Lgt Financial Advisors LLC Portfolio Holdings
Lgt Financial Advisors LLC
- $47.4 Billion
- Q2 2024
Lgt Financial Advisors LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $47.4 Billion distributed in 2106 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 $2.15B, Spdr S&P 500 ETF Trust with a value of $2.03B, Microsoft Corp with a value of $1.84B, Apple Inc. with a value of $1.6B, and Vanguard Total Stock Market Et with a value of $1.38B.
Examining the 13F form we can see an decrease of $38.7B in the current position value, from $86.1B to 47.4B. Also it can be appreciated an additional of 86 stocks purchases and 3 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
Summary
- Portfolio
- No. of Stocks 2,106
- Current Value $47.4 Billion
- Prior Value $86.1 Billion
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 86 stocks
- Additional Purchases 112 stocks
- Sold out of 3 stocks
- Reduced holdings in 166 stocks