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
JCI
Johnson Controls International PLC

Industrials
6
New
$71.14 - $105.62 $427 - $634
6 $634K
FTNT
Fortinet, Inc.

Technology
6
New
$84.71 - $108.69 $508 - $652
6 $634K
PODD
Insulet Corp

Healthcare
2
New
$238.57 - $327.47 $477 - $655
2 $628K
CNHI
Cnh Industrial N.V.

Industrials
21
+ 4.2%
N/A
521 $6.75M
BBSC
Jp Morgan Exc Trd Tr Betabuild
4
+ 6.45%
$52.57 - $65.98 $210 - $264
66 $4.35M
ABC
Amerisourcebergen Corp

Healthcare
2
New
N/A
2 $600K
HYGW
Ishares Tr High Yield Corporat
105
+ 3.34%
N/A
3.25K $99.5M
LII
Lennox International Inc

Industrials
1
New
$508.76 - $605.77 $509 - $606
1 $573K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 2.44%
$205.81 - $234.23 $206 - $234
42 $9.9M
CTSH
Cognizant Technology Solutions Corp

Technology
7
New
$66.47 - $81.81 $465 - $573
7 $546K
IDXX
Idexx Laboratories Inc

Healthcare
1
New
$361.04 - $536.34 $361 - $536
1 $536K
EME
Emcor Group, Inc.

Industrials
1
New
$342.02 - $534.89 $342 - $535
1 $535K
AMP
Ameriprise Financial Inc

Financial Services
1
New
$422.19 - $533.73 $422 - $534
1 $534K
FTI
Technip Fmc PLC

Energy
15
New
$23.18 - $35.33 $348 - $530
15 $517K
EMGF
Ishares Msci Emerging Markets

ETFs
6
+ 15.0%
$41.37 - $52.07 $248 - $312
46 $2.38M
ES
Eversource Energy

Utilities
8
New
$54.25 - $65.89 $434 - $527
8 $509K
CAH
Cardinal Health Inc

Healthcare
3
New
$125.0 - $168.0 $375 - $504
3 $504K
MCO
Moodys Corp

Financial Services
1
New
$396.7 - $501.59 $397 - $502
1 $502K
ED
Consolidated Edison Inc

Utilities
5
New
$98.05 - $113.3 $490 - $567
5 $502K
ITW
Illinois Tool Works Inc

Industrials
2
New
$218.41 - $252.43 $437 - $505
2 $495K
HUM
Humana Inc

Healthcare
2
New
$224.93 - $295.04 $450 - $590
2 $489K
ZTS
Zoetis Inc.

Healthcare
3
New
$144.41 - $170.3 $433 - $511
3 $468K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
New
$328.01 - $475.68 $328 - $476
1 $468K
BKR
Baker Hughes CO

Energy
12
New
$35.0 - $44.92 $420 - $539
12 $460K
SYY
Sysco Corp

Consumer Defensive
6
New
$68.0 - $75.91 $408 - $455
6 $454K
NDAQ
Nasdaq, Inc.

Financial Services
5
New
$66.4 - $89.42 $332 - $447
5 $448K
SWKS
Skyworks Solutions, Inc.

Technology
6
New
$49.2 - $74.95 $295 - $450
6 $447K
MSI
Motorola Solutions, Inc.

Technology
1
New
$394.72 - $440.39 $395 - $440
1 $420K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
New
$160.22 - $209.35 $320 - $419
2 $419K
ZION
Zions Bancorporation, National Association

Financial Services
8
New
$41.39 - $51.94 $331 - $416
8 $416K
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.76%
$104.77 - $106.34 $210 - $213
264 $28.1M
KMX
Carmax Inc

Consumer Cyclical
6
New
$62.27 - $82.77 $374 - $497
6 $403K
Bunge Global Sa
5
New
N/A
5 $401K
WRB
Berkley W R Corp

Financial Services
1
+ 0.73%
$64.28 - $75.17 $64.3 - $75.2
138 $10.2M
HPQ
Hp Inc

Technology
16
New
$21.88 - $29.32 $350 - $469
16 $391K
ELV
Elevance Health, Inc.

Healthcare
1
New
$372.27 - $452.69 $372 - $453
1 $391K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
28
New
$10.8 - $16.92 $302 - $474
28 $385K
KEY
Keycorp

Financial Services
22
New
$13.23 - $17.42 $291 - $383
22 $383K
PCAR
Paccar Inc

Industrials
4
New
$86.4 - $99.09 $346 - $396
4 $380K
TRMB
Trimble Inc.

Technology
5
New
$55.12 - $75.98 $276 - $380
5 $380K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7
+ 30.43%
$49.73 - $51.44 $348 - $360
30 $1.54M
ANSS
Ansys Inc

Technology
1
New
$284.19 - $351.22 $284 - $351
1 $351K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7
New
$47.02 - $47.83 $329 - $335
7 $335K
ROK
Rockwell Automation, Inc

Industrials
1
New
$218.97 - $332.17 $219 - $332
1 $332K
CMI
Cummins Inc

Industrials
1
New
$267.12 - $336.65 $267 - $337
1 $328K
IP
International Paper CO

Consumer Cyclical
7
New
$43.89 - $54.46 $307 - $381
7 $328K
CNC
Centene Corp

Healthcare
6
New
$53.4 - $64.29 $320 - $386
6 $326K
R
Ryder System Inc

Industrials
2
New
$130.14 - $160.88 $260 - $322
2 $318K
EW
Edwards Lifesciences Corp

Healthcare
4
New
$67.07 - $78.22 $268 - $313
4 $313K
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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