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 IVV, SPY, JEPI, MSFT, QUAL, and represent 24.28% of LGT Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, FBCG, JEPI, THRO, OEF, SPYV, HTGC, IVV, PFG, HEFA.
Started 36 new stock positions in PFG, LB, SEA, RSP, XLG, SCHQ, FNDF, XLI, VV, XTEN.
Reduced shares in these 10 stocks: SPLG, AAPL, MSFT, GOOGL, CVX, ACWI, , , BRK.B, ROP.
Sold out of its positions in AAON, ADMA, ANIP, ASGN, ABT, ANF, ASO, ADUS, ADBE, ATGE.
LGT Financial Advisors was a net seller of stock by $-12M.
LGT Financial Advisors has $33M in assets under management (AUM), dropping by -27.55%.
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 297 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.6	$2.5M	+5%	4.4k	568.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.1	$2.0M		3.6k	558.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.0	$1.3M	+43%	23k	57.14	View chart
Microsoft Corporation (MSFT)	3.5	$1.1M	-23%	3.0k	375.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$1.0M	+9%	6.0k	172.03	View chart
Apple (AAPL)	3.1	$1.0M	-30%	4.6k	222.13	View chart
Chevron Corporation (CVX)	3.1	$1.0M	-24%	6.0k	167.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$951k	-4%	10k	93.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.9	$941k	-6%	19k	48.72	View chart
Exxon Mobil Corporation (XOM)	2.8	$917k		7.7k	118.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.7	$885k	+9%	9.7k	91.03	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$726k	-8%	12k	59.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$711k	+223%	2.6k	274.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.9	$638k	-11%	2.0k	317.65	View chart
Ishares Tr S&p 100 Etf (OEF)	1.8	$583k	+141%	2.1k	271.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$494k	-31%	4.9k	100.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.4	$466k	+48%	9.1k	51.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$446k	+18%	1.5k	306.74	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.3	$440k	NEW	11k	39.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.3	$423k		3.4k	125.98	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$409k		7.5k	54.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$349k	NEW	11k	31.69	View chart
Amazon (AMZN)	1.0	$343k	-39%	1.8k	190.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$343k	-4%	2.3k	151.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$329k		641.00	513.55	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$312k	-7%	5.7k	55.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$307k		12k	25.04	View chart
Abbvie (ABBV)	0.9	$299k	-19%	1.4k	209.57	View chart
Ishares Tr Us Industrials (IYJ)	0.9	$293k		2.3k	130.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$279k		2.0k	141.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$276k	-64%	4.2k	65.76	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.8	$265k		2.8k	95.74	View chart
Prologis (PLD)	0.7	$242k		2.2k	111.80	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.7	$240k	+51%	5.0k	47.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$237k	-4%	1.8k	128.98	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$228k	+78%	4.3k	53.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$169k	+46%	876.00	193.19	View chart
McDonald's Corporation (MCD)	0.5	$167k	-20%	533.00	312.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$166k		2.1k	78.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$164k	+66%	3.3k	49.62	View chart
Sila Realty Trust Common Stock (SILA)	0.5	$163k	-24%	6.1k	26.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$162k	+78%	2.7k	59.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$160k		1.7k	92.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$157k	-68%	1.0k	154.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$155k	-16%	2.5k	61.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$150k		1.8k	85.08	View chart
Paychex (PAYX)	0.4	$147k		952.00	154.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$143k	+7%	1.6k	90.59	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$142k	-44%	1.4k	103.75	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$141k	+527%	3.9k	36.30	View chart
Manulife Finl Corp (MFC)	0.4	$141k		4.5k	31.15	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$134k	-68%	1.1k	116.39	View chart
Hercules Technology Growth Capital (HTGC)	0.4	$132k	NEW	6.9k	19.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$130k		349.00	371.17	View chart
Principal Financial (PFG)	0.4	$128k	NEW	1.5k	84.38	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.4	$124k	+3%	1.7k	72.44	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.4	$121k		5.9k	20.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$121k	-26%	4.3k	27.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$121k	-19%	751.00	160.54	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$119k		4.0k	29.82	View chart
NVIDIA Corporation (NVDA)	0.4	$117k		1.1k	108.38	View chart
Kimberly-Clark Corporation (KMB)	0.4	$117k	-21%	821.00	142.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$115k	+5347%	1.9k	61.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$113k		1.5k	75.68	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$113k	+26600%	2.4k	46.81	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$111k	+4%	1.0k	108.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$108k		628.00	172.64	View chart
American Electric Power Company (AEP)	0.3	$107k		978.00	109.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$106k		1.7k	60.67	View chart
Pfizer (PFE)	0.3	$103k	NEW	4.1k	25.34	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$100k		2.0k	49.85	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.3	$99k		3.1k	31.44	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.3	$99k	+3%	3.8k	25.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$99k	+14%	1.3k	73.65	View chart
Dell Technologies CL C (DELL)	0.3	$98k	+53700%	1.1k	91.15	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$96k		2.9k	33.24	View chart
salesforce (CRM)	0.3	$94k	NEW	352.00	268.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$94k	+2889%	1.1k	82.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$92k	+1510%	757.00	122.00	View chart
Dillards Cl A (DDS)	0.3	$90k		250.00	358.13	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$89k	+4%	886.00	100.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$89k		190.00	468.92	View chart
Duke Energy Corp Com New (DUK)	0.3	$88k		720.00	122.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$85k	-11%	1.8k	47.08	View chart
Wp Carey (WPC)	0.3	$82k	-53%	1.3k	63.11	View chart
Wal-Mart Stores (WMT)	0.2	$81k		926.00	87.75	View chart
At&t (T)	0.2	$79k		2.8k	28.27	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$73k		2.4k	31.02	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$72k	-7%	860.00	83.87	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$72k	-10%	1.1k	63.50	View chart
Unilever Spon Adr New (UL)	0.2	$67k		1.1k	59.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$66k		341.00	193.02	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.2	$65k	NEW	1.3k	49.54	View chart
Ishares Tr Europe Etf (IEV)	0.2	$56k	+56%	957.00	58.20	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.2	$55k	-2%	1.9k	28.78	View chart
Procter & Gamble Company (PG)	0.2	$55k	-76%	324.00	170.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$55k	-3%	269.00	203.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$54k	-37%	458.00	117.49	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$53k		1.1k	46.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$53k		1.2k	46.14	View chart
Johnson & Johnson (JNJ)	0.2	$52k	-37%	316.00	165.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$50k	-3%	1.0k	49.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$48k	+193%	516.00	93.65	View chart
Arbor Realty Trust (ABR)	0.1	$46k	NEW	3.9k	11.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$44k	-16%	797.00	55.45	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$44k		462.00	95.30	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$44k	+10%	952.00	46.09	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$44k		908.00	48.00	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$42k	+320%	425.00	99.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$42k		465.00	90.55	View chart
Compass Pathways Sponsored Ads (CMPS)	0.1	$42k	NEW	15k	2.86	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$42k	+36%	909.00	46.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$41k	NEW	1.1k	36.14	View chart
Diamondback Energy (FANG)	0.1	$41k	-14%	259.00	159.88	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$41k	-5%	667.00	61.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$40k	-8%	420.00	95.27	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$40k	-60%	765.00	51.76	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$38k		747.00	50.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$37k	NEW	142.00	257.03	View chart
Valero Energy Corporation (VLO)	0.1	$36k	NEW	271.00	131.85	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$35k	NEW	895.00	39.49	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$35k	+7%	1.9k	18.31	View chart
Bristol Myers Squibb (BMY)	0.1	$34k		557.00	61.02	View chart
Paypal Holdings (PYPL)	0.1	$33k	NEW	500.00	65.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$32k		622.00	50.86	View chart
Methanex Corp (MEOH)	0.1	$32k		900.00	35.10	View chart
Verizon Communications (VZ)	0.1	$29k		644.00	45.34	View chart
Siriusxm Holdings Common Stock (SIRI)	0.1	$29k	+2631%	1.3k	22.54	View chart
Landbridge Company Cl A (LB)	0.1	$29k	NEW	400.00	71.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$28k	-78%	269.00	105.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$28k		500.00	55.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$28k	-81%	262.00	105.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$27k	-90%	50.00	532.58	View chart
Ag Mtg Invt Tr Com New (MITT)	0.1	$27k	NEW	3.6k	7.30	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$25k	+42100%	422.00	60.15	View chart
Solid Power Class A Com (SLDP)	0.1	$25k		24k	1.05	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$25k	+12%	336.00	73.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$25k		323.00	76.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25k		311.00	78.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$24k		96.00	252.25	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$24k	+633%	264.00	90.65	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$23k		612.00	38.19	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$23k		500.00	45.78	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$23k	+24%	755.00	30.31	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$23k	+10%	583.00	38.97	View chart
Digital Realty Trust (DLR)	0.1	$23k	NEW	158.00	143.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$22k		118.00	185.85	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$22k		1.0k	21.47	View chart
T1 Energy Com New	0.1	$21k		17k	1.26	View chart
Intel Corporation (INTC)	0.1	$21k		928.00	22.75	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$21k	NEW	632.00	32.76	View chart
Quantumscape Corp Com Cl A (QS)	0.1	$20k		4.9k	4.16	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$19k	-9%	352.00	53.48	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$19k	-10%	405.00	46.09	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$18k		196.00	93.77	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$18k		345.00	53.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$18k	+195%	124.00	146.00	View chart
Kraft Heinz (KHC)	0.1	$18k		594.00	30.43	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$18k	NEW	136.00	131.07	View chart
Coeur Mng Com New (CDE)	0.1	$18k	NEW	3.0k	5.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$16k	NEW	94.00	173.23	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$16k		307.00	50.76	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$15k		565.00	27.26	View chart
Federal Signal Corporation (FSS)	0.0	$15k		202.00	73.45	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$14k	-73%	304.00	45.07	View chart
Phillips 66 (PSX)	0.0	$13k		108.00	123.06	View chart
Ses Ai Corporation Cl A Com (SES)	0.0	$12k		24k	0.52	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.0	$12k	NEW	126.00	97.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$12k	-5%	492.00	24.34	View chart
JPMorgan Chase & Co. (JPM)	0.0	$11k	-91%	45.00	245.31	View chart
Amplify Etf Tr Altrntv Harv Etf	0.0	$11k	NEW	538.00	19.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$10k	NEW	227.00	46.03	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.0	$10k	+7%	111.00	94.08	View chart
W.R. Berkley Corporation (WRB)	0.0	$9.8k	-85%	137.00	71.36	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$9.5k	+3%	162.00	58.94	View chart
CBOE Holdings (CBOE)	0.0	$9.4k	-88%	41.00	228.10	View chart
Cullen/Frost Bankers (CFR)	0.0	$9.3k		74.00	125.20	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$8.6k	-23%	223.00	38.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$8.5k	-39%	43.00	197.43	View chart
Texas Instruments Incorporated (TXN)	0.0	$8.1k		45.00	179.71	View chart
Etf Ser Solutions U S Global Sea T (SEA)	0.0	$8.1k	NEW	648.00	12.48	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$8.0k	-5%	117.00	68.56	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$7.8k	-23%	87.00	89.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$7.7k	+13%	78.00	98.93	View chart
Southwest Airlines (LUV)	0.0	$7.7k		230.00	33.50	View chart
Alliant Energy Corporation (LNT)	0.0	$7.6k	-85%	117.00	64.55	View chart
McKesson Corporation (MCK)	0.0	$7.5k	-87%	11.00	683.45	View chart
Casey's General Stores (CASY)	0.0	$7.5k	-90%	17.00	441.06	View chart
Markel Corporation (MKL)	0.0	$7.5k	-84%	4.00	1869.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$7.5k	-36%	145.00	51.51	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$7.4k	+9000%	91.00	81.45	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$7.2k		107.00	67.71	View chart
Williams Companies (WMB)	0.0	$7.2k		120.00	59.76	View chart
M&T Bank Corporation (MTB)	0.0	$7.1k	-85%	40.00	178.72	View chart
Intercontinental Exchange (ICE)	0.0	$7.1k	-91%	41.00	172.10	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$7.0k	NEW	153.00	45.51	View chart
PNC Financial Services (PNC)	0.0	$6.8k	-85%	38.00	177.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$6.6k	+9%	104.00	63.72	View chart
Crown Castle Intl (CCI)	0.0	$6.6k	-84%	63.00	104.10	View chart
CRH Ord (CRH)	0.0	$6.3k	-85%	72.00	87.97	View chart
NET Lease Office Properties (NLOP)	0.0	$6.3k	-32%	200.00	31.27	View chart
Kinder Morgan (KMI)	0.0	$6.2k		219.00	28.53	View chart
Yum! Brands (YUM)	0.0	$6.2k	-87%	39.00	158.05	View chart
Cnh Indl N V SHS (CNH)	0.0	$6.1k	-82%	500.00	12.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$5.9k	-64%	54.00	110.06	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$5.9k	-85%	17.00	348.00	View chart
Xcel Energy (XEL)	0.0	$5.9k	-76%	83.00	71.16	View chart
FedEx Corporation (FDX)	0.0	$5.9k		24.00	243.79	View chart
Expeditors International of Washington (EXPD)	0.0	$5.8k	-85%	48.00	120.62	View chart
Keurig Dr Pepper (KDP)	0.0	$5.7k	NEW	167.00	34.22	View chart
Toll Brothers (TOL)	0.0	$5.7k	-84%	54.00	105.81	View chart
Solventum Corp Com Shs (SOLV)	0.0	$5.7k	-87%	75.00	76.04	View chart
Mid-America Apartment (MAA)	0.0	$5.6k	-85%	34.00	165.26	View chart
Globus Med Cl A (GMED)	0.0	$5.6k	-86%	76.00	73.20	View chart
Autodesk (ADSK)	0.0	$5.5k	-86%	21.00	261.81	View chart
Boston Scientific Corporation (BSX)	0.0	$5.4k	-89%	54.00	100.89	View chart
Broadridge Financial Solutions (BR)	0.0	$5.3k	-90%	22.00	242.45	View chart
Arch Cap Group Ord (ACGL)	0.0	$5.3k	NEW	55.00	96.18	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$5.2k	-32%	92.00	56.48	View chart
Hershey Company (HSY)	0.0	$5.2k	-85%	30.00	173.07	View chart
Analog Devices (ADI)	0.0	$5.1k	-85%	25.00	202.12	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.0	$5.0k	-86%	126.00	39.44	View chart
Sun Communities (SUI)	0.0	$4.9k	-85%	38.00	128.63	View chart
Fluor Corporation (FLR)	0.0	$4.9k	-85%	136.00	35.82	View chart
Hubbell (HUBB)	0.0	$4.8k	-92%	15.00	321.47	View chart
Bwx Technologies (BWXT)	0.0	$4.8k	-88%	49.00	98.04	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.8k	-84%	59.00	80.78	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$4.8k	NEW	102.00	46.67	View chart
Corteva (CTVA)	0.0	$4.7k	-86%	75.00	63.29	View chart
Norfolk Southern (NSC)	0.0	$4.6k	-85%	20.00	232.20	View chart
Portland Gen Elec Com New (POR)	0.0	$4.6k	-84%	104.00	44.49	View chart
A. O. Smith Corporation (AOS)	0.0	$4.6k	-89%	71.00	64.99	View chart
SYNNEX Corporation (SNX)	0.0	$4.5k	-85%	44.00	102.91	View chart
Lamar Advertising Cl A (LAMR)	0.0	$4.4k	-89%	38.00	114.84	View chart
Ss&c Technologies Holding (SSNC)	0.0	$4.4k	-89%	52.00	83.73	View chart
American Intl Group Com New (AIG)	0.0	$4.3k		50.00	86.94	View chart
Gartner (IT)	0.0	$4.2k	-92%	10.00	419.70	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$4.1k	+58%	19.00	218.09	View chart
Te Connectivity Ord Shs (TEL)	0.0	$4.1k	-85%	29.00	140.97	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$4.1k		23.00	177.62	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$4.0k	-87%	25.00	161.48	View chart
