Lgt Financial Advisors LLC Reduced Holdings in Q1 2025

Lgt Financial Advisors LLC

  • $32.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Sila Realty Trust Inc
-2.02K
- 24.89%
N/A
6.09K $163M
Solventum Corp
-531
- 87.62%
N/A
75 $5.7M
ADI
Analog Devices Inc

Technology
-153
- 85.96%
$201.56 - $243.82 $30.8K - $37.3K
25 $5.05M
SSNC
Ss&C Technologies Holdings Inc

Technology
-437
- 89.37%
$74.75 - $89.13 $32.7K - $38.9K
52 $4.35M
TT
Trane Technologies PLC

Industrials
-85
- 90.43%
$332.0 - $400.86 $28.2K - $34.1K
9 $3.17M
SNX
Td Synnex Corp

Technology
-264
- 85.71%
$103.96 - $144.69 $27.4K - $38.2K
44 $4.53M
EXPD
Expeditors International Of Washington Inc

Industrials
-286
- 85.63%
$109.09 - $126.48 $31.2K - $36.2K
48 $5.79M
DGRO
Ishares Core Dividend Growth E

ETFs
-512
- 16.98%
$60.46 - $64.42 $31K - $33K
2.5K $155M
Ferguson Enterprises Inc
-173
- 87.37%
N/A
25 $4.04M
MAA
Mid America Apartment Communities Inc.

Real Estate
-196
- 85.22%
$146.9 - $170.92 $28.8K - $33.5K
34 $5.62M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-635
- 99.69%
$46.82 - $47.8 $29.7K - $30.4K
2 $89K
VOE
Vanguard Mid Cap Value Index F

ETFs
-179
- 19.25%
$156.61 - $168.02 $28K - $30.1K
751 $121M
CCI
Crown Castle International Corp

Real Estate
-337
- 84.25%
$84.33 - $106.39 $28.4K - $35.9K
63 $6.56M
HSY
Hershey CO

Consumer Defensive
-174
- 85.29%
$144.74 - $186.36 $25.2K - $32.4K
30 $5.19M
FIS
Fidelity National Information Services, Inc.

Technology
-349
- 87.69%
$68.12 - $83.42 $23.8K - $29.1K
49 $3.67M
SUI
Sun Communities Inc

Real Estate
-231
- 85.87%
$120.53 - $136.43 $27.8K - $31.5K
38 $4.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-469
- 7.65%
$54.25 - $57.64 $25.4K - $27K
5.66K $312M
AJG
Arthur J. Gallagher & Co.

Financial Services
-102
- 85.71%
$275.89 - $345.24 $28.1K - $35.2K
17 $5.92M
NSC
Norfolk Southern Corp

Industrials
-117
- 85.4%
$227.69 - $259.76 $26.6K - $30.4K
20 $4.64M
MCD
Mcdonalds Corp

Consumer Cyclical
-134
- 20.09%
$279.74 - $321.29 $37.5K - $43.1K
533 $166M
CNHI
Cnh Industrial N.V.

Industrials
-2.34K
- 82.42%
N/A
500 $6.14M
CTVA
Corteva, Inc.

Basic Materials
-464
- 86.09%
$55.94 - $66.15 $26K - $30.7K
75 $4.75M
Ge Healthcare Technologies I
-330
- 84.83%
N/A
59 $4.77M
Te Connectivity PLC
-176
- 85.85%
N/A
29 $4.09M
POR
Portland General Electric CO

Utilities
-575
- 84.68%
$40.56 - $45.24 $23.3K - $26K
104 $4.63M
Corpay Inc
-64
- 85.33%
N/A
11 $3.84M
AVY
Avery Dennison Corp

Industrials
-114
- 87.69%
$174.58 - $195.91 $19.9K - $22.3K
16 $2.8M
HAL
Halliburton CO

Energy
-770
- 86.91%
$24.15 - $29.9 $18.6K - $23K
116 $2.93M
GPC
Genuine Parts CO

Consumer Cyclical
-181
- 85.38%
$115.91 - $129.02 $21K - $23.4K
31 $3.67M
JNJ
Johnson & Johnson

Healthcare
-187
- 37.18%
$142.06 - $167.7 $26.6K - $31.4K
316 $52.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-224
- 21.44%
$124.46 - $147.4 $27.9K - $33K
821 $117M
IYE
Ishares Tr

ETFs
-432
- 86.57%
$45.23 - $49.95 $19.5K - $21.6K
67 $3.3M
XEL
Xcel Energy Inc

Utilities
-265
- 76.15%
$63.37 - $72.1 $16.8K - $19.1K
83 $5.91M
ABBV
Abb Vie Inc.

Healthcare
-349
- 19.65%
$169.2 - $216.66 $59.1K - $75.6K
1.43K $299M
GNMA
Ishares Gnma Bond ETF

ETFs
-384
- 85.14%
$42.17 - $44.04 $16.2K - $16.9K
67 $2.94M
TECK
Teck Resources LTD

Basic Materials
-342
- 89.06%
$36.43 - $43.86 $12.5K - $15K
42 $1.55M
TIP
Ishares Tr Tips Bd ETF

ETFs
-100
- 64.94%
$106.22 - $111.09 $10.6K - $11.1K
54 $5.94M
IXC
Ishares Tr Global Energy ETF

ETFs
-280
- 66.04%
$38.48 - $42.16 $10.8K - $11.8K
144 $6.06M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-237
- 11.57%
$45.56 - $47.23 $10.8K - $11.2K
1.81K $85.2M
FANG
Diamondback Energy, Inc.

Energy
-43
- 14.24%
$139.9 - $180.18 $6.02K - $7.75K
259 $41.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-131
- 10.41%
$61.9 - $66.89 $8.11K - $8.76K
1.13K $71.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-74
- 7.92%
$83.18 - $89.27 $6.16K - $6.61K
860 $71.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-79
- 4.13%
$126.11 - $135.06 $9.96K - $10.7K
1.84K $237M
XLY
Select Sector Spdr Consumer Di

ETFs
-28
- 39.44%
$192.6 - $233.2 $5.39K - $6.53K
43 $8.49M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-53
- 86.89%
$120.24 - $134.3 $6.37K - $7.12K
8 $975K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-19
- 1.09%
$91.76 - $103.26 $1.74K - $1.96K
1.72K $159M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-157
- 16.46%
$51.39 - $57.43 $8.07K - $9.02K
797 $44.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-85
- 36.96%
$51.45 - $58.51 $4.37K - $4.97K
145 $7.49M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-91
- 79.82%
$49.67 - $51.43 $4.52K - $4.68K
23 $1.18M
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
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