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.
