Lgt Financial Advisors LLC Purchases in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
20
New
$55.55 - $75.83 $1.11K - $1.52K
20 $1.46M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
35
+ 35.35%
$34.58 - $38.82 $1.21K - $1.36K
134 $5.19M
SCHW
Schwab Charles Corp

Financial Services
15
New
$69.06 - $91.24 $1.04K - $1.37K
15 $1.37M
MAR
Marriott International Inc

Consumer Cyclical
5
New
$211.12 - $274.14 $1.06K - $1.37K
5 $1.37M
PG
Procter & Gamble CO

Consumer Defensive
31
+ 9.57%
$157.66 - $172.39 $4.89K - $5.34K
355 $56.6M
CI
Cigna Corp

Healthcare
4
New
$301.89 - $340.04 $1.21K - $1.36K
4 $1.32M
DHR
Danaher Corp

Healthcare
6
New
$174.64 - $205.16 $1.05K - $1.23K
6 $1.19M
CB
Chubb LTD

Financial Services
4
New
$274.32 - $302.46 $1.1K - $1.21K
4 $1.16M
UNP
Union Pacific Corp

Industrials
5
New
$208.27 - $238.46 $1.04K - $1.19K
5 $1.15M
Te Connectivity PLC
2
+ 6.9%
N/A
31 $5.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
New
$248.61 - $294.96 $994 - $1.18K
4 $1.13M
AMT
American Tower Corp

Real Estate
5
New
$203.96 - $228.19 $1.02K - $1.14K
5 $1.11M
SBUX
Starbucks Corp

Consumer Cyclical
12
New
$79.69 - $99.41 $956 - $1.19K
12 $1.1M
SCHQ
Schwab Strategic Tr Long Term

ETFs
51
+ 8.07%
$30.46 - $33.4 $1.55K - $1.7K
683 $21.8M
MCHP
Microchip Technology Inc

Technology
15
New
$35.34 - $71.6 $530 - $1.07K
15 $1.06M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
4
+ 4.6%
$79.01 - $97.45 $316 - $390
91 $8.89M
MTB
M&T Bank Corp

Financial Services
2
+ 5.0%
$156.58 - $193.99 $313 - $388
42 $8.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$483.07 - $625.6 $966 - $1.25K
2 $1.05M
GWW
W.W. Grainger, Inc.

Industrials
1
New
$919.93 - $1101.66 $920 - $1.1K
1 $1.04M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 10.53%
$149.76 - $186.42 $599 - $746
42 $7.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12
+ 8.28%
$45.88 - $54.4 $551 - $653
157 $8.53M
RMD
Resmed Inc

Healthcare
4
New
$204.54 - $258.0 $818 - $1.03K
4 $1.03M
MAA
Mid America Apartment Communities Inc.

Real Estate
11
+ 32.35%
$145.91 - $168.0 $1.61K - $1.85K
45 $6.64M
VTR
Ventas, Inc.

Real Estate
16
New
$62.45 - $70.08 $999 - $1.12K
16 $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
11
New
$87.57 - $96.0 $963 - $1.06K
11 $1M
MPC
Marathon Petroleum Corp

Energy
6
New
$118.55 - $170.08 $711 - $1.02K
6 $997K
CSX
Csx Corp

Industrials
29
New
$26.69 - $32.91 $774 - $954
29 $946K
VZ
Verizon Communications Inc

Communication Services
53
+ 8.23%
$41.67 - $45.62 $2.21K - $2.42K
697 $30.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
New
$177.93 - $313.14 $534 - $939
3 $939K
NSC
Norfolk Southern Corp

Industrials
2
+ 10.0%
$206.34 - $257.46 $413 - $515
22 $5.56M
MMM
3 M CO

Industrials
6
New
$126.09 - $154.15 $757 - $925
6 $913K
TFC
Truist Financial Corp

Financial Services
21
New
$34.79 - $42.99 $731 - $903
21 $903K
CTVA
Corteva, Inc.

Basic Materials
1
+ 1.33%
$55.52 - $74.53 $55.5 - $74.5
76 $5.64M
CBRE
Cbre Group, Inc.

Real Estate
6
New
$113.94 - $140.12 $684 - $841
6 $841K
Ge Healthcare Technologies I
16
+ 27.12%
N/A
75 $5.56M
EQIX
Equinix Inc

Real Estate
1
New
$740.07 - $914.43 $740 - $914
1 $795K
ADM
Archer Daniels Midland CO

Consumer Defensive
15
New
$41.79 - $54.16 $627 - $812
15 $792K
CPRT
Copart Inc

Consumer Cyclical
16
New
$47.72 - $63.84 $764 - $1.02K
16 $785K
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 10.2%
$68.14 - $82.13 $341 - $411
54 $4.43M
SRE
Sempra Energy

Utilities
10
New
$63.78 - $78.91 $638 - $789
10 $758K
PWR
Quanta Services, Inc.

Industrials
2
New
$239.47 - $381.26 $479 - $763
2 $756K
URI
United Rentals, Inc.

Industrials
1
New
$551.94 - $753.4 $552 - $753
1 $753K
CRH.L
Crh PLC

Basic Materials
5
+ 6.94%
N/A
77 $7.07M
LNG
Cheniere Energy, Inc.

Energy
3
New
$197.25 - $244.33 $592 - $733
3 $731K
WDAY
Workday, Inc.

Technology
3
New
$210.47 - $274.71 $631 - $824
3 $720K
KR
Kroger CO

Consumer Defensive
10
New
$64.62 - $74.0 $646 - $740
10 $717K
UPS
United Parcel Service Inc

Industrials
7
New
$91.92 - $110.2 $643 - $771
7 $707K
NEM
Newmont Corp

Basic Materials
12
New
$44.18 - $59.46 $530 - $714
12 $699K
STT
State Street Corp

Financial Services
6
New
$75.33 - $106.34 $452 - $638
6 $638K
Activity Summary
Buys All Purchases 463 New Holdings 339 Increased Positions 124 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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