LFA - Lugano Financial Advisors SA
Latest statistics and disclosures from LFA - Lugano Financial Advisors SA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GLD, SUSB, SUSA, CIBR, and represent 32.06% of LFA - Lugano Financial Advisors SA's stock portfolio.
- Added to shares of these 10 stocks: SPY, IBDV, FTLS, QAI, FEZ, RNRG, BLV, VGIT, VCSH, ASHR.
- Started 14 new stock positions in WEC, NEE, Grayscale Bitcoin Mini Trust BTC, FTNT, RSP, COIN, ELV, UNH, IEI, BIL. IBDV, ASHR, TGT, IXJ.
- Reduced shares in these 10 stocks: SUSA, BNDX, IYK, SUSB, IEF, BND, V, QQQ, SPYD, GILD.
- Sold out of its positions in GILD, IYK, SQ.
- LFA - Lugano Financial Advisors SA was a net buyer of stock by $9.6M.
- LFA - Lugano Financial Advisors SA has $147M in assets under management (AUM), dropping by 12.03%.
- Central Index Key (CIK): 0001737871
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LFA - Lugano Financial Advisors SA holds 183 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.0 | $25M | +4% | 44k | 573.76 |
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Spdr Gold Tr Gold Shs (GLD) | 4.4 | $6.5M | +3% | 27k | 243.06 |
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Ishares Tr Esg Awre 1 5 Yr (SUSB) | 3.7 | $5.5M | 218k | 25.16 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 3.7 | $5.5M | -7% | 45k | 120.37 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 3.2 | $4.6M | +2% | 78k | 59.23 |
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 3.0 | $4.5M | +5% | 68k | 66.37 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 3.0 | $4.4M | +7% | 82k | 53.72 |
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Ishares Tr A Rate Cp Bd Etf (QLTA) | 3.0 | $4.4M | +5% | 89k | 49.15 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 2.9 | $4.3M | 318k | 13.43 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $4.2M | +8% | 53k | 79.42 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 2.8 | $4.1M | +15% | 55k | 75.17 |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.7 | $4.0M | +21% | 63k | 63.47 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.6 | $3.8M | +10% | 64k | 60.42 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 2.6 | $3.8M | +4% | 161k | 23.51 |
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New York Life Investments Et Nyli Hedge Multi (QAI) | 2.4 | $3.5M | +23% | 111k | 32.08 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 2.2 | $3.3M | 128k | 25.53 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.1 | $3.1M | 32k | 98.12 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.0 | $3.0M | +3% | 115k | 25.75 |
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 1.9 | $2.8M | +30% | 53k | 53.24 |
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Microsoft Corporation (MSFT) | 1.7 | $2.5M | +6% | 5.8k | 430.30 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.6 | $2.4M | +6% | 29k | 83.15 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.4M | 4.9k | 488.07 |
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Amazon (AMZN) | 1.5 | $2.2M | +6% | 12k | 186.33 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 1.4 | $2.1M | 47k | 44.82 |
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Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $1.9M | 23k | 83.63 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.1 | $1.6M | +7% | 17k | 93.58 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $1.3M | 16k | 83.75 |
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Global X Fds Renewable Energy (RNRG) | 0.9 | $1.3M | +87% | 120k | 10.63 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.8 | $1.1M | 15k | 78.37 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.7 | $1.1M | 14k | 76.59 |
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.7 | $1.0M | +21% | 15k | 68.22 |
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Apple (AAPL) | 0.7 | $1.0M | +2% | 4.4k | 233.00 |
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Pimco Etf Tr Enhancd Short (EMNT) | 0.7 | $980k | 9.9k | 98.97 |
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Ishares Msci Switzerland (EWL) | 0.7 | $976k | +41% | 19k | 52.10 |
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Vanguard World Inf Tech Etf (VGT) | 0.5 | $792k | 1.4k | 586.52 |
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Ishares Tr Ibonds Dec 2030 (IBDV) | 0.5 | $743k | NEW | 34k | 22.17 |
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Vanguard World Health Car Etf (VHT) | 0.5 | $720k | 2.6k | 282.20 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.4 | $521k | 6.4k | 81.23 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $498k | 3.0k | 167.19 |
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.3 | $495k | 12k | 43.08 |
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Caterpillar (CAT) | 0.3 | $489k | 1.3k | 391.12 |
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Select Sector Spdr Tr Indl (XLI) | 0.3 | $474k | 3.5k | 135.44 |
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Ishares Msci World Etf (URTH) | 0.3 | $467k | +59% | 3.0k | 156.91 |
