Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q1 2025

Lfa Lugano Financial Advisors Sa has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 191 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 $23.8M, Spdr Gold Trust with a value of $7.86M, First Tr ETF Vi Smid Cap Risin with a value of $6.41M, Ishares Tr Ishares Esg Aware 1 with a value of $5.97M, and Ishares Tr Msci Usa Esg Select with a value of $5.5M.

Examining the 13F form we can see an decrease of $5.9M in the current position value, from $152M to 146M.

Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $131 Million
Technology: $3.93 Million
Consumer Cyclical: $3.06 Million
Financial Services: $1.83 Million
Healthcare: $1.6 Million
Communication Services: $1.15 Million
Industrials: $795,000
Consumer Defensive: $700,000
Other: $456,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.8 Million 16.3% of portfolio
42,509
Q1 2025 Added 7.06%
$105B
$7.86 Million 5.38% of portfolio
27,265
Q1 2025 Reduced 0.37%
$0
$6.41 Million 4.39% of portfolio
191,256
Q1 2025 Added 0.64%
$0
$5.97 Million 4.09% of portfolio
238,952
Q1 2025 Added 9.75%
$0
$5.5 Million 3.77% of portfolio
47,846
Q4 2024 Added 5.56%
$0
$4.66 Million 3.2% of portfolio
88,818
Q1 2025 Added 7.31%
$0
$4.56 Million 3.13% of portfolio
72,413
Q1 2025 Added 1.38%
$0
$4.43 Million 3.03% of portfolio
70,955
Q1 2025 Added 3.33%
$0
$4.32 Million 2.96% of portfolio
41,667
Q1 2025 Added 0.19%
$0
$3.99 Million 2.74% of portfolio
67,219
Q1 2025 Added 3.28%
$0
$3.91 Million 2.68% of portfolio
49,563
Q1 2025 Reduced 1.1%
$0
$3.89 Million 2.66% of portfolio
81,746
Q1 2025 Reduced 1.53%
$0
$3.7 Million 2.54% of portfolio
57,787
Q1 2025 Reduced 7.29%
$0
$3.33 Million 2.28% of portfolio
143,973
Q1 2025 Reduced 8.65%
$0
$2.89 Million 1.98% of portfolio
114,910
Q1 2025 Reduced 1.22%
$0
$2.82 Million 1.93% of portfolio
51,809
Q1 2025 Reduced 1.28%
$0
$2.75 Million 1.89% of portfolio
28,863
Q1 2025 Reduced 2.48%
$0
$2.48 Million 1.7% of portfolio
22,442
Q1 2025 Reduced 30.52%
$2.95T
$2.31 Million 1.58% of portfolio
6,161
Q1 2025 Added 3.11%
$1.88T
$2.29 Million 1.57% of portfolio
12,038
Q1 2025 Added 2.16%
$0
$2.22 Million 1.52% of portfolio
88,071
Q1 2025 Added 4.58%
$0
$2.16 Million 1.48% of portfolio
4,599
Q1 2025 Reduced 6.28%
$0
$2.05 Million 1.4% of portfolio
24,771
Q1 2025 Reduced 1.54%
$0
$2 Million 1.37% of portfolio
46,520
Q2 2024 Reduced 10.4%
$0
$1.78 Million 1.22% of portfolio
21,809
Q1 2025 Added 42.22%
$0
$1.71 Million 1.17% of portfolio
74,278
Q4 2024 New
$0
$1.6 Million 1.1% of portfolio
19,578
Q1 2025 Reduced 9.02%
$0
$1.49 Million 1.02% of portfolio
109,285
Q1 2025 Reduced 65.39%
$0
$1.23 Million 0.85% of portfolio
56,773
Q1 2025 Added 176.5%
$0
$1.07 Million 0.73% of portfolio
13,981
Q3 2023 Reduced 36.76%
$0
$1.07 Million 0.73% of portfolio
11,768
Q1 2025 Reduced 5.6%
$0
$996,000 0.68% of portfolio
19,246
Q1 2025 Added 9.27%
$0
$982,000 0.67% of portfolio
119,626
Q3 2024 Added 87.27%
$3.42T
$936,000 0.64% of portfolio
4,215
Q1 2025 Reduced 7.12%
$0
$732,000 0.5% of portfolio
1,350
Q1 2024 New
$0
$675,000 0.46% of portfolio
2,550
Q1 2024 New
$0
$574,000 0.39% of portfolio
7,574
Q1 2025 Added 17.65%
$0
$515,000 0.35% of portfolio
13,769
Q1 2025 Added 7.83%
$0
$461,000 0.32% of portfolio
11,497
Q2 2022 Reduced 25.52%
$979B
$465,000 0.32% of portfolio
2,980
Q3 2023 Reduced 40.16%
$0
$458,000 0.31% of portfolio
3,500
Q1 2024 Reduced 3.58%
$0
$448,000 0.31% of portfolio
24,000
Q4 2021 New
$0
$413,000 0.28% of portfolio
5,406
Q1 2025 Reduced 1.19%
$163B
$412,000 0.28% of portfolio
1,250
Q1 2024 Added 400.0%
$0
$375,000 0.26% of portfolio
4,018
Q3 2024 Added 119.56%
$0
$363,000 0.25% of portfolio
7,300
Q4 2023 New
$565B
$346,000 0.24% of portfolio
990
Q1 2025 Added 10.0%
$98.3B
$329,000 0.23% of portfolio
2,850
Q1 2024 Added 96.55%
$229B
$334,000 0.23% of portfolio
2,525
Q1 2025 Added 7.58%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $146 Million
  • Prior Value $152 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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