Lgt Financial Advisors LLC Portfolio Holdings
Lgt Financial Advisors LLC
- $39.4 Billion
- Q2 2025
Lgt Financial Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $39.4 Billion distributed in 2439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $3.09B, J P Morgan Exchange Traded Fd with a value of $2.37B, Ishares Core S&P 500 ETF with a value of $2.3B, Microsoft Corp with a value of $1.61B, and Ishares Msci Usa Quality Facto with a value of $1.23B.
Examining the 13F form we can see an increase of $6.68B in the current position value, from $32.7B to 39.4B.
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
Summary
- Portfolio
- No. of Stocks 2,439
- Current Value $39.4 Billion
- Prior Value $32.7 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 339 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks