Lgt Financial Advisors LLC Incresed Positions in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.41K
+ 39.32%
$496.48 - $617.85 $700K - $871K
5K $3.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.8K
+ 82.11%
$51.14 - $57.0 $963K - $1.07M
41.8K $2.37B
MSFT
Microsoft Corp

Technology
216
+ 7.14%
$354.56 - $497.45 $76.6K - $107K
3.24K $1.61B
EFV
Msci Eafe Value ETF

ETFs
5.66K
+ 46.32%
$52.4 - $64.65 $297K - $366K
17.9K $1.14B
IEMG
Ishares Inc

ETFs
4.9K
+ 115.31%
N/A
9.15K $549M
VTI
Vanguard Total Stock Market Et

ETFs
750
+ 28.95%
$243.75 - $303.93 $183K - $228K
3.34K $1.02B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.76K
+ 52.2%
$45.11 - $52.34 $214K - $249K
13.9K $726M
OEF
Ishares S&P 100 ETF

ETFs
544
+ 25.34%
N/A
2.69K $820M
IVW
Ishares S&P 500 Growth ETF

ETFs
538
+ 5.27%
$82.96 - $110.1 $44.6K - $59.2K
10.7K $1.18B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.88K
+ 9.74%
$43.53 - $54.46 $81.8K - $102K
21.2K $1.15B
Blackrock ETF Trust
4.52K
+ 41.08%
N/A
15.5K $552M
NVDA
Nvidia Corp

Technology
678
+ 62.78%
$94.31 - $157.99 $63.9K - $107K
1.76K $278M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.51K
+ 109.85%
$97.29 - $105.63 $146K - $159K
2.88K $292M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 12.7%
$83.97 - $92.85 $104K - $115K
11K $967M
EFG
Msci Eafe Growth ETF

ETFs
161
+ 3.29%
$89.8 - $112.0 $14.5K - $18K
5.06K $567M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 52.63%
$416.06 - $551.64 $41.6K - $55.2K
290 $160M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
309
+ 17.99%
$82.32 - $112.47 $25.4K - $34.8K
2.03K $228M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.25%
$281.67 - $351.0 $1.41K - $1.76K
2.01K $707M
SCHG
Schwab Strategic Tr Us Large C

ETFs
480
+ 3.92%
$22.27 - $29.21 $10.7K - $14K
12.7K $372M
FNDF
Schwab Fundamental Intl Large

ETFs
1.38K
+ 120.24%
$32.25 - $40.02 $44.4K - $55.1K
2.52K $101M
IYJ
Ishares Tr

ETFs
143
+ 6.35%
$115.07 - $142.31 $16.5K - $20.4K
2.4K $341M
IVE
Ishares S&P 500 Value ETF

ETFs
217
+ 24.77%
$168.34 - $195.42 $36.5K - $42.4K
1.09K $214M
Blackrock ETF Trust
1.44K
+ 74.78%
N/A
3.36K $101M
Blackrock ETF Trust Ii
764
+ 99.87%
N/A
1.53K $79.4M
Ishares Bitcoin Trust ETF
42
+ 1.75%
N/A
2.45K $150M
GOOGL
Alphabet Inc.

Communication Services
66
+ 6.52%
$144.7 - $178.6 $9.55K - $11.8K
1.08K $190M
TXN
Texas Instruments Inc

Technology
148
+ 328.89%
N/A
193 $40.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
564
+ 248.46%
$40.94 - $52.1 $23.1K - $29.4K
791 $41.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
619
+ 34.18%
$45.9 - $47.2 $28.4K - $29.2K
2.43K $114M
Blackrock ETF Trust Ii
470
+ 6.26%
N/A
7.97K $421M
XLU
Utilities Sector Spdr

ETFs
264
+ 12.57%
$73.09 - $82.77 $19.3K - $21.9K
2.37K $193M
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 24.2%
$285.55 - $321.23 $36.8K - $41.4K
662 $193M
IEFA
Ishares Tr

ETFs
157
+ 10.5%
$67.83 - $84.09 $10.6K - $13.2K
1.65K $138M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
376
+ 108.99%
$47.63 - $60.01 $17.9K - $22.6K
721 $42.9M
IWS
Ishares Russell Midcap Value E

ETFs
13
+ 0.39%
$110.58 - $132.14 $1.44K - $1.72K
3.37K $445M
INTC
Intel Corp

Technology
871
+ 93.86%
$18.13 - $22.69 $15.8K - $19.8K
1.8K $40.3M
XLF
Financial Sector Spdr

ETFs
303
+ 30.03%
$43.92 - $52.37 $13.3K - $15.9K
1.31K $68.7M
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.48%
$131.84 - $157.76 $1.45K - $1.74K
2.28K $360M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
88
+ 6.57%
$65.84 - $80.81 $5.79K - $7.11K
1.43K $114M
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.28%
$74.88 - $91.97 $374 - $460
1.77K $163M
WMT
Walmart Inc.

Consumer Defensive
26
+ 2.81%
$81.79 - $99.98 $2.13K - $2.6K
952 $93.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25
+ 1.36%
$114.78 - $133.31 $2.87K - $3.33K
1.86K $248M
BITO
Proshares Tr Bitcoin Strategy

ETFs
185
+ 9.79%
$16.69 - $23.43 $3.09K - $4.33K
2.08K $44.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 0.11%
$89.63 - $111.92 $89.6 - $112
887 $99.2M
EMB
Ishares Tr

ETFs
54
+ 3.42%
$86.54 - $92.62 $4.67K - $5K
1.63K $151M
XLY
Select Sector Spdr Consumer Di

ETFs
31
+ 72.09%
$176.34 - $218.59 $5.47K - $6.78K
74 $16.1M
MUB
Ishares National Muni Bond ETF

ETFs
73
+ 27.14%
$102.31 - $105.8 $7.47K - $7.72K
342 $35.8M
BSX
Boston Scientific Corp

Healthcare
62
+ 114.81%
$89.7 - $107.41 $5.56K - $6.66K
116 $12.5M
VV
Vanguard Large Cap ETF

ETFs
10
+ 7.04%
$228.25 - $285.3 $2.28K - $2.85K
152 $43.5M
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
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC 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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email