Lgt Financial Advisors LLC ETFs

Lgt Financial Advisors LLC

$32.7 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TFI Spdr Nuveen Bloomberg Municipa	$0	$13.7 Million 0.04% of portfolio	304	Q1 2025 Reduced 73.07%
IXP Ishares Global Comm Services E	$0	$12.2 Million 0.04% of portfolio	126	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$12 Million 0.04% of portfolio	492	Q1 2025 Reduced 5.57%
XLG Invesco Exchange Traded Fd Tr	$0	$10.5 Million 0.03% of portfolio	227	Q1 2025 New
BBRE Jp Morgan ETF Tr Betabuilders	$0	$10.4 Million 0.03% of portfolio	111	Q1 2025 Added 7.77%
RING Ishares Inc Msci Global Gold M	$0	$8.56 Million 0.03% of portfolio	223	Q1 2025 Reduced 23.37%
XLY Select Sector Spdr Consumer Di	$0	$8.49 Million 0.03% of portfolio	43	Q1 2025 Reduced 39.44%
EWJ Ishares Msci Japan ETF	$0	$8.02 Million 0.02% of portfolio	117	Q1 2025 Reduced 5.65%
BBMC Jp Morgan Exc Trd Fd Tr Betabu	$0	$7.83 Million 0.02% of portfolio	87	Q1 2025 Reduced 23.01%
AGG Ishares Core U.S. Aggregate Bo	$0	$7.72 Million 0.02% of portfolio	78	Q1 2025 Added 13.04%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$7.49 Million 0.02% of portfolio	145	Q1 2025 Reduced 36.96%
ILCV Ishares Morningstar Value ETF	$0	$7.38 Million 0.02% of portfolio	91	Q1 2025 Added 9,000.0%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$7.25 Million 0.02% of portfolio	107	Q1 2025 Added 0.94%
ITM Vaneck Intermediate Muni ETF	$0	$6.96 Million 0.02% of portfolio	153	Q1 2025 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$6.63 Million 0.02% of portfolio	104	Q1 2025 Added 9.47%
IXC Ishares Tr Global Energy ETF	$0	$6.06 Million 0.02% of portfolio	144	Q1 2025 Reduced 66.04%
TIP Ishares Tr Tips Bd ETF	$0	$5.94 Million 0.02% of portfolio	54	Q1 2025 Reduced 64.94%
JQUA J P Morgan ETF Tr U S Quality	$0	$5.2 Million 0.02% of portfolio	92	Q1 2025 Reduced 32.85%
IWY Ishares Tr Russell 200 Growth	$0	$4.15 Million 0.01% of portfolio	19	Q1 2025 Added 58.33%
RXI Ishares Tr	$0	$4.09 Million 0.01% of portfolio	23	Q3 2024 Reduced 8.0%
XCCC Bondbloxx ETF Tr Ccc Rated Usd	$0	$3.76 Million 0.01% of portfolio	99	Q1 2025 Added 22.22%
IYE Ishares Tr	$0	$3.3 Million 0.01% of portfolio	67	Q1 2025 Reduced 86.57%
GNMA Ishares Gnma Bond ETF	$0	$2.94 Million 0.01% of portfolio	67	Q1 2025 Reduced 85.14%
JMOM J P Morgan ETF Tr U S Momentum	$0	$2.87 Million 0.01% of portfolio	51	Q1 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$2.78 Million 0.01% of portfolio	120	Q1 2025 Added 0.84%
RYH Invesco S&P 500 Equal Weight H	$0	$2.53 Million 0.01% of portfolio	85	Q1 2025 Reduced 2.3%
ACWV Ishares Msci Global Min Vol Fa	$0	$1.98 Million 0.01% of portfolio	17	Q1 2025 Added 750.0%
VIG Vanguard Dividend Appreciation	$0	$1.94 Million 0.01% of portfolio	10	Q1 2024 Added 11.11%
EMGF Ishares Msci Emerging Markets	$0	$1.86 Million 0.01% of portfolio	40	Q1 2025 Added 166.67%
AVUV American Centy ETF Tr Avantis	$0	$1.41 Million 0.0% of portfolio	16	Q1 2024 Reduced 15.79%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$1.35 Million 0.0% of portfolio	21	Q1 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$1.32 Million 0.0% of portfolio	25	Q3 2024 Reduced 98.86%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$1.18 Million 0.0% of portfolio	23	Q1 2025 Reduced 79.82%
ESGU Ishares Trust Ishares Esg Awar	$0	$975,000 0.0% of portfolio	8	Q1 2025 Reduced 86.89%
FNDX Schwab Fundamental U S Large C	$0	$401,000 0.0% of portfolio	17	Q4 2024 Reduced 84.11%
SYLD Cambria Shareholder Yld ETF	$0	$321,000 0.0% of portfolio	5	Q4 2024 Reduced 99.33%
IFRA Ishares Tr	$0	$128,000 0.0% of portfolio	2	Q1 2025 Reduced 99.88%
HYDB Ishares Tr Edge High Yield Def	$0	$89,000 0.0% of portfolio	2	Q1 2025 Reduced 99.69%
SCHP Schwab Strategic Us Tips ETF	$0	$9,000 0.0% of portfolio	0	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.