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
GLDM
World Gold Trust

ETFs
3
+ 0.16%
$58.96 - $67.97 $177 - $204
1.86K $122M
BAC
Bank Of America Corp

Financial Services
137
+ 342.5%
$34.39 - $47.46 $4.71K - $6.5K
177 $8.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 80.49%
$151.62 - $183.47 $5K - $6.05K
74 $13.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
29
+ 4.35%
$54.98 - $67.95 $1.59K - $1.97K
696 $47M
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 111.76%
$310.86 - $348.77 $5.91K - $6.63K
36 $11.6M
XTEN
Bondbloxx ETF Tr Bloomberg 10
116
+ 113.73%
N/A
218 $10M
JGRO
J P Morgan Exchange Traded Fd
11
+ 3.27%
N/A
347 $29.9M
MCK
Mckesson Corp

Healthcare
6
+ 54.55%
$652.83 - $732.78 $3.92K - $4.4K
17 $12.6M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
31
+ 5.07%
$33.7 - $43.1 $1.04K - $1.34K
643 $27.7M
TT
Trane Technologies PLC

Industrials
6
+ 66.67%
$315.21 - $437.41 $1.89K - $2.62K
15 $6.75M
ADI
Analog Devices Inc

Technology
7
+ 28.0%
$164.6 - $238.02 $1.15K - $1.67K
32 $7.66M
UL
Unilever PLC

Consumer Defensive
13
+ 1.16%
$57.9 - $65.43 $753 - $851
1.14K $69.6M
ADSK
Autodesk, Inc.

Technology
5
+ 23.81%
N/A
26 $8.05M
LAMR
Lamar Advertising CO

Real Estate
19
+ 50.0%
$102.35 - $121.67 $1.94K - $2.31K
57 $6.9M
T
At&T Inc.

Communication Services
22
+ 0.78%
$26.33 - $28.94 $579 - $637
2.83K $81.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24
+ 23.08%
$56.88 - $70.77 $1.37K - $1.7K
128 $9.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
7
+ 36.84%
$187.5 - $246.51 $1.31K - $1.73K
26 $6.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
82
+ 2.49%
$48.13 - $49.85 $3.95K - $4.09K
3.38K $166M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
62
+ 37.13%
$32.56 - $35.71 $2.02K - $2.21K
229 $7.57M
Ferguson Enterprises Inc
1
+ 4.0%
N/A
26 $5.73M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
35
+ 35.35%
$34.58 - $38.82 $1.21K - $1.36K
134 $5.19M
PG
Procter & Gamble CO

Consumer Defensive
31
+ 9.57%
$157.66 - $172.39 $4.89K - $5.34K
355 $56.6M
Te Connectivity PLC
2
+ 6.9%
N/A
31 $5.24M
SCHQ
Schwab Strategic Tr Long Term

ETFs
51
+ 8.07%
$30.46 - $33.4 $1.55K - $1.7K
683 $21.8M
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
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
MAA
Mid America Apartment Communities Inc.

Real Estate
11
+ 32.35%
$145.91 - $168.0 $1.61K - $1.85K
45 $6.64M
VZ
Verizon Communications Inc

Communication Services
53
+ 8.23%
$41.67 - $45.62 $2.21K - $2.42K
697 $30.1M
NSC
Norfolk Southern Corp

Industrials
2
+ 10.0%
$206.34 - $257.46 $413 - $515
22 $5.56M
CTVA
Corteva, Inc.

Basic Materials
1
+ 1.33%
$55.52 - $74.53 $55.5 - $74.5
76 $5.64M
Ge Healthcare Technologies I
16
+ 27.12%
N/A
75 $5.56M
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 10.2%
$68.14 - $82.13 $341 - $411
54 $4.43M
CRH.L
Crh PLC

Basic Materials
5
+ 6.94%
N/A
77 $7.07M
BBSC
Jp Morgan Exc Trd Tr Betabuild
4
+ 6.45%
$52.57 - $65.98 $210 - $264
66 $4.35M
CNHI
Cnh Industrial N.V.

Industrials
21
+ 4.2%
N/A
521 $6.75M
HYGW
Ishares Tr High Yield Corporat
105
+ 3.34%
N/A
3.25K $99.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 2.44%
$205.81 - $234.23 $206 - $234
42 $9.9M
EMGF
Ishares Msci Emerging Markets

ETFs
6
+ 15.0%
$41.37 - $52.07 $248 - $312
46 $2.38M
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.76%
$104.77 - $106.34 $210 - $213
264 $28.1M
WRB
Berkley W R Corp

Financial Services
1
+ 0.73%
$64.28 - $75.17 $64.3 - $75.2
138 $10.2M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7
+ 30.43%
$49.73 - $51.44 $348 - $360
30 $1.54M
BALL
Ball Corp

Consumer Cyclical
4
+ 50.0%
$44.94 - $56.99 $180 - $228
12 $676K
WBD
Warner Bros. Discovery, Inc.

Communication Services
19
+ 67.86%
$7.69 - $11.46 $146 - $218
47 $539K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
4
+ 3.6%
$82.14 - $94.68 $329 - $379
115 $10.6M
CCI
Crown Castle International Corp

Real Estate
3
+ 4.76%
$94.83 - $107.06 $284 - $321
66 $6.74M
AVY
Avery Dennison Corp

Industrials
1
+ 6.25%
$159.58 - $183.97 $160 - $184
17 $2.95M
Ab Active Etfs Inc
1
+ 1.18%
N/A
86 $3.06M
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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