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.

Portfolio value $32.7 Billion
ETFs: $23 Billion
Technology: $2.54 Billion
Energy: $2.03 Billion
Financial Services: $670 Million
Consumer Cyclical: $658 Million
Healthcare: $548 Million
Real Estate: $445 Million
Consumer Defensive: $349 Million
Other: $788 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.45 Billion 7.49% of portfolio
4,359
Q1 2025 Added 5.57%
$0
$2.01 Billion 6.13% of portfolio
3,586
Q1 2025 Added 1.21%
$0
$1.31 Billion 4.0% of portfolio
22,928
Q1 2025 Added 43.27%
$3.57T
$1.14 Billion 3.47% of portfolio
3,024
Q1 2025 Reduced 23.91%
$3.19T
$1.02 Billion 3.13% of portfolio
4,612
Q1 2025 Reduced 30.25%
$0
$1.02 Billion 3.12% of portfolio
5,984
Q1 2025 Added 9.66%
$286B
$1 Billion 3.06% of portfolio
5,995
Q1 2025 Reduced 24.44%
$0
$948 Million 2.89% of portfolio
10,205
Q1 2025 Reduced 4.3%
$0
$942 Million 2.88% of portfolio
19,308
Q1 2025 Reduced 6.01%
$469B
$917 Million 2.8% of portfolio
7,711
Q1 2025 Added 0.04%
$0
$885 Million 2.7% of portfolio
9,720
Q1 2025 Added 9.45%
$0
$721 Million 2.2% of portfolio
12,225
Q1 2025 Reduced 8.83%
$0
$712 Million 2.17% of portfolio
2,591
Q1 2025 Added 223.47%
$0
$638 Million 1.95% of portfolio
2,008
Q1 2025 Reduced 11.35%
$0
$582 Million 1.78% of portfolio
2,147
Q1 2025 Added 141.24%
$0
$490 Million 1.5% of portfolio
4,897
Q1 2025 Reduced 31.68%
$0
$446 Million 1.36% of portfolio
1,453
Q1 2025 Added 18.52%
$0
$440 Million 1.34% of portfolio
11,000
Q1 2025 New
$0
$423 Million 1.29% of portfolio
3,355
Q1 2025 Added 0.36%
Blackrock ETF Trust Ii
-
$393 Million 1.2% of portfolio
-
Q1 2025 Reduced 0.99%
Blackrock ETF Trust
-
$349 Million 1.07% of portfolio
-
Q1 2025 New
$2.2T
$343 Million 1.05% of portfolio
1,805
Q1 2025 Reduced 39.53%
$0
$343 Million 1.05% of portfolio
2,273
Q1 2025 Reduced 4.46%
$0
$329 Million 1.0% of portfolio
641
Q1 2025 Added 1.58%
$0
$312 Million 0.95% of portfolio
5,660
Q1 2025 Reduced 7.65%
$0
$307 Million 0.94% of portfolio
12,249
Q1 2025 Reduced 0.75%
$337B
$299 Million 0.91% of portfolio
1,427
Q1 2025 Reduced 19.65%
$0
$293 Million 0.9% of portfolio
2,253
Q1 2025 Added 1.12%
$0
$278 Million 0.85% of portfolio
1,975
Q1 2025 Reduced 0.25%
$0
$276 Million 0.84% of portfolio
4,193
Q1 2025 Reduced 64.75%
$0
$265 Million 0.81% of portfolio
2,771
Q1 2025 Added 0.4%
$98.6B
$242 Million 0.74% of portfolio
2,162
Q1 2025 Added 0.89%
$0
$240 Million 0.73% of portfolio
5,045
Q1 2025 Added 51.5%
$0
$237 Million 0.72% of portfolio
1,835
Q1 2025 Reduced 4.13%
$0
$229 Million 0.7% of portfolio
4,251
Q1 2025 Added 78.09%
$0
$166 Million 0.51% of portfolio
2,101
Q1 2025 Added 0.72%
$218B
$166 Million 0.51% of portfolio
533
Q1 2025 Reduced 20.09%
$0
$167 Million 0.51% of portfolio
876
Q1 2025 Added 46.24%
Sila Realty Trust Inc
-
$163 Million 0.5% of portfolio
-
Q1 2025 Reduced 24.89%
$0
$164 Million 0.5% of portfolio
3,298
Q1 2025 Added 66.48%
$0
$159 Million 0.49% of portfolio
1,718
Q1 2025 Reduced 1.09%
$54.1B
$162 Million 0.49% of portfolio
2,740
Q1 2025 Added 78.5%
$993B
$157 Million 0.48% of portfolio
1,013
Q1 2025 Reduced 68.47%
$0
$155 Million 0.47% of portfolio
2,504
Q1 2025 Reduced 16.98%
$0
$150 Million 0.46% of portfolio
1,762
Q1 2025 Added 0.28%
$55.4B
$147 Million 0.45% of portfolio
952
Q1 2025 Added 0.42%
$0
$143 Million 0.44% of portfolio
1,578
Q1 2025 Added 7.13%
$0
$142 Million 0.43% of portfolio
1,370
Q1 2025 Reduced 44.71%
$59B
$141 Million 0.43% of portfolio
4,524
Q1 2025 Reduced 1.24%

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
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