Lgt Financial Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $39.4 Billion distributed in 2439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $3.09B, J P Morgan Exchange Traded Fd with a value of $2.37B, Ishares Core S&P 500 ETF with a value of $2.3B, Microsoft Corp with a value of $1.61B, and Ishares Msci Usa Quality Facto with a value of $1.23B.
Examining the 13F form we can see an increase of $6.68B in the current position value, from $32.7B to 39.4B.
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.
