LGT Financial Advisors
Latest statistics and disclosures from LGT Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KO, PFE, XOM, IVV, CMBS, and represent 20.04% of LGT Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, OEF, QUAL, TLT, SCHO, EFV, PNC, EMXC, IEFA, CCI.
- Started 80 new stock positions in AGTI, LGF.B, IUSB, FHN, LILAK, BBRE, SCHO, EMXC, IXC, IWY.
- Reduced shares in these 10 stocks: WPC, , MSFT, IWS, AAPL, SHV, VYM, DGRO, IEUR, UPS.
- Sold out of its positions in AAON, ACHC, Activision Blizzard, AHCO, AAP, AQN, GOOG, AVD, AWK, ELV.
- LGT Financial Advisors was a net seller of stock by $-2.2M.
- LGT Financial Advisors has $82M in assets under management (AUM), dropping by 4.00%.
- Central Index Key (CIK): 0001965191
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Portfolio Holdings for LGT Financial Advisors
LGT Financial Advisors holds 849 positions in its portfolio as reported in the December 2023 quarterly 13F filing
LGT Financial Advisors has 849 total positions. Only the first 250 positions are shown.
- Sign up to view all of the LGT Financial Advisors Dec. 31, 2023 positions
- Download the LGT Financial Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 6.8 | $5.6M | 95k | 58.93 |
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| Pfizer (PFE) | 4.3 | $3.5M | 122k | 28.79 |
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| Exxon Mobil Corporation (XOM) | 4.0 | $3.3M | 33k | 99.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $2.0M | +31% | 4.3k | 477.59 |
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| Ishares Tr Cmbs Etf (CMBS) | 2.4 | $2.0M | 43k | 46.79 |
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| Invesco Actively Managed Etf Total Return (GTO) | 2.4 | $2.0M | 42k | 47.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $1.9M | 4.0k | 475.25 |
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| Chevron Corporation (CVX) | 2.3 | $1.9M | -3% | 13k | 149.16 |
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| Microsoft Corporation (MSFT) | 2.1 | $1.7M | -11% | 4.6k | 376.03 |
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| Apple (AAPL) | 1.9 | $1.6M | -10% | 8.1k | 192.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $1.3M | 5.6k | 237.21 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.3 | $1.1M | -15% | 9.5k | 116.29 |
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| Prologis (PLD) | 1.2 | $1.0M | 7.6k | 133.30 |
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| Ishares Tr Blackrock Ultra (ICSH) | 1.2 | $967k | 19k | 50.36 |
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| Amazon (AMZN) | 1.1 | $919k | -8% | 6.0k | 151.94 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $910k | -5% | 3.3k | 273.70 |
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| Meta Platforms Cl A (META) | 1.1 | $908k | 2.6k | 353.96 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $879k | 16k | 55.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $739k | -5% | 8.9k | 82.96 |
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| Wp Carey (WPC) | 0.9 | $729k | -26% | 11k | 64.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $691k | 3.4k | 200.70 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $628k | +65% | 4.3k | 147.13 |
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| SYSCO Corporation (SYY) | 0.8 | $624k | 8.5k | 73.13 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $583k | -8% | 3.4k | 170.10 |
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| Amgen (AMGN) | 0.7 | $576k | 2.0k | 288.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $574k | 1.6k | 356.66 |
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| Capital One Financial (COF) | 0.7 | $558k | 4.3k | 131.12 |
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| Applied Materials (AMAT) | 0.7 | $554k | 3.4k | 162.07 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $520k | -25% | 4.7k | 110.12 |
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| Wells Fargo & Company (WFC) | 0.6 | $518k | 11k | 49.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $498k | +43% | 7.1k | 70.35 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $492k | -8% | 1.9k | 262.30 |
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| Union Pacific Corporation (UNP) | 0.6 | $491k | 2.0k | 245.62 |
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| General Electric Com New (GE) | 0.6 | $490k | 3.8k | 127.63 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $475k | 5.4k | 88.36 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $454k | -3% | 6.0k | 76.13 |
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| Viatris (VTRS) | 0.5 | $438k | -3% | 41k | 10.83 |
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| Abbvie (ABBV) | 0.5 | $425k | -8% | 2.7k | 154.96 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $418k | 2.7k | 155.32 |
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| Norfolk Southern (NSC) | 0.5 | $400k | 1.7k | 236.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $400k | -4% | 3.9k | 101.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $399k | -6% | 2.9k | 139.69 |
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| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.5 | $398k | 4.7k | 84.26 |
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| McDonald's Corporation (MCD) | 0.5 | $394k | 1.3k | 296.60 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.5 | $377k | 5.6k | 67.86 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $372k | +15% | 6.8k | 54.98 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $369k | +106% | 3.7k | 98.88 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $355k | 8.8k | 40.21 |
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| McKesson Corporation (MCK) | 0.4 | $350k | +16% | 756.00 | 463.05 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $348k | +98% | 6.7k | 52.10 |
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| Markel Corporation (MKL) | 0.4 | $345k | +10% | 243.00 | 1419.90 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.4 | $339k | -4% | 10k | 32.83 |
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| Philip Morris International (PM) | 0.4 | $339k | 3.6k | 94.08 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $314k | 3.7k | 84.14 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.4 | $308k | 3.1k | 98.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $307k | -25% | 702.00 | 437.06 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $306k | -24% | 2.1k | 145.04 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $299k | -13% | 2.7k | 110.67 |
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| Tesla Motors (TSLA) | 0.4 | $293k | -10% | 1.2k | 248.48 |
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| CBOE Holdings (CBOE) | 0.4 | $293k | +2% | 1.6k | 178.53 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $291k | NEW | 1.3k | 223.44 |
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| Watsco, Incorporated (WSO) | 0.3 | $280k | +2% | 654.00 | 428.15 |
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| Broadridge Financial Solutions (BR) | 0.3 | $280k | +2% | 1.4k | 205.69 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $278k | +3% | 2.2k | 127.92 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $278k | -16% | 2.9k | 96.85 |
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| Wec Energy Group (WEC) | 0.3 | $271k | 3.2k | 84.17 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $271k | -25% | 2.6k | 104.92 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $265k | -35% | 2.9k | 91.41 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $256k | 4.9k | 52.05 |
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| Casey's General Stores (CASY) | 0.3 | $254k | -7% | 925.00 | 274.79 |
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| Ishares Tr Us Industrials (IYJ) | 0.3 | $252k | 2.2k | 114.38 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $247k | 1.4k | 170.46 |
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| Paychex (PAYX) | 0.3 | $245k | 2.1k | 119.08 |
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| Fortune Brands (FBIN) | 0.3 | $244k | 3.2k | 76.14 |
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| Diamondback Energy (FANG) | 0.3 | $237k | +2% | 1.5k | 155.06 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $230k | +54% | 3.1k | 75.11 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $229k | -43% | 2.1k | 111.62 |
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| A. O. Smith Corporation (AOS) | 0.3 | $227k | +2% | 2.8k | 82.45 |
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| At&t (T) | 0.3 | $224k | -5% | 13k | 16.78 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $219k | +44% | 447.00 | 489.99 |
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| Fluor Corporation (FLR) | 0.3 | $216k | 5.5k | 39.17 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $213k | +2% | 3.0k | 70.72 |
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| Intel Corporation (INTC) | 0.3 | $212k | -20% | 4.2k | 50.25 |
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| Cigna Corp (CI) | 0.3 | $209k | +11% | 699.00 | 299.45 |
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| Hubbell (HUBB) | 0.3 | $206k | -6% | 627.00 | 329.12 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $206k | -44% | 3.8k | 53.82 |
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| Expeditors International of Washington (EXPD) | 0.3 | $205k | +2% | 1.6k | 127.17 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.2 | $204k | -23% | 4.0k | 50.52 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $199k | -31% | 2.1k | 94.07 |
