.73K
16 $3.73M
KO
Coca Cola CO

Consumer Defensive
52
New
$68.37 - $73.9 $3.56K - $3.84K
52 $3.68M
KXI
Ishares Tr Global Consumer Sta

ETFs
56
New
$60.73 - $67.45 $3.4K - $3.78K
56 $3.66M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
New
$390.26 - $489.06 $3.51K - $4.4K
9 $3.65M
TT
Trane Technologies PLC

Industrials
6
+ 66.67%
$315.21 - $437.41 $1.89K - $2.62K
15 $6.75M
XLRE
Select Sector Spdr Tr Real Est

ETFs
83
New
$37.08 - $42.26 $3.08K - $3.51K
83 $3.44M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
43
+ 5.7%
$26.69 - $33.44 $1.15K - $1.44K
798 $26.2M
LMND
Lemonade, Inc.

Financial Services
76
New
$25.12 - $45.79 $1.91K - $3.48K
76 $3.33M
IR
Ingersoll Rand Inc.

Industrials
39
New
$66.75 - $84.94 $2.6K - $3.31K
39 $3.24M
CFLT
Confluent, Inc.

Technology
130
New
$19.44 - $24.93 $2.53K - $3.24K
130 $3.24M
RF
Regions Financial Corp

Financial Services
131
New
$18.34 - $23.52 $2.4K - $3.08K
131 $3.08M
COST
Costco Wholesale Corp

Consumer Defensive
3
New
$908.13 - $1056.85 $2.72K - $3.17K
3 $2.97M
ODFL
Old Dominion Freight Line, Inc.

Industrials
18
New
$146.74 - $176.07 $2.64K - $3.17K
18 $2.93M
ESTC
Elastic N.V.

Technology
34
New
$73.36 - $94.17 $2.49K - $3.2K
34 $2.87M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
20
New
$87.64 - $143.29 $1.75K - $2.87K
20 $2.87M
HWM
Howmet Aerospace Inc.

Industrials
15
New
$112.33 - $186.13 $1.68K - $2.79K
15 $2.79M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
133
New
$20.12 - $21.0 $2.68K - $2.79K
133 $2.78M
ECL
Ecolab Inc.

Basic Materials
10
New
$225.65 - $270.95 $2.26K - $2.71K
10 $2.69M
MRK
Merck & Co., Inc.

Healthcare
34
New
$73.47 - $87.12 $2.5K - $2.96K
34 $2.69M
TSCO
Tractor Supply CO

Consumer Cyclical
50
New
$47.86 - $55.77 $2.39K - $2.79K
50 $2.64M
ADI
Analog Devices Inc

Technology
7
+ 28.0%
$164.6 - $238.02 $1.15K - $1.67K
32 $7.66M
UL
Unilever PLC

Consumer Defensive
13
+ 1.16%
$57.9 - $65.43 $753 - $851
1.14K $69.6M
ADSK
Autodesk, Inc.

Technology
5
+ 23.81%
N/A
26 $8.05M
LAMR
Lamar Advertising CO

Real Estate
19
+ 50.0%
$102.35 - $121.67 $1.94K - $2.31K
57 $6.9M
T
At&T Inc.

Communication Services
22
+ 0.78%
$26.33 - $28.94 $579 - $637
2.83K $81.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24
+ 23.08%
$56.88 - $70.77 $1.37K - $1.7K
128 $9.06M
GILD
Gilead Sciences, Inc.

Healthcare
21
New
$96.91 - $113.0 $2.04K - $2.37K
21 $2.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
50
New
$44.68 - $45.96 $2.23K - $2.3K
50 $2.29M
AMD
Advanced Micro Devices Inc

Technology
16
New
$78.21 - $143.81 $1.25K - $2.3K
16 $2.27M
IWY
Ishares Tr Russell 200 Growth

ETFs
7
+ 36.84%
$187.5 - $246.51 $1.31K - $1.73K
26 $6.4M
AMGN
Amgen Inc

Healthcare
8
New
$262.28 - $309.85 $2.1K - $2.48K
8 $2.23M
Blackrock Inc
2
New
N/A
2 $2.11M
PH
Parker Hannifin Corp

Industrials
3
New
$517.23 - $700.54 $1.55K - $2.1K
3 $2.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
82
+ 2.49%
$48.13 - $49.85 $3.95K - $4.09K
3.38K $166M
Servicetitan Inc
19
New
N/A
19 $2.04M
DE
Deere & CO

Industrials
4
New
$412.99 - $531.48 $1.65K - $2.13K
4 $2.03M
URTH
Ishares Msci World ETF

ETFs
12
New
$136.3 - $169.38 $1.64K - $2.03K
12 $2.03M
ADBE
Adobe Inc.

Technology
5
New
$340.0 - $420.68 $1.7K - $2.1K
5 $1.93M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
62
+ 37.13%
$32.56 - $35.71 $2.02K - $2.21K
229 $7.57M
AMAT
Applied Materials Inc

Technology
10
New
$126.95 - $183.52 $1.27K - $1.84K
10 $1.83M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
New
$421.16 - $509.5 $1.68K - $2.04K
4 $1.78M
Ferguson Enterprises Inc
1
+ 4.0%
N/A
26 $5.73M
CME
Cme Group Inc.

Financial Services
6
New
$252.37 - $290.71 $1.51K - $1.74K
6 $1.66M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31
New
$50.1 - $51.02 $1.55K - $1.58K
31 $1.58M
CAT
Caterpillar Inc

Industrials
4
New
$273.94 - $388.21 $1.1K - $1.55K
4 $1.55M
ADP
Automatic Data Processing Inc

Industrials
5
New
$276.76 - $326.81 $1.38K - $1.63K
5 $1.54M
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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