Lfa Lugano Financial Advisors Sa Incresed Positions in Q3 2024

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.07K
+ 4.98%
$517.38 - $573.86 $1.07M - $1.19M
43.7K $25.1M
GLD
Spdr Gold Trust

ETFs
903
+ 3.48%
$215.56 - $246.98 $195K - $223K
26.8K $6.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.24K
+ 15.1%
$69.16 - $76.64 $501K - $555K
55.2K $4.15M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.2K
+ 30.15%
$47.72 - $53.81 $580K - $654K
52.5K $2.79M
QAI
Iq Hedge Multi Strategy Compos

ETFs
21.1K
+ 23.63%
$30.5 - $32.13 $645K - $679K
111K $3.55M
FTLS
First Tr Long/Short Equity ETF

ETFs
11.2K
+ 21.64%
$60.73 - $63.8 $683K - $718K
63.2K $4.01M
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
55.7K
+ 87.27%
$9.83 - $10.9 $548K - $608K
120K $1.27M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.55K
+ 7.25%
$50.85 - $53.88 $282K - $299K
82K $4.41M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.84K
+ 10.13%
$57.8 - $60.8 $337K - $355K
63.5K $3.83M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.11K
+ 8.37%
$76.94 - $79.54 $316K - $327K
53.1K $4.22M
EWL
Ishares Inc Msci Switzerlnd

ETFs
5.53K
+ 41.87%
$48.06 - $52.85 $266K - $292K
18.7K $975K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.95K
+ 2.55%
$52.1 - $59.66 $102K - $116K
78.3K $4.64M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.88K
+ 4.47%
$22.51 - $23.57 $155K - $162K
161K $3.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.68K
+ 122.43%
$33.89 - $41.64 $159K - $195K
8.51K $338K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.7K
+ 5.8%
$62.4 - $62.4 $231K - $231K
67.6K $4.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 6.98%
$81.31 - $83.29 $153K - $157K
28.8K $2.4M
URTH
Ishares Msci World ETF

ETFs
1.11K
+ 59.42%
$140.68 - $156.99 $156K - $174K
2.98K $467K
EMB
Ishares Tr

ETFs
1.12K
+ 7.1%
$87.75 - $93.74 $98.6K - $105K
17K $1.59M
XLE
Energy Sector Spdr

ETFs
2.19K
+ 119.56%
$84.35 - $93.39 $185K - $204K
4.02K $352K
SJNK
Spdr Bloomberg Short Term High

ETFs
3.44K
+ 3.09%
$24.8 - $25.75 $85.3K - $88.6K
115K $2.96M
AAPL
Apple Inc.

Technology
123
+ 2.89%
$207.23 - $234.82 $25.5K - $28.9K
4.38K $1.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
865
+ 84.47%
$100.75 - $111.62 $87.1K - $96.6K
1.89K $206K
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 113.33%
$3305.62 - $4268.05 $56.2K - $72.6K
32 $134K
TSLA
Tesla, Inc.

Consumer Cyclical
48
+ 6.64%
$191.76 - $263.26 $9.2K - $12.6K
771 $201K
MA
Mastercard Inc

Financial Services
82
+ 29.5%
$429.6 - $500.99 $35.2K - $41.1K
360 $177K
MSFT
Microsoft Corp

Technology
327
+ 6.02%
$395.15 - $467.56 $129K - $153K
5.76K $2.48M
TTE
Total Energies Se

Energy
700
+ 1428.57%
$68.61 - $68.61 $48K - $48K
749 $51K
AMZN
Amazon Com Inc

Consumer Cyclical
666
+ 6.12%
$161.02 - $200.0 $107K - $133K
11.6K $2.15M
AEP
American Electric Power CO Inc

Utilities
183
+ 16.27%
$87.11 - $104.95 $15.9K - $19.2K
1.31K $134K
ABT
Abbott Laboratories

Healthcare
120
+ 5.39%
$100.07 - $118.13 $12K - $14.2K
2.35K $267K
LEN
Lennar Corp

Consumer Cyclical
75
+ 12.58%
$142.5 - $192.45 $10.7K - $14.4K
671 $125K
ZTS
Zoetis Inc.

Healthcare
50
+ 5.0%
$172.58 - $196.48 $8.63K - $9.82K
1.05K $205K
APH
Amphenol Corp

Technology
488
+ 198.37%
$58.39 - $70.41 $28.5K - $34.4K
734 $47K
META
Meta Platforms, Inc.

Communication Services
19
+ 6.67%
$453.41 - $572.44 $8.61K - $10.9K
304 $174K
VZ
Verizon Communications Inc

Communication Services
505
+ 28.69%
$38.89 - $45.0 $19.6K - $22.7K
2.27K $101K
AJG
Arthur J. Gallagher & Co.

Financial Services
70
+ 17.72%
$259.22 - $299.75 $18.1K - $21K
465 $130K
RMD
Resmed Inc

Healthcare
35
+ 11.22%
$186.94 - $252.92 $6.54K - $8.85K
347 $84K
XOM
Exxon Mobil Corp

Energy
162
+ 19.93%
$109.72 - $119.0 $17.8K - $19.3K
975 $114K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
563
+ 5.92%
$23.61 - $24.64 $13.3K - $13.9K
10.1K $246K
PEP
Pepsico Inc

Consumer Defensive
93
+ 12.67%
$161.9 - $179.3 $15.1K - $16.7K
827 $140K
INDA
Ishares Msci India Index Fund

ETFs
329
+ 131.08%
$54.86 - $59.22 $18K - $19.5K
580 $33K
AVGO
Broadcom Inc.

Technology
342
+ 1221.43%
$136.27 - $1745.86 $46.6K - $597K
370 $63K
GOOGL
Alphabet Inc.

Communication Services
253
+ 16.01%
$148.65 - $191.18 $37.6K - $48.4K
1.83K $304K
BAC
Bank Of America Corp

Financial Services
420
+ 12.81%
$36.65 - $44.13 $15.4K - $18.5K
3.7K $146K
CVS
Cvs Health Corp

Healthcare
152
+ 11.55%
$55.81 - $63.18 $8.48K - $9.6K
1.47K $92K
NVDA
Nvidia Corp

Technology
140
+ 17.07%
$98.91 - $134.91 $13.8K - $18.9K
960 $116K
LLY
Eli Lilly & CO

Healthcare
14
+ 9.15%
$772.14 - $960.02 $10.8K - $13.4K
167 $147K
WFC
Wells Fargo & Company

Financial Services
203
+ 31.42%
$51.58 - $60.97 $10.5K - $12.4K
849 $47K
ADSK
Autodesk, Inc.

Technology
35
+ 12.37%
$245.83 - $245.83 $8.6K - $8.6K
318 $78K
Activity Summary
Buys All Purchases 69 New Holdings 14 Increased Positions 55 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lfa Lugano Financial Advisors Sa Portfolio

Follow Lfa Lugano Financial Advisors Sa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lfa Lugano Financial Advisors Sa, based on Form 13F filings with the SEC.

News

Stay updated on Lfa Lugano Financial Advisors Sa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email