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LGT Financial Advisors

Latest statistics and disclosures from LGT Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, JEPI, MSFT, QUAL, and represent 24.48% of LGT Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSB, IVE, MBB, SCHI, OACP, VUSB, SCHD, TLH, IBD, EFV.
Started 50 new stock positions in YBTC, GLIBK, XLK, AAP, Blackrock Etf Trust, IVR, TERN, TFI, SCHB, BLES.
Reduced shares in these 10 stocks: TLT, IYR, SPYV, QLTA, DGRO, PLD, VTEB, VYMI, VTI, BALI.
Sold out of its positions in AMLP, ASGN, ADBE, A, AL, APD, AKAM, BABA, ALGN, ALL.
LGT Financial Advisors was a net buyer of stock by $4.1M.
LGT Financial Advisors has $46M in assets under management (AUM), dropping by 17.85%.
Central Index Key (CIK): 0001965191

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Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 382 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)	7.2	$3.3M		5.0k	666.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.6	$2.6M	+4%	3.9k	669.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	5.0	$2.3M	-2%	41k	57.10	View chart
Microsoft Corporation (MSFT)	3.6	$1.7M		3.2k	518.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$1.4M	+8%	7.3k	194.49	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$1.4M	+15%	21k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.0	$1.4M	+9%	23k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.0	$1.4M	+5%	11k	120.72	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$1.2M	+2318%	26k	46.71	View chart
Apple (AAPL)	2.6	$1.2M		4.8k	254.63	View chart
Ishares Tr S&p 100 Etf (OEF)	2.2	$1.0M	+14%	3.1k	332.80	View chart
Chevron Corporation (CVX)	2.2	$1.0M		6.5k	155.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$998k	-8%	3.0k	328.17	View chart
Exxon Mobil Corporation (XOM)	2.0	$926k		8.2k	112.74	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$765k		2.0k	379.00	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$727k	+20%	11k	65.92	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.4	$646k	+9%	17k	37.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$633k	+180%	3.1k	206.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$588k	+2%	5.2k	113.89	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.2	$537k	-9%	10k	53.66	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.1	$521k	-32%	9.4k	55.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$515k		1.4k	365.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$504k	+70%	4.9k	103.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$487k	-50%	5.4k	89.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$472k		3.4k	139.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$414k		13k	31.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$406k		2.3k	176.82	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.8	$379k	-10%	7.1k	53.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$359k		586.00	612.28	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$354k	+3811%	3.7k	95.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.8	$351k	+251%	7.0k	49.99	View chart
Ishares Tr Us Industrials (IYJ)	0.8	$350k		2.4k	145.88	View chart
Abbvie (ABBV)	0.7	$348k		1.5k	231.49	View chart
Amazon (AMZN)	0.7	$330k		1.5k	219.57	View chart
NVIDIA Corporation (NVDA)	0.7	$317k	-3%	1.7k	186.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$315k	+19%	1.6k	195.88	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$312k		4.0k	78.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$312k	+272%	11k	27.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$305k	+57%	6.0k	51.23	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.6	$280k	NEW	12k	23.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$262k		1.1k	243.10	View chart
Unified Ser Tr Oneascent Core P (OACP)	0.6	$255k	NEW	11k	23.06	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$242k		7.1k	34.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$221k	+231%	863.00	256.44	View chart
McDonald's Corporation (MCD)	0.4	$202k		664.00	303.68	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.4	$195k	NEW	8.1k	24.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$193k	+10%	2.6k	72.77	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$190k	-7%	2.2k	87.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$187k	-28%	1.3k	140.95	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.4	$182k	NEW	7.2k	25.31	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$177k	NEW	6.3k	27.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$174k		290.00	600.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$171k		1.8k	96.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$167k		349.00	479.61	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.4	$164k	NEW	6.2k	26.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$163k	-33%	1.3k	121.03	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$159k		1.1k	138.24	View chart
