LGT Financial Advisors
Latest statistics and disclosures from LGT Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KO, XOM, PFE, IVV, SPY, and represent 20.32% of LGT Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: DYNF, HUM, BINC, NVDA, CRH, IVW, SPYV, SNX, IVV, GPC.
- Started 33 new stock positions in HYD, FIS, EPR, VRE, JAAA, APOG, AAP, JGLO, MCS, FLS.
- Reduced shares in these 10 stocks: ICSH, SHV, RGLD, HD, MSFT, BR, GSLC, BAH, WAT, AAPL.
- Sold out of its positions in ADTN, AVK, ARLP, AMT, NLY, ATKR, AZO, CAR, CAH, Chico's FAS.
- LGT Financial Advisors was a net seller of stock by $-854k.
- LGT Financial Advisors has $86M in assets under management (AUM), dropping by 5.12%.
- Central Index Key (CIK): 0001965191
Tip: Access up to 7 years of quarterly data
Positions held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for LGT Financial Advisors
LGT Financial Advisors holds 791 positions in its portfolio as reported in the March 2024 quarterly 13F filing
LGT Financial Advisors has 791 total positions. Only the first 250 positions are shown.
- Sign up to view all of the LGT Financial Advisors March 31, 2024 positions
- Download the LGT Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 6.7 | $5.8M | 95k | 61.18 |
|
|
| Exxon Mobil Corporation (XOM) | 4.4 | $3.8M | 33k | 116.26 |
|
|
| Pfizer (PFE) | 3.9 | $3.4M | 121k | 27.75 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $2.4M | +7% | 4.6k | 527.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $2.1M | 4.0k | 523.29 |
|
|
| Chevron Corporation (CVX) | 2.3 | $2.0M | 13k | 157.24 |
|
|
| Ishares Tr Cmbs Etf (CMBS) | 2.3 | $2.0M | 43k | 47.10 |
|
|
| Invesco Actively Managed Etf Total Return (GTO) | 2.2 | $1.9M | 41k | 46.80 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $1.9M | -6% | 4.3k | 429.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $1.4M | -5% | 5.3k | 259.36 |
|
| Apple (AAPL) | 1.5 | $1.3M | -7% | 7.5k | 171.50 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.4 | $1.2M | 9.5k | 125.22 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $1.2M | -5% | 2.4k | 485.58 |
|
| Amazon (AMZN) | 1.2 | $1.0M | -4% | 5.8k | 180.38 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $999k | 3.3k | 300.13 |
|
|
| Prologis (PLD) | 1.2 | $992k | 7.6k | 130.27 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $941k | -2% | 15k | 61.60 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $838k | +19% | 5.1k | 164.72 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $743k | -10% | 8.0k | 92.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $724k | 3.4k | 210.32 |
|
|
| Applied Materials (AMAT) | 0.8 | $705k | 3.4k | 206.23 |
|
|
| SYSCO Corporation (SYY) | 0.8 | $697k | 8.6k | 81.18 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $676k | 1.6k | 420.52 |
|
|
| General Electric Com New (GE) | 0.8 | $675k | 3.8k | 175.77 |
|
|
| Capital One Financial (COF) | 0.7 | $633k | 4.3k | 148.89 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $619k | -9% | 3.1k | 200.30 |
|
| Wells Fargo & Company (WFC) | 0.7 | $610k | 11k | 57.96 |
|
|
| Amgen (AMGN) | 0.7 | $569k | 2.0k | 284.32 |
|
|
| Wp Carey (WPC) | 0.6 | $555k | -12% | 9.8k | 56.44 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $522k | -3% | 1.8k | 288.26 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $508k | +43% | 5.3k | 95.22 |
|
| Abbvie (ABBV) | 0.6 | $503k | 2.8k | 182.14 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $492k | 2.0k | 245.93 |
|
|
| Viatris (VTRS) | 0.6 | $483k | 41k | 11.94 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $469k | 5.4k | 86.48 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $451k | +74% | 5.3k | 84.53 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $428k | 2.7k | 158.71 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $427k | -18% | 5.8k | 74.20 |
|
| Norfolk Southern (NSC) | 0.5 | $425k | 1.7k | 254.87 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $417k | 3.9k | 108.15 |
