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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, JEPI, XOM, MSFT, AAPL, and represent 47.96% of LGT Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, JEPI, VDE, GLD, LMUB, BX, SYSB, MP, SU, GSEW.
Started 17 new stock positions in SMH, GEM, SUNB, SU, EUHY, VDE, OFS, BLDR, SPY, GSEW. CMCSA, GLD, MP, BX, LMUB, PAYC, PDI.
Reduced shares in these 10 stocks: FBCG, CVX, IAU, INTC, SPMO, GLDM, WPC, , NFLX, INTU.
Sold out of its positions in AAL, AIG, BWXT, SYLD, FDX, FBCG, FOSL, AJG, HAL, INTU.
LGT Financial Advisors was a net buyer of stock by $3.1M.
LGT Financial Advisors has $20M in assets under management (AUM), dropping by 19.51%.
Central Index Key (CIK): 0001965191

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Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 251 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	16.8	$3.3M	NEW	5.0k	650.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	11.8	$2.3M	+6%	41k	56.68	View chart
Exxon Mobil Corporation (XOM)	6.9	$1.3M		7.9k	169.66	View chart
Microsoft Corporation (MSFT)	6.2	$1.2M		3.3k	370.22	View chart
Apple (AAPL)	6.2	$1.2M		4.8k	253.79	View chart
Chevron Corporation (CVX)	5.4	$1.1M	-16%	5.1k	206.91	View chart
Ishares Tr Mbs Etf (MBB)	2.1	$407k	+7%	4.3k	94.95	View chart
Abbvie (ABBV)	1.7	$329k		1.5k	217.56	View chart
Amazon (AMZN)	1.6	$313k		1.5k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$310k		1.1k	287.56	View chart
McDonald's Corporation (MCD)	1.1	$207k		667.00	311.01	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$187k	-28%	2.1k	88.16	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.0	$186k	-7%	5.9k	31.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$183k	-6%	1.2k	148.10	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.9	$179k		4.0k	44.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$167k		290.00	577.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$160k	+10%	3.4k	47.08	View chart
United Parcel Svcs CL B (UPS)	0.8	$148k		1.5k	98.38	View chart
Prologis (PLD)	0.7	$142k		1.1k	132.20	View chart
Principal Financial (PFG)	0.7	$139k		1.5k	90.11	View chart
NVIDIA Corporation (NVDA)	0.7	$132k		758.00	174.40	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.7	$132k		2.5k	52.85	View chart
American Electric Power Company (AEP)	0.7	$131k		1.0k	131.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$131k		6.1k	21.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$131k		1.7k	75.11	View chart
Sila Realty Trust Common Stock (SILA)	0.6	$126k		5.3k	23.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$125k		635.00	196.28	View chart
Wal-Mart Stores (WMT)	0.6	$116k		935.00	124.23	View chart
Simmons First Natl Corp Cl A $1 Par (SFNC)	0.6	$115k		5.9k	19.45	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$114k	-24%	1.2k	92.69	View chart
Advance Auto Parts (AAP)	0.5	$106k		2.0k	52.75	View chart
Vanguard World Energy Etf (VDE)	0.5	$105k	NEW	608.00	173.04	View chart
Manulife Finl Corp (MFC)	0.5	$102k		3.0k	34.44	View chart
Thrivent Etf Trust Ultra Shrt Bd (TUSB)	0.5	$98k	-8%	1.9k	50.28	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.5	$92k	+5%	789.00	117.13	View chart
Praxis Fds Impact Large Cap (PRXG)	0.5	$91k	+22%	2.8k	32.86	View chart
Block Cl A (XYZ)	0.5	$90k	+50%	1.5k	60.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$89k	+6%	1.1k	80.61	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$86k	+4%	4.2k	20.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$86k	NEW	199.00	430.29	View chart
Strategy Eventide Us Mrkt (ESUM)	0.4	$85k	+10%	3.2k	26.18	View chart
Compass Pathways Sponsored Ads (CMPS)	0.4	$81k		15k	5.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$81k		341.00	237.62	View chart
Johnson & Johnson (JNJ)	0.4	$79k		324.00	244.79	View chart
Praxis Fds Impact Large Cap (PRXV)	0.4	$79k	-16%	2.5k	31.09	View chart
Verizon Communications (VZ)	0.4	$75k		1.5k	50.20	View chart
T1 Energy Com New (TE)	0.4	$74k		17k	4.39	View chart
Solid Power Class A Com (SLDP)	0.4	$71k		24k	3.00	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$69k	NEW	1.4k	49.93	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$65k	+424%	729.00	89.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$63k	NEW	550.00	114.99	View chart
Kimberly-Clark Corporation (KMB)	0.3	$61k	-7%	630.00	96.45	View chart
Target Corporation (TGT)	0.3	$61k		500.00	121.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$59k		207.00	286.86	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$57k	+98%	1.1k	53.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$57k	-40%	509.00	112.22	View chart
Coeur Mng Com New (CDE)	0.3	$56k		3.0k	18.77	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$54k	+31%	3.1k	17.44	View chart
Methanex Corp (MEOH)	0.3	$54k		908.00	59.54	View chart
Duke Energy Corp Com New (DUK)	0.3	$54k	-28%	412.00	130.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$50k		1.0k	49.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$50k	+3%	1.9k	26.61	View chart
Etsy (ETSY)	0.3	$50k		1.0k	49.98	View chart
Lam Research Corp Com New (LRCX)	0.3	$49k		231.00	213.66	View chart
Paychex (PAYX)	0.3	$49k	-28%	530.00	92.15	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$49k		678.00	71.72	View chart
Aberdeen Income Cred Strat (ACP)	0.2	$48k		9.5k	5.10	View chart
Mp Materials Corp Com Cl A (MP)	0.2	$48k	NEW	1.0k	48.26	View chart
Procter & Gamble Company (PG)	0.2	$47k		328.00	144.32	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$45k		721.00	62.64	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$42k		773.00	54.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$41k		636.00	64.13	View chart
Unilever Spon Adr New (UL)	0.2	$40k		705.00	56.97	View chart
Apa Corporation (APA)	0.2	$39k		921.00	42.44	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$39k		823.00	46.83	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$38k		747.00	50.84	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$37k	+20%	1.6k	22.98	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$36k	+9%	421.00	84.44	View chart
Broadcom (AVGO)	0.2	$35k		112.00	309.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$35k		102.00	337.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$34k	-38%	888.00	38.41	View chart
Suncor Energy (SU)	0.2	$33k	NEW	503.00	66.16	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$32k	NEW	380.00	84.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$32k		500.00	63.94	View chart
Quantumscape Corp Com Cl A (QS)	0.2	$31k		4.9k	6.38	View chart
Coupang Cl A (CPNG)	0.2	$30k		1.6k	18.88	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$28k		614.00	46.17	View chart
At&t (T)	0.1	$28k	-39%	976.00	29.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$28k	+2%	1.2k	23.22	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$28k		399.00	69.30	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$26k	+163%	372.00	70.90	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$26k		500.00	51.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$25k		323.00	77.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25k		311.00	79.16	View chart
