Lfa Lugano Financial Advisors Sa Portfolio Holdings by Sector
Lfa Lugano Financial Advisors Sa
- $146 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY GLD SUSB SUSA CIBR IGIB QLTA PDBC 95 stocks |
$130,328
89.96% of portfolio
|
29
|
7
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT FTNT 2 stocks |
$2,484
1.71% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,152
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,019
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$976
0.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AZN LLY PFE MRK JNJ 6 stocks |
$766
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BX 2 stocks |
$678
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$669
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C WFC 4 stocks |
$594
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$502
0.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA AVGO 3 stocks |
$348
0.24% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$341
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW 2 stocks |
$332
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED AEP NEE WEC 4 stocks |
$287
0.2% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$287
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$252
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$225
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM TTE CVX 3 stocks |
$213
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$205
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$201
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$169
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH HUM ELV 4 stocks |
$160
0.11% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK COIN CRM 3 stocks |
$148
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL UL 2 stocks |
$143
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$134
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$130
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$125
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$111
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
$98
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
DD ECL 2 stocks |
$93
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$84
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD DIS NFLX 3 stocks |
$73
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$72
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$71
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$66
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$62
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IXJ 1 stocks |
$55
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$54
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$45
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$30
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$26
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$18
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$11
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|