Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LGT Financial Advisors

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

Top 5 stock holdings are SPY, JEPI, AAPL, MSFT, CVX, and represent 48.22% of LGT Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FBCG, ABBV, WING, SPCX, SPHQ, SHM, VO, Rare Earths Americas, LMUB, DD.
Started 17 new stock positions in LNG, FNV, FBCG, SPHQ, Rare Earths Americas, EUFN, WING, SHM, AHR, HONA. DD, SPTS, VO, SCHO, SOLS, HON, SPCX.
Reduced shares in these 10 stocks: , JEPI, Sila Realty Trust, , MSFT, TE, SLDP, , ETSY, GSEW.
Sold out of its positions in BAC, BRK.B, BLK, XCCC, BSX, BR, CDNS, Sila Realty Trust, CMCSA, CFR.
LGT Financial Advisors was a net seller of stock by $-1.8M.
LGT Financial Advisors has $19M in assets under management (AUM), dropping by -3.09%.
Central Index Key (CIK): 0001965191

Tip: Access up to 7 years of quarterly data

Positions held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 223 positions in its portfolio as reported in the June 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)	19.9	$3.8M		5.0k	746.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	10.7	$2.0M	-11%	36k	56.48	View chart
Apple (AAPL)	7.1	$1.3M	-2%	4.7k	289.36	View chart
Microsoft Corporation (MSFT)	6.0	$1.1M	-8%	3.0k	373.08	View chart
Chevron Corporation (CVX)	4.5	$851k		5.1k	165.76	View chart
Abbvie (ABBV)	2.7	$509k	+33%	2.0k	251.62	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.3	$433k	NEW	7.0k	62.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$386k		1.1k	357.37	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$375k	-7%	4.0k	94.52	View chart
Amazon (AMZN)	1.9	$359k		1.5k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$214k		290.00	736.40	View chart
Compass Pathways Sponsored Ads (CMPS)	1.1	$208k		15k	14.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$195k		1.2k	158.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.0	$186k		5.9k	31.73	View chart
McDonald's Corporation (MCD)	0.9	$168k	-6%	622.00	270.18	View chart
Principal Financial (PFG)	0.9	$167k		1.5k	107.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$166k	+3%	3.5k	46.94	View chart
United Parcel Svcs CL B (UPS)	0.9	$161k		1.5k	107.50	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.8	$153k		4.0k	38.23	View chart
NVIDIA Corporation (NVDA)	0.8	$152k		758.00	200.10	View chart
Prologis (PLD)	0.8	$147k		1.1k	135.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$146k		1.7k	83.76	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$145k		6.1k	23.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$140k	-12%	1.9k	75.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$139k		638.00	217.89	View chart
American Electric Power Company (AEP)	0.7	$138k		1.0k	136.82	View chart
Simmons First Natl Corp Cl A $1 Par (SFNC)	0.7	$134k		5.9k	22.65	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.7	$132k		2.5k	53.19	View chart
Advance Auto Parts (AAP)	0.7	$124k		2.0k	62.22	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.6	$115k	+7%	850.00	134.79	View chart
Block Cl A (XYZ)	0.6	$114k		1.5k	76.00	View chart
Praxis Fds Impa La Grow Etf (PRXG)	0.6	$108k		2.8k	39.02	View chart
Wal-Mart Stores (WMT)	0.6	$106k		938.00	113.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$103k		341.00	302.97	View chart
Lam Research Corp Com New (LRCX)	0.5	$100k		231.00	433.33	View chart
Strategy Eventide Us Mrkt (ESUM)	0.5	$100k		3.2k	30.63	View chart
Thrivent Etf Trust Ultra Shrt Bd (TUSB)	0.5	$98k		1.9k	50.34	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$97k		1.2k	79.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$96k	-9%	997.00	96.51	View chart
Praxis Fds Impa La Valu Etf (PRXV)	0.5	$88k		2.5k	34.83	View chart
Wingstop (WING)	0.5	$87k	NEW	500.00	173.41	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$84k	+18%	1.6k	51.22	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$84k	-3%	4.1k	20.37	View chart
Johnson & Johnson (JNJ)	0.4	$83k		326.00	254.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$78k	-5%	481.00	161.43	View chart
