Lgt Financial Advisors LLC Reduced Holdings in Q3 2024

Lgt Financial Advisors LLC

  • $40.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Sila Realty Trust Inc
-35.4K
- 81.39%
N/A
8.1K $205M
IWS
Ishares Russell Midcap Value E

ETFs
-5.87K
- 63.82%
$119.52 - $132.25 $702K - $776K
3.33K $440M
VTI
Vanguard Total Stock Market Et

ETFs
-2.35K
- 45.55%
$255.18 - $283.2 $600K - $666K
2.81K $796M
MSFT
Microsoft Corp

Technology
-1.08K
- 26.15%
$395.15 - $467.56 $425K - $503K
3.04K $1.31B
VNQ
Vanguard Specialized Funds Van

ETFs
-4.95K
- 91.42%
$82.97 - $98.97 $411K - $490K
465 $45.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 41.11%
$161.02 - $200.0 $241K - $299K
2.14K $399M
PLD
Prologis, Inc.

Real Estate
-2.95K
- 58.13%
$111.95 - $132.43 $330K - $390K
2.12K $268M
CMBS
Ishares Cmbs ETF

ETFs
-4.25K
- 81.13%
$46.61 - $48.93 $198K - $208K
988 $48.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.7K
- 90.41%
$50.32 - $50.75 $186K - $188K
393 $19.9M
GTO
Invesco Actively Managed ETF T

ETFs
-3.89K
- 64.88%
$46.22 - $48.77 $180K - $190K
2.11K $102M
AAPL
Apple Inc.

Technology
-1.43K
- 18.74%
$207.23 - $234.82 $296K - $335K
6.19K $1.44B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.26K
- 51.91%
$77.02 - $85.06 $174K - $192K
2.09K $177M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.67K
- 50.09%
$32.36 - $33.78 $151K - $158K
4.66K $157M
MCD
Mcdonalds Corp

Consumer Cyclical
-645
- 48.57%
$245.82 - $304.51 $159K - $196K
683 $208M
VOE
Vanguard Mid Cap Value Index F

ETFs
-927
- 48.41%
$149.02 - $167.67 $138K - $155K
988 $166M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.96K
- 91.6%
$32.34 - $35.85 $95.6K - $106K
271 $9.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.16K
- 98.86%
$44.66 - $49.15 $96.6K - $106K
25 $1.19M
IWP
Ishares Russell Mid Cap Growth

ETFs
-892
- 52.56%
$103.87 - $117.59 $92.7K - $105K
805 $94.4M
PAYX
Paychex Inc

Industrials
-907
- 48.97%
$116.17 - $135.19 $105K - $123K
945 $127M
CVX
Chevron Corp

Energy
-191
- 3.11%
$137.88 - $161.97 $26.3K - $30.9K
5.95K $876M
VZ
Verizon Communications Inc

Communication Services
-1.94K
- 75.68%
$38.89 - $45.0 $75.4K - $87.3K
623 $28M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.88K
- 13.27%
$60.84 - $67.51 $115K - $127K
12.3K $830M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.06K
- 57.89%
$74.26 - $78.84 $78.7K - $83.6K
771 $60.4M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.48K
- 41.54%
$50.09 - $51.31 $73.9K - $75.7K
2.08K $106M
ABBV
Abb Vie Inc.

Healthcare
-663
- 27.31%
$163.84 - $199.33 $109K - $132K
1.77K $348M
GOOGL
Alphabet Inc.

Communication Services
-245
- 19.48%
$148.65 - $191.18 $36.4K - $46.8K
1.01K $168M
SYLD
Cambria Shareholder Yld ETF

ETFs
-929
- 55.33%
$66.68 - $72.81 $61.9K - $67.6K
750 $54.3M
T
At&T Inc.

Communication Services
-3.57K
- 56.44%
$18.21 - $22.28 $65K - $79.5K
2.76K $60.6M
SMCI
Super Micro Computer, Inc.

Technology
-36
- 32.14%
$386.46 - $909.96 $13.9K - $32.8K
76 $31.6M
FANG
Diamondback Energy, Inc.

Energy
-238
- 44.07%
$168.46 - $210.94 $40.1K - $50.2K
302 $52.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-221
- 65.0%
$259.22 - $299.75 $57.3K - $66.2K
119 $33.5M
BSX
Boston Scientific Corp

Healthcare
-745
- 59.08%
$72.96 - $84.0 $54.4K - $62.6K
516 $43.2M
DUK
Duke Energy Corp

Utilities
-632
- 47.16%
$99.35 - $117.71 $62.8K - $74.4K
708 $81.6M
MCK
Mckesson Corp

Healthcare
-72
- 44.44%
$479.06 - $630.38 $34.5K - $45.4K
90 $44.6M
NVDA
Nvidia Corp

Technology
-360
- 12.37%
$98.91 - $134.91 $35.6K - $48.6K
2.55K $310M
CASY
Caseys General Stores Inc

Consumer Cyclical
-119
- 39.53%
$354.52 - $391.16 $42.2K - $46.5K
182 $68.5M
IEMG
Ishares Inc

ETFs
-971
- 31.63%
$53.64 - $53.64 $52.1K - $52.1K
2.1K $121M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.75K
- 50.11%
$26.01 - $27.41 $45.4K - $47.8K
1.74K $47.5M
WRB
Berkley W R Corp

Financial Services
-259
- 21.78%
$51.54 - $79.62 $13.3K - $20.6K
930 $52.8M
MBB
Ishares Tr

ETFs
-459
- 50.27%
$90.85 - $96.66 $41.7K - $44.4K
454 $43.5M
KMI
Kinder Morgan, Inc.

Energy
-2.02K
- 90.22%
$19.72 - $22.22 $39.8K - $44.9K
219 $4.84M
SNPS
Synopsys Inc

Technology
-57
- 50.0%
$463.97 - $621.3 $26.4K - $35.4K
57 $28.9M
CHRD
Oasis Petroleum Inc.

Energy
-177
- 43.6%
$128.01 - $176.98 $22.7K - $31.3K
229 $29.8M
FLR
Fluor Corp

Industrials
-964
- 49.92%
$43.22 - $50.26 $41.7K - $48.5K
967 $46.1M
SHV
Ishares Tr

ETFs
-342
- 25.24%
$110.05 - $110.63 $37.6K - $37.8K
1.01K $112M
FAF
First American Financial Corp

Financial Services
-757
- 68.76%
$52.48 - $67.02 $39.7K - $50.7K
344 $22.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-679
- 99.85%
$51.58 - $53.79 $35K - $36.5K
1 $41K
EXPD
Expeditors International Of Washington Inc

Industrials
-298
- 47.15%
$116.1 - $131.42 $34.6K - $39.2K
334 $43.9M
HSY
Hershey CO

Consumer Defensive
-198
- 49.25%
$182.45 - $203.25 $36.1K - $40.2K
204 $39.1M
Activity Summary
Buys All Purchases 122 New Holdings 33 Increased Positions 89 Sells All Sells 155 Reductions 153 Sold out 2 Options Calls 0 Puts 0
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