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, SUSB, GLD, PDBC, CIBR, and represent 31.25% of LFA - Lugano Financial Advisors SA's stock portfolio.
- Added to shares of these 10 stocks: BIV, IGIB, VWOB, BLV, VGIT, VWO, SUSB, IBDU, IBDT, SPY.
- Started 28 new stock positions in BIV, EBND, QS, URTH, CMCSA, IGIB, VWOB, BABA, WFC, CBON.
- Reduced shares in these 10 stocks: IEF, TLH, VCIT, EMB, IEI, ESGE, FTLS, SHY, PDBC, QQQ.
- Sold out of its positions in T, ARKG, ACP, AMAT, BN, BAM, CSX, C, CTVA, DOW.
- LFA - Lugano Financial Advisors SA was a net buyer of stock by $1.8M.
- LFA - Lugano Financial Advisors SA has $127M in assets under management (AUM), dropping by 8.98%.
- Central Index Key (CIK): 0001737871
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LFA - Lugano Financial Advisors SA holds 170 positions in its portfolio as reported in the December 2023 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) | 16.4 | $21M | +6% | 44k | 475.31 |
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Ishares Tr Esg Awre 1 5 Yr (SUSB) | 4.4 | $5.6M | +40% | 228k | 24.48 |
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Spdr Gold Tr Gold Shs (GLD) | 3.7 | $4.7M | +7% | 25k | 191.17 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 3.5 | $4.4M | -19% | 334k | 13.30 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 3.3 | $4.2M | -5% | 79k | 53.84 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 3.3 | $4.2M | NEW | 55k | 76.38 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 3.3 | $4.2M | NEW | 80k | 52.00 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.3 | $4.2M | +19% | 54k | 77.37 |
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 3.3 | $4.2M | NEW | 65k | 63.75 |
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Ishares Tr A Rate Cp Bd Etf (QLTA) | 3.1 | $4.0M | +25% | 83k | 48.13 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 3.1 | $3.9M | NEW | 52k | 74.58 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.7 | $3.5M | NEW | 59k | 59.32 |
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Indexiq Etf Tr Hedge Mlti Etf (QAI) | 2.6 | $3.2M | +28% | 108k | 30.10 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 2.5 | $3.1M | +19% | 31k | 100.51 |
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 2.3 | $3.0M | -4% | 62k | 47.81 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.3 | $2.9M | +4% | 115k | 25.14 |
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 2.1 | $2.7M | -40% | 48k | 56.26 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.1 | $2.7M | NEW | 65k | 41.10 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.9 | $2.5M | -31% | 30k | 82.04 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 1.7 | $2.2M | +37% | 52k | 42.33 |
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Microsoft Corporation (MSFT) | 1.6 | $2.1M | 5.6k | 376.04 |
|
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Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $1.8M | 23k | 75.35 |
|
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $1.7M | -61% | 15k | 117.13 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 1.2 | $1.6M | NEW | 69k | 23.07 |
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Amazon (AMZN) | 1.2 | $1.6M | +2% | 10k | 151.94 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.2 | $1.6M | -70% | 18k | 89.06 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 1.2 | $1.5M | NEW | 61k | 25.09 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.1 | $1.4M | -75% | 15k | 96.39 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.2M | -4% | 11k | 104.00 |
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.9 | $1.2M | -30% | 19k | 62.20 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $1.1M | -77% | 14k | 81.28 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.1M | -38% | 2.6k | 409.52 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $1.0M | -3% | 21k | 49.37 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.8 | $1.0M | 14k | 72.15 |
|
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Pimco Etf Tr Enhancd Short (EMNT) | 0.8 | $970k | 9.9k | 97.93 |
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Ishares Esg Awr Msci Em (ESGE) | 0.8 | $965k | -74% | 30k | 32.06 |
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Global X Fds Renewable Energy (RNRG) | 0.6 | $721k | +24% | 64k | 11.28 |
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Ishares Msci Switzerland (EWL) | 0.5 | $698k | +51% | 15k | 48.27 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.5 | $658k | -13% | 8.2k | 80.15 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.4 | $510k | +42% | 15k | 33.05 |