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.3 | $458k | 24k | 19.07 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.3 | $446k | 12k | 37.41 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $379k | -26% | 7.5k | 50.28 |
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Kkr & Co (KKR) | 0.3 | $372k | 2.9k | 130.58 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $353k | +119% | 4.0k | 87.80 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $339k | +122% | 8.5k | 39.82 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $332k | 4.0k | 83.00 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $331k | 7.3k | 45.32 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $322k | -11% | 4.3k | 75.11 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $314k | 1.5k | 210.86 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $306k | 2.0k | 153.13 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $304k | +16% | 1.8k | 165.85 |
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Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.2 | $300k | NEW | 11k | 28.59 |
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Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $288k | 6.0k | 48.34 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $276k | 1.4k | 197.17 |
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Ishares Tr Hdg Msci Japan (HEWJ) | 0.2 | $272k | 6.6k | 41.05 |
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.2 | $270k | 9.6k | 28.13 |
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Abbott Laboratories (ABT) | 0.2 | $268k | +5% | 2.3k | 114.01 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $261k | 1.3k | 200.37 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $254k | NEW | 2.8k | 91.81 |
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Visa Com Cl A (V) | 0.2 | $248k | -9% | 900.00 | 274.95 |
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $247k | +5% | 10k | 24.46 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $237k | NEW | 1.3k | 179.16 |
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Abbvie (ABBV) | 0.2 | $237k | 1.2k | 197.48 |
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Ishares Msci Emrg Chn (EMXC) | 0.1 | $217k | 3.5k | 61.11 |
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Spdr Ser Tr Bloomberg Short (BWZ) | 0.1 | $215k | 7.8k | 27.54 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $212k | 500.00 | 423.12 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $211k | 800.00 | 263.83 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $207k | +84% | 1.9k | 109.33 |
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Zoetis Cl A (ZTS) | 0.1 | $205k | +5% | 1.1k | 195.38 |
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Tesla Motors (TSLA) | 0.1 | $202k | +6% | 771.00 | 261.63 |
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Coca-Cola Company (KO) | 0.1 | $201k | 2.8k | 71.86 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $199k | 1.6k | 128.20 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $184k | 813.00 | 225.76 |
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Deere & Company (DE) | 0.1 | $181k | 434.00 | 417.33 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $178k | +29% | 360.00 | 493.80 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $178k | 2.2k | 80.30 |
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Ishares Tr Ishares Biotech (IBB) | 0.1 | $175k | 1.2k | 145.60 |
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Meta Platforms Cl A (META) | 0.1 | $174k | +6% | 304.00 | 572.44 |
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Honeywell International (HON) | 0.1 | $172k | 832.00 | 206.71 |
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Qualcomm (QCOM) | 0.1 | $170k | +22% | 997.00 | 170.05 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $169k | 2.3k | 73.67 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.1 | $153k | 7.2k | 21.27 |
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McDonald's Corporation (MCD) | 0.1 | $152k | 500.00 | 304.51 |
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First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $150k | 3.3k | 45.89 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $148k | 257.00 | 576.82 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $148k | 1.9k | 77.91 |
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Eli Lilly & Co. (LLY) | 0.1 | $148k | +9% | 167.00 | 885.94 |
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Bank of America Corporation (BAC) | 0.1 | $147k | +12% | 3.7k | 39.68 |
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Pepsi (PEP) | 0.1 | $141k | +12% | 827.00 | 170.05 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $139k | 2.8k | 50.50 |
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Consolidated Edison (ED) | 0.1 | $137k | 1.3k | 104.13 |
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Yum! Brands (YUM) | 0.1 | $136k | 970.00 | 139.71 |
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Booking Holdings (BKNG) | 0.1 | $135k | +113% | 32.00 | 4212.12 |
