Lgt Financial Advisors LLC Reduced Holdings in Q2 2025

Lgt Financial Advisors LLC

  • $39.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.29K
- 75.83%
$50.08 - $63.14 $215K - $271K
1.37K $86.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-661
- 15.16%
$498.8 - $620.9 $330K - $410K
3.7K $2.3B
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.08K
- 79.04%
$32.11 - $38.21 $98.8K - $118K
816 $31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-952
- 93.52%
$105.23 - $109.61 $100K - $104K
66 $7.24M
DELL
Dell Technologies Inc.

Technology
-1.07K
- 99.54%
$71.63 - $125.98 $76.7K - $135K
5 $613K
CRM
Salesforce, Inc.

Technology
-310
- 88.07%
$236.26 - $291.15 $73.2K - $90.3K
42 $11.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
-958
- 84.33%
$73.19 - $85.21 $70.1K - $81.6K
178 $15.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-631
- 31.95%
$122.57 - $173.27 $77.3K - $109K
1.34K $233M
IGRO
Ishares Tr International Divid

ETFs
-690
- 40.3%
$66.32 - $80.17 $45.8K - $55.3K
1.02K $80.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.25K
- 28.94%
$24.32 - $27.87 $30.4K - $34.9K
3.07K $81.4M
FANG
Diamondback Energy, Inc.

Energy
-220
- 84.94%
$119.25 - $161.49 $26.2K - $35.5K
39 $5.37M
VLO
Valero Energy Corp

Energy
-266
- 98.15%
$104.69 - $141.77 $27.8K - $37.7K
5 $672K
VOE
Vanguard Mid Cap Value Index F

ETFs
-216
- 28.76%
$141.87 - $164.49 $30.6K - $35.5K
535 $88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-491
- 98.2%
$57.41 - $74.81 $28.2K - $36.7K
9 $669K
Siriusxm Holdings Inc
-1.24K
- 96.34%
N/A
47 $1.08M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-346
- 40.23%
$78.98 - $90.1 $27.3K - $31.2K
514 $46.3M
DLR
Digital Realty Trust, Inc.

Real Estate
-150
- 94.94%
$136.11 - $177.69 $20.4K - $26.7K
8 $1.41M
IGM
Ishares Expanded Tech Sector E

ETFs
-225
- 85.23%
$79.8 - $112.34 $18K - $25.3K
39 $4.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-306
- 99.67%
$50.48 - $50.71 $15.4K - $15.5K
1 $46K
GTO
Invesco Actively Managed ETF T

ETFs
-314
- 27.62%
$45.73 - $47.2 $14.4K - $14.8K
823 $38.6M
XLI
Industrial Sector Spdr

ETFs
-110
- 80.88%
$116.42 - $147.52 $12.8K - $16.2K
26 $3.84M
AMZN
Amazon Com Inc

Consumer Cyclical
-302
- 16.73%
$167.32 - $223.3 $50.5K - $67.4K
1.5K $330M
JPHY
Jp Morgan High Yield Research

ETFs
-297
- 32.67%
N/A
612 $28.5M
IAU
Ishares Gold Trust

ETFs
-353
- 12.88%
$56.1 - $64.74 $19.8K - $22.9K
2.39K $149M
JPIE
J P Morgan Exchange Traded Fd
-257
- 27.0%
$45.12 - $46.32 $11.6K - $11.9K
695 $32.2M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-199
- 47.16%
$53.75 - $67.21 $10.7K - $13.4K
223 $14.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-179
- 15.87%
$56.84 - $65.5 $10.2K - $11.7K
949 $62.1M
MBB
Ishares Tr

ETFs
-101
- 51.53%
$91.41 - $94.22 $9.23K - $9.52K
95 $8.9M
ILCV
Ishares Morningstar Value ETF

ETFs
-68
- 74.73%
$72.16 - $83.39 $4.91K - $5.67K
23 $1.89M
IXC
Ishares Tr Global Energy ETF

ETFs
-115
- 79.86%
$34.69 - $42.32 $3.99K - $4.87K
29 $1.14M
AOS
Smith A O Corp

Industrials
-69
- 97.18%
$59.63 - $70.52 $4.11K - $4.87K
2 $131K
DGRO
Ishares Core Dividend Growth E

ETFs
-131
- 5.23%
$55.22 - $63.94 $7.23K - $8.38K
2.37K $152M
XLV
Select Sector Spdr Fund Health

ETFs
-11
- 8.87%
$128.77 - $144.3 $1.42K - $1.59K
113 $15.2M
EEM
Ishares Msci Emerging Markets

ETFs
-111
- 19.17%
$38.52 - $48.28 $4.28K - $5.36K
468 $22.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-61
- 5.3%
$45.12 - $46.23 $2.75K - $2.82K
1.09K $50.4M
Net Lease Office Properties
-86
- 43.0%
N/A
114 $3.7M
IEF
Ishares Barclays

ETFs
-12
- 2.86%
$93.15 - $96.56 $1.12K - $1.16K
408 $39M
J P Morgan Exchange Traded F
-12
- 3.41%
N/A
340 $18.2M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-13
- 3.21%
N/A
392 $18.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-13
- 14.13%
$50.39 - $60.05 $655 - $781
79 $4.74M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6
- 1.16%
$85.42 - $94.39 $513 - $566
510 $47.9M
AVUV
American Centy ETF Tr Avantis

ETFs
-3
- 18.75%
$75.17 - $91.21 $226 - $274
13 $1.15M
SYLD
Cambria Shareholder Yld ETF

ETFs
-4
- 80.0%
$55.35 - $65.57 $221 - $262
1 $67K
RING
Ishares Inc Msci Global Gold M

ETFs
-31
- 13.9%
$34.72 - $45.62 $1.08K - $1.41K
192 $8.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1
- 1.28%
$96.84 - $99.46 $96.8 - $99.5
77 $7.64M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3
- 5.88%
$50.29 - $64.29 $151 - $193
48 $3.09M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-24
- 0.48%
$46.39 - $47.84 $1.11K - $1.15K
5.02K $240M
HEZU
Ishares Currency Hedged Msci E

ETFs
-1
- 0.17%
$34.68 - $41.63 $34.7 - $41.6
582 $23.9M
Blackrock ETF Trust
-123
- 3.22%
N/A
3.7K $101M
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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