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| Globe Life (GL) | 0.2 | $198k | +2% | 1.6k | 121.74 |
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| Alliant Energy Corporation (LNT) | 0.2 | $197k | +2% | 3.8k | 51.30 |
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| Vontier Corporation (VNT) | 0.2 | $196k | 5.7k | 34.55 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $195k | 2.5k | 77.01 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $195k | -10% | 1.6k | 121.48 |
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| First American Financial (FAF) | 0.2 | $195k | 3.0k | 64.43 |
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| M&T Bank Corporation (MTB) | 0.2 | $194k | 1.4k | 137.04 |
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| Bwx Technologies (BWXT) | 0.2 | $193k | 2.5k | 76.74 |
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| American Electric Power Company (AEP) | 0.2 | $192k | 2.4k | 81.23 |
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| Analog Devices (ADI) | 0.2 | $192k | +2% | 967.00 | 198.47 |
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| Boston Scientific Corporation (BSX) | 0.2 | $192k | 3.3k | 57.81 |
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| Us Bancorp Del Com New (USB) | 0.2 | $191k | 4.4k | 43.28 |
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| Eversource Energy (ES) | 0.2 | $190k | +71% | 3.1k | 61.72 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $188k | +8% | 1.8k | 105.43 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $187k | NEW | 3.9k | 48.45 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $185k | 2.6k | 72.43 |
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| Gartner (IT) | 0.2 | $183k | -9% | 405.00 | 451.11 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $179k | -4% | 1.7k | 104.47 |
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| Verizon Communications (VZ) | 0.2 | $176k | -35% | 4.7k | 37.70 |
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| Trane Technologies SHS (TT) | 0.2 | $176k | +3% | 722.00 | 244.04 |
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| Owens Corning (OC) | 0.2 | $176k | -25% | 1.2k | 148.23 |
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| Royal Gold (RGLD) | 0.2 | $175k | 1.4k | 121.00 |
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| MGM Resorts International. (MGM) | 0.2 | $170k | 3.8k | 44.68 |
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| 3M Company (MMM) | 0.2 | $170k | 1.6k | 109.35 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $168k | 1.8k | 92.47 |
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| Teck Resources CL B (TECK) | 0.2 | $167k | 3.9k | 42.27 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $164k | -3% | 2.2k | 76.38 |
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| PNC Financial Services (PNC) | 0.2 | $164k | +26325% | 1.1k | 154.85 |
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| International Business Machines (IBM) | 0.2 | $164k | 1.0k | 163.55 |
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| Avery Dennison Corporation (AVY) | 0.2 | $163k | +2% | 807.00 | 202.26 |
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| Autodesk (ADSK) | 0.2 | $163k | +2% | 670.00 | 243.48 |
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| Sun Communities (SUI) | 0.2 | $162k | 1.2k | 133.62 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $155k | -22% | 2.5k | 63.33 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $153k | 3.7k | 41.47 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $153k | NEW | 2.8k | 55.41 |
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| Portland Gen Elec Com New (POR) | 0.2 | $152k | 3.5k | 43.33 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $152k | 2.2k | 67.56 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $152k | -5% | 1.2k | 126.75 |
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| Crown Castle Intl (CCI) | 0.2 | $151k | NEW | 1.3k | 115.16 |
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| Mid-America Apartment (MAA) | 0.2 | $150k | NEW | 1.1k | 134.46 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $149k | 1.4k | 106.29 |
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| Te Connectivity SHS (TEL) | 0.2 | $148k | +2% | 1.1k | 140.45 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $148k | 2.4k | 61.11 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $147k | -10% | 3.1k | 47.00 |
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| Altria (MO) | 0.2 | $145k | 3.6k | 40.34 |
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| Kellogg Company (K) | 0.2 | $144k | NEW | 2.6k | 55.91 |
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| American Airls (AAL) | 0.2 | $140k | 10k | 13.74 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $140k | -14% | 3.3k | 42.52 |