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American Electric Power Company (AEP) | 0.1 | $134k | +16% | 1.3k | 102.60 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $131k | +17% | 465.00 | 281.37 |
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Ishares Us Intl Hgh Yld (GHYG) | 0.1 | $130k | 2.8k | 45.78 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $127k | 6.1k | 21.01 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $127k | 1.6k | 78.05 |
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Lennar Corp Cl A (LEN) | 0.1 | $126k | +12% | 671.00 | 187.48 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $124k | 830.00 | 149.64 |
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NVIDIA Corporation (NVDA) | 0.1 | $117k | +17% | 960.00 | 121.44 |
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Pfizer (PFE) | 0.1 | $116k | 4.0k | 28.94 |
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Exxon Mobil Corporation (XOM) | 0.1 | $114k | +19% | 975.00 | 117.22 |
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Electronic Arts (EA) | 0.1 | $112k | 780.00 | 143.44 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $110k | NEW | 919.00 | 119.61 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $110k | -10% | 2.4k | 45.65 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $108k | 900.00 | 119.70 |
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Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $106k | 1.3k | 84.79 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $106k | 3.2k | 33.23 |
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Verizon Communications (VZ) | 0.1 | $102k | +28% | 2.3k | 44.91 |
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $100k | 5.0k | 20.03 |
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Diageo Spon Adr New (DEO) | 0.1 | $98k | 700.00 | 140.34 |
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CVS Caremark Corporation (CVS) | 0.1 | $92k | +11% | 1.5k | 62.88 |
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Merck & Co (MRK) | 0.1 | $90k | +15% | 788.00 | 113.56 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $89k | 1.0k | 89.36 |
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Citigroup Com New (C) | 0.1 | $88k | 1.4k | 62.60 |
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Autodesk (ADSK) | 0.1 | $88k | +12% | 318.00 | 275.48 |
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ResMed (RMD) | 0.1 | $85k | +11% | 347.00 | 244.12 |
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3M Company (MMM) | 0.1 | $82k | 600.00 | 136.70 |
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Paypal Holdings (PYPL) | 0.1 | $78k | 1.0k | 78.03 |
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Ishares Msci Germany Etf (EWG) | 0.1 | $75k | 2.2k | 33.84 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $74k | 900.00 | 82.53 |
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Home Depot (HD) | 0.0 | $73k | 180.00 | 405.20 |
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Colgate-Palmolive Company (CL) | 0.0 | $73k | 700.00 | 103.81 |
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Select Sector Spdr Tr Communication (XLC) | 0.0 | $72k | 801.00 | 90.40 |
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Carrier Global Corporation (CARR) | 0.0 | $72k | 890.00 | 80.49 |
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Unilever Spon Adr New (UL) | 0.0 | $72k | 1.1k | 64.96 |
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Dupont De Nemours (DD) | 0.0 | $71k | 800.00 | 89.11 |
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Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $68k | 2.0k | 34.02 |
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Altria (MO) | 0.0 | $66k | 1.3k | 51.04 |
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At&t (T) | 0.0 | $66k | 3.0k | 22.00 |
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Edwards Lifesciences (EW) | 0.0 | $66k | 1.0k | 65.99 |
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Broadcom (AVGO) | 0.0 | $64k | +1221% | 370.00 | 172.50 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $59k | 1.4k | 41.77 |
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Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $57k | 200.00 | 283.71 |
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Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $56k | NEW | 566.00 | 98.16 |
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Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $55k | 310.00 | 177.39 |
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Coinbase Global Com Cl A (COIN) | 0.0 | $55k | NEW | 308.00 | 178.17 |
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Dow (DOW) | 0.0 | $55k | 1.0k | 54.63 |
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Chevron Corporation (CVX) | 0.0 | $49k | 330.00 | 147.27 |
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Totalenergies Se Sponsored Ads (TTE) | 0.0 | $48k | +1428% | 749.00 | 64.62 |
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Wells Fargo & Company (WFC) | 0.0 | $48k | +31% | 849.00 | 56.49 |