Snowflake Com Shs (SNOW)	0.1	$24k		159.00	150.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$24k		50.00	479.20	View chart
J P Morgan Exchange Traded F Flexible Income (JFLI)	0.1	$23k	+3%	457.00	50.17	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$22k		2.4k	9.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$22k		44.00	499.66	View chart
Federal Signal Corporation (FSS)	0.1	$22k		203.00	108.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$22k	-23%	475.00	46.08	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$21k		1.0k	21.42	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$21k	+9%	225.00	94.24	View chart
Phillips 66 (PSX)	0.1	$20k		112.00	181.53	View chart
Morgan Stanley Com New (MS)	0.1	$19k		116.00	164.57	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	0.1	$18k	+85%	439.00	41.58	View chart
Twilio Cl A (TWLO)	0.1	$18k		139.00	125.82	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$16k		505.00	32.41	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$15k		160.00	93.74	View chart
Under Armour Cl A (UAA)	0.1	$15k		2.5k	5.91	View chart
Arista Networks Com Shs (ANET)	0.1	$15k		118.00	122.78	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$14k		153.00	93.87	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$14k		1.3k	11.06	View chart
Tcg Bdc (CGBD)	0.1	$14k		1.3k	10.94	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$14k	+23%	271.00	52.03	View chart
Ses Ai Corporation Cl A Com (SES)	0.1	$14k		14k	0.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$13k		45.00	297.00	View chart
Ishares Euro High Yield (EUHY)	0.1	$13k	NEW	241.00	52.46	View chart
Eaton Corp SHS (ETN)	0.1	$13k		35.00	357.66	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$13k		497.00	25.11	View chart
McKesson Corporation (MCK)	0.1	$12k	-17%	14.00	879.14	View chart
CBOE Holdings (CBOE)	0.1	$12k		42.00	279.67	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.1	$12k	-10%	108.00	108.53	View chart
Intercontinental Exchange (ICE)	0.1	$12k		74.00	158.09	View chart
Uber Technologies (UBER)	0.1	$12k		162.00	71.93	View chart
Diamondback Energy (FANG)	0.1	$11k		56.00	198.34	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$11k	-35%	242.00	45.76	View chart
Etf Ser Solutions U S Global Sea T (SEA)	0.1	$11k		648.00	16.94	View chart
Ofs Capital (OFS)	0.1	$11k	NEW	3.1k	3.55	View chart
Nextera Energy (NEE)	0.1	$11k		114.00	92.88	View chart
Cion Invt Corp (CION)	0.1	$11k		1.5k	6.84	View chart
Comcast Corp Cl A (CMCSA)	0.1	$11k	NEW	367.00	28.71	View chart
Walt Disney Company (DIS)	0.1	$10k		108.00	96.38	View chart
Cullen/Frost Bankers (CFR)	0.1	$10k		76.00	136.58	View chart
Cadence Design Systems (CDNS)	0.1	$10k		37.00	277.86	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$10k	-2%	139.00	73.12	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$10k		218.00	45.86	View chart
Casey's General Stores (CASY)	0.0	$9.7k		13.00	746.92	View chart
Qnity Electronics Common Stock (Q)	0.0	$9.4k		81.00	115.56	View chart
W.R. Berkley Corporation (WRB)	0.0	$9.3k		141.00	66.27	View chart
Dupont De Nemours (DD)	0.0	$9.3k		202.00	45.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$9.2k	-2%	122.00	75.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$9.2k	NEW	24.00	383.42	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$9.1k	NEW	210.00	43.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$9.0k		23.00	390.39	View chart
Invesco Mortgage Capital (IVR)	0.0	$9.0k		1.1k	8.08	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$8.9k	+9%	36.00	248.39	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$8.9k	+63%	227.00	39.25	View chart
