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
$1.6B
$20.2 Million 0.06% of portfolio
4,852
Q4 2023 New
$0
$18.1 Million 0.06% of portfolio
124
Q1 2025 Added 195.24%
$31.6B
$18.1 Million 0.06% of portfolio
594
Q1 2025 Added 1.37%
$0
$18.4 Million 0.06% of portfolio
345
Q1 2025 Reduced 1.43%
$85.2B
$21.1 Million 0.06% of portfolio
928
Q1 2025 Added 1.31%
$0
$18.4 Million 0.06% of portfolio
196
Q1 2025 Added 1.03%
$0
$20.7 Million 0.06% of portfolio
632
Q1 2025 New
J P Morgan Exchange Traded F
-
$18.9 Million 0.06% of portfolio
-
Q1 2025 Reduced 9.74%
$0
$18.7 Million 0.06% of portfolio
405
Q1 2025 Reduced 10.2%
$0
$15.6 Million 0.05% of portfolio
307
Q1 2025 Added 0.66%
$6.15B
$14.8 Million 0.05% of portfolio
202
Q1 2025 Added 0.5%
$2.66B
$17.8 Million 0.05% of portfolio
3,000
Q1 2025 New
$0
$15.4 Million 0.05% of portfolio
565
Q4 2024 Reduced 65.96%
$0
$17.8 Million 0.05% of portfolio
136
Q1 2025 New
$0
$16.3 Million 0.05% of portfolio
94
Q1 2025 New
$0
$12.2 Million 0.04% of portfolio
126
Q1 2025 New
$59.5B
$13.3 Million 0.04% of portfolio
108
Q1 2025 Added 0.93%
$280M
$12.3 Million 0.04% of portfolio
23,570
Q4 2024 New
$0
$12 Million 0.04% of portfolio
492
Q1 2025 Reduced 5.57%
$793B
$11 Million 0.03% of portfolio
45
Q1 2025 Reduced 91.74%
$0
$10.5 Million 0.03% of portfolio
227
Q1 2025 New
$0
$8.49 Million 0.03% of portfolio
43
Q1 2025 Reduced 39.44%
$7.93B
$9.27 Million 0.03% of portfolio
74
Q3 2023 New
$19.4B
$9.78 Million 0.03% of portfolio
137
Q1 2025 Reduced 85.28%
J P Morgan Exchange Traded F
-
$9.55 Million 0.03% of portfolio
-
Q1 2025 Added 3.18%
Amplify ETF Tr
-
$10.5 Million 0.03% of portfolio
-
Q1 2025 New
$23.8B
$9.35 Million 0.03% of portfolio
41
Q1 2025 Reduced 88.39%
$0
$8.56 Million 0.03% of portfolio
223
Q1 2025 Reduced 23.37%
$0
$10.4 Million 0.03% of portfolio
111
Q1 2025 Added 7.77%
Solventum Corp
-
$5.7 Million 0.02% of portfolio
-
Q1 2025 Reduced 87.62%
$14.1B
$6.14 Million 0.02% of portfolio
500
Q1 2025 Reduced 82.42%
$0
$5.94 Million 0.02% of portfolio
54
Q1 2025 Reduced 64.94%
$4.53B
$5.56 Million 0.02% of portfolio
76
Q1 2025 Reduced 86.18%
$62.2B
$6.25 Million 0.02% of portfolio
219
Q3 2024 Reduced 90.22%
$3.04B
$4.97 Million 0.02% of portfolio
126
Q1 2025 Reduced 86.32%
$18.8B
$5.79 Million 0.02% of portfolio
48
Q1 2025 Reduced 85.63%
$70.8B
$6.76 Million 0.02% of portfolio
38
Q1 2025 Reduced 85.21%
$36.5B
$5.91 Million 0.02% of portfolio
83
Q1 2025 Reduced 76.15%
-
$8.08 Million 0.02% of portfolio
-
Q1 2025 New
$103B
$7.52 Million 0.02% of portfolio
11
Q1 2025 Reduced 87.5%
$66.5B
$5.92 Million 0.02% of portfolio
17
Q1 2025 Reduced 85.71%
$17.3B
$5.62 Million 0.02% of portfolio
34
Q1 2025 Reduced 85.22%
$26.4B
$7.48 Million 0.02% of portfolio
4
Q1 2025 Reduced 84.0%
$18.9B
$7.5 Million 0.02% of portfolio
17
Q1 2025 Reduced 90.66%
$145B
$5.45 Million 0.02% of portfolio
54
Q1 2025 Reduced 89.53%
$25B
$5.19 Million 0.02% of portfolio
30
Q1 2025 Reduced 85.29%
$42.9B
$6.56 Million 0.02% of portfolio
63
Q1 2025 Reduced 84.25%
$31.2B
$7.15 Million 0.02% of portfolio
40
Q1 2025 Reduced 85.24%
$36.9B
$5.33 Million 0.02% of portfolio
22
Q1 2025 Reduced 90.48%

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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