Lgt Financial Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $45.2 Billion distributed in 2318 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 $2.43B, Spdr S&P 500 ETF Trust with a value of $2.08B, Microsoft Corp with a value of $1.68B, Apple Inc. with a value of $1.66B, and Chevron Corp with a value of $1.15B.
Examining the 13F form we can see an increase of $4.67B in the current position value, from $40.5B to 45.2B.
Also it can be appreciated an additional of 88 stocks purchases and 1 closed positions.
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
$45.2 Billion
ETFs: $22.5 Billion
Technology: $5.71 Billion
Industrials: $2.64 Billion
Financial Services: $2.45 Billion
Energy: $2.33 Billion
Consumer Cyclical: $2.16 Billion
Healthcare: $2.14 Billion
Consumer Defensive: $1.06 Billion
Other: $2.68 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
