Lgt Financial Advisors LLC Portfolio Holdings
Lgt Financial Advisors LLC
- $40.5 Billion
- Q3 2024
Lgt Financial Advisors LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $40.5 Billion distributed in 2047 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.2B, Spdr S&P 500 ETF Trust with a value of $2.03B, Apple Inc. with a value of $1.44B, Microsoft Corp with a value of $1.31B, and J P Morgan Exchange Traded Fd with a value of $939M.
Examining the 13F form we can see an decrease of $6.87B in the current position value, from $47.4B to 40.5B. Also it can be appreciated an additional of 33 stocks purchases and 2 closed positions.
Lgt Financial Advisors LLC is based out at Dallas, TX
Below you can find more details about Lgt Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,047
- Current Value $40.5 Billion
- Prior Value $47.4 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 33 stocks
- Additional Purchases 89 stocks
- Sold out of 2 stocks
- Reduced holdings in 153 stocks