|
|
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.5 | $416k | 4.7k | 87.94 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $388k | -9% | 2.6k | 150.92 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $378k | -21% | 4.7k | 80.62 |
|
| McKesson Corporation (MCK) | 0.4 | $377k | -7% | 702.00 | 536.89 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $375k | -4% | 6.5k | 57.86 |
|
| McDonald's Corporation (MCD) | 0.4 | $372k | 1.3k | 281.68 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $367k | 6.8k | 54.40 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $364k | 3.7k | 97.53 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $362k | 8.8k | 41.08 |
|
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.4 | $354k | 5.6k | 63.59 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.4 | $342k | +2% | 3.2k | 106.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $337k | 700.00 | 480.70 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.4 | $336k | NEW | 7.6k | 44.38 |
|
| Markel Corporation (MKL) | 0.4 | $335k | -9% | 220.00 | 1521.50 |
|
| Philip Morris International (PM) | 0.4 | $330k | 3.6k | 91.62 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $325k | 2.1k | 155.92 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $323k | +8% | 3.1k | 103.79 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.4 | $310k | -8% | 9.5k | 32.69 |
|
| Diamondback Energy (FANG) | 0.3 | $290k | -3% | 1.5k | 198.17 |
|
| CBOE Holdings (CBOE) | 0.3 | $283k | -6% | 1.5k | 183.73 |
|
| Casey's General Stores (CASY) | 0.3 | $282k | -4% | 886.00 | 318.45 |
|
| Ishares Tr Us Industrials (IYJ) | 0.3 | $278k | 2.2k | 125.69 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $278k | -71% | 5.5k | 50.26 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $273k | -7% | 2.4k | 115.00 |
|
| Fortune Brands (FBIN) | 0.3 | $271k | 3.2k | 84.67 |
|
|
| Wec Energy Group (WEC) | 0.3 | $265k | 3.2k | 82.12 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $262k | 2.9k | 89.70 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $260k | -19% | 1.1k | 247.39 |
|
| Humana (HUM) | 0.3 | $258k | NEW | 745.00 | 346.72 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $256k | +3% | 2.1k | 120.85 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $255k | +60% | 4.4k | 57.58 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $254k | -4% | 2.9k | 88.44 |
|
| Paychex (PAYX) | 0.3 | $254k | 2.1k | 122.80 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $252k | 1.4k | 174.21 |
|
|
| Hubbell (HUBB) | 0.3 | $250k | -3% | 603.00 | 415.06 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $248k | -15% | 2.3k | 109.00 |
|
| Vontier Corporation (VNT) | 0.3 | $247k | -4% | 5.4k | 45.36 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $238k | -15% | 4.1k | 57.62 |
|
| A. O. Smith Corporation (AOS) | 0.3 | $237k | -3% | 2.7k | 89.45 |
|
| At&t (T) | 0.3 | $237k | 13k | 17.60 |
|
|
| Watsco, Incorporated (WSO) | 0.3 | $226k | -20% | 523.00 | 431.98 |
|
| MGM Resorts International. (MGM) | 0.3 | $225k | +25% | 4.8k | 47.21 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $225k | NEW | 4.3k | 52.46 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $224k | -4% | 429.00 | 522.80 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $224k | +1352% | 247.00 | 904.88 |
|
| Fluor Corporation (FLR) | 0.3 | $223k | -4% | 5.3k | 42.28 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $219k | 3.8k | 58.05 |
|
|
| Boston Scientific Corporation (BSX) | 0.3 | $218k | -4% | 3.2k | 68.49 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $213k | +7% | 4.8k | 44.70 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $209k | -35% | 1.4k | 148.44 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $209k | 1.6k | 129.46 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $209k | -5% | 679.00 | 307.33 |
|
