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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 JEPI, MSFT, AAPL, XOM, CVX, and represent 42.51% of LGT Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AKRE, TGT, UL, MBB, IAU, NFLX, PZA, JFLI, CGBD, OBDC.
Started 19 new stock positions in JADE, Q, PLTR, TGT, EMLC, SYSB, UL, ALC, AKRE, MICC. LLYVA, LLYVK, OBDC, CION, CONY, JPMB, CGBD, APD, JFLI.
Reduced shares in these 10 stocks: , IVV, QUAL, EFV, DYNF, IVW, IUSB, OEF, VTI, IWV.
Sold out of its positions in ALGM, AVUV, AMT, INMU, CLOA, BINC, HIMU, DYNF, BDVL, BDYN.
LGT Financial Advisors was a net seller of stock by $-30M.
LGT Financial Advisors has $16M in assets under management (AUM), dropping by -64.79%.
Central Index Key (CIK): 0001965191

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Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 263 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI)	13.3	$2.2M	-6%	38k	57.24	View chart
Microsoft Corporation (MSFT)	9.6	$1.6M		3.2k	483.68	View chart
Apple (AAPL)	8.0	$1.3M		4.8k	271.86	View chart
Exxon Mobil Corporation (XOM)	5.8	$951k	-3%	7.9k	120.34	View chart
Chevron Corporation (CVX)	5.7	$937k	-6%	6.1k	152.40	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$380k	+7%	4.0k	95.23	View chart
Amazon (AMZN)	2.1	$347k		1.5k	230.82	View chart
Abbvie (ABBV)	2.1	$345k		1.5k	228.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$338k		1.1k	313.00	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.7	$274k	-50%	5.0k	54.84	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$241k	+11%	3.0k	81.17	View chart
McDonald's Corporation (MCD)	1.2	$203k		666.00	305.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$189k		1.3k	143.52	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.2	$189k		6.3k	29.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$178k		290.00	614.31	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.0	$164k		4.0k	41.08	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	1.0	$163k	NEW	2.5k	65.51	View chart
United Parcel Service CL B (UPS)	0.9	$149k		1.5k	99.19	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$145k	+2%	3.1k	47.35	View chart
NVIDIA Corporation (NVDA)	0.9	$141k	-55%	758.00	186.50	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$139k	-4%	1.6k	85.37	View chart
Principal Financial (PFG)	0.8	$137k		1.5k	88.21	View chart
Prologis (PLD)	0.8	$136k	-17%	1.1k	127.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$128k		1.7k	73.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$127k		6.1k	20.89	View chart
Sila Realty Trust Common Stock (SILA)	0.8	$124k		5.3k	23.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$121k		632.00	191.09	View chart
American Electric Power Company (AEP)	0.7	$115k		997.00	115.31	View chart
T1 Energy Com New (TE)	0.7	$113k		17k	6.68	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.7	$111k		5.9k	18.85	View chart
Manulife Finl Corp (MFC)	0.7	$107k	-34%	3.0k	36.28	View chart
Thrivent Etf Trust Ultra Shrt Bd (TUSB)	0.7	$107k		2.1k	50.35	View chart
Wal-Mart Stores (WMT)	0.6	$104k		933.00	111.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$102k	-36%	858.00	119.33	View chart
Compass Pathways Sponsored Ads (CMPS)	0.6	$101k		15k	6.90	View chart
Solid Power Class A Com (SLDP)	0.6	$101k		24k	4.25	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.6	$92k	-26%	745.00	123.34	View chart
Praxis Fds Impact Large Cap (PRXV)	0.6	$92k		3.0k	30.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$86k		341.00	252.92	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$85k		4.1k	21.00	View chart
Paychex (PAYX)	0.5	$84k	-22%	744.00	112.20	View chart
Praxis Fds Impact Large Cap (PRXG)	0.5	$82k		2.3k	36.52	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$80k		1.0k	77.03	View chart
Strategy Eventide Us Mrkt (ESUM)	0.5	$79k		2.9k	26.93	View chart
Advance Auto Parts (AAP)	0.5	$79k		2.0k	39.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$72k	-15%	1.4k	49.64	View chart
Kimberly-Clark Corporation (KMB)	0.4	$69k	-17%	683.00	100.85	View chart
Duke Energy Corp Com New (DUK)	0.4	$67k	-21%	574.00	117.26	View chart
Johnson & Johnson (JNJ)	0.4	$67k		323.00	206.78	View chart
Block Cl A (XYZ)	0.4	$65k		1.0k	65.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$65k		207.00	313.80	View chart
Verizon Communications (VZ)	0.4	$61k		1.5k	40.73	View chart
Etsy (ETSY)	0.3	$55k	-50%	1.0k	55.44	View chart
Coeur Mng Com New (CDE)	0.3	$54k		3.0k	17.83	View chart
Aberdeen Income Cred Strat (ACP)	0.3	$51k		9.5k	5.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$51k	-26%	1.0k	50.29	View chart
Quantumscape Corp Com Cl A (QS)	0.3	$51k		4.9k	10.42	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$49k		688.00	71.69	View chart
Target Corporation (TGT)	0.3	$49k	NEW	500.00	97.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$48k		1.8k	26.49	View chart
Procter & Gamble Company (PG)	0.3	$47k		328.00	143.35	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$46k		721.00	64.10	View chart
Unilever Spon Adr New (UL)	0.3	$46k	NEW	705.00	65.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$46k		773.00	59.28	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$45k		399.00	113.10	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$42k	+27%	2.4k	17.53	View chart
At&t (T)	0.2	$40k	-43%	1.6k	24.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$40k		635.00	62.51	View chart
Lam Research Corp Com New (LRCX)	0.2	$40k		231.00	171.18	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$39k		823.00	47.42	View chart
Broadcom (AVGO)	0.2	$39k		112.00	346.10	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$38k		747.00	51.10	View chart
Coupang Cl A (CPNG)	0.2	$38k		1.6k	23.59	View chart
Intel Corporation (INTC)	0.2	$37k		1.0k	36.90	View chart
Methanex Corp (MEOH)	0.2	$36k		908.00	39.72	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$36k	-4%	384.00	92.70	View chart
Snowflake Com Shs (SNOW)	0.2	$35k		159.00	219.36	View chart
Wp Carey (WPC)	0.2	$32k		500.00	64.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$32k		500.00	63.01	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$31k	+382%	1.3k	23.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$31k		102.00	303.89	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$29k	+41%	538.00	54.10	View chart
Oracle Corporation (ORCL)	0.2	$29k		149.00	194.91	View chart
Proshares Tr Bitcoin Etf (BITO)	0.2	$29k		2.4k	12.16	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$29k	+41%	619.00	46.46	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$29k	-6%	620.00	46.30	View chart
Netflix (NFLX)	0.2	$28k	+900%	300.00	93.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$27k		1.2k	23.37	View chart
Intuit (INTU)	0.2	$27k		40.00	662.42	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$26k		500.00	51.50	View chart
Ses Ai Corporation Cl A Com (SES)	0.2	$25k	-40%	14k	1.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$25k		323.00	77.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$25k		50.00	502.66	View chart
Mastercard Incorporated Cl A (MA)	0.2	$25k		44.00	570.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$25k		311.00	79.62	View chart
Apa Corporation (APA)	0.1	$23k		921.00	24.46	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$23k	-50%	231.00	97.21	View chart
J P Morgan Exchange Traded F Flexible Income (JFLI)	0.1	$22k	NEW	442.00	50.68	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$22k		153.00	143.89	View chart
