Lgt Financial Advisors LLC New Holdings in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
22
New
$337.37 - $395.63 $7.42K - $8.7K
22 $8.7M
HYD
Vaneck High Yield Muni ETF

ETFs
173
New
$49.08 - $51.35 $8.49K - $8.88K
173 $8.69M
AXP
American Express CO

Financial Services
27
New
$231.39 - $318.98 $6.25K - $8.61K
27 $8.61M
WFC
Wells Fargo & Company

Financial Services
107
New
$60.98 - $80.12 $6.52K - $8.57K
107 $8.57M
Tempus Ai Inc
128
New
N/A
128 $8.13M
SO
Southern CO

Utilities
87
New
$84.91 - $92.56 $7.39K - $8.05K
87 $7.99M
GTLB
Gitlab Inc.

Technology
177
New
$40.52 - $53.43 $7.17K - $9.46K
177 $7.98M
NEE
Nextera Energy Inc

Utilities
114
New
$64.11 - $75.0 $7.31K - $8.55K
114 $7.91M
CIEN
Ciena Corp

Technology
97
New
$53.5 - $83.89 $5.19K - $8.14K
97 $7.89M
OKTA
Okta, Inc.

Technology
75
New
$91.24 - $127.3 $6.84K - $9.55K
75 $7.5M
V
Visa Inc.

Financial Services
21
New
$308.27 - $373.31 $6.47K - $7.84K
21 $7.46M
MU
Micron Technology Inc

Technology
60
New
$64.72 - $127.91 $3.88K - $7.67K
60 $7.4M
UNH
Unitedhealth Group Inc

Healthcare
23
New
$274.35 - $599.47 $6.31K - $13.8K
23 $7.23M
VIS
Vanguard Industrial ETF

ETFs
25
New
$220.04 - $280.07 $5.5K - $7K
25 $7M
MNDY
Monday.Com Ltd.

Technology
22
New
$217.77 - $314.48 $4.79K - $6.92K
22 $6.92M
IXJ
Ishares Global Healthcare ETF

ETFs
80
New
$82.3 - $90.02 $6.58K - $7.2K
80 $6.89M
HD
Home Depot, Inc.

Consumer Cyclical
18
New
$335.24 - $380.78 $6.03K - $6.85K
18 $6.64M
OTIS
Otis Worldwide Corp

Industrials
66
New
$90.88 - $104.3 $6K - $6.88K
66 $6.54M
ACN
Accenture PLC

Technology
21
New
$279.23 - $323.21 $5.86K - $6.79K
21 $6.28M
SHW
Sherwin Williams CO

Basic Materials
18
New
$313.51 - $363.51 $5.64K - $6.54K
18 $6.18M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23
New
$201.28 - $266.34 $4.63K - $6.13K
23 $6.13M
VICR
Vicor Corp

Technology
135
New
$39.41 - $51.91 $5.32K - $7.01K
135 $6.12M
REXR
Rexford Industrial Realty, Inc.

Real Estate
170
New
$31.57 - $39.41 $5.37K - $6.7K
170 $6.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
88
New
$55.13 - $75.25 $4.85K - $6.62K
88 $6M
LOW
Lowes Companies Inc

Consumer Cyclical
27
New
$210.83 - $235.28 $5.69K - $6.35K
27 $5.99M
PM
Philip Morris International Inc.

Consumer Defensive
32
New
$149.23 - $184.95 $4.78K - $5.92K
32 $5.83M
SPGI
S&P Global Inc.

Financial Services
11
New
$438.31 - $527.29 $4.82K - $5.8K
11 $5.8M
HCA
Hca Healthcare, Inc.

Healthcare
15
New
$317.61 - $387.52 $4.76K - $5.81K
15 $5.76M
FISV
Fiserv Inc

Technology
33
New
N/A
33 $5.69M
ASML
Asml Holding Nv

Technology
7
New
$595.37 - $815.24 $4.17K - $5.71K
7 $5.61M
COP
Conocophillips

Energy
61
New
$82.66 - $106.1 $5.04K - $6.47K
61 $5.47M
ALGM
Allegro Microsystems, Inc.

Technology
157
New
$16.53 - $34.19 $2.6K - $5.37K
157 $5.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
76
New
$63.54 - $68.5 $4.83K - $5.21K
76 $5.13M
MLM
Martin Marietta Materials Inc

Basic Materials
9
New
$452.51 - $568.19 $4.07K - $5.11K
9 $4.94M
NXPI
Nxp Semiconductors N.V.

Technology
22
New
$153.5 - $218.72 $3.38K - $4.81K
22 $4.81M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
21
New
$212.1 - $244.27 $4.45K - $5.13K
21 $4.59M
GWRE
Guidewire Software, Inc.

Technology
19
New
$172.73 - $257.37 $3.28K - $4.89K
19 $4.47M
ISRG
Intuitive Surgical Inc

Healthcare
8
New
$451.58 - $565.94 $3.61K - $4.53K
8 $4.35M
Canadian Pacific Kansas City
52
New
N/A
52 $4.12M
MDB
Mongo Db, Inc.

Technology
19
New
$145.85 - $225.38 $2.77K - $4.28K
19 $3.99M
CSCO
Cisco Systems, Inc.

Technology
57
New
$53.19 - $69.38 $3.03K - $3.95K
57 $3.96M
LLY
Eli Lilly & CO

Healthcare
5
New
$713.71 - $898.95 $3.57K - $4.49K
5 $3.9M
WCN
Waste Connections, Inc.

Industrials
20
New
$183.26 - $199.95 $3.67K - $4K
20 $3.73M
HON
Honeywell International Inc

Industrials
16
New
$182.86 - $232.88 $2.93K - $3.73K
16 $3.73M
KO
Coca Cola CO

Consumer Defensive
52
New
$68.37 - $73.9 $3.56K - $3.84K
52 $3.68M
KXI
Ishares Tr Global Consumer Sta

ETFs
56
New
$60.73 - $67.45 $3.4K - $3.78K
56 $3.66M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
New
$390.26 - $489.06 $3.51K - $4.4K
9 $3.65M
XLRE
Select Sector Spdr Tr Real Est

ETFs
83
New
$37.08 - $42.26 $3.08K - $3.51K
83 $3.44M
TJX
Tjx Companies Inc

Consumer Cyclical
27
New
$119.13 - $135.03 $3.22K - $3.65K
27 $3.33M
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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