Lgt Financial Advisors LLC Portfolio Holdings
Lgt Financial Advisors LLC
- $32.7 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 2,062
- Current Value $32.7 Billion
- Prior Value $45.2 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 37 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks