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, ESGD, SUSB, GLD, FNDE, and represent 41.33% of LFA - Lugano Financial Advisors SA's stock portfolio.
- Added to shares of these 10 stocks: FNDE (+$7.7M), SGOV, QQQ, Global X Renewable Energy Producers Etf, GLD, VWOB, SPY, IBDV, GDX, CIBR.
- Started 13 new stock positions in SGOV, ETHA, HYXU, EZU, EEM, BIDU, FLIN, SLV, Global X Renewable Energy Producers Etf, QQQ. VEA, DAX, FNDE.
- Reduced shares in these 10 stocks: SHV, RNRG, PDBC, TLH, BIV, EWL, SDVY, DBMF, FTLS, .
- Sold out of its positions in COR, BFAM, CMCSA, CPRT, ECL, EW, FI, FUTU, RNRG, HCA.
- LFA - Lugano Financial Advisors SA was a net buyer of stock by $12M.
- LFA - Lugano Financial Advisors SA has $190M in assets under management (AUM), dropping by 12.39%.
- Central Index Key (CIK): 0001737871
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Portfolio Holdings for LFA - Lugano Financial Advisors SA
LFA - Lugano Financial Advisors SA holds 229 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.2 | $27M | 40k | 666.18 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 11.3 | $21M | 230k | 92.98 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 6.1 | $12M | 457k | 25.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 5.7 | $11M | +6% | 31k | 355.47 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 4.1 | $7.7M | NEW | 214k | 36.16 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 2.7 | $5.1M | +13% | 77k | 66.59 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.5 | $4.8M | 89k | 53.88 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.4 | $4.5M | -5% | 120k | 38.02 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.3 | $4.3M | -4% | 62k | 69.95 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.1 | $4.0M | NEW | 40k | 100.35 |
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| Spdr Series Trust Bloomberg Intl (IBND) | 2.1 | $4.0M | 125k | 32.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.1 | $4.0M | +4% | 50k | 79.64 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.9 | $3.7M | 157k | 23.38 |
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| New York Life Investments Et Nyli Hedge Multi (QAI) | 1.9 | $3.6M | +3% | 107k | 33.63 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.8 | $3.4M | -17% | 34k | 102.64 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.8 | $3.4M | +4% | 57k | 59.85 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 1.8 | $3.4M | 54k | 62.12 |
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| Microsoft Corporation (MSFT) | 1.7 | $3.3M | 6.4k | 517.95 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 1.6 | $3.0M | +4% | 120k | 25.45 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.5 | $2.9M | +6% | 39k | 76.01 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $2.8M | 29k | 96.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $2.8M | NEW | 4.6k | 600.37 |
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| Amazon (AMZN) | 1.4 | $2.6M | 12k | 219.57 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.3 | $2.4M | +2% | 93k | 25.42 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.2 | $2.2M | +11% | 29k | 76.40 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $2.0M | +4% | 24k | 82.70 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.0 | $1.9M | 39k | 48.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.8M | 19k | 93.37 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.9 | $1.7M | +22% | 75k | 22.07 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.7 | $1.3M | 14k | 90.42 |
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| Apple (AAPL) | 0.6 | $1.2M | 4.8k | 254.63 |
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| Ishares Msci Switzerland (EWL) | 0.6 | $1.2M | -20% | 21k | 55.24 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.6 | $1.1M | -6% | 16k | 69.02 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $1.1M | 12k | 94.80 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.0M | 1.4k | 746.63 |
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| Global X Fds Renewable Energy | 0.5 | $1.0M | NEW | 32k | 31.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $840k | 3.4k | 243.55 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $724k | 31k | 23.28 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.4 | $666k | +15% | 16k | 41.97 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $662k | 2.6k | 259.60 |
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| NVIDIA Corporation (NVDA) | 0.3 | $620k | 3.3k | 186.58 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $612k | -57% | 46k | 13.43 |
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| Caterpillar (CAT) | 0.3 | $595k | 1.3k | 475.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $567k | 2.3k | 243.10 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $564k | 7.3k | 77.32 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $540k | 3.5k | 154.23 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.3 | $516k | 12k | 44.89 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $500k | 1.6k | 313.90 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.2 | $464k | 24k | 19.34 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $393k | 7.3k | 53.87 |
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| Visa Com Cl A (V) | 0.2 | $372k | 1.1k | 341.38 |
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| Kkr & Co (KKR) | 0.2 | $370k | 2.9k | 129.95 |
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| Abbott Laboratories (ABT) | 0.2 | $361k | 2.7k | 133.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $359k | 4.0k | 89.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $356k | 1.9k | 189.70 |
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| Meta Platforms Cl A (META) | 0.2 | $344k | 468.00 | 734.38 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $342k | 2.0k | 170.85 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.2 | $338k | 6.9k | 49.27 |
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| Electronic Arts (EA) | 0.2 | $314k | 1.6k | 201.70 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $314k | 4.0k | 78.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $312k | 1.3k | 239.64 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $305k | 5.6k | 54.18 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $301k | 1.4k | 209.26 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $289k | 1.4k | 206.51 |
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| Abbvie (ABBV) | 0.2 | $285k | 1.2k | 229.88 |
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| Booking Holdings (BKNG) | 0.1 | $270k | +6% | 50.00 | 5399.28 |
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| ResMed (RMD) | 0.1 | $269k | +14% | 981.00 | 273.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $268k | +77% | 3.7k | 72.77 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $240k | 3.5k | 67.51 |
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| Bank of America Corporation (BAC) | 0.1 | $236k | +3% | 4.6k | 51.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $235k | 800.00 | 293.74 |
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| Spdr Series Trust Bloomberg Short (BWZ) | 0.1 | $233k | +5% | 8.4k | 27.77 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $232k | 500.00 | 463.58 |
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| Coca-Cola Company (KO) | 0.1 | $232k | -3% | 3.5k | 66.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $229k | 813.00 | 281.86 |
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| Tesla Motors (TSLA) | 0.1 | $225k | +6% | 506.00 | 444.72 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $219k | 1.6k | 140.95 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $207k | 364.00 | 568.06 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $194k | 2.6k | 74.13 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $192k | -13% | 795.00 | 241.96 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $191k | +64% | 2.7k | 71.37 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $182k | 1.3k | 135.65 |
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| Ishares Us Intl Hgh Yld (GHYG) | 0.1 | $178k | 3.8k | 46.32 |
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| Broadcom (AVGO) | 0.1 | $177k | -3% | 536.00 | 329.91 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $173k | 1.2k | 144.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $172k | 257.00 | 669.30 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $165k | 1.8k | 89.77 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $162k | +7% | 3.3k | 49.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $162k | -8% | 2.1k | 78.66 |
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| American Electric Power Company (AEP) | 0.1 | $159k | +6% | 1.4k | 112.50 |
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| Spdr Series Trust Bloomberg Emergi (EBND) | 0.1 | $153k | 7.2k | 21.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $153k | 1.7k | 91.42 |
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| McDonald's Corporation (MCD) | 0.1 | $152k | 500.00 | 303.89 |
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| Honeywell International (HON) | 0.1 | $151k | -23% | 716.00 | 210.50 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $151k | 1.8k | 83.20 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $149k | 3.3k | 45.60 |
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| Yum! Brands (YUM) | 0.1 | $147k | 970.00 | 152.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $146k | -2% | 1.0k | 146.32 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $146k | 1.9k | 76.72 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $145k | 5.4k | 26.87 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $144k | 2.3k | 62.47 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $142k | 1.6k | 87.31 |
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| Citigroup Com New (C) | 0.1 | $142k | 1.4k | 101.50 |
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| Altria (MO) | 0.1 | $139k | 2.1k | 66.06 |
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| Qualcomm (QCOM) | 0.1 | $135k | 810.00 | 166.36 |
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| 3M Company (MMM) | 0.1 | $124k | 800.00 | 155.18 |
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| Autodesk (ADSK) | 0.1 | $122k | 383.00 | 317.67 |
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| Verizon Communications (VZ) | 0.1 | $115k | +6% | 2.7k | 43.21 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $110k | 2.1k | 52.02 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $110k | 9.5k | 11.53 |
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| Ishares Msci World Etf (URTH) | 0.1 | $109k | +454% | 599.00 | 181.56 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $104k | 308.00 | 337.49 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $100k | 835.00 | 119.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $98k | +13% | 871.00 | 112.75 |
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| Pepsi (PEP) | 0.1 | $98k | +3% | 697.00 | 140.44 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $98k | 1.0k | 97.82 |
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| Eli Lilly & Co. (LLY) | 0.1 | $96k | -21% | 126.00 | 763.00 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $95k | 801.00 | 118.37 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $93k | 2.2k | 41.61 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $90k | 291.00 | 309.74 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $87k | 1.2k | 70.58 |
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| salesforce (CRM) | 0.0 | $77k | 326.00 | 237.00 |
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| CVS Caremark Corporation (CVS) | 0.0 | $75k | -12% | 1.0k | 74.78 |
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| Philip Morris International (PM) | 0.0 | $74k | 460.00 | 160.69 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $72k | 497.00 | 145.65 |
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| Merck & Co (MRK) | 0.0 | $66k | -8% | 788.00 | 83.93 |
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| Wal-Mart Stores (WMT) | 0.0 | $66k | 636.00 | 103.06 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $63k | NEW | 1.5k | 42.37 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $62k | +31% | 348.00 | 178.73 |
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| Cigna Corp (CI) | 0.0 | $61k | -12% | 210.00 | 288.25 |
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| Procter & Gamble Company (PG) | 0.0 | $58k | 378.00 | 152.58 |
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| Goldman Sachs (GS) | 0.0 | $57k | 72.00 | 796.35 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $57k | -86% | 735.00 | 77.83 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $55k | -82% | 2.0k | 27.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $55k | 109.00 | 502.74 |
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| Ishares Msci Eurzone Etf (EZU) | 0.0 | $55k | NEW | 880.00 | 61.94 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $54k | 75.00 | 718.55 |
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| Wells Fargo & Company (WFC) | 0.0 | $53k | 635.00 | 83.82 |
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| Carrier Global Corporation (CARR) | 0.0 | $53k | 890.00 | 59.47 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $52k | 2.1k | 24.51 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $52k | +71% | 805.00 | 65.00 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $52k | 1.0k | 50.40 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $51k | 310.00 | 165.68 |
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| Netflix (NFLX) | 0.0 | $50k | -10% | 42.00 | 1198.93 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $49k | -3% | 110.00 | 447.23 |
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| At&t (T) | 0.0 | $49k | 1.7k | 27.94 |
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| Marriott Intl Cl A (MAR) | 0.0 | $47k | 182.00 | 260.44 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $46k | 953.00 | 48.72 |
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| Chevron Corporation (CVX) | 0.0 | $46k | -4% | 295.00 | 155.29 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $45k | 1.0k | 43.05 |
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| Intel Corporation (INTC) | 0.0 | $44k | 1.3k | 33.55 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $44k | 660.00 | 65.92 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $42k | 524.00 | 80.21 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $42k | 700.00 | 59.69 |
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| Deere & Company (DE) | 0.0 | $41k | 90.00 | 457.26 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $41k | 320.00 | 128.03 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $40k | NEW | 750.00 | 53.40 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $40k | 576.00 | 68.81 |
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| Lennar Corp Cl A (LEN) | 0.0 | $39k | 309.00 | 125.50 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $38k | +75% | 1.1k | 35.43 |
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| Advanced Micro Devices (AMD) | 0.0 | $38k | +74% | 235.00 | 161.79 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $37k | 200.00 | 182.42 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $36k | 270.00 | 134.42 |
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| Fortinet (FTNT) | 0.0 | $36k | 426.00 | 84.08 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $36k | 2.1k | 17.27 |
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| Home Depot (HD) | 0.0 | $35k | 87.00 | 405.20 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $34k | +64% | 715.00 | 47.67 |
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| Cisco Systems (CSCO) | 0.0 | $34k | 500.00 | 68.01 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $34k | 201.00 | 167.33 |
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| Kla Corp Com New (KLAC) | 0.0 | $33k | 31.00 | 1078.61 |
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| Analog Devices (ADI) | 0.0 | $33k | +92% | 135.00 | 245.70 |
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| Servicenow (NOW) | 0.0 | $33k | 36.00 | 920.28 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $32k | 499.00 | 65.01 |
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| Amphenol Corp Cl A (APH) | 0.0 | $32k | +18% | 260.00 | 123.75 |
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| Oracle Corporation (ORCL) | 0.0 | $31k | 109.00 | 280.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $31k | 369.00 | 82.58 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $30k | +19% | 85.00 | 352.75 |
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| Costco Wholesale Corporation (COST) | 0.0 | $29k | 31.00 | 925.65 |
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| Corning Incorporated (GLW) | 0.0 | $28k | 345.00 | 82.03 |
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| Nike CL B (NKE) | 0.0 | $28k | 400.00 | 69.73 |
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| Pfizer (PFE) | 0.0 | $26k | 1.0k | 25.48 |
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| Kinder Morgan (KMI) | 0.0 | $25k | 895.00 | 28.31 |
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| Quantumscape Corp Com Cl A (QS) | 0.0 | $25k | 2.0k | 12.32 |
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| Uber Technologies (UBER) | 0.0 | $25k | +71% | 251.00 | 97.97 |
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| Southern Company (SO) | 0.0 | $23k | 246.00 | 94.77 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $22k | 235.00 | 95.47 |
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| Danaher Corporation (DHR) | 0.0 | $22k | 110.00 | 198.26 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $20k | 641.00 | 31.45 |
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| Ge Vernova (GEV) | 0.0 | $20k | 32.00 | 614.66 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $19k | 239.00 | 80.81 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $19k | 365.00 | 50.63 |
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| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.0 | $18k | 550.00 | 32.98 |
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| Walt Disney Company (DIS) | 0.0 | $18k | 157.00 | 114.50 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $17k | NEW | 550.00 | 31.51 |
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| Lululemon Athletica (LULU) | 0.0 | $17k | +24% | 97.00 | 177.93 |
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| Waste Management (WM) | 0.0 | $16k | 72.00 | 220.83 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $15k | 55.00 | 279.29 |
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| eBay (EBAY) | 0.0 | $15k | 165.00 | 90.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $14k | -24% | 170.00 | 84.60 |
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| Metropcs Communications (TMUS) | 0.0 | $14k | 59.00 | 239.37 |
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| Progressive Corporation (PGR) | 0.0 | $13k | 54.00 | 246.85 |
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| Baidu Spon Adr Rep A (BIDU) | 0.0 | $13k | NEW | 100.00 | 131.77 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $13k | 120.00 | 106.61 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $12k | 40.00 | 297.90 |
|
|
| CSX Corporation (CSX) | 0.0 | $12k | 333.00 | 35.51 |
|
|
| EOG Resources (EOG) | 0.0 | $12k | 106.00 | 111.06 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $12k | -7% | 300.00 | 39.19 |
|
| Humana (HUM) | 0.0 | $12k | 45.00 | 260.18 |
|
|
| Global X Fds Dax Germany Etf (DAX) | 0.0 | $12k | NEW | 260.00 | 44.75 |
|
| McKesson Corporation (MCK) | 0.0 | $12k | 15.00 | 772.53 |
|
|
| UnitedHealth (UNH) | 0.0 | $11k | -58% | 33.00 | 345.30 |
|
| Wec Energy Group (WEC) | 0.0 | $9.7k | 85.00 | 114.59 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.0k | 23.00 | 391.65 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $8.7k | NEW | 146.00 | 59.92 |
|
| Ishares Intl High Yield (HYXU) | 0.0 | $8.6k | NEW | 155.00 | 55.61 |
|
| United Rentals (URI) | 0.0 | $8.6k | 9.00 | 954.67 |
|
|
| AutoZone (AZO) | 0.0 | $8.6k | 2.00 | 4290.00 |
|
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $8.4k | NEW | 225.00 | 37.29 |
|
| S&p Global (SPGI) | 0.0 | $8.3k | 17.00 | 486.71 |
|
|
| Corteva (CTVA) | 0.0 | $7.9k | 117.00 | 67.63 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $7.8k | 27.00 | 287.07 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $7.3k | 42.00 | 172.88 |
|
|
| Dollar Tree (DLTR) | 0.0 | $7.0k | 74.00 | 94.36 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $6.9k | 75.00 | 91.43 |
|
|
| Ameren Corporation (AEE) | 0.0 | $6.7k | 64.00 | 104.38 |
|
|
| Applied Materials (AMAT) | 0.0 | $5.7k | 28.00 | 204.75 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $4.8k | 48.00 | 99.96 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $2.8k | 80.00 | 34.38 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.6k | 15.00 | 107.80 |
|
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 2025 Q3 filed Nov. 5, 2025
- LFA - Lugano Financial Advisors SA 2025 Q2 filed Aug. 7, 2025
- LFA - Lugano Financial Advisors SA 2025 Q1 filed April 28, 2025
- LFA - Lugano Financial Advisors SA 2024 Q4 filed Feb. 10, 2025
- 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