Lgt Financial Advisors LLC Portfolio Holdings

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.73B
$3.22 Million 0.01% of portfolio
22
Q4 2024 Reduced 55.1%
$3.28B
$3.97 Million 0.01% of portfolio
103
Q3 2023 New
$3.97B
$2.87 Million 0.01% of portfolio
99
Q1 2024 Reduced 18.85%
$3.2B
$4.65 Million 0.01% of portfolio
44
Q4 2023 New
$2.02B
$3.42 Million 0.01% of portfolio
71
Q4 2024 New
$7.15B
$2.98 Million 0.01% of portfolio
19
Q4 2024 Reduced 24.0%
$2.25B
$4.3 Million 0.01% of portfolio
23
Q3 2023 New
$6.2B
$4.15 Million 0.01% of portfolio
40
Q4 2024 New
$5.03B
$3.58 Million 0.01% of portfolio
92
Q4 2024 Reduced 8.0%
$3.13B
$2.89 Million 0.01% of portfolio
68
Q3 2023 New
$2.81B
$2.59 Million 0.01% of portfolio
25
Q4 2023 Reduced 10.71%
$7.17B
$5.3 Million 0.01% of portfolio
47
Q4 2024 Reduced 12.96%
$3.5B
$4.38 Million 0.01% of portfolio
71
Q3 2023 New
$4.11B
$3.43 Million 0.01% of portfolio
46
Q3 2023 New
$7.03B
$3.39 Million 0.01% of portfolio
24
Q2 2024 Reduced 70.37%
$6.97B
$3.04 Million 0.01% of portfolio
23
Q4 2024 New
$3.55B
$2.97 Million 0.01% of portfolio
31
Q4 2024 New
$5.12B
$6.66 Million 0.01% of portfolio
38
Q4 2024 Reduced 66.67%
$3.01B
$3.9 Million 0.01% of portfolio
43
Q2 2024 Reduced 54.74%
$7.28B
$4.75 Million 0.01% of portfolio
21
Q3 2023 New
$2.51B
$6.43 Million 0.01% of portfolio
29
Q4 2023 New
$6.5B
$3.33 Million 0.01% of portfolio
18
Q3 2023 New
$7.61B
$5.28 Million 0.01% of portfolio
55
Q3 2023 New
$2.16B
$3.03 Million 0.01% of portfolio
25
Q4 2023 New
$2.03B
$2.36 Million 0.01% of portfolio
22
Q3 2023 New
$3.66B
$4.84 Million 0.01% of portfolio
482
Q4 2024 New
$6.96B
$4.23 Million 0.01% of portfolio
80
Q3 2024 Reduced 12.09%
$2.46B
$2.74 Million 0.01% of portfolio
42
Q3 2023 New
$2.15B
$3.21 Million 0.01% of portfolio
89
Q4 2024 New
$2.52B
$2.9 Million 0.01% of portfolio
31
Q3 2023 New
$2.99B
$6.16 Million 0.01% of portfolio
332
Q4 2024 New
$9.23B
$5.01 Million 0.01% of portfolio
138
Q4 2024 Reduced 10.97%
$7.42B
$6.35 Million 0.01% of portfolio
92
Q3 2024 Reduced 33.33%
$2.51B
$2.25 Million 0.0% of portfolio
16
Q3 2023 New
$3.55B
$1.92 Million 0.0% of portfolio
49
Q3 2023 New
$3.71B
$1.72 Million 0.0% of portfolio
66
Q3 2023 New
$8.41B
$2.01 Million 0.0% of portfolio
30
Q1 2024 Reduced 57.75%
$2.88B
$2.21 Million 0.0% of portfolio
29
Q3 2023 New
$2.24B
$2.18 Million 0.0% of portfolio
63
Q3 2023 New
$2.04B
$2.07 Million 0.0% of portfolio
31
Q3 2023 New
$7.17B
$1.34 Million 0.0% of portfolio
77
Q2 2024 Reduced 99.25%

Summary

  • Portfolio
  • No. of Stocks 2,318
  • Current Value $45.2 Billion
  • Prior Value $40.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 88 stocks
  • Additional Purchases 127 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 79 stocks
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