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Apple (AAPL) | 0.4 | $471k | -38% | 2.4k | 192.53 |
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.4 | $455k | 12k | 39.53 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $435k | -41% | 11k | 40.21 |
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.3 | $428k | 24k | 17.83 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $420k | 3.0k | 140.93 |
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Select Sector Spdr Tr Indl (XLI) | 0.3 | $414k | +70% | 3.6k | 113.99 |
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Ishares Tr Hdg Msci Japan (HEWJ) | 0.3 | $385k | +9% | 11k | 34.91 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $326k | -59% | 4.4k | 73.55 |
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Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $294k | 5.6k | 52.43 |
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Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $281k | 6.0k | 47.23 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $275k | NEW | 7.3k | 37.60 |
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $268k | -24% | 12k | 23.08 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $262k | 2.0k | 130.92 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $253k | +7% | 1.5k | 170.10 |
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Zoetis Cl A (ZTS) | 0.2 | $197k | 1.0k | 197.37 |
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Ishares Msci Emrg Chn (EMXC) | 0.2 | $197k | NEW | 3.5k | 55.41 |
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Abbvie (ABBV) | 0.1 | $186k | -29% | 1.2k | 154.97 |
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Visa Com Cl A (V) | 0.1 | $180k | +7% | 691.00 | 260.35 |
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Spdr Ser Tr Bloomberg Short (BWZ) | 0.1 | $177k | -9% | 6.5k | 27.40 |
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Honeywell International (HON) | 0.1 | $175k | 832.00 | 209.71 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $171k | -14% | 2.2k | 77.39 |
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McDonald's Corporation (MCD) | 0.1 | $169k | +9% | 570.00 | 296.51 |
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Abbott Laboratories (ABT) | 0.1 | $168k | +5% | 1.5k | 110.07 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $168k | NEW | 2.4k | 70.35 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $167k | 2.3k | 72.43 |
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Ishares Us Intl Hgh Yld (GHYG) | 0.1 | $159k | 3.6k | 44.23 |
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Yum! Brands (YUM) | 0.1 | $157k | 1.2k | 130.66 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $157k | 813.00 | 192.48 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $156k | -96% | 1.4k | 108.26 |
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United Rentals (URI) | 0.1 | $155k | 271.00 | 573.42 |
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $149k | 5.0k | 29.72 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $149k | NEW | 1.3k | 111.63 |
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NVR (NVR) | 0.1 | $133k | 19.00 | 7000.47 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $130k | 3.3k | 39.19 |
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Nucor Corporation (NUE) | 0.1 | $130k | 745.00 | 174.04 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $129k | 6.1k | 21.18 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $123k | 257.00 | 477.63 |
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Kkr & Co (KKR) | 0.1 | $120k | -49% | 1.5k | 82.85 |
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Consolidated Edison (ED) | 0.1 | $120k | 1.3k | 90.97 |
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DTE Energy Company (DTE) | 0.1 | $119k | 1.1k | 110.26 |
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Tractor Supply Company (TSCO) | 0.1 | $119k | 553.00 | 215.03 |
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Ishares Tr Us Consm Staples (IYK) | 0.1 | $116k | 603.00 | 191.71 |
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General Mills (GIS) | 0.1 | $112k | -47% | 1.7k | 65.14 |
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Tesla Motors (TSLA) | 0.1 | $110k | +3% | 443.00 | 248.48 |
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Yum China Holdings (YUMC) | 0.1 | $106k | 2.5k | 42.43 |
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Ameren Corporation (AEE) | 0.1 | $105k | 1.5k | 72.34 |
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Autodesk (ADSK) | 0.1 | $104k | 425.00 | 243.48 |
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Diageo Spon Adr New (DEO) | 0.1 | $102k | -5% | 700.00 | 145.66 |
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Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $101k | 1.3k | 81.05 |
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Kellogg Company (K) | 0.1 | $99k | 1.8k | 55.91 |
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Coca-Cola Company (KO) | 0.1 | $94k | 1.6k | 58.93 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $94k | +22% | 691.00 | 136.38 |
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Qualcomm (QCOM) | 0.1 | $94k | 650.00 | 144.63 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $93k | -50% | 400.00 | 232.64 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $93k | +350% | 900.00 | 102.88 |
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Ishares Msci Germany Etf (EWG) | 0.1 | $89k | 3.0k | 29.69 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $81k | 1.0k | 81.10 |
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Eli Lilly & Co. (LLY) | 0.1 | $81k | +25% | 139.00 | 582.92 |
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Caterpillar (CAT) | 0.1 | $74k | -75% | 250.00 | 295.67 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $73k | +301% | 522.00 | 139.69 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.1 | $70k | NEW | 3.3k | 21.24 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $61k | NEW | 1.4k | 43.85 |
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Ishares Tr Global Tech Etf (IXN) | 0.0 | $61k | +350% | 900.00 | 68.18 |
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Morgan Stanley Com New (MS) | 0.0 | $58k | 625.00 | 93.25 |
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Select Sector Spdr Tr Communication (XLC) | 0.0 | $58k | 801.00 | 72.66 |
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Pfizer (PFE) | 0.0 | $58k | 2.0k | 28.79 |
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Ishares Msci World Etf (URTH) | 0.0 | $55k | NEW | 410.00 | 133.02 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $54k | -8% | 1.7k | 31.01 |
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Ishares Msci Jpn Etf New (EWJ) | 0.0 | $53k | +216% | 826.00 | 64.14 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $52k | -62% | 1.7k | 31.19 |
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Carrier Global Corporation (CARR) | 0.0 | $51k | +1680% | 890.00 | 57.45 |
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Intel Corporation (INTC) | 0.0 | $50k | 1.0k | 50.25 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $49k | -84% | 677.00 | 72.03 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $48k | NEW | 957.00 | 50.58 |
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Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $44k | 1.0k | 42.85 |
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Texas Instruments Incorporated (TXN) | 0.0 | $43k | 250.00 | 170.46 |
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Marriott Intl Cl A (MAR) | 0.0 | $41k | 182.00 | 225.51 |
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Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $36k | 1.2k | 29.85 |
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UnitedHealth (UNH) | 0.0 | $35k | +148% | 67.00 | 526.46 |
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Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $33k | 380.00 | 87.98 |
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S&p Global (SPGI) | 0.0 | $33k | +200% | 75.00 | 440.52 |
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Kraneshares Tr Csi Chi Internet (KWEB) | 0.0 | $32k | 1.2k | 27.00 |
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Meta Platforms Cl A (META) | 0.0 | $32k | -58% | 90.00 | 353.96 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $32k | NEW | 408.00 | 77.51 |
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BlackRock (BLK) | 0.0 | $30k | +208% | 37.00 | 811.81 |
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Deere & Company (DE) | 0.0 | $30k | -82% | 74.00 | 399.86 |
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Ishares Tr Mbs Etf (MBB) | 0.0 | $28k | NEW | 297.00 | 94.08 |
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NVIDIA Corporation (NVDA) | 0.0 | $28k | NEW | 56.00 | 495.21 |
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Vaneck Etf Trust China Bond Etf (CBON) | 0.0 | $27k | NEW | 1.2k | 22.10 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $27k | NEW | 64.00 | 426.52 |
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Walt Disney Company (DIS) | 0.0 | $27k | -62% | 300.00 | 90.29 |
