LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA as of March 31, 2025

Portfolio Holdings for LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA holds 191 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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.2 $24M 43k 559.39
Spdr Gold Tr Gold Shs (GLD) 5.3 $7.9M 27k 288.14
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.4 $6.4M 191k 33.50
Ishares Tr Esg Awre 1 5 Yr (SUSB) 4.1 $6.0M 239k 24.99
Ishares Tr Msci Usa Esg Slc (SUSA) 3.7 $5.5M 48k 114.87
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.2 $4.7M 89k 52.52
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 3.1 $4.6M 72k 63.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.1 $4.6M 71k 64.20
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.9 $4.3M 42k 103.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.7 $4.0M 67k 59.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $3.9M 50k 78.94
Ishares Tr A Rate Cp Bd Etf (QLTA) 2.6 $3.9M 82k 47.53
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 2.5 $3.7M 58k 64.08
Ishares Tr Ibonds Dec 29 (IBDU) 2.3 $3.3M 144k 23.13
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.0 $2.9M 115k 25.16
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $2.8M 52k 54.41
New York Life Investments Et Nyli Hedge Multi (QAI) 1.9 $2.8M 90k 31.31
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.9 $2.8M 29k 95.37
Ishares Tr Short Treas Bd (SHV) 1.7 $2.5M 22k 110.46
Microsoft Corporation (MSFT) 1.6 $2.3M 6.2k 375.39
Amazon (AMZN) 1.6 $2.3M 12k 190.26
Ishares Tr Ibds Dec28 Etf (IBDT) 1.5 $2.2M 88k 25.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.2M 4.6k 468.92
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $2.0M 25k 82.73
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 1.4 $2.0M 47k 42.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.8M 22k 81.76
Ishares Tr Esg Awre Usd Etf (SUSC) 1.2 $1.7M 74k 23.06
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.6M 20k 81.73
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $1.5M 109k 13.63
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $1.2M 57k 21.72
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.7 $1.1M 14k 76.62
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.1M 12k 90.59
Ishares Msci Switzerland (EWL) 0.7 $997k 19k 51.79
Global X Fds Renewable Energy (RNRG) 0.7 $982k 120k 8.21
Apple (AAPL) 0.6 $936k 4.2k 222.13
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.6 $881k 14k 64.07
Vanguard World Inf Tech Etf (VGT) 0.5 $732k 1.4k 542.38
Vanguard World Health Car Etf (VHT) 0.5 $675k 2.6k 264.73
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $575k 7.6k 75.91
Ishares Tr Msci Uk Etf New (EWU) 0.4 $516k 14k 37.47
Alphabet Cap Stk Cl C (GOOG) 0.3 $466k 3.0k 156.23
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.3 $461k 12k 40.13
Select Sector Spdr Tr Indl (XLI) 0.3 $459k 3.5k 131.07
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $449k 24k 18.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $414k 5.4k 76.57
Caterpillar (CAT) 0.3 $412k 1.3k 329.80
Select Sector Spdr Tr Energy (XLE) 0.3 $376k 4.0k 93.45
Select Sector Spdr Tr Financial (XLF) 0.2 $364k 7.3k 49.81
Visa Com Cl A (V) 0.2 $347k 990.00 350.46
Abbott Laboratories (ABT) 0.2 $335k 2.5k 132.65
Kkr & Co (KKR) 0.2 $330k 2.9k 115.61
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $327k 4.0k 81.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $325k 1.9k 173.23
JPMorgan Chase & Co. (JPM) 0.2 $319k 1.3k 245.30
Ishares Tr Hdg Msci Japan (HEWJ) 0.2 $308k 7.4k 41.94
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $294k 12k 25.26
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $282k 6.0k 47.36
