Lfa Lugano Financial Advisors Sa Reduced Holdings in Q1 2025

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-27.7K
- 96.64%
$98.43 - $98.88 $2.72M - $2.74M
961 $94K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-206K
- 65.39%
$13.05 - $13.97 $2.69M - $2.88M
109K $1.49M
SHV
Ishares Tr

ETFs
-9.86K
- 30.52%
$110.11 - $110.51 $1.09M - $1.09M
22.4K $2.48M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-14K
- 13.46%
$31.16 - $32.27 $435K - $450K
89.7K $2.81M
FTLS
First Tr Long/Short Equity ETF

ETFs
-4.54K
- 7.29%
$63.42 - $68.17 $288K - $310K
57.8K $3.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-308
- 6.28%
$468.34 - $539.52 $144K - $166K
4.6K $2.16M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-13.6K
- 8.65%
$22.61 - $23.14 $308K - $315K
144K $3.33M
AAPL
Apple Inc.

Technology
-323
- 7.12%
$209.68 - $247.1 $67.7K - $79.8K
4.22K $936K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.54K
- 49.24%
$71.17 - $73.66 $181K - $187K
2.62K $192K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.53K
- 50.92%
$34.58 - $45.97 $191K - $254K
5.33K $245K
TSLA
Tesla, Inc.

Consumer Cyclical
-114
- 22.14%
$222.15 - $428.22 $25.3K - $48.8K
401 $103K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.81K
- 62.74%
$20.7 - $21.15 $78.8K - $80.5K
2.26K $46K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-750
- 53.57%
$91.45 - $91.75 $68.6K - $68.8K
650 $59K
HYG
Ishares Tr

ETFs
-873
- 78.51%
$78.51 - $80.11 $68.5K - $69.9K
239 $18K
META
Meta Platforms, Inc.

Communication Services
-109
- 30.79%
$576.36 - $736.67 $62.8K - $80.3K
245 $141K
AVGO
Broadcom Inc.

Technology
-200
- 39.6%
$167.43 - $244.7 $33.5K - $48.9K
305 $51K
XOM
Exxon Mobil Corp

Energy
-621
- 56.51%
$105.44 - $118.93 $65.5K - $73.9K
478 $56K
NVDA
Nvidia Corp

Technology
-230
- 18.55%
$106.98 - $149.43 $24.6K - $34.4K
1.01K $109K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.28K
- 62.8%
$42.18 - $45.16 $54.1K - $57.9K
760 $33K
PFE
Pfizer Inc

Healthcare
-2K
- 66.67%
$25.01 - $27.13 $50K - $54.3K
1K $25K
MA
Mastercard Inc

Financial Services
-103
- 25.75%
$504.67 - $576.31 $52K - $59.4K
297 $162K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.42K
- 1.22%
$25.08 - $25.64 $35.5K - $36.3K
115K $2.89M
CVX
Chevron Corp

Energy
-330
- 68.75%
$146.71 - $167.97 $48.4K - $55.4K
150 $25K
EMB
Ishares Tr

ETFs
-698
- 5.6%
$88.64 - $92.03 $61.9K - $64.2K
11.8K $1.07M
AEP
American Electric Power CO Inc

Utilities
-561
- 42.89%
$90.32 - $109.27 $50.7K - $61.3K
747 $81K
JPM
Jpmorgan Chase & CO

Financial Services
-190
- 12.75%
$225.19 - $279.95 $42.8K - $53.2K
1.3K $318K
APH
Amphenol Corp

Technology
-514
- 70.03%
$61.62 - $78.55 $31.7K - $40.4K
220 $14K
WFC
Wells Fargo & Company

Financial Services
-472
- 55.59%
$66.78 - $81.42 $31.5K - $38.4K
377 $27K
FTNT
Fortinet, Inc.

Technology
-335
- 55.83%
$92.49 - $114.57 $31K - $38.4K
265 $25K
AJG
Arthur J. Gallagher & Co.

Financial Services
-174
- 37.42%
$275.89 - $345.24 $48K - $60.1K
291 $100K
PEP
Pepsico Inc

Consumer Defensive
-190
- 34.36%
$142.64 - $156.42 $27.1K - $29.7K
363 $54K
IWM
Ishares Russell 2000 ETF

ETFs
-122
- 49.8%
$198.1 - $229.79 $24.2K - $28K
123 $24K
QCOM
Qualcomm Inc

Technology
-187
- 18.76%
$151.94 - $175.86 $28.4K - $32.9K
810 $124K
LEN
Lennar Corp

Consumer Cyclical
-160
- 34.12%
$113.93 - $141.54 $18.2K - $22.6K
309 $35K
BAC
Bank Of America Corp

Financial Services
-486
- 13.14%
$39.61 - $47.74 $19.3K - $23.2K
3.21K $134K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.94K
- 9.02%
$74.85 - $84.89 $145K - $165K
19.6K $1.6M
VZ
Verizon Communications Inc

Communication Services
-851
- 30.78%
$37.81 - $46.49 $32.2K - $39.6K
1.91K $86K
HUM
Humana Inc

Healthcare
-80
- 64.0%
$249.11 - $303.11 $19.9K - $24.2K
45 $11K
ADBE
Adobe Inc.

Technology
-30
- 35.29%
$377.84 - $464.11 $11.3K - $13.9K
55 $21K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-388
- 1.54%
$81.83 - $82.73 $31.8K - $32.1K
24.8K $2.05M
T
At&T Inc.

Communication Services
-800
- 44.44%
$21.56 - $28.28 $17.2K - $22.6K
1K $28K
RMD
Resmed Inc

Healthcare
-33
- 4.4%
$219.7 - $257.65 $7.25K - $8.5K
717 $160K
EA
Electronic Arts Inc.

Communication Services
-43
- 3.68%
$116.53 - $146.29 $5.01K - $6.29K
1.13K $162K
ADSK
Autodesk, Inc.

Technology
-35
- 8.37%
N/A
383 $94K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-84
- 9.14%
$114.57 - $118.14 $9.62K - $9.92K
835 $98K
ZTS
Zoetis Inc.

Healthcare
-50
- 4.76%
$156.48 - $175.67 $7.82K - $8.78K
1K $164K
NFLX
Netflix Inc

Communication Services
-7
- 31.82%
$828.4 - $1058.6 $5.8K - $7.41K
15 $13K
LLY
Eli Lilly & CO

Healthcare
-18
- 10.47%
$725.72 - $929.72 $13.1K - $16.7K
154 $127K
TTE
Total Energies Se

Energy
-49
- 6.54%
N/A
700 $48K
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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