LGT Financial Advisors
Latest statistics and disclosures from LGT Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, AAPL, MSFT, JEPI, and represent 19.67% of LGT Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FBCG, EFV, JEPI, MFC, QLTA, TLT, DMLP, EMXC, DYNF, QUAL.
- Started 33 new stock positions in BITO, DMLP, Te Connectivity, HEZU, AL, IGM, SPHY, CAR, FERG, Sirius XM Holdings.
- Reduced shares in these 10 stocks: SILA, IWS, VTI, IWM, VNQ, MSFT, , EEM, PLD, AAPL.
- Sold out of its positions in AES, ABT, AAP, AEO, AMT, APH, AMAT, ANET, GOLD, BA.
- LGT Financial Advisors was a net seller of stock by $-9.2M.
- LGT Financial Advisors has $41M in assets under management (AUM), dropping by -12.01%.
- Central Index Key (CIK): 0001965191
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Portfolio Holdings for LGT Financial Advisors
LGT Financial Advisors holds 699 positions in its portfolio as reported in the September 2024 quarterly 13F filing
LGT Financial Advisors has 699 total positions. Only the first 250 positions are shown.
- Sign up to view all of the LGT Financial Advisors Sept. 30, 2024 positions
- Download the LGT Financial Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $2.2M | -3% | 3.8k | 589.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $2.0M | -5% | 3.5k | 574.24 |
|
| Apple (AAPL) | 3.6 | $1.5M | -18% | 6.2k | 236.54 |
|
| Microsoft Corporation (MSFT) | 3.2 | $1.3M | -26% | 3.0k | 433.45 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.3 | $940k | +52% | 16k | 59.51 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $903k | 7.7k | 117.32 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $878k | +6% | 9.1k | 96.00 |
|
| Chevron Corporation (CVX) | 2.1 | $870k | -3% | 6.0k | 146.23 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.0 | $830k | -13% | 12k | 67.47 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 2.0 | $823k | +14% | 17k | 49.47 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.0 | $799k | +26% | 8.2k | 98.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $796k | -45% | 2.8k | 283.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $755k | +13% | 4.1k | 182.25 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.8 | $738k | 2.3k | 326.71 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.7 | $706k | NEW | 17k | 42.77 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.7 | $686k | +125% | 12k | 57.38 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.6 | $637k | -2% | 5.8k | 109.00 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $454k | 3.8k | 119.59 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $452k | 4.3k | 104.18 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.1 | $440k | -63% | 3.3k | 132.27 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.0 | $410k | +26% | 7.7k | 53.53 |
|
| Amazon (AMZN) | 1.0 | $399k | -41% | 2.1k | 186.33 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.0 | $395k | -4% | 2.4k | 166.84 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $386k | 1.2k | 314.50 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $369k | 700.00 | 527.67 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $358k | +49% | 5.9k | 61.12 |
|
| Abbvie (ABBV) | 0.9 | $349k | -27% | 1.8k | 197.60 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $310k | -12% | 2.6k | 121.44 |
|
| Ishares Tr Us Industrials (IYJ) | 0.7 | $297k | 2.2k | 133.65 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $293k | +10% | 2.3k | 128.11 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $287k | +22% | 5.4k | 53.05 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $279k | 2.7k | 101.86 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $279k | +3% | 1.8k | 152.33 |
|
| Prologis (PLD) | 0.7 | $268k | -58% | 2.1k | 126.28 |
|
| McDonald's Corporation (MCD) | 0.5 | $208k | -48% | 683.00 | 304.56 |
|