Federal Signal Corporation (FSS)	0.1	$22k		202.00	108.85	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$21k	+4%	700.00	29.86	View chart
Morgan Stanley Com New (MS)	0.1	$21k		116.00	177.53	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$20k		1.0k	20.39	View chart
Twilio Cl A (TWLO)	0.1	$20k		139.00	142.24	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$19k	-14%	205.00	90.00	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$18k	-2%	378.00	46.54	View chart
Tcg Bdc (CGBD)	0.1	$16k	NEW	1.3k	12.49	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$16k	NEW	1.3k	12.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$16k	-3%	511.00	30.99	View chart
Sea Sponsord Ads (SE)	0.1	$16k		124.00	127.57	View chart
Arista Networks Com Shs (ANET)	0.1	$16k		118.00	131.03	View chart
Spotify Technology S A SHS (SPOT)	0.1	$15k		26.00	580.69	View chart
Cion Invt Corp (CION)	0.1	$15k	NEW	1.5k	9.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$15k		160.00	92.30	View chart
JPMorgan Chase & Co. (JPM)	0.1	$15k		45.00	323.78	View chart
Phillips 66 (PSX)	0.1	$14k		111.00	128.70	View chart
McKesson Corporation (MCK)	0.1	$14k		17.00	830.41	View chart
Uber Technologies (UBER)	0.1	$13k		162.00	81.71	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$13k	NEW	497.00	25.82	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.1	$13k	+37%	120.00	106.53	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$13k	NEW	139.00	89.96	View chart
Under Armour Cl A (UAA)	0.1	$12k		2.5k	4.97	View chart
Walt Disney Company (DIS)	0.1	$12k	-33%	108.00	113.77	View chart
Intercontinental Exchange (ICE)	0.1	$12k		74.00	162.50	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$12k		52.00	223.23	View chart
Cadence Design Systems (CDNS)	0.1	$12k		37.00	312.57	View chart
Eaton Corp SHS (ETN)	0.1	$11k		35.00	318.51	View chart
Boston Scientific Corporation (BSX)	0.1	$11k		116.00	95.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$11k		23.00	468.74	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$11k	-52%	219.00	49.00	View chart
CBOE Holdings (CBOE)	0.1	$11k		42.00	249.12	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$10k	-57%	142.00	72.32	View chart
Globus Med Cl A (GMED)	0.1	$10k		116.00	87.31	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$10k		218.00	46.22	View chart
Progressive Corporation (PGR)	0.1	$10k		44.00	227.73	View chart
American Express Company (AXP)	0.1	$10k		27.00	369.96	View chart
Wells Fargo & Company (WFC)	0.1	$10k		107.00	93.20	View chart
Strategy Eventide High Di (ELCV)	0.1	$9.9k		372.00	26.54	View chart
W.R. Berkley Corporation (WRB)	0.1	$9.9k		141.00	70.02	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	0.1	$9.9k		237.00	41.64	View chart
International Business Machines (IBM)	0.1	$9.8k		33.00	296.21	View chart
Bank of America Corporation (BAC)	0.1	$9.7k		176.00	55.13	View chart
Southwest Airlines (LUV)	0.1	$9.6k		232.00	41.35	View chart
Cullen/Frost Bankers (CFR)	0.1	$9.5k		75.00	126.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$9.4k	-50%	125.00	74.88	View chart
Invesco Mortgage Capital (IVR)	0.1	$9.3k		1.1k	8.41	View chart
Datadog Cl A Com (DDOG)	0.1	$9.2k		68.00	135.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$9.2k	+3%	33.00	279.79	View chart
Etf Ser Solutions U S Global Sea T (SEA)	0.1	$9.2k		648.00	14.22	View chart
Nextera Energy (NEE)	0.1	$9.2k		114.00	80.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$9.1k	-54%	141.00	64.79	View chart
CRH Ord (CRH)	0.1	$9.0k		72.00	125.58	View chart
Markel Corporation (MKL)	0.1	$8.6k		4.00	2149.75	View chart
Diamondback Energy (FANG)	0.1	$8.4k		56.00	149.86	View chart
PNC Financial Services (PNC)	0.1	$8.3k	+2%	40.00	206.35	View chart
