Lgt Financial Advisors LLC Portfolio Holdings
Lgt Financial Advisors LLC
- $86.1 Billion
- Q1 2024
Lgt Financial Advisors LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $86.1 Billion distributed in 2293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $5.79B, Exxon Mobil Corp with a value of $3.8B, Pfizer Inc with a value of $3.36B, Ishares Core S&P 500 ETF with a value of $2.41B, and Spdr S&P 500 ETF Trust with a value of $2.11B.
Examining the 13F form we can see an increase of $4.3B in the current position value, from $81.8B to 86.1B. Also it can be appreciated an additional of 33 stocks purchases and 2 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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 2,293
- Current Value $86.1 Billion
- Prior Value $81.8 Billion
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 33 stocks
- Additional Purchases 103 stocks
- Sold out of 2 stocks
- Reduced holdings in 142 stocks