| Sila Realty Trust Common Stock (SILA) | 0.5 | $205k | -81% | 8.1k | 25.29 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $200k | +11% | 723.00 | 276.80 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $191k | -16% | 3.0k | 62.69 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $188k | +14% | 1.7k | 109.40 |
|
| Manulife Finl Corp (MFC) | 0.4 | $181k | NEW | 6.1k | 29.55 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $177k | -48% | 988.00 | 179.00 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $175k | NEW | 3.6k | 49.13 |
|
| Wp Carey (WPC) | 0.4 | $174k | -55% | 2.8k | 62.30 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $169k | -51% | 2.1k | 80.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $168k | -19% | 1.0k | 165.85 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $167k | 2.1k | 80.79 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $166k | 1.2k | 142.28 |
|
|
| Dorchester Minerals Com Unit (DMLP) | 0.4 | $166k | NEW | 5.5k | 30.15 |
|
| Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) | 0.4 | $162k | +41% | 3.1k | 51.95 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $159k | 1.5k | 106.17 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.4 | $156k | -50% | 4.7k | 33.55 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $154k | 1.8k | 88.17 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.3 | $137k | 2.2k | 62.73 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $133k | -19% | 150.00 | 886.52 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $133k | +8% | 1.2k | 112.98 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.3 | $127k | 5.9k | 21.54 |
|
|
| Paychex (PAYX) | 0.3 | $127k | -48% | 945.00 | 134.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $126k | -31% | 2.1k | 60.12 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.3 | $126k | +89% | 1.7k | 74.56 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $121k | +39% | 1.3k | 93.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $117k | 1.5k | 77.88 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.3 | $116k | -64% | 2.1k | 55.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $115k | 299.00 | 383.81 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $113k | 1.3k | 84.15 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $112k | -25% | 1.0k | 110.63 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $110k | 1.7k | 63.01 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.3 | $108k | -41% | 2.1k | 52.04 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $107k | 981.00 | 108.63 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $105k | -14% | 605.00 | 173.27 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $104k | 518.00 | 200.33 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $101k | 4.0k | 25.13 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $100k | 2.0k | 49.94 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $100k | 2.0k | 50.50 |
|
|
| American Electric Power Company (AEP) | 0.2 | $99k | 964.00 | 102.89 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $99k | 973.00 | 101.53 |
|
|
| Unilever Spon Adr New (UL) | 0.2 | $95k | 1.5k | 64.97 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $95k | -52% | 805.00 | 117.86 |
|
| Hubbell (HUBB) | 0.2 | $91k | -30% | 212.00 | 428.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $91k | 520.00 | 174.47 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $85k | 780.00 | 108.74 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $85k | -13% | 1.5k | 57.22 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $85k | +156% | 1.2k | 73.38 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $82k | -47% | 708.00 | 115.23 |
|
| Johnson & Johnson (JNJ) | 0.2 | $81k | 501.00 | 161.96 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $78k | 1.5k | 51.12 |
|
|
| Fair Isaac Corporation (FICO) | 0.2 | $78k | -11% | 40.00 | 1943.53 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $76k | +109% | 1.6k | 48.24 |
