Lgt Financial Advisors LLC New Holdings in Q4 2024

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
800
New
$273.87 - $320.91 $219K - $257K
800 $253M
ACN
Accenture PLC

Technology
695
New
$343.9 - $376.86 $239K - $262K
695 $244M
ROP
Roper Technologies Inc

Industrials
450
New
$519.85 - $575.95 $234K - $259K
450 $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
New
$442.29 - $483.08 $221K - $242K
500 $227M
ORCL
Oracle Corp

Technology
1.2K
New
$165.41 - $192.43 $198K - $231K
1.2K $200M
QCOM
Qualcomm Inc

Technology
1.25K
New
$150.4 - $178.04 $188K - $223K
1.25K $192M
DHR
Danaher Corp

Healthcare
800
New
$226.16 - $274.52 $181K - $220K
800 $184M
ALL
Allstate Corp

Financial Services
900
New
$181.25 - $208.2 $163K - $187K
900 $174M
ABT
Abbott Laboratories

Healthcare
1.5K
New
$111.93 - $119.39 $168K - $179K
1.5K $170M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
New
$89.97 - $98.59 $156K - $171K
1.74K $165M
MRK
Merck & Co., Inc.

Healthcare
1.58K
New
$96.31 - $114.76 $152K - $181K
1.58K $157M
TMO
Thermo Fisher Scientific Inc.

Healthcare
300
New
$501.29 - $612.85 $150K - $184K
300 $156M
CL
Colgate Palmolive CO

Consumer Defensive
1.65K
New
$90.22 - $102.31 $149K - $169K
1.65K $150M
ZTS
Zoetis Inc.

Healthcare
750
New
$162.24 - $194.42 $122K - $146K
750 $122M
ADBE
Adobe Inc.

Technology
250
New
$437.39 - $552.96 $109K - $138K
250 $111M
DDS
Dillard'S, Inc.

Consumer Cyclical
250
New
$357.11 - $465.97 $89.3K - $116K
250 $108M
AMT
American Tower Corp

Real Estate
575
New
$179.4 - $232.01 $103K - $133K
575 $105M
HYGW
Ishares Tr High Yield Corporat
3.1K
New
N/A
3.1K $98.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
190
New
$481.22 - $538.17 $91.4K - $102K
190 $97.1M
AKAM
Akamai Technologies Inc

Technology
1K
New
N/A
1K $95.7M
NKE
Nike, Inc.

Consumer Cyclical
1.25K
New
$73.36 - $89.13 $91.7K - $111K
1.25K $94.6M
KO
Coca Cola CO

Consumer Defensive
1.5K
New
$61.74 - $71.71 $92.6K - $108K
1.5K $93.4M
DXCM
Dexcom Inc

Healthcare
1.2K
New
$65.68 - $81.01 $78.8K - $97.2K
1.2K $93.3M
UNP
Union Pacific Corp

Industrials
400
New
$223.15 - $249.32 $89.3K - $99.7K
400 $91.2M
Blackrock ETF Trust
3.68K
New
N/A
3.68K $90.7M
Linde PLC
200
New
N/A
200 $83.7M
MCO
Moodys Corp

Financial Services
175
New
$454.04 - $500.88 $79.5K - $87.7K
175 $82.8M
IAU
Ishares Gold Trust

ETFs
1.54K
New
$48.37 - $52.65 $74.2K - $80.8K
1.54K $76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
341
New
$198.04 - $221.51 $67.5K - $75.5K
341 $71.8M
KEX
Kirby Corp

Industrials
600
New
$104.14 - $130.55 $62.5K - $78.3K
600 $63.5M
UNH
Unitedhealth Group Inc

Healthcare
125
New
$485.52 - $625.25 $60.7K - $78.2K
125 $63.2M
Blackrock ETF Trust
1.97K
New
N/A
1.97K $59.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
279
New
$201.32 - $217.44 $56.2K - $60.7K
279 $57.8M
SES
Ses Ai Corp

Consumer Cyclical
23.6K
New
$0.27 - $2.42 $6.36K - $57K
23.6K $51.6M
YUM
Yum Brands Inc

Consumer Cyclical
304
New
$130.36 - $139.54 $39.6K - $42.4K
304 $40.8M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.61K
New
$23.01 - $26.06 $37K - $41.9K
1.61K $37.2M
EA
Electronic Arts Inc.

Communication Services
223
New
$140.69 - $167.97 $31.4K - $37.5K
223 $32.6M
CTVA
Corteva, Inc.

Basic Materials
539
New
$55.21 - $64.13 $29.8K - $34.6K
539 $30.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
637
New
$46.68 - $47.95 $29.7K - $30.5K
637 $30M
Coherent Corp
266
New
N/A
266 $25.2M
EQH
Equitable Holdings, Inc.

Financial Services
514
New
$41.59 - $50.4 $21.4K - $25.9K
514 $24.2M
DOCU
Docusign, Inc.

Technology
259
New
$61.42 - $106.99 $15.9K - $27.7K
259 $23.3M
J P Morgan Exchange Traded F
390
New
N/A
390 $20.4M
GNMA
Ishares Gnma Bond ETF

ETFs
451
New
$42.8 - $44.74 $19.3K - $20.2K
451 $19.4M
VNO
Vornado Realty Trust

Real Estate
448
New
$38.63 - $45.76 $17.3K - $20.5K
448 $18.8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
350
New
$46.96 - $51.46 $16.4K - $18K
350 $16.5M
EEM
Ishares Msci Emerging Markets

ETFs
383
New
$41.82 - $47.36 $16K - $18.1K
383 $16M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
660
New
$17.13 - $34.23 $11.3K - $22.6K
660 $16M
ILMN
Illumina, Inc.

Healthcare
113
New
$128.99 - $155.15 $14.6K - $17.5K
113 $15.1M
Activity Summary
Buys All Purchases 215 New Holdings 88 Increased Positions 127 Sells All Sells 80 Reductions 79 Sold out 1 Options Calls 0 Puts 0
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