Vanguard World Energy Etf (VDE)	0.4	$73k	-19%	488.00	150.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$73k		207.00	353.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$71k	-3%	193.00	368.38	View chart
Kimberly-Clark Corporation (KMB)	0.4	$70k		638.00	109.80	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$68k	NEW	398.00	170.74	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$65k		730.00	88.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$65k		550.00	117.67	View chart
Verizon Communications (VZ)	0.3	$64k		1.5k	42.34	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$63k	+11%	1.2k	53.51	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$58k	+7%	729.00	79.42	View chart
Mp Materials Corp Com Cl A (MP)	0.3	$56k		1.0k	56.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$55k	+7%	1.1k	50.57	View chart
Paychex (PAYX)	0.3	$53k		537.00	98.29	View chart
Duke Energy Corp Com New (DUK)	0.3	$53k		415.00	126.72	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$50k	NEW	557.00	90.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$50k		1.9k	26.50	View chart
Aberdeen Income Cred Strat (ACP)	0.3	$49k		9.5k	5.20	View chart
Coeur Mng Com New (CDE)	0.3	$49k		3.0k	16.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$49k		102.00	477.57	View chart
Procter & Gamble Company (PG)	0.3	$48k		330.00	146.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$46k		640.00	71.24	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$45k	+8%	458.00	98.50	View chart
Unilever Spon Adr New (UL)	0.2	$43k		718.00	60.12	View chart
Broadcom (AVGO)	0.2	$42k		112.00	377.75	View chart
Methanex Corp (MEOH)	0.2	$42k		908.00	46.15	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$42k		153.00	271.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$42k	-12%	678.00	61.23	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$40k		399.00	100.28	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$39k		1.6k	23.52	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$39k		823.00	46.87	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$38k		747.00	50.66	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.2	$35k	NEW	731.00	47.96	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$34k	+22%	750.00	45.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$33k		500.00	65.73	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$31k	-44%	1.7k	17.78	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$30k	-39%	437.00	69.50	View chart
Apa Corporation (APA)	0.2	$30k		921.00	32.57	View chart
Twilio Cl A (TWLO)	0.2	$29k		139.00	206.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$29k	-3%	858.00	33.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$28k		1.2k	23.13	View chart
Coupang Cl A (CPNG)	0.1	$28k		1.6k	17.37	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$28k		500.00	55.45	View chart
Suncor Energy (SU)	0.1	$27k		507.00	53.71	View chart
Federal Signal Corporation (FSS)	0.1	$26k		203.00	128.51	View chart
J P Morgan Exchange Traded F Flexible Income (JFLI)	0.1	$25k		457.00	54.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$25k		323.00	76.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25k		311.00	78.92	View chart
Morgan Stanley Com New (MS)	0.1	$24k		116.00	209.04	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$23k	+5%	391.00	59.76	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$23k		1.0k	23.18	View chart
Thrivent Etf Trust Smal Mid Cap Etf (TSME)	0.1	$23k		439.00	52.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$23k		44.00	513.59	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$22k		484.00	46.05	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$22k		225.00	98.20	View chart
At&t (T)	0.1	$20k		987.00	20.69	View chart
Arista Networks Com Shs (ANET)	0.1	$20k		118.00	169.88	View chart