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| Home Depot (HD) | 0.2 | $140k | 403.00 | 346.22 |
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| Prudential Financial (PRU) | 0.2 | $137k | 1.3k | 103.72 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $135k | 1.7k | 77.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $134k | 810.00 | 165.25 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $132k | -41% | 5.0k | 26.51 |
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| Chubb (CB) | 0.2 | $130k | 574.00 | 226.00 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $128k | +72% | 1.0k | 122.70 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $128k | -20% | 1.6k | 78.04 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $127k | 1.3k | 97.01 |
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| Hershey Company (HSY) | 0.2 | $126k | 673.00 | 186.56 |
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| Entergy Corporation (ETR) | 0.2 | $125k | 1.2k | 101.22 |
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| Americold Rlty Tr (COLD) | 0.2 | $125k | +2% | 4.1k | 30.27 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $124k | +33% | 1.3k | 93.81 |
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| Xcel Energy (XEL) | 0.1 | $121k | 2.0k | 61.90 |
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| Charles River Laboratories (CRL) | 0.1 | $121k | -2% | 510.00 | 236.40 |
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| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $117k | 5.9k | 19.84 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $114k | +23% | 2.2k | 52.86 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $113k | +99% | 820.00 | 137.88 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $113k | 2.2k | 52.33 |
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| LKQ Corporation (LKQ) | 0.1 | $109k | +2% | 2.3k | 47.79 |
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| Waters Corporation (WAT) | 0.1 | $108k | -21% | 329.00 | 329.23 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $100k | 1.3k | 75.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $99k | +141% | 150.00 | 660.08 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $99k | 2.0k | 49.44 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $99k | 2.0k | 50.03 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $98k | 1.7k | 56.15 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $98k | 1.3k | 77.32 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $96k | +1189% | 3.8k | 25.30 |
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| Ferguson SHS (FERG) | 0.1 | $95k | NEW | 491.00 | 193.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $93k | 298.00 | 310.66 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $92k | -19% | 528.00 | 173.89 |
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| Bio Rad Labs Cl A (BIO) | 0.1 | $91k | +4% | 283.00 | 322.89 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $91k | 511.00 | 178.81 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $90k | NEW | 3.4k | 26.40 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $89k | -8% | 462.00 | 192.48 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $89k | -51% | 1.7k | 51.04 |
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| Procter & Gamble Company (PG) | 0.1 | $88k | -34% | 600.00 | 146.42 |
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| Johnson & Johnson (JNJ) | 0.1 | $88k | 560.00 | 156.66 |
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| Halliburton Company (HAL) | 0.1 | $85k | +2% | 2.3k | 36.15 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $85k | -2% | 2.9k | 29.02 |
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| Twilio Cl A (TWLO) | 0.1 | $84k | 1.1k | 75.87 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $83k | -7% | 1.6k | 51.05 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $81k | 965.00 | 84.39 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $79k | 4.0k | 19.74 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $76k | 511.00 | 149.37 |
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| Edgewell Pers Care (EPC) | 0.1 | $75k | 2.0k | 36.63 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $74k | +30% | 1.5k | 50.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $72k | -14% | 530.00 | 136.38 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $72k | -24% | 633.00 | 113.99 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $71k | 1.4k | 51.29 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $71k | +12% | 843.00 | 83.84 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $70k | 774.00 | 91.01 |
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| Unilever Spon Adr New (UL) | 0.1 | $70k | 1.5k | 48.48 |
