Lgt Financial Advisors LLC New Holdings in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
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
CARR
Carrier Global Corp

Industrials
20
New
$55.55 - $75.83 $1.11K - $1.52K
20 $1.46M
SCHW
Schwab Charles Corp

Financial Services
15
New
$69.06 - $91.24 $1.04K - $1.37K
15 $1.37M
MAR
Marriott International Inc

Consumer Cyclical
5
New
$211.12 - $274.14 $1.06K - $1.37K
5 $1.37M
CI
Cigna Corp

Healthcare
4
New
$301.89 - $340.04 $1.21K - $1.36K
4 $1.32M
DHR
Danaher Corp

Healthcare
6
New
$174.64 - $205.16 $1.05K - $1.23K
6 $1.19M
CB
Chubb LTD

Financial Services
4
New
$274.32 - $302.46 $1.1K - $1.21K
4 $1.16M
UNP
Union Pacific Corp

Industrials
5
New
$208.27 - $238.46 $1.04K - $1.19K
5 $1.15M
ROP
Roper Technologies Inc

Industrials
2
New
$519.19 - $590.78 $1.04K - $1.18K
2 $1.13M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
New
$248.61 - $294.96 $994 - $1.18K
4 $1.13M
AMT
American Tower Corp

Real Estate
5
New
$203.96 - $228.19 $1.02K - $1.14K
5 $1.11M
SBUX
Starbucks Corp

Consumer Cyclical
12
New
$79.69 - $99.41 $956 - $1.19K
12 $1.1M
MCHP
Microchip Technology Inc

Technology
15
New
$35.34 - $71.6 $530 - $1.07K
15 $1.06M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$483.07 - $625.6 $966 - $1.25K
2 $1.05M
GWW
W.W. Grainger, Inc.

Industrials
1
New
$919.93 - $1101.66 $920 - $1.1K
1 $1.04M
RMD
Resmed Inc

Healthcare
4
New
$204.54 - $258.0 $818 - $1.03K
4 $1.03M
VTR
Ventas, Inc.

Real Estate
16
New
$62.45 - $70.08 $999 - $1.12K
16 $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
11
New
$87.57 - $96.0 $963 - $1.06K
11 $1M
MPC
Marathon Petroleum Corp

Energy
6
New
$118.55 - $170.08 $711 - $1.02K
6 $997K
CSX
Csx Corp

Industrials
29
New
$26.69 - $32.91 $774 - $954
29 $946K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
New
$177.93 - $313.14 $534 - $939
3 $939K
MMM
3 M CO

Industrials
6
New
$126.09 - $154.15 $757 - $925
6 $913K
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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