Dillards Cl A (DDS)	0.3	$154k		250.00	614.48	View chart
Prologis (PLD)	0.3	$148k	-41%	1.3k	114.52	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$147k		4.0k	36.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$147k	NEW	4.7k	31.62	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$143k	+23%	3.0k	47.55	View chart
Manulife Finl Corp (MFC)	0.3	$140k		4.5k	31.15	View chart
Sila Realty Trust Common Stock (SILA)	0.3	$134k	-12%	5.3k	25.10	View chart
Etsy (ETSY)	0.3	$133k	NEW	2.0k	66.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$132k	-8%	1.5k	87.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$132k	NEW	6.1k	21.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$130k	-8%	1.7k	76.45	View chart
Principal Financial (PFG)	0.3	$128k		1.5k	82.89	View chart
United Parcel Service CL B (UPS)	0.3	$125k	+21328%	1.5k	83.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$125k		1.7k	71.38	View chart
Advance Auto Parts (AAP)	0.3	$123k	NEW	2.0k	61.40	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$122k	+13%	1.0k	120.64	View chart
Paychex (PAYX)	0.3	$122k		959.00	126.78	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$122k	+12%	2.8k	42.96	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$118k	-23%	1.2k	95.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$117k		627.00	186.49	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.2	$113k		5.9k	19.17	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$112k	-29%	1.7k	65.00	View chart
American Electric Power Company (AEP)	0.2	$112k		991.00	112.50	View chart
Thrivent Etf Trust Ultra Shrt Bd (TUSB)	0.2	$107k	NEW	2.1k	50.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$107k		734.00	145.65	View chart
Blackrock Etf Trust Disciplined Vola	0.2	$107k	NEW	4.3k	25.00	View chart
Kimberly-Clark Corporation (KMB)	0.2	$104k		832.00	124.35	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$103k	+301%	999.00	103.32	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$98k		2.9k	33.89	View chart
Wal-Mart Stores (WMT)	0.2	$96k		933.00	103.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$93k		535.00	174.58	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$92k	+314%	2.8k	32.31	View chart
Duke Energy Corp Com New (DUK)	0.2	$91k		733.00	123.76	View chart
Praxis Fds Impact Large Cap (PRXV)	0.2	$90k	NEW	3.0k	29.68	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$86k		2.4k	36.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$85k	+2951%	4.1k	20.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$84k		341.00	247.12	View chart
Compass Pathways Sponsored Ads (CMPS)	0.2	$84k		15k	5.73	View chart
Solid Power Class A Com (SLDP)	0.2	$82k		24k	3.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$81k	NEW	3.5k	23.12	View chart
Praxis Fds Impact Large Cap (PRXG)	0.2	$81k	NEW	2.3k	35.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$81k	+944%	804.00	100.25	View chart
At&t (T)	0.2	$80k		2.8k	28.24	View chart
Strategy Eventide Us Mrkt (ESUM)	0.2	$80k	NEW	2.9k	27.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$78k	NEW	1.0k	75.11	View chart
Block Cl A (XYZ)	0.2	$72k	NEW	1.0k	72.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$72k		1.3k	53.87	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$72k	-22%	1.1k	67.51	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.1	$69k	NEW	2.0k	35.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$69k	-59%	1.4k	50.06	View chart
Unilever Spon Adr New (UL)	0.1	$68k		1.1k	59.26	View chart
Verizon Communications (VZ)	0.1	$66k	+115%	1.5k	43.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$65k		458.00	142.41	View chart
Meta Platforms Cl A (META)	0.1	$65k		88.00	734.38	View chart
Ishares Tr Europe Etf (IEV)	0.1	$62k		940.00	65.48	View chart
Quantumscape Corp Com Cl A (QS)	0.1	$60k		4.9k	12.32	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$60k	+15%	595.00	100.10	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$60k	NEW	1.4k	42.46	View chart
Johnson & Johnson (JNJ)	0.1	$60k		321.00	185.23	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$57k		399.00	143.18	View chart
Coeur Mng Com New (CDE)	0.1	$56k		3.0k	18.76	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$55k	NEW	9.5k	5.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$52k	NEW	2.0k	25.71	View chart
Coupang Cl A (CPNG)	0.1	$52k	NEW	1.6k	32.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$51k	+11188%	1.9k	26.30	View chart
Procter & Gamble Company (PG)	0.1	$50k	-7%	328.00	153.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$50k		207.00	243.55	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$50k	-79%	1.0k	48.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$49k		1.8k	26.95	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$48k	-26%	699.00	69.01	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$47k	+14%	2.4k	19.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$47k		152.00	307.86	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$45k		462.00	97.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$45k		778.00	57.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$45k	-7%	470.00	95.15	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$45k		721.00	61.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$43k		465.00	91.43	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$42k	-35%	853.00	49.19	View chart
Oracle Corporation (ORCL)	0.1	$42k		149.00	281.24	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$41k	+131%	171.00	239.64	View chart
Ses Ai Corporation Cl A Com (SES)	0.1	$39k		24k	1.67	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$39k		823.00	47.51	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$38k		747.00	51.28	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$38k	+15%	401.00	93.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$37k		625.00	59.92	View chart
Broadcom (AVGO)	0.1	$37k		112.00	329.91	View chart
T1 Energy Com New (TE)	0.1	$37k		17k	2.18	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$36k	-29%	558.00	65.01	View chart
Methanex Corp (MEOH)	0.1	$36k		908.00	39.76	View chart
Netflix (NFLX)	0.1	$36k		30.00	1198.93	View chart
Snowflake Com Shs (SNOW)	0.1	$36k		159.00	225.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$36k	-77%	525.00	68.08	View chart
Texas Instruments Incorporated (TXN)	0.1	$36k		194.00	183.73	View chart
Intel Corporation (INTC)	0.1	$34k	-43%	1.0k	33.55	View chart
Wp Carey (WPC)	0.1	$34k	NEW	500.00	67.57	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$33k	NEW	1.3k	24.95	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$33k	+82%	1.9k	17.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$32k		500.00	64.24	View chart
Lam Research Corp Com New (LRCX)	0.1	$31k		231.00	133.90	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$31k	-4%	661.00	46.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$29k		96.00	297.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$29k		102.00	279.29	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$28k	-2%	779.00	35.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$28k	+868%	1.2k	23.47	View chart
Intuit (INTU)	0.1	$27k		40.00	682.90	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$25k		500.00	50.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$25k		323.00	78.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$25k		50.00	502.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$25k		44.00	568.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$25k		467.00	53.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25k		311.00	79.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$24k		117.00	208.71	View chart
Federal Signal Corporation (FSS)	0.1	$24k		202.00	119.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$24k	NEW	85.00	281.86	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$23k	-52%	334.00	70.13	View chart
Apa Corporation (APA)	0.0	$22k	NEW	921.00	24.28	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$22k		153.00	145.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$22k	NEW	106.00	209.26	View chart
Sea Sponsord Ads (SE)	0.0	$22k		124.00	178.73	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.0	$22k	-79%	692.00	31.74	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$22k	NEW	311.00	70.24	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$22k	-32%	551.00	39.61	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$22k	-28%	458.00	47.55	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.0	$21k	-79%	761.00	27.99	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$21k		1.0k	21.07	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$21k	+12%	381.00	54.14	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.0	$21k	+11%	439.00	46.65	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$20k	-83%	241.00	84.68	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$20k	-79%	668.00	30.37	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$19k	+99%	255.00	73.54	View chart
Walt Disney Company (DIS)	0.0	$19k		163.00	114.50	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.0	$19k	NEW	777.00	23.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$19k	NEW	253.00	73.29	View chart
Morgan Stanley Com New (MS)	0.0	$18k		116.00	158.96	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$18k	-36%	388.00	47.05	View chart
Spotify Technology S A SHS (SPOT)	0.0	$18k		26.00	698.00	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$18k	+61%	262.00	67.77	View chart
Arista Networks Com Shs (ANET)	0.0	$17k		118.00	145.71	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$17k	-79%	211.00	79.67	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$17k	-79%	361.00	46.04	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$16k	-79%	314.00	51.97	View chart
Booking Holdings (BKNG)	0.0	$16k		3.00	5399.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$16k	+2%	116.00	139.17	View chart
Uber Technologies (UBER)	0.0	$16k		162.00	97.97	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.0	$16k	NEW	531.00	29.42	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$16k		52.00	297.90	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$15k	-37%	364.00	42.16	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$15k		565.00	26.95	View chart
Phillips 66 (PSX)	0.0	$15k		110.00	135.71	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$15k	+261%	94.00	154.23	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$14k	-10%	160.00	89.37	View chart
JPMorgan Chase & Co. (JPM)	0.0	$14k		45.00	315.42	View chart
MercadoLibre (MELI)	0.0	$14k		6.00	2337.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$14k	+89%	125.00	111.47	View chart
Twilio Cl A (TWLO)	0.0	$14k		139.00	100.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$14k	NEW	155.00	89.34	View chart
McKesson Corporation (MCK)	0.0	$13k		17.00	781.47	View chart
Eaton Corp SHS (ETN)	0.0	$13k		35.00	374.26	View chart
Cadence Design Systems (CDNS)	0.0	$13k		37.00	351.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$13k	NEW	548.00	23.28	View chart
Intercontinental Exchange (ICE)	0.0	$13k		74.00	168.77	View chart
Under Armour Cl A (UAA)	0.0	$13k	NEW	2.5k	4.99	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$13k	+11%	40.00	311.35	View chart
Synopsys (SNPS)	0.0	$12k		24.00	493.38	View chart
Boston Scientific Corporation (BSX)	0.0	$11k		116.00	97.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$11k		23.00	490.39	View chart
Progressive Corporation (PGR)	0.0	$11k		44.00	246.95	View chart
W.R. Berkley Corporation (WRB)	0.0	$11k		139.00	76.43	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$10k	-16%	160.00	64.71	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$10k	-71%	96.00	106.49	View chart
CBOE Holdings (CBOE)	0.0	$10k		42.00	242.74	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$10k		218.00	46.63	View chart
Unified Ser Tr Oneascent Emgrg (OAEM)	0.0	$10k	NEW	295.00	34.42	View chart
Linde SHS (LIN)	0.0	$10k		21.00	475.00	View chart
Strategy Eventide High Di (ELCV)	0.0	$9.9k	NEW	372.00	26.74	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	0.0	$9.8k	NEW	237.00	41.49	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$9.7k	+10050%	203.00	47.85	View chart
Datadog Cl A Com (DDOG)	0.0	$9.7k		68.00	142.40	View chart
Cullen/Frost Bankers (CFR)	0.0	$9.5k		75.00	126.05	View chart
International Business Machines (IBM)	0.0	$9.3k		33.00	282.15	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$9.3k	NEW	204.00	45.57	View chart
Etf Ser Solutions U S Global Sea T (SEA)	0.0	$9.2k		648.00	14.20	View chart
Bank of America Corporation (BAC)	0.0	$9.1k		176.00	51.65	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$9.0k	-4%	87.00	103.40	View chart
Wells Fargo & Company (WFC)	0.0	$9.0k		107.00	83.82	View chart
American Express Company (AXP)	0.0	$9.0k		27.00	332.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$8.9k	+23%	32.00	277.56	View chart
CRH Ord (CRH)	0.0	$8.7k	-6%	72.00	120.29	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$8.6k		107.00	80.80	View chart
Nextera Energy (NEE)	0.0	$8.6k		114.00	75.49	View chart
Invesco Mortgage Capital (IVR)	0.0	$8.4k	NEW	1.1k	7.56	View chart
Dupont De Nemours (DD)	0.0	$8.3k	+21%	107.00	77.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$8.3k	-78%	86.00	96.47	View chart
Southern Company (SO)	0.0	$8.2k		87.00	94.77	View chart
Stryker Corporation (SYK)	0.0	$8.1k		22.00	369.68	View chart
Alliant Energy Corporation (LNT)	0.0	$8.0k		119.00	67.56	View chart
M&T Bank Corporation (MTB)	0.0	$8.0k	-2%	41.00	195.59	View chart
Diamondback Energy (FANG)	0.0	$7.9k	+41%	55.00	144.27	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$7.9k		41.00	193.34	View chart
PNC Financial Services (PNC)	0.0	$7.9k	-7%	39.00	201.87	View chart
Williams Companies (WMB)	0.0	$7.7k		121.00	63.32	View chart
Markel Corporation (MKL)	0.0	$7.6k		4.00	1911.25	View chart
Casey's General Stores (CASY)	0.0	$7.5k	-23%	13.00	579.00	View chart
Toll Brothers (TOL)	0.0	$7.5k		54.00	139.07	View chart
Vanguard World Industrial Etf (VIS)	0.0	$7.4k		25.00	296.28	View chart
Southwest Airlines (LUV)	0.0	$7.4k		232.00	31.93	View chart
Home Depot (HD)	0.0	$7.3k		18.00	405.17	View chart
SYNNEX Corporation (SNX)	0.0	$7.2k		44.00	163.23	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.0	$7.2k	NEW	155.00	46.26	View chart
Visa Com Cl A (V)	0.0	$7.2k		21.00	341.38	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$7.1k		80.00	88.62	View chart
Rexford Industrial Realty Inc reit (REXR)	0.0	$7.1k		172.00	41.10	View chart
Lamar Advertising Cl A (LAMR)	0.0	$7.0k		58.00	121.50	View chart
Xcel Energy (XEL)	0.0	$6.8k		85.00	80.45	View chart
Autodesk (ADSK)	0.0	$6.7k	-19%	21.00	317.67	View chart
J P Morgan Exchange Traded F Divid Leaders Et (JDIV)	0.0	$6.7k	NEW	124.00	53.76	View chart
Globus Med Cl A (GMED)	0.0	$6.6k	+52%	116.00	57.27	View chart
Trane Technologies SHS (TT)	0.0	$6.5k		15.00	434.87	View chart
Otis Worldwide Corp (OTIS)	0.0	$6.4k	+6%	70.00	91.87	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$6.4k	NEW	278.00	23.09	View chart
Te Connectivity Ord Shs (TEL)	0.0	$6.4k	-6%	29.00	220.66	View chart
Hca Holdings (HCA)	0.0	$6.4k		15.00	426.20	View chart
Mid-America Apartment (MAA)	0.0	$6.3k		45.00	140.67	View chart
Hubbell (HUBB)	0.0	$6.3k		15.00	420.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$6.3k	+172%	136.00	46.24	View chart
Sherwin-Williams Company (SHW)	0.0	$6.2k		18.00	346.28	View chart
Analog Devices (ADI)	0.0	$6.2k	-21%	25.00	248.32	View chart
Crown Castle Intl (CCI)	0.0	$6.2k	-3%	64.00	96.92	View chart
Kinder Morgan (KMI)	0.0	$6.2k		219.00	28.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$6.1k		55.00	110.75	View chart
Yum! Brands (YUM)	0.0	$6.0k	+2%	40.00	150.32	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.0	$6.0k	+14%	153.00	39.28	View chart
Ida (IDA)	0.0	$6.0k	NEW	45.00	133.07	View chart
Hilton Worldwide Holdings (HLT)	0.0	$6.0k		23.00	259.43	View chart
Expeditors International of Washington (EXPD)	0.0	$5.9k	-4%	48.00	123.79	View chart
Avery Dennison Corporation (AVY)	0.0	$5.8k	+111%	36.00	162.14	View chart
Hershey Company (HSY)	0.0	$5.8k		31.00	186.03	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$5.7k	-3%	25.00	228.28	View chart
FedEx Corporation (FDX)	0.0	$5.7k		24.00	235.79	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$5.6k	NEW	127.00	44.48	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$5.6k		75.00	75.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$5.6k	-37%	98.00	57.52	View chart
Keurig Dr Pepper (KDP)	0.0	$5.6k	-4%	219.00	25.45	View chart
Cnh Indl N V SHS (CNH)	0.0	$5.5k	-2%	510.00	10.84	View chart
Solventum Corp Com Shs (SOLV)	0.0	$5.5k		75.00	73.00	View chart
S&p Global (SPGI)	0.0	$5.4k		11.00	486.73	View chart
Broadridge Financial Solutions (BR)	0.0	$5.3k		22.00	239.91	View chart
Philip Morris International (PM)	0.0	$5.2k		32.00	162.19	View chart
Corpay Com Shs (CPAY)	0.0	$5.2k	+63%	18.00	288.06	View chart
Corteva (CTVA)	0.0	$5.1k		76.00	67.45	View chart
Arch Cap Group Ord (ACGL)	0.0	$5.0k		55.00	90.73	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$4.8k	-2%	38.00	126.00	View chart
Ss&c Technologies Holding (SSNC)	0.0	$4.7k		52.00	89.52	View chart
Allegro Microsystems Ord (ALGM)	0.0	$4.6k		157.00	29.20	View chart
Bwx Technologies (BWXT)	0.0	$4.6k	-48%	25.00	183.08	View chart
Ishares Tr Cmbs Etf (CMBS)	0.0	$4.6k		93.00	49.08	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$4.3k	-12%	58.00	74.28	View chart
Marsh & McLennan Companies (MMC)	0.0	$4.2k		21.00	201.52	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$4.2k	-79%	69.00	61.12	View chart
American Intl Group Com New (AIG)	0.0	$3.9k		50.00	78.54	View chart
Cisco Systems (CSCO)	0.0	$3.9k		57.00	68.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$3.8k	-68%	156.00	24.40	View chart
NET Lease Office Properties (NLOP)	0.0	$3.7k	+10%	126.00	29.55	View chart
Fluor Corporation (FLR)	0.0	$3.6k	-36%	86.00	42.07	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$3.6k		56.00	64.38	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$3.5k		83.00	42.13	View chart
Fidelity National Information Services (FIS)	0.0	$3.3k	-7%	50.00	65.56	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$3.3k		48.00	67.90	View chart
Watsco, Incorporated (WSO)	0.0	$3.2k		8.00	397.75	View chart
Ab Active Etfs Core Plus Bd Etf (CPLS)	0.0	$3.1k		87.00	35.99	View chart
Howmet Aerospace (HWM)	0.0	$2.9k		15.00	196.20	View chart
Prudential Financial (PRU)	0.0	$2.9k	-3%	28.00	104.96	View chart
Halliburton Company (HAL)	0.0	$2.9k		117.00	24.66	View chart
Tractor Supply Company (TSCO)	0.0	$2.8k		50.00	56.88	View chart
Insight Enterprises (NSIT)	0.0	$2.8k		25.00	113.40	View chart
Ford Motor Company (F)	0.0	$2.7k		224.00	11.96	View chart
Advanced Micro Devices (AMD)	0.0	$2.6k		16.00	161.81	View chart
Blackrock (BLK)	0.0	$2.3k		2.00	1166.00	View chart
Gilead Sciences (GILD)	0.0	$2.3k		21.00	111.00	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$2.3k	-84%	34.00	68.12	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.3k		3.00	758.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.2k		10.00	215.80	View chart
Applied Materials (AMAT)	0.0	$2.0k		10.00	204.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$2.0k	+25%	39.00	51.08	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$2.0k	-23%	35.00	56.57	View chart
Caterpillar (CAT)	0.0	$1.9k		4.00	477.25	View chart
Teck Resources CL B (TECK)	0.0	$1.9k	+2%	43.00	43.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.6k		4.00	391.75	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.4k		15.00	95.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$1.4k		21.00	66.90	View chart
Digital Realty Trust (DLR)	0.0	$1.4k		8.00	172.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$1.3k		13.00	96.85	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$1.2k		29.00	41.76	View chart
Carrier Global Corporation (CARR)	0.0	$1.2k		20.00	59.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.2k		8.00	145.62	View chart
Ventas (VTR)	0.0	$1.1k		16.00	70.00	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$1.1k		47.00	23.28	View chart
Fossil (FOSL)	0.0	$1.0k	NEW	400.00	2.57	View chart
Royal Caribbean Cruises (RCL)	0.0	$971.000100		3.00	323.67	View chart
American Tower Reit (AMT)	0.0	$962.000000		5.00	192.40	View chart
American Airls (AAL)	0.0	$865.002600		77.00	11.23	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.0	$623.999600	NEW	14.00	44.57	View chart
Citigroup Com New (C)	0.0	$609.000000		6.00	101.50	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$604.999900	+35%	19.00	31.84	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$546.999600	-40%	28.00	19.54	View chart
ACCO Brands Corporation (ACCO)	0.0	$499.000000		125.00	3.99	View chart
Ball Corporation (BALL)	0.0	$408.000000	-33%	8.00	51.00	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$381.000000		6.00	63.50	View chart
Terns Pharmaceuticals (TERN)	0.0	$376.000000	NEW	50.00	7.52	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$312.999900		3.00	104.33	View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK)	0.0	$291.000000		3.00	97.00	View chart
Dell Technologies CL C (DELL)	0.0	$284.000000	-60%	2.00	142.00	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$212.000400		18.00	11.78	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$181.000000	-91%	2.00	90.50	View chart
Utstarcom Holdings Corp. Stock	0.0	$127.000000	NEW	50.00	2.54	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.0	$95.000000		1.00	95.00	View chart
Liberty Media Corp Del Com Lbty Liv S A (LLYVA)	0.0	$94.000000		1.00	94.00	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$69.000000		1.00	69.00	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$69.000000		6.00	11.50	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.0	$63.000000		1.00	63.00	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$53.000000	-50%	1.00	53.00	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$42.000000		1.00	42.00	View chart
Gci Liberty Com Ser C (GLIBK)	0.0	$37.000000	NEW	1.00	37.00	View chart
Lionsgate Studios Corp (LION)	0.0	$28.000000		4.00	7.00	View chart
Liberty Latin America Com Cl C (LILAK)	0.0	$17.000000		2.00	8.50	View chart

Past Filings by LGT Financial Advisors

SEC 13F filings are viewable for LGT Financial Advisors going back to 2022

LGT Financial Advisors 2025 Q3 filed Nov. 17, 2025
LGT Financial Advisors 2025 Q2 filed July 30, 2025
LGT Financial Advisors 2025 Q1 filed May 8, 2025
LGT Financial Advisors 2024 Q4 filed Feb. 14, 2025
LGT Financial Advisors 2024 Q3 filed Oct. 31, 2024
LGT Financial Advisors 2024 Q2 filed Aug. 5, 2024
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

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