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Amphenol Corp Cl A (APH) | 0.0 | $48k | +198% | 734.00 | 65.16 |
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Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $46k | 1.0k | 44.90 |
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Marriott Intl Cl A (MAR) | 0.0 | $45k | 182.00 | 248.60 |
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Warner Bros Discovery Com Ser A (WBD) | 0.0 | $41k | 5.0k | 8.25 |
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Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $40k | 380.00 | 106.00 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $38k | 660.00 | 57.41 |
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Ishares Msci Jpn Etf New (EWJ) | 0.0 | $38k | 524.00 | 71.54 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $35k | 228.00 | 154.02 |
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Ishares Tr Msci India Etf (INDA) | 0.0 | $34k | +131% | 580.00 | 58.53 |
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UnitedHealth (UNH) | 0.0 | $33k | NEW | 57.00 | 584.68 |
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Johnson & Johnson (JNJ) | 0.0 | $32k | 195.00 | 162.06 |
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Boeing Company (BA) | 0.0 | $30k | 200.00 | 152.04 |
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $30k | 700.00 | 43.11 |
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Walt Disney Company (DIS) | 0.0 | $29k | 300.00 | 96.19 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $29k | 499.00 | 57.22 |
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Cisco Systems (CSCO) | 0.0 | $27k | 500.00 | 53.22 |
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Humana (HUM) | 0.0 | $25k | +40% | 80.00 | 316.74 |
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Ecolab (ECL) | 0.0 | $22k | 87.00 | 255.33 |
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Ishares Msci Gbl Etf New (PICK) | 0.0 | $20k | 460.00 | 43.21 |
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Automatic Data Processing (ADP) | 0.0 | $19k | 67.00 | 276.73 |
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salesforce (CRM) | 0.0 | $17k | 62.00 | 273.71 |
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Nike CL B (NKE) | 0.0 | $17k | 190.00 | 88.40 |
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Corning Incorporated (GLW) | 0.0 | $16k | 345.00 | 45.15 |
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Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $16k | NEW | 2.8k | 5.63 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $14k | 145.00 | 98.10 |
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Global X Fds Global X Uranium (URA) | 0.0 | $12k | 435.00 | 28.61 |
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Ishares Tr Msci China A (CNYA) | 0.0 | $12k | 387.00 | 30.37 |
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Quantumscape Corp Com Cl A (QS) | 0.0 | $12k | 2.0k | 5.75 |
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Solventum Corp Com Shs (SOLV) | 0.0 | $11k | 150.00 | 69.72 |
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Anthem (ELV) | 0.0 | $10k | NEW | 20.00 | 520.00 |
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Fortinet (FTNT) | 0.0 | $8.5k | NEW | 110.00 | 77.55 |
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Nextera Energy (NEE) | 0.0 | $8.5k | NEW | 100.00 | 84.53 |
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Wec Energy Group (WEC) | 0.0 | $8.2k | NEW | 85.00 | 96.18 |
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Target Corporation (TGT) | 0.0 | $7.8k | NEW | 50.00 | 155.86 |
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Netflix (NFLX) | 0.0 | $5.0k | 7.00 | 709.29 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $4.6k | 10.00 | 460.30 |
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Schlumberger Com Stk (SLB) | 0.0 | $3.4k | 80.00 | 41.95 |
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Past Filings by LFA - Lugano Financial Advisors SA
SEC 13F filings are viewable for LFA - Lugano Financial Advisors SA going back to 2018
- LFA - Lugano Financial Advisors SA 2024 Q3 filed Nov. 7, 2024
- LFA - Lugano Financial Advisors SA 2024 Q2 filed July 30, 2024
- LFA - Lugano Financial Advisors SA 2024 Q1 filed May 3, 2024
- LFA - Lugano Financial Advisors SA 2023 Q4 filed Jan. 22, 2024
- LFA - Lugano Financial Advisors SA 2023 Q3 filed Oct. 23, 2023
- LFA - Lugano Financial Advisors SA 2023 Q2 filed Aug. 7, 2023
- LFA - Lugano Financial Advisors SA 2023 Q1 filed May 9, 2023
- LFA - Lugano Financial Advisors SA 2022 Q4 filed Feb. 8, 2023
- LFA - Lugano Financial Advisors SA 2022 Q3 filed Nov. 8, 2022
- LFA - Lugano Financial Advisors SA 2022 Q2 filed July 29, 2022
- LFA - Lugano Financial Advisors SA 2022 Q1 filed May 9, 2022
- LFA - Lugano Financial Advisors SA 2021 Q4 filed Jan. 20, 2022
- LFA - Lugano Financial Advisors SA 2021 Q3 filed Oct. 26, 2021
- LFA - Lugano Financial Advisors SA 2021 Q2 filed July 27, 2021
- LFA - Lugano Financial Advisors SA 2021 Q1 filed April 27, 2021
- LFA - Lugano Financial Advisors SA 2020 Q4 filed Jan. 25, 2021