Watsco, Incorporated (WSO)	0.0	$3.9k	-93%	8.00	493.50	View chart
Corpay Com Shs (CPAY)	0.0	$3.8k	-85%	11.00	348.73	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.0	$3.8k	+22%	99.00	37.95	View chart
Insight Enterprises (NSIT)	0.0	$3.8k	NEW	25.00	150.00	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$3.7k	-12%	62.00	60.11	View chart
Fidelity National Information Services (FIS)	0.0	$3.7k	-87%	49.00	74.92	View chart
Genuine Parts Company (GPC)	0.0	$3.7k	-85%	31.00	118.39	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$3.3k	-86%	67.00	49.30	View chart
Trane Technologies SHS (TT)	0.0	$3.2k	-90%	9.00	352.00	View chart
Prudential Financial (PRU)	0.0	$3.1k	+3%	28.00	110.18	View chart
Ab Active Etfs Core Plus Bd Etf (CPLS)	0.0	$3.0k	NEW	85.00	35.46	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$2.9k	-85%	67.00	43.90	View chart
Halliburton Company (HAL)	0.0	$2.9k	-86%	116.00	25.27	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$2.9k	NEW	51.00	56.35	View chart
Avery Dennison Corporation (AVY)	0.0	$2.8k	-87%	16.00	174.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$2.8k		120.00	23.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$2.5k	-2%	85.00	29.76	View chart
Ford Motor Company (F)	0.0	$2.2k		224.00	10.03	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$2.0k	+750%	17.00	116.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.9k		10.00	194.00	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$1.9k	+166%	40.00	46.76	View chart
Bank of America Corporation (BAC)	0.0	$1.7k	-98%	40.00	41.73	View chart
Teck Resources CL B (TECK)	0.0	$1.5k	-89%	42.00	36.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$1.4k		16.00	88.31	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$1.3k	NEW	21.00	64.19	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$1.3k		25.00	52.60	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$1.2k	-79%	23.00	51.09	View chart
American Airls (AAL)	0.0	$812.003500		77.00	10.55	View chart
Nebius Group Shs Class A (NBIS)	0.0	$654.000800		31.00	21.10	View chart
ACCO Brands Corporation (ACCO)	0.0	$524.000000		125.00	4.19	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$510.000000	-86%	6.00	85.00	View chart
Citigroup Com New (C)	0.0	$426.000000		6.00	71.00	View chart
Ball Corporation (BALL)	0.0	$418.000000	NEW	8.00	52.25	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$400.999400		17.00	23.59	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$321.000000		5.00	64.20	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$300.000400	-89%	28.00	10.71	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$270.000000		3.00	90.00	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$214.999200		18.00	11.94	View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK)	0.0	$204.000000		3.00	68.00	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$196.000000	NEW	14.00	14.00	View chart
Sunrise Communications Ads Cl A (SNRE)	0.0	$193.000000		4.00	48.25	View chart
Utstarcom Holdings Corp Ordinary Shares (UTSI)	0.0	$125.000000	NEW	50.00	2.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$86.000000	-99%	2.00	43.00	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.0	$85.000000		1.00	85.00	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.0	$81.000000		1.00	81.00	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$70.000000	-99%	2.00	35.00	View chart
Liberty Global Com Cl A (LBTYA)	0.0	$69.000000		6.00	11.50	View chart
Liberty Media Corp Del Com Lbty Liv S A (LLYVA)	0.0	$67.000000		1.00	67.00	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$40.000000		1.00	40.00	View chart
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)	0.0	$32.000000		4.00	8.00	View chart
Liberty Latin America Com Cl C (LILAK)	0.0	$12.000000		2.00	6.00	View chart
Qvc Group Com Ser A	0.0	$5.000000		25.00	0.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$0	+51%	579.00	0.00	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$0	-66%	144.00	0.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$0		0	0.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$0	-86%	8.00	0.00	View chart

Past Filings by LGT Financial Advisors

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

LGT Financial Advisors 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