Lfa Lugano Financial Advisors Sa Incresed Positions in Q1 2025

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDV
Ishares Tr

Technology
36.2K
+ 176.5%
$21.11 - $21.73 $765K - $787K
56.8K $1.23M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
21.2K
+ 9.75%
$24.6 - $24.99 $522K - $531K
239K $5.97M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.47K
+ 42.22%
$79.17 - $82.04 $513K - $531K
21.8K $1.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.81K
+ 7.06%
$551.42 - $612.93 $1.55M - $1.72M
42.5K $23.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.05K
+ 7.31%
$50.82 - $52.7 $308K - $319K
88.8K $4.66M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.13K
+ 3.28%
$57.44 - $59.4 $122K - $127K
67.2K $3.99M
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.63K
+ 9.27%
$45.85 - $53.59 $74.8K - $87.5K
19.2K $996K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
77
+ 0.19%
$97.25 - $104.79 $7.49K - $8.07K
41.7K $4.32M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.29K
+ 3.33%
N/A
71K $4.43M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.85K
+ 4.58%
$24.79 - $25.26 $95.5K - $97.4K
88.1K $2.22M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.14K
+ 17.65%
$73.11 - $77.43 $83.1K - $88K
7.57K $574K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.56K
+ 382.53%
$11.22 - $11.8 $84.8K - $89.1K
9.53K $106K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1K
+ 7.83%
$33.37 - $38.01 $33.4K - $38K
13.8K $515K
GHYG
Ishares Incus & Intl High Yiel

ETFs
1.54K
+ 66.97%
$43.73 - $44.98 $67.5K - $69.4K
3.85K $171K
ABT
Abbott Laboratories

Healthcare
178
+ 7.58%
$111.1 - $140.22 $19.8K - $25K
2.53K $334K
V
Visa Inc.

Financial Services
90
+ 10.0%
$306.92 - $362.71 $27.6K - $32.6K
990 $346K
KO
Coca Cola CO

Consumer Defensive
380
+ 12.26%
$60.81 - $72.32 $23.1K - $27.5K
3.48K $249K
ABBV
Abb Vie Inc.

Healthcare
40
+ 3.33%
$169.2 - $216.66 $6.77K - $8.67K
1.24K $259K
SDG
Ishares Trust Ishares Msci Glo

ETFs
560
+ 44.8%
$69.64 - $76.33 $39K - $42.7K
1.81K $131K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.02K
+ 21.04%
$24.88 - $26.85 $50.3K - $54.2K
11.6K $293K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
988
+ 1.38%
$62.72 - $71.92 $62K - $71.1K
72.4K $4.56M
HEWJ
Ishares Currency Hedged Msci J

ETFs
722
+ 10.89%
$41.01 - $43.84 $29.6K - $31.7K
7.35K $308K
CRM
Salesforce, Inc.

Technology
110
+ 177.42%
$268.36 - $359.95 $29.5K - $39.6K
172 $46K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
723
+ 9.95%
$25.07 - $26.54 $18.1K - $19.2K
7.99K $209K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 5.26%
$4295.4 - $5141.88 $8.59K - $10.3K
40 $184K
MSFT
Microsoft Corp

Technology
186
+ 3.11%
$375.39 - $447.2 $69.8K - $83.2K
6.16K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
255
+ 2.16%
$190.26 - $242.06 $48.5K - $61.7K
12K $2.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.21K
+ 0.64%
$32.49 - $37.99 $39.3K - $46K
191K $6.41M
Activity Summary
Buys All Purchases 45 New Holdings 16 Increased Positions 29 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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