|
| Wal-Mart Stores (WMT) | 0.2 | $75k | 923.00 | 80.79 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.2 | $74k | +53% | 1.2k | 63.99 |
|
| CBOE Holdings (CBOE) | 0.2 | $72k | -40% | 353.00 | 204.87 |
|
| Gartner (IT) | 0.2 | $72k | -26% | 142.00 | 506.76 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $71k | 2.4k | 30.23 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.2 | $71k | +5% | 684.00 | 103.73 |
|
| Manhattan Associates (MANH) | 0.2 | $71k | 251.00 | 281.38 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $70k | +500% | 438.00 | 159.45 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $69k | +9% | 1.4k | 48.50 |
|
| Axon Enterprise (AXON) | 0.2 | $69k | 172.00 | 399.60 |
|
|
| Casey's General Stores (CASY) | 0.2 | $68k | -39% | 182.00 | 375.71 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $67k | +18% | 1.4k | 47.17 |
|
| Lennox International (LII) | 0.2 | $66k | 109.00 | 604.29 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $66k | 2.8k | 23.79 |
|
|
| A. O. Smith Corporation (AOS) | 0.2 | $62k | -36% | 688.00 | 89.83 |
|
| Vistra Energy (VST) | 0.2 | $62k | 521.00 | 118.54 |
|
|
| Emcor (EME) | 0.2 | $62k | 143.00 | 430.53 |
|
|
| At&t (T) | 0.1 | $61k | -56% | 2.8k | 22.00 |
|
| Watsco, Incorporated (WSO) | 0.1 | $61k | -28% | 123.00 | 491.88 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $59k | -57% | 771.00 | 76.47 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $55k | -9% | 950.00 | 57.62 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $54k | -55% | 750.00 | 72.36 |
|
| Toll Brothers (TOL) | 0.1 | $54k | -25% | 349.00 | 154.49 |
|
| Topbuild (BLD) | 0.1 | $53k | 131.00 | 406.81 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $53k | -21% | 930.00 | 56.73 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $52k | +10% | 414.00 | 126.17 |
|
| Diamondback Energy (FANG) | 0.1 | $52k | -44% | 302.00 | 172.40 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $51k | -81% | 988.00 | 52.00 |
|
| Steel Dynamics (STLD) | 0.1 | $51k | 405.00 | 126.08 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $50k | -34% | 231.00 | 215.03 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $49k | -28% | 1.7k | 29.43 |
|
| Builders FirstSource (BLDR) | 0.1 | $48k | 249.00 | 193.86 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $48k | -44% | 270.00 | 178.12 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $48k | -43% | 358.00 | 133.60 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $48k | -47% | 784.00 | 60.69 |
|
| AeroVironment (AVAV) | 0.1 | $48k | 237.00 | 200.50 |
|
|
| PNC Financial Services (PNC) | 0.1 | $48k | -45% | 257.00 | 184.85 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $48k | -50% | 1.7k | 27.34 |
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $47k | +62% | 1.0k | 47.36 |
|
| CRH Ord (CRH) | 0.1 | $47k | -45% | 510.00 | 92.74 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $47k | +75% | 1.0k | 46.39 |
|
| Texas Roadhouse (TXRH) | 0.1 | $47k | 266.00 | 176.60 |
|
|
| Bwx Technologies (BWXT) | 0.1 | $47k | -38% | 432.00 | 108.70 |
|
| West Pharmaceutical Services (WST) | 0.1 | $46k | 154.00 | 300.16 |
|
|
| Eversource Energy (ES) | 0.1 | $46k | -43% | 679.00 | 68.05 |
|
| Fluor Corporation (FLR) | 0.1 | $46k | -49% | 967.00 | 47.71 |
|
| Clean Harbors (CLH) | 0.1 | $46k | 189.00 | 241.71 |
|
|
| Sun Communities (SUI) | 0.1 | $46k | -45% | 338.00 | 135.15 |
|
| Carlisle Companies (CSL) | 0.1 | $45k | 101.00 | 449.75 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $45k | -91% | 465.00 | 97.43 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $45k | 462.00 | 97.79 |
|
|
| McKesson Corporation (MCK) | 0.1 | $45k | -44% | 90.00 | 494.42 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $44k | -37% | 919.00 | 48.20 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $44k | +45% | 526.00 | 83.65 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $44k | -47% | 334.00 | 131.40 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $44k | -50% | 454.00 | 96.25 |