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Pepsi (PEP) | 0.0 | $27k | +80% | 157.00 | 169.84 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $26k | 499.00 | 51.04 |
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Cisco Systems (CSCO) | 0.0 | $25k | 500.00 | 50.52 |
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Verizon Communications (VZ) | 0.0 | $25k | +627% | 655.00 | 37.70 |
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Intercontinental Exchange (ICE) | 0.0 | $24k | +171% | 190.00 | 128.43 |
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Cme (CME) | 0.0 | $23k | +175% | 110.00 | 210.60 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $23k | +185% | 200.00 | 115.03 |
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Thermo Fisher Scientific (TMO) | 0.0 | $21k | +100% | 40.00 | 530.80 |
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Chevron Corporation (CVX) | 0.0 | $21k | +154% | 140.00 | 149.16 |
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Totalenergies Se Sponsored Ads (TTE) | 0.0 | $20k | +200% | 300.00 | 67.38 |
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Ishares Msci Gbl Etf New (PICK) | 0.0 | $20k | 460.00 | 43.07 |
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Schlumberger Com Stk (SLB) | 0.0 | $20k | +111% | 380.00 | 52.04 |
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Astrazeneca Sponsored Adr (AZN) | 0.0 | $20k | -85% | 292.00 | 67.35 |
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Broadcom (AVGO) | 0.0 | $19k | NEW | 17.00 | 1116.24 |
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Philip Morris International (PM) | 0.0 | $19k | +66% | 200.00 | 94.08 |
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Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $18k | 332.00 | 53.49 |
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Ecolab (ECL) | 0.0 | $17k | 87.00 | 198.34 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $17k | -93% | 94.00 | 178.81 |
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salesforce (CRM) | 0.0 | $16k | 62.00 | 263.15 |
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Automatic Data Processing (ADP) | 0.0 | $16k | 67.00 | 232.97 |
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Quantumscape Corp Com Cl A (QS) | 0.0 | $14k | NEW | 2.0k | 6.95 |
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Ishares Tr Msci India Etf (INDA) | 0.0 | $12k | +104% | 251.00 | 48.81 |
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Gilead Sciences (GILD) | 0.0 | $12k | 150.00 | 81.01 |
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Global X Fds Global X Uranium (URA) | 0.0 | $12k | 435.00 | 27.69 |
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Home Depot (HD) | 0.0 | $11k | 31.00 | 346.55 |
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Corning Incorporated (GLW) | 0.0 | $11k | 345.00 | 30.45 |
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American Electric Power Company (AEP) | 0.0 | $11k | NEW | 129.00 | 81.22 |
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Ishares Tr Msci China A (CNYA) | 0.0 | $10k | +111% | 387.00 | 25.82 |
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Bank of America Corporation (BAC) | 0.0 | $10k | NEW | 296.00 | 33.67 |
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Merck & Co (MRK) | 0.0 | $9.8k | 90.00 | 109.02 |
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Block Cl A (SQ) | 0.0 | $8.9k | 115.00 | 77.35 |
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Becton, Dickinson and (BDX) | 0.0 | $8.5k | 35.00 | 243.83 |
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Exxon Mobil Corporation (XOM) | 0.0 | $6.6k | NEW | 66.00 | 99.98 |
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CVS Caremark Corporation (CVS) | 0.0 | $6.2k | -80% | 79.00 | 78.96 |
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Wk Kellogg Com Shs (KLG) | 0.0 | $5.8k | 443.00 | 13.14 |
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Wells Fargo & Company (WFC) | 0.0 | $4.0k | NEW | 81.00 | 49.22 |
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Humana (HUM) | 0.0 | $3.7k | NEW | 8.00 | 457.75 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $3.6k | -95% | 10.00 | 356.70 |
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Gevo Com Par (GEVO) | 0.0 | $1.7k | 1.5k | 1.16 |
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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 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
- LFA - Lugano Financial Advisors SA 2020 Q3 filed Oct. 23, 2020
- LFA - Lugano Financial Advisors SA 2020 Q2 filed July 10, 2020
- LFA - Lugano Financial Advisors SA 2020 Q1 filed April 8, 2020