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
IBKR
Interactive Brokers Group, Inc.

Financial Services
576
New
$50.53 - $212.53 $29.1K - $122K
576 $31K
COST
Costco Wholesale Corp

Consumer Defensive
31
New
$908.13 - $1056.85 $28.2K - $32.8K
31 $30K
RTX
Raytheon Technologies Corp

Industrials
201
New
$113.75 - $148.48 $22.9K - $29.8K
201 $29K
IXUS
Ishares Tr

ETFs
369
New
$62.37 - $77.63 $23K - $28.6K
369 $28K
PLTR
Palantir Technologies Inc.

Technology
200
New
$74.01 - $144.25 $14.8K - $28.9K
200 $27K
FUTU
Futu Holdings LTD

Financial Services
225
New
$74.81 - $124.33 $16.8K - $28K
225 $27K
PG
Procter & Gamble CO

Consumer Defensive
178
+ 89.0%
$157.66 - $172.39 $28.1K - $30.7K
378 $60K
KMI
Kinder Morgan, Inc.

Energy
895
New
$25.21 - $29.4 $22.6K - $26.3K
895 $26K
XOM
Exxon Mobil Corp

Energy
287
+ 60.04%
$99.93 - $119.04 $28.7K - $34.2K
765 $82K
APP
App Lovin Corp

Technology
75
New
$219.37 - $417.89 $16.5K - $31.3K
75 $26K
WFC
Wells Fargo & Company

Financial Services
258
+ 68.44%
$60.98 - $80.12 $15.7K - $20.7K
635 $50K
ORCL
Oracle Corp

Technology
109
New
$122.82 - $218.63 $13.4K - $23.8K
109 $23K
VZ
Verizon Communications Inc

Communication Services
585
+ 30.56%
$41.67 - $45.62 $24.4K - $26.7K
2.5K $108K
T
At&T Inc.

Communication Services
745
+ 74.5%
$26.33 - $28.94 $19.6K - $21.6K
1.75K $50K
JNJ
Johnson & Johnson

Healthcare
150
New
$146.36 - $159.82 $22K - $24K
150 $22K
SO
Southern CO

Utilities
246
New
$84.91 - $92.56 $20.9K - $22.8K
246 $22K
SCHW
Schwab Charles Corp

Financial Services
235
New
$69.06 - $91.24 $16.2K - $21.4K
235 $21K
DHR
Danaher Corp

Healthcare
110
New
$174.64 - $205.16 $19.2K - $22.6K
110 $21K
FTNT
Fortinet, Inc.

Technology
161
+ 60.75%
$84.71 - $108.69 $13.6K - $17.5K
426 $45K
SBUX
Starbucks Corp

Consumer Cyclical
226
New
$79.69 - $99.41 $18K - $22.5K
226 $20K
DIS
Walt Disney CO

Communication Services
157
New
$81.72 - $124.01 $12.8K - $19.5K
157 $19K
CVX
Chevron Corp

Energy
160
+ 106.67%
$133.73 - $168.51 $21.4K - $27K
310 $44K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
323
New
$45.98 - $56.15 $14.9K - $18.1K
323 $18K
URTH
Ishares Msci World ETF

ETFs
108
New
$136.3 - $169.38 $14.7K - $18.3K
108 $18K
WM
Waste Management Inc

Industrials
72
New
$216.47 - $242.1 $15.6K - $17.4K
72 $16K
PGR
Progressive Corp

Financial Services
54
New
$255.27 - $288.74 $13.8K - $15.6K
54 $14K
TMUS
T Mobile Us, Inc.

Communication Services
59
New
$220.99 - $268.54 $13K - $15.8K
59 $14K
NOW
Service Now, Inc.

Technology
6
+ 20.0%
$721.65 - $1040.18 $4.33K - $6.24K
36 $37K
UBER
Uber Technologies, Inc

Technology
146
New
$64.62 - $93.3 $9.43K - $13.6K
146 $13K
NVO
Novo Nordisk A S

Healthcare
170
+ 100.0%
$58.08 - $81.05 $9.87K - $13.8K
340 $23K
EOG
Eog Resources Inc

Energy
106
New
$104.61 - $129.97 $11.1K - $13.8K
106 $12K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
55
New
$141.37 - $228.57 $7.78K - $12.6K
55 $12K
DE
Deere & CO

Industrials
16
+ 21.62%
$412.99 - $531.48 $6.61K - $8.5K
90 $45K
IQV
Iqvia Holdings Inc.

Healthcare
71
New
$137.0 - $174.37 $9.73K - $12.4K
71 $11K
CSX
Csx Corp

Industrials
333
New
$26.69 - $32.91 $8.89K - $11K
333 $10K
CMCSA
Comcast Corp

Communication Services
286
New
$32.84 - $36.72 $9.39K - $10.5K
286 $10K
KLAC
Kla Corp

Technology
5
+ 19.23%
$576.53 - $902.94 $2.88K - $4.51K
31 $27K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
New
$421.16 - $509.5 $9.69K - $11.7K
23 $10K
PLD
Prologis, Inc.

Real Estate
94
New
$89.76 - $112.34 $8.44K - $10.6K
94 $9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
New
$390.26 - $489.06 $8.2K - $10.3K
21 $8K
SPGI
S&P Global Inc.

Financial Services
17
New
$438.31 - $527.29 $7.45K - $8.96K
17 $8K
CTVA
Corteva, Inc.

Basic Materials
117
New
$55.52 - $74.53 $6.5K - $8.72K
117 $8K
DLTR
Dollar Tree, Inc.

Consumer Defensive
74
New
$67.22 - $100.51 $4.97K - $7.44K
74 $7K
DLR
Digital Realty Trust, Inc.

Real Estate
42
New
$136.11 - $177.69 $5.72K - $7.46K
42 $7K
OTIS
Otis Worldwide Corp

Industrials
75
New
$90.88 - $104.3 $6.82K - $7.82K
75 $7K
WAT
Waters Corp

Healthcare
22
New
$307.71 - $366.67 $6.77K - $8.07K
22 $7K
AZO
Autozone Inc

Consumer Cyclical
2
New
$3478.38 - $3880.15 $6.96K - $7.76K
2 $7K
KO
Coca Cola CO

Consumer Defensive
142
+ 4.08%
$68.37 - $73.9 $9.71K - $10.5K
3.62K $256K
FISV
Fiserv Inc

Technology
53
New
N/A
53 $6K
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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