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.1 | $44k | +12% | 693.00 | 63.01 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $43k | -59% | 516.00 | 83.80 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $43k | -45% | 264.00 | 162.76 |
|
| Badger Meter (BMI) | 0.1 | $42k | 194.00 | 218.41 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $42k | NEW | 606.00 | 69.72 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $42k | +218% | 924.00 | 45.32 |
|
| Godaddy Cl A (GDDY) | 0.1 | $42k | 266.00 | 156.78 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $42k | 298.00 | 139.90 |
|
|
| Autodesk (ADSK) | 0.1 | $42k | -39% | 151.00 | 275.48 |
|
| Service Corporation International (SCI) | 0.1 | $42k | 527.00 | 78.93 |
|
|
| Pool Corporation (POOL) | 0.1 | $41k | 110.00 | 376.80 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $41k | 844.00 | 48.62 |
|
|
| Analog Devices (ADI) | 0.1 | $41k | -44% | 178.00 | 230.17 |
|
| Crocs (CROX) | 0.1 | $41k | 282.00 | 144.81 |
|
|
| Owens Corning (OC) | 0.1 | $41k | 231.00 | 176.52 |
|
|
| Reliance Steel & Aluminum (RS) | 0.1 | $40k | 139.00 | 289.21 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $40k | 1.7k | 23.95 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $40k | 359.00 | 110.41 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $39k | -21% | 550.00 | 71.54 |
|
| Markel Corporation (MKL) | 0.1 | $39k | -45% | 25.00 | 1568.57 |
|
| Hershey Company (HSY) | 0.1 | $39k | -49% | 204.00 | 191.78 |
|
| Williams-Sonoma (WSM) | 0.1 | $39k | +182% | 251.00 | 154.92 |
|
| Eagle Materials (EXP) | 0.1 | $38k | 133.00 | 287.65 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.1 | $38k | 356.00 | 107.46 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $38k | 41.00 | 924.51 |
|
|
| SYNNEX Corporation (SNX) | 0.1 | $37k | -45% | 308.00 | 120.08 |
|
| Methanex Corp (MEOH) | 0.1 | $37k | 894.00 | 41.35 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $37k | 1.5k | 24.15 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $37k | -46% | 230.00 | 158.90 |
|
| Trane Technologies SHS (TT) | 0.1 | $37k | -44% | 94.00 | 388.73 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $37k | 190.00 | 192.02 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $36k | -49% | 489.00 | 74.21 |
|
| Crown Castle Intl (CCI) | 0.1 | $36k | -41% | 299.00 | 118.63 |
|
| Bio Rad Labs Cl A (BIO) | 0.1 | $35k | -45% | 105.00 | 334.58 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $35k | 19.00 | 1840.95 |
|
|
| Repligen Corporation (RGEN) | 0.1 | $34k | 229.00 | 148.82 |
|
|
| Vontier Corporation (VNT) | 0.1 | $34k | -43% | 1.0k | 33.74 |
|
| Norfolk Southern (NSC) | 0.1 | $34k | -39% | 136.00 | 248.50 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $34k | -65% | 119.00 | 281.37 |
|
| Tempur-Pedic International (TPX) | 0.1 | $33k | 612.00 | 54.60 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $33k | -52% | 398.00 | 83.75 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $33k | 93.00 | 358.35 |
|
|
| Portland Gen Elec Com New (POR) | 0.1 | $33k | -48% | 678.00 | 47.90 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $32k | 613.00 | 52.82 |
|
|
| Onto Innovation (ONTO) | 0.1 | $32k | -36% | 155.00 | 207.56 |
|
| Solid Power Class A Com (SLDP) | 0.1 | $32k | 24k | 1.35 |
|
|
| Super Micro Computer (SMCI) | 0.1 | $32k | -32% | 76.00 | 416.39 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $32k | -38% | 2.8k | 11.10 |
|
| Te Connectivity Ord Shs | 0.1 | $31k | NEW | 205.00 | 150.99 |
|
| Cytokinetics Com New (CYTK) | 0.1 | $31k | 583.00 | 52.80 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $31k | -43% | 79.00 | 389.12 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $31k | 500.00 | 61.20 |
