Lfa Lugano Financial Advisors Sa New Holdings 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
IBND
Spdr Bloomberg International C

ETFs
124K
New
$29.46 - $32.59 $3.67M - $4.06M
124K $4.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.1K
New
$17.76 - $22.1 $552K - $687K
31.1K $687K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.62K
New
$39.89 - $49.46 $224K - $278K
5.62K $278K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.25K
New
$77.74 - $78.78 $175K - $177K
2.25K $176K
VNQ
Vanguard Specialized Funds Van

ETFs
1.67K
New
$79.79 - $91.42 $133K - $153K
1.67K $148K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.4K
New
$26.18 - $26.93 $141K - $145K
5.4K $144K
IAU
Ishares Gold Trust

ETFs
2.07K
New
$56.1 - $64.74 $116K - $134K
2.07K $129K
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
WMT
Walmart Inc.

Consumer Defensive
636
New
$81.79 - $99.98 $52K - $63.6K
636 $62K
GS
Goldman Sachs Group Inc

Financial Services
72
New
$462.22 - $707.75 $33.3K - $51K
72 $50K
BKR
Baker Hughes CO

Energy
953
New
$35.0 - $44.92 $33.4K - $42.8K
953 $36K
IBKR
Interactive Brokers Group, Inc.

Financial Services
576
New
$50.53 - $212.53 $29.1K - $122K
576 $31K
HD
Home Depot, Inc.

Consumer Cyclical
87
New
$335.24 - $380.78 $29.2K - $33.1K
87 $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
KMI
Kinder Morgan, Inc.

Energy
895
New
$25.21 - $29.4 $22.6K - $26.3K
895 $26K
APP
App Lovin Corp

Technology
75
New
$219.37 - $417.89 $16.5K - $31.3K
75 $26K
UNH
Unitedhealth Group Inc

Healthcare
80
New
$274.35 - $599.47 $21.9K - $48K
80 $24K
ORCL
Oracle Corp

Technology
109
New
$122.82 - $218.63 $13.4K - $23.8K
109 $23K
SO
Southern CO

Utilities
246
New
$84.91 - $92.56 $20.9K - $22.8K
246 $22K
JNJ
Johnson & Johnson

Healthcare
150
New
$146.36 - $159.82 $22K - $24K
150 $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
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
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
TMUS
T Mobile Us, Inc.

Communication Services
59
New
$220.99 - $268.54 $13K - $15.8K
59 $14K
PGR
Progressive Corp

Financial Services
54
New
$255.27 - $288.74 $13.8K - $15.6K
54 $14K
UBER
Uber Technologies, Inc

Technology
146
New
$64.62 - $93.3 $9.43K - $13.6K
146 $13K
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
IQV
Iqvia Holdings Inc.

Healthcare
71
New
$137.0 - $174.37 $9.73K - $12.4K
71 $11K
CMCSA
Comcast Corp

Communication Services
286
New
$32.84 - $36.72 $9.39K - $10.5K
286 $10K
CSX
Csx Corp

Industrials
333
New
$26.69 - $32.91 $8.89K - $11K
333 $10K
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
CTVA
Corteva, Inc.

Basic Materials
117
New
$55.52 - $74.53 $6.5K - $8.72K
117 $8K
SPGI
S&P Global Inc.

Financial Services
17
New
$438.31 - $527.29 $7.45K - $8.96K
17 $8K
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
DLTR
Dollar Tree, Inc.

Consumer Defensive
74
New
$67.22 - $100.51 $4.97K - $7.44K
74 $7K
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
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