Lgt Financial Advisors LLC Incresed Positions in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
4
+ 3.7%
$92.87 - $125.73 $371 - $503
112 $13.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1
+ 0.83%
$22.68 - $23.28 $22.7 - $23.3
121 $2.82M
PRU
Prudential Financial Inc

Financial Services
1
+ 3.57%
$95.12 - $112.71 $95.1 - $113
29 $3.11M
EXPD
Expeditors International Of Washington Inc

Industrials
2
+ 4.17%
$102.84 - $122.24 $206 - $244
50 $5.77M
HSY
Hershey CO

Consumer Defensive
1
+ 3.33%
$151.29 - $173.13 $151 - $173
31 $5.08M
XEL
Xcel Energy Inc

Utilities
1
+ 1.2%
$65.65 - $72.39 $65.7 - $72.4
84 $5.73M
POR
Portland General Electric CO

Utilities
1
+ 0.96%
$39.96 - $44.75 $40 - $44.8
105 $4.26M
LNT
Alliant Energy Corp

Utilities
1
+ 0.85%
$58.79 - $64.85 $58.8 - $64.9
118 $7.16M
Blackrock ETF Trust Ii
6
+ 0.46%
N/A
1.32K $64.2M
IYR
Ishares Tr

ETFs
14
+ 0.51%
$84.48 - $96.25 $1.18K - $1.35K
2.79K $264M
DUK
Duke Energy Corp

Utilities
6
+ 0.83%
$112.46 - $124.05 $675 - $744
726 $85.8M
KHC
Kraft Heinz CO

Consumer Defensive
18
+ 3.03%
$25.61 - $30.81 $461 - $555
612 $15.8M
BMY
Bristol Myers Squibb CO

Healthcare
121
+ 21.72%
$44.12 - $59.6 $5.34K - $7.21K
678 $31.4M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.63%
$146.36 - $159.82 $293 - $320
318 $48.6M
AEP
American Electric Power CO Inc

Utilities
6
+ 0.61%
$98.59 - $109.11 $592 - $655
984 $102M
PFG
Principal Financial Group Inc

Financial Services
17
+ 1.12%
$69.56 - $86.19 $1.18K - $1.47K
1.54K $122M
PAYX
Paychex Inc

Industrials
3
+ 0.32%
$137.01 - $159.78 $411 - $479
955 $139M
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.85%
$126.84 - $145.22 $888 - $1.02K
828 $107M
PLD
Prologis, Inc.

Real Estate
36
+ 1.67%
$89.76 - $112.34 $3.23K - $4.04K
2.2K $231M
AAPL
Apple Inc.

Technology
294
+ 6.37%
$172.42 - $223.89 $50.7K - $65.8K
4.91K $1.01B
XOM
Exxon Mobil Corp

Energy
605
+ 7.85%
$99.93 - $119.04 $60.5K - $72K
8.32K $896M
ABBV
Abb Vie Inc.

Healthcare
68
+ 4.77%
$170.16 - $206.27 $11.6K - $14K
1.5K $277M
CVX
Chevron Corp

Energy
550
+ 9.17%
$133.73 - $168.51 $73.6K - $92.7K
6.55K $937M
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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