Phillips 66 (PSX)	0.1	$19k		112.00	169.66	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$19k		2.4k	7.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$18k		23.00	763.13	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$17k		271.00	63.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$17k		160.00	106.31	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$16k		505.00	32.14	View chart
Under Armour Cl A (UAA)	0.1	$16k		2.5k	6.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$16k	NEW	196.00	80.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$16k		24.00	655.88	View chart
Rare Earths Americas Common Stock	0.1	$15k	NEW	1.0k	15.28	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.1	$15k	+9%	118.00	127.62	View chart
JPMorgan Chase & Co. (JPM)	0.1	$15k	+2%	46.00	324.87	View chart
Eaton Corp SHS (ETN)	0.1	$15k		35.00	426.11	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$14k		1.3k	10.87	View chart
Tcg Bdc (CGBD)	0.1	$14k		1.3k	10.53	View chart
Qnity Electronics Common Stock (Q)	0.1	$13k		81.00	163.64	View chart
Ishares Euro High Yield (EUHY)	0.1	$13k		241.00	53.86	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$13k		497.00	25.56	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$12k	+3%	250.00	46.03	View chart
Ofs Capital (OFS)	0.1	$11k		3.1k	3.54	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$11k		139.00	78.08	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$11k		207.00	52.00	View chart
Etf Ser Solutions U S Gl Se Sk Etf (SEA)	0.1	$11k		648.00	16.31	View chart
Walt Disney Company (DIS)	0.1	$10k		108.00	96.25	View chart
Analog Devices (ADI)	0.1	$10k	+4%	26.00	389.69	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$10k		122.00	82.49	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$9.9k		218.00	45.58	View chart
Diamondback Energy (FANG)	0.1	$9.9k		56.00	177.21	View chart
PNC Financial Services (PNC)	0.1	$9.9k		40.00	247.07	View chart
M&T Bank Corporation (MTB)	0.1	$9.9k		41.00	240.56	View chart
Cion Invt Corp (CION)	0.1	$9.6k		1.5k	6.23	View chart
Lamar Advertising Cl A (LAMR)	0.0	$9.3k		60.00	155.32	View chart
Alliant Energy Corporation (LNT)	0.0	$9.3k		122.00	76.27	View chart
Advanced Micro Devices (AMD)	0.0	$9.3k		16.00	580.94	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.0	$9.2k		227.00	40.31	View chart
SYNNEX Corporation (SNX)	0.0	$9.1k	-10%	34.00	268.74	View chart
American Express Company (AXP)	0.0	$9.1k		27.00	338.26	View chart
Dupont De Nemours Common Stock (DD)	0.0	$9.1k	NEW	67.00	135.64	View chart
Vanguard World Industrial Etf (VIS)	0.0	$9.0k		25.00	360.40	View chart
Toll Brothers (TOL)	0.0	$9.0k		55.00	163.71	View chart
Invesco Mortgage Capital (IVR)	0.0	$8.8k		1.1k	7.90	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$8.5k	+5%	93.00	91.59	View chart
J P Morgan Exchange Traded F Acti De Mark Etf (JADE)	0.0	$8.3k		103.00	80.13	View chart
Expeditors International of Washington (EXPD)	0.0	$8.0k		49.00	162.84	View chart
W.R. Berkley Corporation (WRB)	0.0	$7.9k	-20%	112.00	70.52	View chart
CRH Ord (CRH)	0.0	$7.8k		73.00	106.92	View chart
Hubbell (HUBB)	0.0	$7.7k		15.00	516.13	View chart
CBOE Holdings (CBOE)	0.0	$7.7k	-23%	32.00	241.84	View chart
McKesson Corporation (MCK)	0.0	$7.7k	-28%	10.00	773.20	View chart
Hilton Worldwide Holdings (HLT)	0.0	$7.6k		23.00	330.48	View chart
Casey's General Stores (CASY)	0.0	$7.4k	-30%	9.00	825.56	View chart
Air Products & Chemicals (APD)	0.0	$7.4k		25.00	296.80	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$7.4k		104.00	71.22	View chart
Keurig Dr Pepper (KDP)	0.0	$7.3k		224.00	32.76	View chart
J P Morgan Exchange Traded F Beta Us Grad Etf (BBCB)	0.0	$7.3k		161.00	45.32	View chart
Applied Materials (AMAT)	0.0	$7.2k		10.00	723.00	View chart
J P Morgan Exchange Traded F Divid Leade Etf (JDIV)	0.0	$7.2k		127.00	56.35	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$7.0k	NEW	135.00	52.15	View chart
Ida (IDA)	0.0	$7.0k		46.00	151.89	View chart
Xcel Energy (XEL)	0.0	$7.0k		87.00	79.98	View chart
Cheniere Energy Com New (LNG)	0.0	$6.9k	NEW	29.00	239.00	View chart
Sunbelt Rentals Holdings SHS (SUNB)	0.0	$6.8k		91.00	74.81	View chart
Cisco Systems (CSCO)	0.0	$6.7k		57.00	117.46	View chart
Globus Med Cl A (GMED)	0.0	$6.6k		84.00	79.01	View chart
