Lfa Lugano Financial Advisors Sa Purchases in Q2 2025

Lfa Lugano Financial Advisors Sa

  • $168 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
230K
New
$73.02 - $90.22 $16.8M - $20.7M
230K $20.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
218K
+ 91.3%
$24.66 - $25.17 $5.38M - $5.49M
457K $11.5M
IBND
Spdr Bloomberg International C

ETFs
124K
New
$29.46 - $32.59 $3.67M - $4.06M
124K $4.06M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
21K
+ 394.22%
$41.45 - $54.46 $871K - $1.14M
26.4K $1.37M
GLD
Spdr Gold Trust

ETFs
1.53K
+ 5.62%
$273.71 - $316.29 $419K - $485K
28.8K $8.78M
MSFT
Microsoft Corp

Technology
310
+ 5.03%
$354.56 - $497.45 $110K - $154K
6.47K $3.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.1K
New
$17.76 - $22.1 $552K - $687K
31.1K $687K
FTLS
First Tr Long/Short Equity ETF

ETFs
6.5K
+ 11.24%
$60.06 - $66.28 $390K - $431K
64.3K $4.26M
QAI
Iq Hedge Multi Strategy Compos

ETFs
13.4K
+ 14.93%
$29.76 - $32.32 $399K - $433K
103K $3.33M
EWL
Ishares Inc Msci Switzerlnd

ETFs
7.72K
+ 40.09%
$47.04 - $56.27 $363K - $434K
27K $1.48M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.79K
+ 3.45%
$48.22 - $60.41 $86.3K - $108K
53.6K $3.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
12.3K
+ 8.56%
$22.7 - $23.33 $280K - $288K
156K $3.65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.62K
New
$39.89 - $49.46 $224K - $278K
5.62K $278K
SHV
Ishares Tr

ETFs
2.45K
+ 10.92%
$110.06 - $110.46 $270K - $271K
24.9K $2.75M
META
Meta Platforms, Inc.

Communication Services
228
+ 93.06%
$484.66 - $738.09 $111K - $168K
473 $349K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.25K
New
$77.74 - $78.78 $175K - $177K
2.25K $176K
IWM
Ishares Russell 2000 ETF

ETFs
795
+ 646.34%
$174.82 - $215.79 $139K - $172K
918 $198K
GOOGL
Alphabet Inc.

Communication Services
663
+ 39.72%
$144.7 - $178.6 $95.9K - $118K
2.33K $410K
VNQ
Vanguard Specialized Funds Van

ETFs
1.67K
New
$79.79 - $91.42 $133K - $153K
1.67K $148K
GOOG
Alphabet Inc.

Communication Services
467
+ 15.67%
$146.58 - $180.01 $68.5K - $84.1K
3.45K $611K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.4K
New
$26.18 - $26.93 $141K - $145K
5.4K $144K
JPM
Jpmorgan Chase & CO

Financial Services
284
+ 21.85%
$210.28 - $289.91 $59.7K - $82.3K
1.58K $459K
IAU
Ishares Gold Trust

ETFs
2.07K
New
$56.1 - $64.74 $116K - $134K
2.07K $129K
IBDV
Ishares Tr

Technology
4.8K
+ 8.45%
$21.28 - $21.98 $102K - $106K
61.6K $1.35M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.63K
New
$54.19 - $67.22 $88.1K - $109K
1.63K $109K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.12K
New
$49.73 - $51.44 $105K - $109K
2.12K $108K
AVGO
Broadcom Inc.

Technology
251
+ 82.3%
$146.29 - $275.65 $36.7K - $69.2K
556 $153K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.3K
+ 3.74%
$24.94 - $25.42 $82.2K - $83.8K
91.4K $2.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 17.5%
$4164.15 - $5789.24 $29.1K - $40.5K
47 $272K
EA
Electronic Arts Inc.

Communication Services
417
+ 37.07%
$132.53 - $159.7 $55.3K - $66.6K
1.54K $246K
BAC
Bank Of America Corp

Financial Services
1.21K
+ 37.8%
$34.39 - $47.46 $41.7K - $57.6K
4.43K $209K
ITOT
Ishares Core S&P Total U.S. St

ETFs
497
New
$108.12 - $135.04 $53.7K - $67.1K
497 $67K
WMT
Walmart Inc.

Consumer Defensive
636
New
$81.79 - $99.98 $52K - $63.6K
636 $62K
RMD
Resmed Inc

Healthcare
137
+ 19.11%
$204.54 - $258.0 $28K - $35.3K
854 $220K
AEP
American Electric Power CO Inc

Utilities
575
+ 76.97%
$98.59 - $109.11 $56.7K - $62.7K
1.32K $137K
GS
Goldman Sachs Group Inc

Financial Services
72
New
$462.22 - $707.75 $33.3K - $51K
72 $50K
NFLX
Netflix Inc

Communication Services
32
+ 213.33%
$855.86 - $1339.13 $27.4K - $42.9K
47 $62K
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 18.7%
$221.86 - $362.89 $16.6K - $27.2K
476 $151K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 990.0%
$483.48 - $539.8 $47.9K - $53.4K
109 $52K
CRM
Salesforce, Inc.

Technology
158
+ 91.86%
$236.26 - $291.15 $37.3K - $46K
330 $89K
MA
Mastercard Inc

Financial Services
67
+ 22.56%
$479.92 - $590.74 $32.2K - $39.6K
364 $204K
V
Visa Inc.

Financial Services
101
+ 10.2%
$308.27 - $373.31 $31.1K - $37.7K
1.09K $387K
AAPL
Apple Inc.

Technology
547
+ 12.98%
$172.42 - $223.89 $94.3K - $122K
4.76K $977K
HON
Honeywell International Inc

Industrials
100
+ 12.02%
$182.86 - $232.88 $18.3K - $23.3K
932 $217K
BKR
Baker Hughes CO

Energy
953
New
$35.0 - $44.92 $33.4K - $42.8K
953 $36K
PEP
Pepsico Inc

Consumer Defensive
309
+ 85.12%
$128.02 - $151.37 $39.6K - $46.8K
672 $88K
ABT
Abbott Laboratories

Healthcare
182
+ 7.21%
$123.95 - $138.08 $22.6K - $25.1K
2.71K $368K
ISRG
Intuitive Surgical Inc

Healthcare
54
+ 90.0%
$451.58 - $565.94 $24.4K - $30.6K
114 $61K
HD
Home Depot, Inc.

Consumer Cyclical
87
New
$335.24 - $380.78 $29.2K - $33.1K
87 $31K
Activity Summary
Buys All Purchases 126 New Holdings 72 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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