| Cigna Corp (CI) | 0.2 | $209k | -17% | 574.00 | 363.19 |
|
| American Electric Power Company (AEP) | 0.2 | $205k | 2.4k | 86.10 |
|
|
| CRH Ord (CRH) | 0.2 | $203k | NEW | 2.3k | 86.27 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $199k | +106% | 956.00 | 208.25 |
|
| Owens Corning (OC) | 0.2 | $198k | 1.2k | 166.80 |
|
|
| M&T Bank Corporation (MTB) | 0.2 | $198k | -4% | 1.4k | 145.41 |
|
| Verizon Communications (VZ) | 0.2 | $198k | 4.7k | 41.97 |
|
|
| Hershey Company (HSY) | 0.2 | $195k | +49% | 1.0k | 194.54 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $194k | 2.5k | 76.66 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $194k | 1.7k | 114.24 |
|
|
| International Business Machines (IBM) | 0.2 | $191k | 1.0k | 190.96 |
|
|
| Expeditors International of Washington (EXPD) | 0.2 | $187k | -4% | 1.5k | 121.55 |
|
| Gartner (IT) | 0.2 | $186k | -3% | 391.00 | 476.75 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $186k | 1.8k | 104.73 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $186k | 3.9k | 48.21 |
|
|
| Alliant Energy Corporation (LNT) | 0.2 | $186k | -4% | 3.7k | 50.39 |
|
| Bwx Technologies (BWXT) | 0.2 | $185k | -28% | 1.8k | 102.62 |
|
| Analog Devices (ADI) | 0.2 | $183k | -4% | 924.00 | 197.79 |
|
| Globe Life (GL) | 0.2 | $181k | -4% | 1.6k | 116.37 |
|
| Teck Resources CL B (TECK) | 0.2 | $181k | 3.9k | 45.78 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.2 | $180k | -11% | 3.6k | 50.46 |
|
| First American Financial (FAF) | 0.2 | $177k | -4% | 2.9k | 61.06 |
|
| Eversource Energy (ES) | 0.2 | $176k | -4% | 2.9k | 59.77 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $175k | NEW | 3.5k | 50.10 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $174k | -2% | 2.5k | 70.00 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $173k | -4% | 773.00 | 223.30 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $169k | 1.8k | 91.75 |
|
|
| PNC Financial Services (PNC) | 0.2 | $169k | 1.0k | 161.60 |
|
|
| SYNNEX Corporation (SNX) | 0.2 | $168k | NEW | 1.5k | 113.12 |
|
| Autodesk (ADSK) | 0.2 | $167k | -4% | 642.00 | 260.38 |
|
| Genuine Parts Company (GPC) | 0.2 | $166k | NEW | 1.1k | 154.92 |
|
| Intel Corporation (INTC) | 0.2 | $165k | -11% | 3.7k | 44.17 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $165k | +16% | 1.2k | 135.13 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $162k | 2.5k | 65.66 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $162k | -3% | 1.4k | 119.76 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $160k | 2.1k | 75.44 |
|
|
| 3M Company (MMM) | 0.2 | $159k | -3% | 1.5k | 106.07 |
|
| Fidelity National Information Services (FIS) | 0.2 | $159k | NEW | 2.1k | 74.56 |
|
| Altria (MO) | 0.2 | $157k | 3.6k | 43.62 |
|
|
| American Airls (AAL) | 0.2 | $157k | 10k | 15.35 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $155k | +65% | 844.00 | 183.89 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $155k | -44% | 757.00 | 204.88 |
|
| Prudential Financial (PRU) | 0.2 | $155k | 1.3k | 117.40 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $152k | -7% | 2.1k | 73.28 |
|
| Ss&c Technologies Holding (SSNC) | 0.2 | $150k | -3% | 2.3k | 64.37 |
|
| Te Connectivity SHS (TEL) | 0.2 | $150k | -4% | 1.0k | 148.50 |
|
| Sun Communities (SUI) | 0.2 | $149k | -4% | 1.2k | 128.57 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $147k | -4% | 1.1k | 128.91 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $146k | 1.7k | 84.07 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $146k | 3.1k | 46.48 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $145k | 810.00 | 179.11 |
|
|
| Kellogg Company (K) | 0.2 | $143k | -2% | 2.5k | 57.29 |
|
| Mid-America Apartment (MAA) | 0.2 | $142k | -4% | 1.1k | 133.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $142k | +2% | 1.7k | 84.42 |
|