|
|
| Itt (ITT) | 0.1 | $30k | 202.00 | 149.51 |
|
|
| RPM International (RPM) | 0.1 | $30k | 247.00 | 121.00 |
|
|
| Chord Energy Corporation Com New (CHRD) | 0.1 | $30k | -43% | 229.00 | 130.23 |
|
| Genuine Parts Company (GPC) | 0.1 | $30k | -50% | 211.00 | 139.68 |
|
| Lithia Motors (LAD) | 0.1 | $29k | 92.00 | 317.64 |
|
|
| Synopsys (SNPS) | 0.1 | $29k | -50% | 57.00 | 506.39 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $29k | -45% | 130.00 | 220.76 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $28k | -28% | 546.00 | 51.70 |
|
| Installed Bldg Prods (IBP) | 0.1 | $28k | 114.00 | 246.27 |
|
|
| Verizon Communications (VZ) | 0.1 | $28k | -75% | 623.00 | 44.90 |
|
| Cadence Design Systems (CDNS) | 0.1 | $28k | -16% | 103.00 | 271.03 |
|
| Quantumscape Corp Com Cl A (QS) | 0.1 | $28k | 4.9k | 5.75 |
|
|
| CorVel Corporation (CRVL) | 0.1 | $28k | 85.00 | 326.89 |
|
|
| Rli (RLI) | 0.1 | $28k | 179.00 | 154.98 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $28k | NEW | 1.4k | 19.20 |
|
| Toro Company (TTC) | 0.1 | $28k | 318.00 | 86.73 |
|
|
| Domino's Pizza (DPZ) | 0.1 | $28k | 64.00 | 430.14 |
|
|
| Tyler Technologies (TYL) | 0.1 | $27k | 47.00 | 583.72 |
|
|
| Valvoline Inc Common (VVV) | 0.1 | $27k | 655.00 | 41.85 |
|
|
| Balchem Corporation (BCPC) | 0.1 | $27k | 155.00 | 176.00 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $27k | 1.8k | 15.05 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $27k | +673% | 441.00 | 60.93 |
|
| Ban (TBBK) | 0.1 | $27k | 500.00 | 53.50 |
|
|
| Matador Resources (MTDR) | 0.1 | $27k | 540.00 | 49.42 |
|
|
| Valmont Industries (VMI) | 0.1 | $26k | 91.00 | 289.95 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $26k | 268.00 | 98.42 |
|
|
| Ameris Ban (ABCB) | 0.1 | $26k | 421.00 | 62.39 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $26k | 57.00 | 459.84 |
|
|
| Tetra Tech (TTEK) | 0.1 | $26k | +400% | 555.00 | 47.16 |
|
| Hawkins (HWKN) | 0.1 | $26k | 205.00 | 127.47 |
|
|
| Scientific Games (LNW) | 0.1 | $26k | 285.00 | 90.73 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $26k | 130.00 | 198.64 |
|
|
| Gra (GGG) | 0.1 | $26k | 295.00 | 87.51 |
|
|
| Wright Express (WEX) | 0.1 | $26k | 123.00 | 209.73 |
|
|
| Medpace Hldgs (MEDP) | 0.1 | $26k | 77.00 | 333.81 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $26k | 96.00 | 267.51 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $25k | 155.00 | 164.08 |
|
|
| Bio-techne Corporation (TECH) | 0.1 | $25k | 316.00 | 79.93 |
|
|
| Rb Global (RBA) | 0.1 | $25k | 311.00 | 80.49 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $25k | +1673% | 266.00 | 93.85 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $25k | 273.00 | 91.30 |
|
|
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $25k | +91% | 612.00 | 40.59 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $25k | 311.00 | 79.31 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $25k | 606.00 | 40.70 |
|
|
| Middleby Corporation (MIDD) | 0.1 | $25k | 177.00 | 139.13 |
|
|
| Boyd Gaming Corporation (BYD) | 0.1 | $25k | 379.00 | 64.65 |
|
|
| Saia (SAIA) | 0.1 | $25k | 56.00 | 437.27 |
|
|
| Bank of Hawaii Corporation (BOH) | 0.1 | $24k | 383.00 | 62.77 |
|
|
| Ofs Credit Company (OCCI) | 0.1 | $24k | 3.2k | 7.41 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $24k | -2% | 584.00 | 40.47 |
|
| Assured Guaranty (AGO) | 0.1 | $24k | 296.00 | 79.52 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.1 | $24k | 709.00 | 33.18 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $24k | 117.00 | 200.91 |
|
|
| Corpay Com Shs (CPAY) | 0.1 | $24k | -39% | 75.00 | 312.77 |
|
| Charles River Laboratories (CRL) | 0.1 | $23k | -41% | 119.00 | 196.98 |
|
Past Filings by LGT Financial Advisors
SEC 13F filings are viewable for LGT Financial Advisors going back to 2022
- 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