Progressive Corporation (PGR)	0.0	$8.7k		44.00	198.25	View chart
Alliant Energy Corporation (LNT)	0.0	$8.7k		121.00	71.80	View chart
Bank of America Corporation (BAC)	0.0	$8.6k		177.00	48.66	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$8.6k	-58%	290.00	29.50	View chart
Wells Fargo & Company (WFC)	0.0	$8.5k		107.00	79.61	View chart
M&T Bank Corporation (MTB)	0.0	$8.5k		41.00	207.63	View chart
Southern Company (SO)	0.0	$8.4k		87.00	96.52	View chart
PNC Financial Services (PNC)	0.0	$8.3k		40.00	207.20	View chart
American Express Company (AXP)	0.0	$8.2k		27.00	302.48	View chart
Analog Devices (ADI)	0.0	$8.1k		25.00	323.80	View chart
Datadog Cl A Com (DDOG)	0.0	$8.0k		68.00	118.04	View chart
International Business Machines (IBM)	0.0	$8.0k		33.00	242.39	View chart
Vanguard World Industrial Etf (VIS)	0.0	$7.8k		25.00	312.24	View chart
Markel Corporation (MKL)	0.0	$7.7k		4.00	1914.00	View chart
CRH Ord (CRH)	0.0	$7.6k		72.00	105.78	View chart
Lamar Advertising Cl A (LAMR)	0.0	$7.5k		59.00	126.97	View chart
Toll Brothers (TOL)	0.0	$7.4k		55.00	135.36	View chart
Air Products & Chemicals (APD)	0.0	$7.3k		25.00	292.32	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.0	$7.3k	+3%	161.00	45.35	View chart
Hubbell (HUBB)	0.0	$7.2k		15.00	482.67	View chart
Globus Med Cl A (GMED)	0.0	$7.2k	-27%	84.00	86.15	View chart
Stryker Corporation (SYK)	0.0	$7.2k		22.00	328.59	View chart
Hca Holdings (HCA)	0.0	$7.1k		15.00	473.27	View chart
Hilton Worldwide Holdings (HLT)	0.0	$7.0k		23.00	304.09	View chart
Expeditors International of Washington (EXPD)	0.0	$7.0k		49.00	142.41	View chart
Xcel Energy (XEL)	0.0	$6.8k		86.00	79.47	View chart
J P Morgan Exchange Traded F Active Developin (JADE)	0.0	$6.8k	-2%	103.00	66.28	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$6.8k	+4%	104.00	65.27	View chart
J P Morgan Exchange Traded F Divid Leaders Et (JDIV)	0.0	$6.7k		127.00	52.71	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$6.6k	+10%	88.00	74.67	View chart
Ida (IDA)	0.0	$6.6k		46.00	142.63	View chart
Hershey Company (HSY)	0.0	$6.5k		31.00	209.68	View chart
SYNNEX Corporation (SNX)	0.0	$6.4k		38.00	169.13	View chart
Corteva (CTVA)	0.0	$6.4k		76.00	83.89	View chart
Visa Com Cl A (V)	0.0	$6.3k		21.00	302.24	View chart
Avery Dennison Corporation (AVY)	0.0	$6.3k		36.00	174.47	View chart
Yum! Brands (YUM)	0.0	$6.2k		40.00	155.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$6.2k		136.00	45.62	View chart
Te Connectivity Ord Shs (TEL)	0.0	$6.1k		29.00	211.48	View chart
Builders FirstSource (BLDR)	0.0	$6.1k	NEW	74.00	82.32	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$6.0k	+4%	26.00	229.50	View chart
Alcon Ord Shs (ALC)	0.0	$6.0k		79.00	75.35	View chart
Sunbelt Rentals Holdings SHS (SUNB)	0.0	$5.9k	NEW	91.00	65.09	View chart
Home Depot (HD)	0.0	$5.9k		18.00	328.89	View chart
Keurig Dr Pepper (KDP)	0.0	$5.9k		222.00	26.36	View chart
Sherwin-Williams Company (SHW)	0.0	$5.8k		18.00	320.56	View chart
Rexford Industrial Realty Inc reit (REXR)	0.0	$5.7k		176.00	32.66	View chart
Mid-America Apartment (MAA)	0.0	$5.7k		46.00	123.09	View chart
Cnh Indl N V SHS (CNH)	0.0	$5.6k		510.00	10.99	View chart
Otis Worldwide Corp (OTIS)	0.0	$5.5k		71.00	77.13	View chart
Crown Castle Intl (CCI)	0.0	$5.4k		66.00	81.21	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$5.4k		75.00	71.36	View chart
Philip Morris International (PM)	0.0	$5.3k		32.00	165.34	View chart
Arch Cap Group Ord (ACGL)	0.0	$5.3k		55.00	95.98	View chart