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| AGCO Corporation (AGCO) | 0.1 | $68k | +11020% | 556.00 | 121.41 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $67k | +103% | 618.00 | 108.50 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $66k | +38% | 1.8k | 37.60 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $66k | 2.4k | 27.99 |
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| Energizer Holdings (ENR) | 0.1 | $65k | 2.0k | 31.68 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $62k | 2.7k | 23.27 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $61k | +2% | 1.2k | 50.60 |
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| Iac Com New (IAC) | 0.1 | $61k | 1.2k | 52.38 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $58k | -34% | 899.00 | 64.59 |
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| Evergy (EVRG) | 0.1 | $56k | 1.1k | 52.20 |
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| Encore Wire Corporation (WIRE) | 0.1 | $55k | -7% | 255.00 | 213.62 |
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| West Pharmaceutical Services (WST) | 0.1 | $54k | 154.00 | 352.12 |
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| Manhattan Associates (MANH) | 0.1 | $54k | 251.00 | 215.32 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $53k | -26% | 1.7k | 31.19 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $53k | NEW | 784.00 | 67.06 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $52k | -4% | 45.00 | 1164.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $52k | -2% | 3.8k | 13.80 |
|
| Kraft Heinz (KHC) | 0.1 | $51k | -43% | 1.4k | 36.98 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $51k | NEW | 799.00 | 64.14 |
|
| Darling International (DAR) | 0.1 | $51k | -19% | 1.0k | 49.84 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $51k | 472.00 | 108.26 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $50k | NEW | 1.3k | 39.12 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $50k | NEW | 368.00 | 135.42 |
|
| Topbuild (BLD) | 0.1 | $49k | 131.00 | 374.26 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $49k | 73.00 | 668.42 |
|
|
| Lennox International (LII) | 0.1 | $49k | 109.00 | 447.52 |
|
|
| Cytokinetics Com New (CYTK) | 0.1 | $49k | 583.00 | 83.49 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $48k | -4% | 304.00 | 157.59 |
|
| Steel Dynamics (STLD) | 0.1 | $48k | -6% | 405.00 | 118.10 |
|
| Masterbrand Common Stock (MBC) | 0.1 | $48k | 3.2k | 14.85 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $47k | NEW | 996.00 | 47.44 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $46k | +316% | 908.00 | 50.46 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $45k | 1.8k | 25.53 |
|
|
| Axon Enterprise (AXON) | 0.1 | $44k | -10% | 172.00 | 258.33 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $44k | +93% | 1.0k | 44.14 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $44k | NEW | 631.00 | 70.10 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $44k | -52% | 278.00 | 157.80 |
|
| Pool Corporation (POOL) | 0.1 | $44k | 110.00 | 398.71 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $44k | 462.00 | 94.73 |
|
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.1 | $43k | 938.00 | 46.08 |
|
|
| Methanex Corp (MEOH) | 0.1 | $42k | 885.00 | 47.37 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $42k | -9% | 249.00 | 166.94 |
|
| Five Below (FIVE) | 0.1 | $42k | 195.00 | 213.16 |
|
|
| Lincoln Electric Holdings (LECO) | 0.1 | $41k | 190.00 | 217.46 |
|
|
| Repligen Corporation (RGEN) | 0.1 | $41k | 229.00 | 179.80 |
|
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.1 | $41k | -54% | 721.00 | 56.93 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $41k | -33% | 474.00 | 85.95 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $41k | 1.0k | 39.88 |
|
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $40k | NEW | 1.9k | 20.62 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $39k | 823.00 | 47.74 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $39k | 139.00 | 279.68 |
|
|
| American Express Company (AXP) | 0.0 | $39k | -2% | 207.00 | 187.34 |
|
| Kinder Morgan (KMI) | 0.0 | $38k | 2.2k | 17.64 |
|
|
| ConocoPhillips (COP) | 0.0 | $37k | 322.00 | 116.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $37k | 701.00 | 53.32 |
|
|
| Service Corporation International (SCI) | 0.0 | $36k | 527.00 | 68.45 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $36k | 1.5k | 24.18 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $36k | -63% | 642.00 | 55.58 |
|
| Synopsys (SNPS) | 0.0 | $35k | 67.00 | 514.91 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $34k | -66% | 660.00 | 52.17 |
|
Past Filings by LGT Financial Advisors
SEC 13F filings are viewable for LGT Financial Advisors going back to 2022
- 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