Lgt Financial Advisors LLC New Holdings in Q1 2025

Lgt Financial Advisors LLC

  • $32.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11K
New
$39.97 - $48.7 $440K - $536K
11K $440M
Blackrock ETF Trust
11K
New
N/A
11K $349M
HTGC
Hercules Capital, Inc.

Financial Services
6.85K
New
$18.01 - $22.0 $123K - $151K
6.85K $132M
PFG
Principal Financial Group Inc

Financial Services
1.52K
New
$76.34 - $89.04 $116K - $135K
1.52K $128M
PFE
Pfizer Inc

Healthcare
4.05K
New
$25.01 - $27.13 $101K - $110K
4.05K $103M
CRM
Salesforce, Inc.

Technology
352
New
$268.36 - $359.95 $94.5K - $127K
352 $94.4M
Blackrock ETF Trust Ii
1.31K
New
N/A
1.31K $65.1M
ABR
Arbor Realty Trust Inc

Real Estate
3.91K
New
$11.68 - $13.98 $45.7K - $54.7K
3.91K $45.9M
CMPS
Compass Pathways PLC

Healthcare
14.7K
New
N/A
14.7K $42M
FNDF
Schwab Fundamental Intl Large

ETFs
1.15K
New
$32.9 - $37.45 $37.7K - $42.9K
1.15K $41.4M
VLO
Valero Energy Corp

Energy
271
New
$121.76 - $142.99 $33K - $38.8K
271 $35.7M
XYLD
Global X Fds S&P 500 Covered C

ETFs
895
New
$39.02 - $42.89 $34.9K - $38.4K
895 $35.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
New
$65.15 - $91.81 $32.6K - $45.9K
500 $32.6M
Landbridge Company LLC
400
New
N/A
400 $28.8M
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
3.64K
New
$6.16 - $7.85 $22.4K - $28.6K
3.64K $26.6M
DLR
Digital Realty Trust, Inc.

Real Estate
158
New
$142.1 - $183.56 $22.5K - $29K
158 $22.7M
SCHQ
Schwab Strategic Tr Long Term

ETFs
632
New
$30.72 - $33.22 $19.4K - $21K
632 $20.7M
XLI
Industrial Sector Spdr

ETFs
136
New
$128.78 - $141.67 $17.5K - $19.3K
136 $17.8M
CDE
Coeur Mining, Inc.

Basic Materials
3K
New
$5.02 - $7.29 $15.1K - $21.9K
3K $17.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
94
New
$169.43 - $182.84 $15.9K - $17.2K
94 $16.3M
IXP
Ishares Global Comm Services E

ETFs
126
New
$95.48 - $106.93 $12K - $13.5K
126 $12.2M
Amplify ETF Tr
538
New
N/A
538 $10.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
227
New
$45.72 - $51.73 $10.4K - $11.7K
227 $10.5M
SEA
ETF Ser Solutions U S Global S
648
New
N/A
648 $8.08M
ITM
Vaneck Intermediate Muni ETF

ETFs
153
New
$45.21 - $46.67 $6.92K - $7.14K
153 $6.96M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
167
New
$30.38 - $34.94 $5.07K - $5.83K
167 $5.72M
ACGL
Arch Capital Group Ltd.

Financial Services
55
New
$88.13 - $96.94 $4.85K - $5.33K
55 $5.29M
XTEN
Bondbloxx ETF Tr Bloomberg 10
102
New
N/A
102 $4.76M
NSIT
Insight Enterprises Inc

Technology
25
New
$149.36 - $174.13 $3.73K - $4.35K
25 $3.75M
Ab Active Etfs Inc
85
New
N/A
85 $3.01M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
51
New
$55.12 - $62.6 $2.81K - $3.19K
51 $2.87M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
21
New
N/A
21 $1.35M
BALL
Ball Corp

Consumer Cyclical
8
New
$49.04 - $56.53 $392 - $452
8 $418K
Ishares Ethereum Tr
14
New
N/A
14 $196K
UTSI
Utstarcom Holdings Corp.

Technology
50
New
$2.32 - $2.96 $116 - $148
50 $125K
SCHP
Schwab Strategic Us Tips ETF

ETFs
0
New
$25.69 - $26.89 $0 - $0
0 $9K
Activity Summary
Buys All Purchases 116 New Holdings 37 Increased Positions 79 Sells All Sells 122 Reductions 122 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