Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q1 2025

Lfa Lugano Financial Advisors Sa has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.8M, Spdr Gold Trust with a value of $7.86M, First Tr ETF Vi Smid Cap Risin with a value of $6.41M, Ishares Tr Ishares Esg Aware 1 with a value of $5.97M, and Ishares Tr Msci Usa Esg Select with a value of $5.5M.

Examining the 13F form we can see an decrease of $5.9M in the current position value, from $152M to 146M.

Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $131 Million
Technology: $3.93 Million
Consumer Cyclical: $3.06 Million
Financial Services: $1.83 Million
Healthcare: $1.6 Million
Communication Services: $1.15 Million
Industrials: $795,000
Consumer Defensive: $700,000
Other: $456,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $146 Million
  • Prior Value $152 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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