Blackstone Group Inc Com Cl A (BX) 0.2 $280k 2.0k 139.78
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $267k 1.4k 190.58
Abbvie (ABBV) 0.2 $260k 1.2k 209.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $258k 1.7k 154.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $257k 1.3k 197.46
Coca-Cola Company (KO) 0.2 $249k 3.5k 71.62
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $245k 5.3k 45.97
Ishares Tr Us Aer Def Etf (ITA) 0.1 $220k 1.4k 153.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $210k 500.00 419.88
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $210k 8.0k 26.26
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $207k 800.00 258.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $201k 1.6k 128.96
Ishares Msci Emrg Chn (EMXC) 0.1 $195k 3.5k 55.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $193k 2.6k 73.45
Booking Holdings (BKNG) 0.1 $184k 40.00 4606.90
Honeywell International (HON) 0.1 $176k 832.00 211.75
Consolidated Edison (ED) 0.1 $175k 1.6k 110.59
Ishares Us Intl Hgh Yld (GHYG) 0.1 $171k 3.8k 44.56
Select Sector Spdr Tr Technology (XLK) 0.1 $168k 813.00 206.48
Zoetis Cl A (ZTS) 0.1 $165k 1.0k 164.65
Mastercard Incorporated Cl A (MA) 0.1 $163k 297.00 548.12
Electronic Arts (EA) 0.1 $163k 1.1k 144.52
ResMed (RMD) 0.1 $161k 717.00 223.85
McDonald's Corporation (MCD) 0.1 $156k 500.00 312.37
Mondelez Intl Cl A (MDLZ) 0.1 $156k 2.3k 67.85
Ishares Tr Ishares Biotech (IBB) 0.1 $154k 1.2k 127.90
Yum! Brands (YUM) 0.1 $153k 970.00 157.36
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $151k 1.7k 91.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $149k 3.3k 45.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $149k 3.1k 48.82
Ishares Tr Core S&p500 Etf (IVV) 0.1 $144k 257.00 561.90
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $144k 7.2k 20.07
Meta Platforms Cl A (META) 0.1 $141k 245.00 576.36
Astrazeneca Sponsored Adr (AZN) 0.1 $140k 1.9k 73.50
Bank of America Corporation (BAC) 0.1 $134k 3.2k 41.73
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $131k 1.8k 72.39
Ishares Tr Core Intl Aggr (IAGG) 0.1 $128k 2.6k 49.99
Eli Lilly & Co. (LLY) 0.1 $127k 154.00 825.91
Altria (MO) 0.1 $126k 2.1k 60.02
Qualcomm (QCOM) 0.1 $124k 810.00 153.61
Ishares Tr Core Msci Eafe (IEFA) 0.1 $123k 1.6k 75.65
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $120k 1.8k 65.17
3M Company (MMM) 0.1 $118k 800.00 146.86
NVIDIA Corporation (NVDA) 0.1 $110k 1.0k 108.38
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $107k 9.5k 11.22
Tesla Motors (TSLA) 0.1 $104k 401.00 259.16
Arthur J. Gallagher & Co. (AJG) 0.1 $101k 291.00 345.24
Autodesk (ADSK) 0.1 $100k 383.00 261.80
Citigroup Com New (C) 0.1 $99k 1.4k 70.99
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $99k 835.00 118.14
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $95k 961.00 98.75
Edwards Lifesciences (EW) 0.1 $94k 1.3k 72.48
Verizon Communications (VZ) 0.1 $87k 1.9k 45.36
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $87k 1.2k 70.42
Ishares Msci Germany Etf (EWG) 0.1 $82k 2.2k 37.08
American Electric Power Company (AEP) 0.1 $82k 747.00 109.27
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $81k 2.6k 30.73
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $81k 1.0k 80.65
Cigna Corp (CI) 0.1 $79k 240.00 329.00
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $79k 5.0k 15.74
Ishares Tr 3yrtb Etf (ISHG) 0.1 $77k 1.1k 70.38
Select Sector Spdr Tr Communication (XLC) 0.1 $77k 801.00 96.45
CVS Caremark Corporation (CVS) 0.1 $77k 1.1k 67.75
Philip Morris International (PM) 0.0 $73k 460.00 158.73
Merck & Co (MRK) 0.0 $71k 788.00 89.76
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $60k 650.00 91.73
