Lfa Lugano Financial Advisors Sa Incresed Positions in Q4 2024

Lfa Lugano Financial Advisors Sa

  • $152 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
39.7K
+ 2101.69%
$99.04 - $109.59 $3.93M - $4.35M
41.6K $4.14M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
18.7K
+ 189.28%
$98.41 - $98.98 $1.84M - $1.85M
28.6K $2.82M
AMZN
Amazon Com Inc

Consumer Cyclical
229
+ 1.98%
$180.88 - $232.93 $41.4K - $53.3K
11.8K $2.59M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.52K
+ 5.56%
$118.0 - $127.04 $297K - $320K
47.8K $5.82M
AAPL
Apple Inc.

Technology
160
+ 3.65%
$221.69 - $259.02 $35.5K - $41.4K
4.54K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.06%
$481.22 - $538.17 $1.44K - $1.61K
4.91K $2.51M
GLD
Spdr Gold Trust

ETFs
540
+ 2.01%
$236.59 - $257.5 $128K - $139K
27.4K $6.63M
RMD
Resmed Inc

Healthcare
403
+ 116.14%
$228.69 - $256.07 $92.2K - $103K
750 $171K
IXJ
Ishares Global Healthcare ETF

ETFs
1.09K
+ 193.29%
$85.65 - $98.34 $93.7K - $108K
1.66K $142K
ITA
Ishares Tr

ETFs
607
+ 73.13%
$144.31 - $157.31 $87.6K - $95.5K
1.44K $208K
GOOGL
Alphabet Inc.

Communication Services
91
+ 4.96%
$161.86 - $196.66 $14.7K - $17.9K
1.92K $364K
EA
Electronic Arts Inc.

Communication Services
388
+ 49.74%
$140.69 - $167.97 $54.6K - $65.2K
1.17K $170K
AVGO
Broadcom Inc.

Technology
135
+ 36.49%
$159.67 - $250.0 $21.6K - $33.8K
505 $117K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 18.75%
$4100.99 - $5300.34 $24.6K - $31.8K
38 $188K
NVDA
Nvidia Corp

Technology
280
+ 29.17%
$117.0 - $148.88 $32.8K - $41.7K
1.24K $166K
BND
Vanguard Bd Index Fd Inc Total

ETFs
875
+ 20.4%
$71.75 - $75.11 $62.8K - $65.7K
5.17K $371K
FTNT
Fortinet, Inc.

Technology
490
+ 445.45%
$76.49 - $99.21 $37.5K - $48.6K
600 $56K
MO
Altria Group, Inc.

Consumer Defensive
800
+ 61.54%
$49.06 - $57.74 $39.2K - $46.2K
2.1K $109K
MSFT
Microsoft Corp

Technology
218
+ 3.79%
$406.35 - $454.46 $88.6K - $99.1K
5.98K $2.52M
META
Meta Platforms, Inc.

Communication Services
50
+ 16.45%
$554.08 - $632.68 $27.7K - $31.6K
354 $208K
MA
Mastercard Inc

Financial Services
40
+ 11.11%
$491.3 - $536.15 $19.7K - $21.4K
400 $210K
EW
Edwards Lifesciences Corp

Healthcare
300
+ 30.0%
$64.54 - $75.92 $19.4K - $22.8K
1.3K $96K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.36K
+ 27.67%
$33.77 - $44.09 $79.5K - $104K
10.9K $368K
ADSK
Autodesk, Inc.

Technology
100
+ 31.45%
N/A
418 $102K
MMM
3 M CO

Industrials
200
+ 33.33%
$124.74 - $137.12 $24.9K - $27.4K
800 $103K
CVX
Chevron Corp

Energy
150
+ 45.45%
$141.15 - $162.53 $21.2K - $24.4K
480 $69K
NFLX
Netflix Inc

Communication Services
15
+ 214.29%
$687.65 - $936.56 $10.3K - $14K
22 $19K
NKE
Nike, Inc.

Consumer Cyclical
210
+ 110.53%
$73.36 - $89.13 $15.4K - $18.7K
400 $30K
VZ
Verizon Communications Inc

Communication Services
500
+ 22.08%
$39.6 - $45.21 $19.8K - $22.6K
2.77K $110K
HUM
Humana Inc

Healthcare
45
+ 56.25%
$233.89 - $304.18 $10.5K - $13.7K
125 $31K
XOM
Exxon Mobil Corp

Energy
124
+ 12.72%
$105.51 - $125.37 $13.1K - $15.5K
1.1K $118K
ED
Consolidated Edison Inc

Utilities
264
+ 20.06%
$88.87 - $107.38 $23.5K - $28.3K
1.58K $140K
KO
Coca Cola CO

Consumer Defensive
300
+ 10.71%
$61.74 - $71.71 $18.5K - $21.5K
3.1K $193K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
850
+ 7.13%
$33.67 - $37.35 $28.6K - $31.7K
12.8K $432K
LLY
Eli Lilly & CO

Healthcare
5
+ 2.99%
$727.2 - $932.06 $3.64K - $4.66K
172 $132K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.44K
+ 1.26%
$25.09 - $25.69 $36.2K - $37.1K
116K $2.94M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
30
+ 0.47%
$74.68 - $81.45 $2.24K - $2.44K
6.44K $481K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.63K
+ 2.58%
$57.78 - $60.4 $94.4K - $98.7K
65.1K $3.78M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
734
+ 0.89%
$51.33 - $53.74 $37.7K - $39.4K
82.8K $4.26M
Activity Summary
Buys All Purchases 60 New Holdings 20 Increased Positions 40 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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