M&T Bank Corporation (MTB)	0.1	$8.2k		41.00	200.85	View chart
Dupont De Nemours (DD)	0.0	$8.1k	+87%	201.00	40.21	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.9k	-76%	45.00	175.00	View chart
Alliant Energy Corporation (LNT)	0.0	$7.8k		120.00	65.10	View chart
Stryker Corporation (SYK)	0.0	$7.7k		22.00	351.45	View chart
Southern Company (SO)	0.0	$7.6k		87.00	87.20	View chart
Vanguard World Industrial Etf (VIS)	0.0	$7.5k		25.00	298.40	View chart
Lamar Advertising Cl A (LAMR)	0.0	$7.4k		58.00	127.41	View chart
Casey's General Stores (CASY)	0.0	$7.4k		13.00	566.69	View chart
Toll Brothers (TOL)	0.0	$7.4k		54.00	136.39	View chart
Visa Com Cl A (V)	0.0	$7.4k		21.00	350.71	View chart
Williams Companies (WMB)	0.0	$7.3k		122.00	60.09	View chart
Expeditors International of Washington (EXPD)	0.0	$7.3k	+2%	49.00	148.14	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.0	$7.1k		155.00	45.81	View chart
Hca Holdings (HCA)	0.0	$7.0k		15.00	466.87	View chart
FedEx Corporation (FDX)	0.0	$7.0k		24.00	290.62	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$6.9k	-19%	102.00	67.64	View chart
Analog Devices (ADI)	0.0	$6.9k		25.00	275.08	View chart
J P Morgan Exchange Traded F Divid Leaders Et (JDIV)	0.0	$6.8k	+2%	127.00	53.61	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$6.8k	-61%	100.00	67.67	View chart
Rexford Industrial Realty Inc reit (REXR)	0.0	$6.7k		174.00	38.67	View chart
J P Morgan Exchange Traded F Active Developin (JADE)	0.0	$6.7k	NEW	106.00	62.87	View chart
Te Connectivity Ord Shs (TEL)	0.0	$6.7k		29.00	229.38	View chart
Qnity Electronics Common Stock (Q)	0.0	$6.6k	NEW	81.00	81.72	View chart
Hilton Worldwide Holdings (HLT)	0.0	$6.6k		23.00	287.26	View chart
Avery Dennison Corporation (AVY)	0.0	$6.6k		36.00	182.78	View chart
Hubbell (HUBB)	0.0	$6.5k		15.00	435.47	View chart
Mid-America Apartment (MAA)	0.0	$6.4k	+2%	46.00	138.41	View chart
Xcel Energy (XEL)	0.0	$6.3k		85.00	74.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$6.3k		136.00	46.04	View chart
Alcon Ord Shs (ALC)	0.0	$6.2k	NEW	79.00	78.81	View chart
Autodesk (ADSK)	0.0	$6.2k		21.00	296.00	View chart
Home Depot (HD)	0.0	$6.2k		18.00	344.11	View chart
Air Products & Chemicals (APD)	0.0	$6.2k	NEW	25.00	247.04	View chart
Keurig Dr Pepper (KDP)	0.0	$6.2k		220.00	28.07	View chart
Otis Worldwide Corp (OTIS)	0.0	$6.2k		71.00	86.96	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$6.2k		75.00	82.19	View chart
Kinder Morgan (KMI)	0.0	$6.1k		221.00	27.53	View chart
Yum! Brands (YUM)	0.0	$6.0k		40.00	150.32	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$6.0k	+37%	80.00	74.64	View chart
Solventum Corp Com Shs (SOLV)	0.0	$5.9k		75.00	79.24	View chart
Sherwin-Williams Company (SHW)	0.0	$5.8k		18.00	324.06	View chart
Crown Castle Intl (CCI)	0.0	$5.8k		65.00	88.95	View chart
Ida (IDA)	0.0	$5.8k	+2%	46.00	125.50	View chart
SYNNEX Corporation (SNX)	0.0	$5.7k	-13%	38.00	150.16	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$5.7k		25.00	227.04	View chart
Hershey Company (HSY)	0.0	$5.7k		31.00	182.32	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$5.6k	NEW	139.00	40.37	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$5.5k	-47%	21.00	262.05	View chart
Corpay Com Shs (CPAY)	0.0	$5.4k		18.00	300.94	View chart
Arch Cap Group Ord (ACGL)	0.0	$5.3k		55.00	95.93	View chart
Philip Morris International (PM)	0.0	$5.1k		32.00	160.41	View chart
Corteva (CTVA)	0.0	$5.1k		76.00	67.03	View chart
Broadridge Financial Solutions (BR)	0.0	$5.0k		22.00	225.73	View chart
Cnh Indl N V SHS (CNH)	0.0	$4.7k		510.00	9.21	View chart
Tidal Trust Ii Yieldmax Coin Op (CONY)	0.0	$4.4k	NEW	112.00	39.28	View chart