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $60k 1.4k 42.52
Exxon Mobil Corporation (XOM) 0.0 $57k 478.00 118.93
Carrier Global Corporation (CARR) 0.0 $56k 890.00 63.40
Pepsi (PEP) 0.0 $54k 363.00 149.94
Coinbase Global Com Cl A (COIN) 0.0 $53k 308.00 172.23
Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $52k 200.00 262.12
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $52k 2.1k 24.24
Broadcom (AVGO) 0.0 $51k 305.00 167.43
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $49k 310.00 157.33
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $49k 1.0k 47.48
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $47k 2.3k 20.70
salesforce (CRM) 0.0 $46k 172.00 268.36
Totalenergies Se Sponsored Ads (TTE) 0.0 $45k 700.00 64.69
Marriott Intl Cl A (MAR) 0.0 $43k 182.00 238.20
Ishares Msci Jpn Etf New (EWJ) 0.0 $36k 524.00 68.56
Ishares Core Msci Emkt (IEMG) 0.0 $36k 660.00 53.97
Lennar Corp Cl A (LEN) 0.0 $36k 309.00 114.78
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $35k 320.00 110.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $35k 265.00 132.23
Deere & Company (DE) 0.0 $35k 74.00 469.35
Procter & Gamble Company (PG) 0.0 $34k 200.00 170.42
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $34k 760.00 44.26
United States Steel Corporation 0.0 $31k 735.00 42.26
Huntington Bancshares Incorporated (HBAN) 0.0 $31k 2.1k 15.01
Cisco Systems (CSCO) 0.0 $31k 500.00 61.71
Intel Corporation (INTC) 0.0 $30k 1.3k 22.71
Intuitive Surgical Com New (ISRG) 0.0 $30k 60.00 495.27
At&t (T) 0.0 $28k 1.0k 28.28
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $28k 499.00 55.45
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $28k 270.00 102.23
Wells Fargo & Company (WFC) 0.0 $27k 377.00 71.79
Fortinet (FTNT) 0.0 $26k 265.00 96.26
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $26k 355.00 71.80
Nike CL B (NKE) 0.0 $25k 400.00 63.48
Pfizer (PFE) 0.0 $25k 1.0k 25.34
Chevron Corporation (CVX) 0.0 $25k 150.00 167.29
Ishares Tr Russell 2000 Etf (IWM) 0.0 $25k 123.00 199.49
Servicenow (NOW) 0.0 $24k 30.00 796.13
Ecolab (ECL) 0.0 $22k 87.00 253.52
Adobe Systems Incorporated (ADBE) 0.0 $21k 55.00 383.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $19k 239.00 78.89
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $19k 360.00 51.50
Lululemon Athletica (LULU) 0.0 $18k 63.00 283.06
Kla Corp Com New (KLAC) 0.0 $18k 26.00 679.81
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $18k 620.00 28.46
Corning Incorporated (GLW) 0.0 $16k 345.00 45.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $15k 320.00 46.81
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $15k 550.00 26.57
Amphenol Corp Cl A (APH) 0.0 $14k 220.00 65.59
Analog Devices (ADI) 0.0 $14k 70.00 201.67
Netflix (NFLX) 0.0 $14k 15.00 932.53
Advanced Micro Devices (AMD) 0.0 $14k 135.00 102.74
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $13k 365.00 36.49
Humana (HUM) 0.0 $12k 45.00 264.60
Novo-nordisk A S Adr (NVO) 0.0 $12k 170.00 69.44
eBay (EBAY) 0.0 $11k 165.00 67.73
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $11k 120.00 91.03
McKesson Corporation (MCK) 0.0 $10k 15.00 673.00
Global X Fds Global X Uranium (URA) 0.0 $10k 435.00 22.92
Veeva Sys Cl A Com (VEEV) 0.0 $9.3k 40.00 231.62
Wec Energy Group (WEC) 0.0 $9.3k 85.00 108.98
Hershey Company (HSY) 0.0 $8.6k 50.00 171.04
Quantumscape Corp Com Cl A (QS) 0.0 $8.3k 2.0k 4.16
Regeneron Pharmaceuticals (REGN) 0.0 $7.6k 12.00 634.25
Nextera Energy (NEE) 0.0 $7.1k 100.00 70.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $5.3k 10.00 532.60
Schlumberger Com Stk (SLB) 0.0 $3.3k 80.00 41.80
Millrose Pptys Com Cl A (MRP) 0.0 $2.2k 84.00 26.51