| Portland Gen Elec Com New (POR) | 0.2 | $141k | -4% | 3.4k | 42.00 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $140k | -28% | 1.5k | 93.00 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $139k | -4% | 3.5k | 39.20 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $137k | +74% | 926.00 | 147.74 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $133k | +67% | 1.1k | 125.97 |
|
| Crown Castle Intl (CCI) | 0.2 | $133k | -4% | 1.3k | 105.83 |
|
| Charles River Laboratories (CRL) | 0.2 | $133k | -4% | 489.00 | 270.94 |
|
| Chubb (CB) | 0.2 | $130k | -12% | 502.00 | 259.13 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $128k | 1.3k | 96.67 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $126k | +27% | 672.00 | 187.67 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $125k | +87% | 1.2k | 107.60 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $124k | 2.2k | 57.41 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $122k | -22% | 2.6k | 47.45 |
|
| LKQ Corporation (LKQ) | 0.1 | $119k | 2.2k | 53.39 |
|
|
| Super Micro Computer (SMCI) | 0.1 | $116k | 115.00 | 1010.03 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $115k | 1.3k | 91.00 |
|
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $115k | 5.9k | 19.46 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $111k | NEW | 3.2k | 34.88 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $111k | -21% | 3.9k | 28.23 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $110k | 150.00 | 732.63 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $109k | 820.00 | 133.11 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $106k | 1.3k | 79.91 |
|
|
| Ferguson SHS (FERG) | 0.1 | $104k | -2% | 477.00 | 218.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $103k | 298.00 | 344.42 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $102k | 1.7k | 58.66 |
|
|
| Xcel Energy (XEL) | 0.1 | $101k | -4% | 1.9k | 53.75 |
|
| Entergy Corporation (ETR) | 0.1 | $100k | -23% | 945.00 | 105.64 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $99k | 2.0k | 49.55 |
|
|
| Americold Rlty Tr (COLD) | 0.1 | $99k | -3% | 4.0k | 24.92 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $99k | 2.0k | 49.90 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $98k | 601.00 | 162.25 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $96k | -20% | 1.7k | 55.67 |
|
| Advance Auto Parts (AAP) | 0.1 | $96k | NEW | 1.1k | 85.07 |
|
| Bio Rad Labs Cl A (BIO) | 0.1 | $94k | -3% | 272.00 | 345.87 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $93k | 1.7k | 53.39 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $93k | 3.4k | 26.86 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $91k | +3225% | 1.7k | 53.62 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $91k | 968.00 | 93.84 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $88k | +57% | 2.0k | 43.57 |
|
| Halliburton Company (HAL) | 0.1 | $88k | -4% | 2.2k | 39.39 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $87k | -11% | 3.4k | 25.69 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $85k | 4.0k | 21.24 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $84k | 514.00 | 162.78 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $84k | +46% | 1.2k | 71.35 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $82k | 1.6k | 50.60 |
|
|
| Edgewell Pers Care (EPC) | 0.1 | $79k | 2.0k | 38.64 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $79k | -11% | 496.00 | 158.19 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $78k | 776.00 | 100.75 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $78k | +56% | 741.00 | 105.03 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $75k | 1.8k | 42.28 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $73k | 1.5k | 50.22 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $71k | 1.4k | 51.27 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $69k | 73.00 | 941.26 |
|
|
