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
VNT
Vontier Corp

Technology
-786
- 43.89%
$31.95 - $41.39 $25.1K - $32.5K
1.01K $33.9M
MKL
Markel Corp

Financial Services
-21
- 45.65%
$1494.55 - $1645.69 $31.4K - $34.6K
25 $39.2M
ADI
Analog Devices Inc

Technology
-141
- 44.2%
$200.56 - $243.33 $28.3K - $34.3K
178 $40.9M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-219
- 45.34%
$138.82 - $162.76 $30.4K - $35.6K
264 $43M
FIS
Fidelity National Information Services, Inc.

Technology
-438
- 52.39%
$72.8 - $85.04 $31.9K - $37.2K
398 $33.3M
GPC
Genuine Parts CO

Consumer Cyclical
-216
- 50.59%
$131.04 - $147.11 $28.3K - $31.8K
211 $29.5M
SUI
Sun Communities Inc

Real Estate
-279
- 45.22%
$117.46 - $147.6 $32.8K - $41.2K
338 $45.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
-240
- 40.47%
$168.57 - $213.65 $40.5K - $51.3K
353 $72.3M
LNT
Alliant Energy Corp

Utilities
-705
- 47.35%
$50.74 - $60.74 $35.8K - $42.8K
784 $47.6M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 75.68%
$194.9 - $224.8 $27.3K - $31.5K
45 $9.49M
LAMR
Lamar Advertising CO

Real Estate
-271
- 43.08%
$110.9 - $135.58 $30.1K - $36.7K
358 $47.9M
AOS
Smith A O Corp

Industrials
-387
- 36.0%
$76.95 - $91.98 $29.8K - $35.6K
688 $61.8M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 19.79%
$801.83 - $917.05 $29.7K - $33.9K
150 $133M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-214
- 45.44%
$156.14 - $187.2 $33.4K - $40.1K
257 $47.5M
MTB
M&T Bank Corp

Financial Services
-216
- 44.44%
$146.49 - $179.85 $31.6K - $38.8K
270 $48.2M
MAA
Mid America Apartment Communities Inc.

Real Estate
-200
- 46.51%
$138.8 - $166.65 $27.8K - $33.3K
230 $36.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
-482
- 49.64%
$61.42 - $76.46 $29.6K - $36.9K
489 $36.3M
POR
Portland General Electric CO

Utilities
-629
- 48.13%
$42.44 - $49.09 $26.7K - $30.9K
678 $32.5M
AVY
Avery Dennison Corp

Industrials
-109
- 45.61%
$202.27 - $224.18 $22K - $24.4K
130 $28.6M
CRH.L
Crh PLC

Basic Materials
-433
- 45.92%
N/A
510 $47.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-60
- 43.17%
$320.55 - $412.94 $19.2K - $24.8K
79 $30.7M
ES
Eversource Energy

Utilities
-519
- 43.32%
$56.52 - $68.38 $29.3K - $35.5K
679 $46.2M
ONTO
Onto Innovation Inc.

Technology
-90
- 36.73%
$158.45 - $238.04 $14.3K - $21.4K
155 $32.2M
HUBB
Hubbell Inc

Industrials
-95
- 30.94%
$355.55 - $428.48 $33.8K - $40.7K
212 $91M
ADSK
Autodesk, Inc.

Technology
-100
- 39.84%
$245.83 - $245.83 $24.6K - $24.6K
151 $41.6M
BR
Broadridge Financial Solutions, Inc.

Technology
-122
- 34.56%
$196.56 - $218.55 $24K - $26.7K
231 $49.6M
WSO
Watsco Inc

Industrials
-50
- 28.9%
$448.73 - $519.89 $22.4K - $26K
123 $60.3M
BWXT
Bwx Technologies, Inc.

Industrials
-269
- 38.37%
$92.38 - $108.7 $24.9K - $29.2K
432 $47M
TT
Trane Technologies PLC

Industrials
-76
- 44.71%
$314.21 - $388.71 $23.9K - $29.5K
94 $36.7M
CRL
Charles River Laboratories International, Inc.

Healthcare
-86
- 41.95%
$187.96 - $245.29 $16.2K - $21.1K
119 $23.4M
LKQ
Lkq Corp

Consumer Cyclical
-433
- 49.04%
$38.47 - $46.03 $16.7K - $19.9K
450 $18M
DGRO
Ishares Core Dividend Growth E

ETFs
-582
- 16.04%
$57.47 - $62.76 $33.4K - $36.5K
3.05K $191M
BAC
Bank Of America Corp

Financial Services
-449
- 91.82%
$36.65 - $44.13 $16.5K - $19.8K
40 $1.59M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-87
- 45.31%
$263.97 - $344.64 $23K - $30K
105 $35.1M
HAL
Halliburton CO

Energy
-430
- 44.84%
$27.81 - $36.44 $12K - $15.7K
529 $15.4M
WMB
Williams Companies, Inc.

Energy
-390
- 76.47%
$41.24 - $46.22 $16.1K - $18K
120 $5.48M
NSA
National Storage Affiliates Trust

Real Estate
-542
- 37.1%
$39.73 - $49.13 $21.5K - $26.6K
919 $44.3M
CNHI
Cnh Industrial N.V.

Industrials
-1.81K
- 38.88%
$9.47 - $10.66 $17.1K - $19.3K
2.84K $31.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-657
- 28.36%
$26.69 - $29.87 $17.5K - $19.6K
1.66K $48.3M
C
Citigroup Inc

Financial Services
-230
- 97.46%
$56.11 - $67.61 $12.9K - $15.6K
6 $376K
CCI
Crown Castle International Corp

Real Estate
-213
- 41.6%
$95.29 - $120.24 $20.3K - $25.6K
299 $35.5M
IT
Gartner Inc

Technology
-50
- 26.04%
$441.32 - $516.47 $22.1K - $25.8K
142 $72M
NSC
Norfolk Southern Corp

Industrials
-87
- 39.01%
$213.75 - $259.69 $18.6K - $22.6K
136 $33.9M
XEL
Xcel Energy Inc

Utilities
-338
- 49.27%
$52.11 - $65.3 $17.6K - $22.1K
348 $22.7M
HP
Helmerich & Payne, Inc.

Energy
-354
- 74.53%
$29.65 - $41.17 $10.5K - $14.6K
121 $3.68M
TECK
Teck Resources LTD

Basic Materials
-316
- 45.14%
$43.48 - $53.4 $13.7K - $16.9K
384 $20.1M
AIG
American International Group, Inc.

Financial Services
-180
- 78.26%
$70.16 - $79.23 $12.6K - $14.3K
50 $3.66M
PG
Procter & Gamble CO

Consumer Defensive
-101
- 14.31%
$160.76 - $177.82 $16.2K - $18K
605 $105M
CSCO
Cisco Systems, Inc.

Technology
-246
- 96.09%
$44.74 - $53.22 $11K - $13.1K
10 $549K
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
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email