Builders FirstSource (BLDR)	0.0	$6.6k		74.00	89.49	View chart
Mid-America Apartment (MAA)	0.0	$6.5k	+2%	47.00	138.66	View chart
Corteva (CTVA)	0.0	$6.5k		76.00	85.08	View chart
Yum! Brands (YUM)	0.0	$6.4k		40.00	160.38	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$6.1k		26.00	234.31	View chart
Corpay Com Shs (CPAY)	0.0	$6.0k		18.00	333.28	View chart
Avery Dennison Corporation (AVY)	0.0	$5.9k	+2%	37.00	160.59	View chart
Te Connectivity Ord Shs (TEL)	0.0	$5.9k		29.00	204.72	View chart
Markel Corporation (MKL)	0.0	$5.9k	-25%	3.00	1953.00	View chart
Hca Holdings (HCA)	0.0	$5.8k		15.00	389.87	View chart
Philip Morris International (PM)	0.0	$5.8k		32.00	180.91	View chart
Solventum Corp Com Shs (SOLV)	0.0	$5.8k		75.00	77.15	View chart
Cnh Indl N V SHS (CNH)	0.0	$5.8k		515.00	11.23	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$5.6k	NEW	63.00	88.68	View chart
Southwest Airlines (LUV)	0.0	$5.5k		106.00	51.61	View chart
Arch Cap Group Ord (ACGL)	0.0	$5.3k		55.00	97.05	View chart
Alcon Ord Shs (ALC)	0.0	$5.3k		79.00	67.34	View chart
Intercontinental Exchange (ICE)	0.0	$5.1k	-43%	42.00	121.81	View chart
Crown Castle Intl (CCI)	0.0	$5.1k		67.00	75.51	View chart
Franco-Nevada Corporation (FNV)	0.0	$4.8k	NEW	23.00	208.74	View chart
Teck Resources CL B (TECK)	0.0	$4.7k		79.00	59.29	View chart
Trane Technologies SHS (TT)	0.0	$4.7k		10.00	467.90	View chart
Hershey Company (HSY)	0.0	$4.7k	-12%	27.00	172.30	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$4.4k	NEW	114.00	38.99	View chart
Caterpillar (CAT)	0.0	$4.3k		4.00	1065.00	View chart
Autodesk (ADSK)	0.0	$4.1k		21.00	194.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$4.0k		146.00	27.70	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.0k	-17%	62.00	64.26	View chart
NET Lease Office Properties (NLOP)	0.0	$3.9k	+27%	350.00	11.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$3.8k		62.00	61.47	View chart
Honeywell International (HON)	0.0	$3.4k	NEW	15.00	223.93	View chart
Watsco, Incorporated (WSO)	0.0	$3.4k		8.00	419.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$3.4k	NEW	139.00	24.14	View chart
Honeywell Aerospace (HONA)	0.0	$3.3k	NEW	15.00	221.07	View chart
Prudential Financial (PRU)	0.0	$3.2k		29.00	109.72	View chart
Ab Active Etfs Core Plus Bd Etf (CPLS)	0.0	$3.2k		90.00	35.27	View chart
Ford Motor Company (F)	0.0	$3.1k		224.00	13.90	View chart
Tidal Trust Ii Yield Coin Etf (CONY)	0.0	$3.0k	+21%	159.00	18.92	View chart
Magnum Ice Cream Co Nv Ord Shs (MICC)	0.0	$2.8k		158.00	17.41	View chart
Intel Corporation (INTC)	0.0	$1.7k		12.00	139.67	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$1.6k		94.00	16.74	View chart
Meta Platforms Cl A (META)	0.0	$1.1k		2.00	563.50	View chart
Dell Technologies CL C (DELL)	0.0	$863.000000		2.00	431.50	View chart
Citigroup Com New (C)	0.0	$840.000000		6.00	140.00	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$562.000000		10.00	56.20	View chart
ACCO Brands Corporation (ACCO)	0.0	$520.000000		125.00	4.16	View chart
Ball Corporation (BALL)	0.0	$499.000000		8.00	62.38	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$348.000000	NEW	12.00	29.00	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.0	$325.000000		20.00	16.25	View chart
Liberty Live Holdings Com Ser A (LLYVA)	0.0	$101.000000		1.00	101.00	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.0	$88.000000		1.00	88.00	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$67.999800		6.00	11.33	View chart
Lionsgate Studios Corp (LION)	0.0	$61.000000		4.00	15.25	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$52.000000		1.00	52.00	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.0	$33.000000		1.00	33.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$27.000000		1.00	27.00	View chart
Liberty Cap Corp Ser C Gci Group (GLIBK)	0.0	$22.000000		1.00	22.00	View chart
Liberty Latin America Com Cl C (LILAK)	0.0	$16.000000		2.00	8.00	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 Q2 filed July 24, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z