| AGCO Corporation (AGCO) | 0.1 | $68k | 556.00 | 123.02 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $67k | 1.1k | 61.15 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $66k | 2.4k | 28.04 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $65k | -20% | 2.3k | 27.93 |
|
| Manhattan Associates (MANH) | 0.1 | $63k | 251.00 | 250.23 |
|
|
| Energizer Holdings (ENR) | 0.1 | $63k | +4% | 2.1k | 29.44 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $62k | 1.2k | 51.08 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $62k | 2.7k | 22.99 |
|
|
| Iac Com New (IAC) | 0.1 | $62k | 1.2k | 53.34 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $61k | +950% | 21.00 | 2907.00 |
|
| West Pharmaceutical Services (WST) | 0.1 | $61k | 154.00 | 395.71 |
|
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $61k | 902.00 | 67.40 |
|
|
| Steel Dynamics (STLD) | 0.1 | $60k | 405.00 | 148.23 |
|
|
| Masterbrand Common Stock (MBC) | 0.1 | $60k | 3.2k | 18.74 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $59k | 3.7k | 15.73 |
|
|
| Topbuild (BLD) | 0.1 | $58k | 131.00 | 440.73 |
|
|
| Evergy (EVRG) | 0.1 | $57k | 1.1k | 53.38 |
|
|
| Encore Wire Corporation (WIRE) | 0.1 | $57k | -15% | 215.00 | 262.83 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $56k | 45.00 | 1249.60 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $56k | +476% | 1.2k | 45.59 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $56k | NEW | 1.2k | 48.23 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $55k | 1.7k | 32.20 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $55k | +200% | 915.00 | 60.17 |
|
| Axon Enterprise (AXON) | 0.1 | $54k | 172.00 | 312.88 |
|
|
| Lennox International (LII) | 0.1 | $53k | 109.00 | 488.76 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $53k | +6% | 1.1k | 49.40 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $52k | 373.00 | 140.53 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $52k | 249.00 | 208.55 |
|
|
| Kraft Heinz (KHC) | 0.1 | $51k | 1.4k | 36.89 |
|
|
| Emcor (EME) | 0.1 | $50k | 143.00 | 350.20 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $50k | +135% | 556.00 | 89.71 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $49k | 190.00 | 255.44 |
|
|
| Solid Power Class A Com (SLDP) | 0.1 | $48k | 24k | 2.03 |
|
|
| Darling International (DAR) | 0.1 | $48k | 1.0k | 46.51 |
|
|
| American Express Company (AXP) | 0.1 | $47k | 207.00 | 227.69 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $47k | -5% | 1.7k | 27.88 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $47k | 139.00 | 334.18 |
|
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $46k | 938.00 | 49.40 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $45k | NEW | 879.00 | 50.71 |
|
| Pool Corporation (POOL) | 0.1 | $44k | 110.00 | 403.50 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $44k | 462.00 | 95.20 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $43k | 1.0k | 42.55 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $42k | -17% | 825.00 | 51.06 |
|
| Repligen Corporation (RGEN) | 0.0 | $42k | 229.00 | 183.92 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $42k | +26% | 953.00 | 43.52 |
|
| ConocoPhillips (COP) | 0.0 | $41k | 324.00 | 127.46 |
|
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $41k | -27% | 567.00 | 72.81 |
|
| Texas Roadhouse (TXRH) | 0.0 | $41k | 266.00 | 154.47 |
|
|
| Cytokinetics Com New (CYTK) | 0.0 | $41k | 583.00 | 70.11 |
|
|
| Crocs (CROX) | 0.0 | $41k | 282.00 | 143.80 |
|
|
| Kinder Morgan (KMI) | 0.0 | $41k | 2.2k | 18.34 |
|
Past Filings by LGT Financial Advisors
SEC 13F filings are viewable for LGT Financial Advisors going back to 2022
- LGT Financial Advisors 2024 Q1 filed May 2, 2024
- LGT Financial Advisors 2023 Q4 filed Feb. 12, 2024
- LGT Financial Advisors 2023 Q3 filed Nov. 1, 2023
- LGT Financial Advisors 2023 Q2 filed Aug. 14, 2023
- LGT Financial Advisors 2023 Q1 filed May 15, 2023
- LGT Financial Advisors 2022 Q4 filed Feb. 14, 2023