Lgt Financial Advisors LLC Reduced Holdings in Q1 2025

Lgt Financial Advisors LLC

  • $32.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2K
- 30.25%
$209.68 - $247.1 $419K - $494K
4.61K $1.02B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.7K
- 64.75%
$64.88 - $72.1 $500K - $555K
4.19K $276M
MSFT
Microsoft Corp

Technology
-950
- 23.91%
$375.39 - $447.2 $357K - $425K
3.02K $1.14B
GOOGL
Alphabet Inc.

Communication Services
-2.2K
- 68.47%
$154.33 - $206.19 $340K - $454K
1.01K $157M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 39.53%
$190.26 - $242.06 $225K - $286K
1.81K $343M
ACWI
Ishares Msci Acwi ETF

ETFs
-2.5K
- 68.49%
$115.16 - $124.13 $288K - $310K
1.15K $134M
EFG
Msci Eafe Growth ETF

ETFs
-2.27K
- 31.68%
$96.1 - $106.37 $218K - $242K
4.9K $490M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-450
- 90.0%
$442.66 - $534.52 $199K - $241K
50 $26.6M
PG
Procter & Gamble CO

Consumer Defensive
-1.08K
- 76.97%
$158.56 - $176.26 $172K - $191K
324 $55.2M
CVX
Chevron Corp

Energy
-1.94K
- 24.44%
$146.71 - $167.97 $284K - $326K
6K $1B
BAC
Bank Of America Corp

Financial Services
-2.9K
- 98.64%
$39.61 - $47.74 $115K - $138K
40 $1.67M
SUB
Ishares Short Term National Mu

ETFs
-1.17K
- 81.75%
$105.3 - $106.24 $124K - $125K
262 $27.7M
JPM
Jpmorgan Chase & CO

Financial Services
-500
- 91.74%
$225.19 - $279.95 $113K - $140K
45 $11M
IWV
Ishares Russell 3000 ETF

ETFs
-257
- 11.35%
$313.1 - $349.83 $80.5K - $89.9K
2.01K $638M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.24K
- 6.01%
$48.06 - $53.73 $59.4K - $66.4K
19.3K $942M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.11K
- 44.71%
$97.25 - $104.79 $108K - $116K
1.37K $142M
MUB
Ishares National Muni Bond ETF

ETFs
-958
- 78.08%
$104.71 - $107.69 $100K - $103K
269 $28.4M
HUBB
Hubbell Inc

Industrials
-198
- 92.96%
$330.91 - $456.86 $65.5K - $90.5K
15 $4.82M
IFRA
Ishares Tr

ETFs
-1.62K
- 99.88%
$44.8 - $49.25 $72.6K - $79.8K
2 $128K
WPC
W. P. Carey Inc.

Real Estate
-1.52K
- 53.88%
$53.5 - $65.05 $81.3K - $98.8K
1.3K $82M
ICE
Intercontinental Exchange, Inc.

Financial Services
-450
- 91.65%
$142.8 - $176.36 $64.3K - $79.4K
41 $7.06M
CASY
Caseys General Stores Inc

Consumer Cyclical
-165
- 90.66%
$378.71 - $442.54 $62.5K - $73K
17 $7.5M
IT
Gartner Inc

Technology
-132
- 92.96%
$418.25 - $548.38 $55.2K - $72.4K
10 $4.2M
Blackrock ETF Trust Ii
-1.17K
- 60.4%
N/A
765 $39.6M
CBOE
Cboe Global Markets, Inc.

Financial Services
-312
- 88.39%
$190.84 - $226.29 $59.5K - $70.6K
41 $9.35M
WSO
Watsco Inc

Industrials
-115
- 93.5%
$463.86 - $530.75 $53.3K - $61K
8 $3.95M
IWN
Ishares Russell2000 Val ETF

ETFs
-106
- 4.46%
$149.27 - $169.4 $15.8K - $18K
2.27K $343M
BR
Broadridge Financial Solutions, Inc.

Technology
-209
- 90.48%
$221.46 - $244.83 $46.3K - $51.2K
22 $5.33M
WRB
Berkley W R Corp

Financial Services
-794
- 85.28%
$56.7 - $71.27 $45K - $56.6K
137 $9.78M
MTB
M&T Bank Corp

Financial Services
-231
- 85.24%
$170.47 - $201.98 $39.4K - $46.7K
40 $7.15M
BWXT
Bwx Technologies, Inc.

Industrials
-384
- 88.68%
$96.59 - $128.46 $37.1K - $49.3K
49 $4.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-219
- 85.21%
$168.84 - $202.89 $37K - $44.4K
38 $6.76M
FLR
Fluor Corp

Industrials
-831
- 85.94%
$34.29 - $55.28 $28.5K - $45.9K
136 $4.87M
MCK
Mckesson Corp

Healthcare
-77
- 87.5%
$566.21 - $672.99 $43.6K - $51.8K
11 $7.52M
AOS
Smith A O Corp

Industrials
-617
- 89.68%
$65.16 - $72.69 $40.2K - $44.8K
71 $4.61M
CRH.L
Crh PLC

Basic Materials
-438
- 85.88%
N/A
72 $6.33M
BSX
Boston Scientific Corp

Healthcare
-462
- 89.53%
$89.38 - $106.18 $41.3K - $49.1K
54 $5.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.58K
- 26.78%
$27.01 - $28.54 $42.7K - $45.1K
4.32K $121M
GMED
Globus Medical Inc

Healthcare
-474
- 86.18%
$69.68 - $93.32 $33K - $44.2K
76 $5.56M
LAMR
Lamar Advertising CO

Real Estate
-321
- 89.42%
$110.65 - $132.9 $35.5K - $42.7K
38 $4.36M
IWP
Ishares Russell Mid Cap Growth

ETFs
-276
- 37.6%
$114.9 - $139.6 $31.7K - $38.5K
458 $53.8M
ADSK
Autodesk, Inc.

Technology
-130
- 86.09%
N/A
21 $5.5M
LNT
Alliant Energy Corp

Utilities
-668
- 85.1%
$56.66 - $66.04 $37.8K - $44.1K
117 $7.55M
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.25%
$140.44 - $166.79 $702 - $834
1.98K $278M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-825
- 73.07%
$44.81 - $46.22 $37K - $38.1K
304 $13.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-92
- 0.75%
$24.91 - $29.02 $2.29K - $2.67K
12.2K $307M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-286
- 84.12%
$103.02 - $140.69 $29.5K - $40.2K
54 $5.71M
MKL
Markel Corp

Financial Services
-21
- 84.0%
$1660.14 - $2059.83 $34.9K - $43.3K
4 $7.48M
YUM
Yum Brands Inc

Consumer Cyclical
-265
- 87.17%
$123.25 - $162.53 $32.7K - $43.1K
39 $6.16M
Activity Summary
Buys All Purchases 116 New Holdings 37 Increased Positions 79 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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