Corpay Com Shs (CPAY)	0.0	$5.2k		18.00	291.00	View chart
Autodesk (ADSK)	0.0	$5.0k		21.00	239.38	View chart
Solventum Corp Com Shs (SOLV)	0.0	$4.9k		75.00	65.31	View chart
Cisco Systems (CSCO)	0.0	$4.4k		57.00	77.60	View chart
Paycom Software (PAYC)	0.0	$4.4k	NEW	36.00	121.89	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.0	$4.2k	+2%	117.00	36.31	View chart
Teck Resources CL B (TECK)	0.0	$4.1k	+83%	79.00	51.54	View chart
Fluor Corporation (FLR)	0.0	$4.0k		86.00	46.65	View chart
Southwest Airlines (LUV)	0.0	$4.0k	-54%	106.00	37.54	View chart
Trane Technologies SHS (TT)	0.0	$4.0k	+11%	10.00	396.00	View chart
Broadridge Financial Solutions (BR)	0.0	$3.6k		22.00	165.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$3.6k		146.00	24.75	View chart
Howmet Aerospace (HWM)	0.0	$3.5k		15.00	230.47	View chart
Tidal Trust Ii Yieldmax Coin Op (CONY)	0.0	$3.5k	+16%	131.00	26.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$3.4k		62.00	55.52	View chart
Applied Materials (AMAT)	0.0	$3.4k		10.00	341.80	View chart
Advanced Micro Devices (AMD)	0.0	$3.3k		16.00	203.44	View chart
NET Lease Office Properties (NLOP)	0.0	$3.2k	+89%	275.00	11.51	View chart
Ab Active Etfs Core Plus Bd Etf (CPLS)	0.0	$3.1k		89.00	35.38	View chart
Gilead Sciences (GILD)	0.0	$2.9k		21.00	139.38	View chart
Watsco, Incorporated (WSO)	0.0	$2.9k		8.00	363.75	View chart
Prudential Financial (PRU)	0.0	$2.8k		29.00	98.00	View chart
Caterpillar (CAT)	0.0	$2.8k		4.00	708.50	View chart
Boston Scientific Corporation (BSX)	0.0	$2.8k	-61%	45.00	62.76	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.7k		3.00	895.33	View chart
Ford Motor Company (F)	0.0	$2.6k		224.00	11.54	View chart
Magnum Ice Cream Co Nv Ord Shs (MICC)	0.0	$2.4k		158.00	14.95	View chart
Tractor Supply Company (TSCO)	0.0	$2.3k		50.00	45.30	View chart
Blackrock (BLK)	0.0	$1.9k		2.00	961.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.8k		4.00	446.50	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$1.6k	NEW	94.00	17.16	View chart
Meta Platforms Cl A (META)	0.0	$1.1k		2.00	572.00	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$720.001200	+2%	46.00	15.65	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$716.000000	-90%	10.00	71.60	View chart
Citigroup Com New (C)	0.0	$679.999800		6.00	113.33	View chart
Intel Corporation (INTC)	0.0	$530.000400	-98%	12.00	44.17	View chart
Ball Corporation (BALL)	0.0	$473.000000		8.00	59.12	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.0	$414.000000		20.00	20.70	View chart
ACCO Brands Corporation (ACCO)	0.0	$375.000000		125.00	3.00	View chart
Dell Technologies CL C (DELL)	0.0	$328.000000		2.00	164.00	View chart
Liberty Live Holdings Com Ser A (LLYVA)	0.0	$92.000000		1.00	92.00	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.0	$78.000000		1.00	78.00	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$73.000200		6.00	12.17	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.0	$50.000000		1.00	50.00	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$43.000000		1.00	43.00	View chart
Lionsgate Studios Corp (LION)	0.0	$38.000000		4.00	9.50	View chart
Gci Liberty Com Ser C (GLIBK)	0.0	$37.000000		1.00	37.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$27.000000	-96%	1.00	27.00	View chart
Liberty Latin America Com Cl C (LILAK)	0.0	$18.000000		2.00	9.00	View chart

Past Filings by LGT Financial Advisors

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

LGT Financial Advisors 2026 Q1 filed April 28, 2026
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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