Cisco Systems (CSCO)	0.0	$4.4k		57.00	77.04	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.0	$4.3k	-25%	114.00	38.04	View chart
Bwx Technologies (BWXT)	0.0	$4.3k		25.00	171.88	View chart
American Intl Group Com New (AIG)	0.0	$4.3k		50.00	85.56	View chart
NET Lease Office Properties (NLOP)	0.0	$3.7k	+15%	145.00	25.79	View chart
Trane Technologies SHS (TT)	0.0	$3.7k	-40%	9.00	410.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$3.6k	-36%	62.00	58.11	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.6k	NEW	20.00	177.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$3.5k	-73%	146.00	24.04	View chart
Advanced Micro Devices (AMD)	0.0	$3.4k		16.00	214.19	View chart
Fluor Corporation (FLR)	0.0	$3.4k		86.00	39.63	View chart
Halliburton Company (HAL)	0.0	$3.3k		118.00	28.26	View chart
Prudential Financial (PRU)	0.0	$3.2k	+3%	29.00	111.59	View chart
Ab Active Etfs Core Plus Bd Etf (CPLS)	0.0	$3.1k		88.00	35.60	View chart
Howmet Aerospace (HWM)	0.0	$3.1k		15.00	205.00	View chart
Ford Motor Company (F)	0.0	$2.9k		224.00	13.12	View chart
Watsco, Incorporated (WSO)	0.0	$2.7k		8.00	334.25	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.6k		3.00	879.00	View chart
Gilead Sciences (GILD)	0.0	$2.6k		21.00	122.76	View chart
Applied Materials (AMAT)	0.0	$2.6k		10.00	257.00	View chart
Magnum Ice Cream Co Nv Ord Shs (MICC)	0.0	$2.5k	NEW	158.00	15.85	View chart
Tractor Supply Company (TSCO)	0.0	$2.5k		50.00	50.02	View chart
Caterpillar (CAT)	0.0	$2.3k		4.00	572.75	View chart
Blackrock (BLK)	0.0	$2.1k		2.00	1070.50	View chart
Teck Resources CL B (TECK)	0.0	$2.0k		43.00	47.47	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.8k		4.00	453.25	View chart
Fossil (FOSL)	0.0	$1.5k		400.00	3.76	View chart
Meta Platforms Cl A (META)	0.0	$1.3k	-97%	2.00	660.00	View chart
American Airls (AAL)	0.0	$1.2k		77.00	15.32	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$1.0k	+136%	45.00	22.42	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$940.000000		47.00	20.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$806.999200		28.00	28.82	View chart
Citigroup Com New (C)	0.0	$700.000200		6.00	116.67	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.0	$560.000000	+42%	20.00	28.00	View chart
ACCO Brands Corporation (ACCO)	0.0	$466.000000		125.00	3.73	View chart
Ball Corporation (BALL)	0.0	$424.000000		8.00	53.00	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$296.000100		3.00	98.67	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$292.000200		6.00	48.67	View chart
Dell Technologies CL C (DELL)	0.0	$252.000000		2.00	126.00	View chart
Liberty Live Holdings Com Shs Ser C (LLYVK)	0.0	$249.000000	NEW	3.00	83.00	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$199.000800		18.00	11.06	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.0	$89.000000		1.00	89.00	View chart
Liberty Live Holdings Com Ser A (LLYVA)	0.0	$82.000000	NEW	1.00	82.00	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$70.000000		1.00	70.00	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$67.000200		6.00	11.17	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$53.000000		1.00	53.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$49.000000	-98%	2.00	24.50	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.0	$48.000000		1.00	48.00	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$39.000000		1.00	39.00	View chart
Lionsgate Studios Corp (LION)	0.0	$37.000000		4.00	9.25	View chart
Gci Liberty Com Ser C (GLIBK)	0.0	$37.000000		1.00	37.00	View chart
Liberty Latin America Com Cl C (LILAK)	0.0	$15.000000		2.00	7.50	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 Q4 filed Feb. 13, 2026
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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