Lgt Financial Advisors LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $32.7 Billion distributed in 2062 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.45B, Spdr S&P 500 ETF Trust with a value of $2.01B, J P Morgan Exchange Traded Fd with a value of $1.31B, Microsoft Corp with a value of $1.14B, and Apple Inc. with a value of $1.02B.
Examining the 13F form we can see an decrease of $12.5B in the current position value, from $45.2B to 32.7B.
Lgt Financial Advisors LLC is based out at Dallas, TX
Below you can find more details about Lgt Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$32.7 Billion
ETFs: $23 Billion
Technology: $2.54 Billion
Energy: $2.03 Billion
Financial Services: $670 Million
Consumer Cyclical: $658 Million
Healthcare: $548 Million
Real Estate: $445 Million
Consumer Defensive: $349 Million
Other: $788 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
