LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA as of June 30, 2025

Portfolio Holdings for LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA holds 245 positions in its portfolio as reported in the June 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) 14.6 $25M 40k 617.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 12.1 $21M 230k 89.22
Ishares Tr Esg Awre 1 5 Yr (SUSB) 6.8 $11M 457k 24.99
Spdr Gold Tr Gold Shs (GLD) 5.2 $8.8M 29k 304.83
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.8 $4.7M 88k 52.88
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.7 $4.5M 127k 35.28
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $4.4M 68k 64.65
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 2.5 $4.3M 64k 66.28
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.4 $4.1M 41k 100.86
Spdr Series Trust Bloomberg Intl (IBND) 2.4 $4.0M 124k 32.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $3.8M 48k 78.91
Ishares Tr Ibonds Dec 29 (IBDU) 2.1 $3.6M 156k 23.15
New York Life Investments Et Nyli Hedge Multi (QAI) 2.0 $3.3M 103k 32.32
Microsoft Corporation (MSFT) 1.9 $3.2M 6.5k 497.41
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $3.2M 54k 59.43
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $3.2M 54k 59.73
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.7 $2.9M 114k 25.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $2.7M 29k 95.16
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.6 $2.7M 36k 75.58
Ishares Tr Short Treas Bd (SHV) 1.6 $2.7M 25k 109.67
Amazon (AMZN) 1.6 $2.6M 12k 219.39
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $2.3M 91k 25.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.9M 23k 82.33
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.1 $1.9M 40k 47.49
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.7M 19k 89.39
Ishares Msci Switzerland (EWL) 0.9 $1.5M 27k 54.81
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.8 $1.4M 107k 13.04
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $1.4M 26k 52.06
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $1.3M 62k 21.81
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.7 $1.2M 18k 68.85
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.7 $1.2M 14k 82.45
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.1M 12k 91.83
Apple (AAPL) 0.6 $977k 4.8k 205.17
Global X Fds Renewable Energy (RNRG) 0.5 $925k 95k 9.79
Vanguard World Inf Tech Etf (VGT) 0.5 $895k 1.4k 663.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $687k 31k 22.10
Vanguard World Health Car Etf (VHT) 0.4 $633k 2.6k 248.34
Alphabet Cap Stk Cl C (GOOG) 0.4 $612k 3.4k 177.39
Ishares Tr Msci Uk Etf New (EWU) 0.3 $547k 14k 39.72
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $546k 7.3k 75.14
NVIDIA Corporation (NVDA) 0.3 $529k 3.3k 157.99
Select Sector Spdr Tr Indl (XLI) 0.3 $516k 3.5k 147.52
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.3 $514k 12k 44.67
Caterpillar (CAT) 0.3 $484k 1.3k 386.79
JPMorgan Chase & Co. (JPM) 0.3 $457k 1.6k 288.52
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $454k 24k 18.90
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $415k 5.4k 76.82
Alphabet Cap Stk Cl A (GOOGL) 0.2 $411k 2.3k 176.23
Visa Com Cl A (V) 0.2 $387k 1.1k 355.05
Select Sector Spdr Tr Financial (XLF) 0.2 $382k 7.3k 52.37
Kkr & Co (KKR) 0.2 $379k 2.9k 133.03
Abbott Laboratories (ABT) 0.2 $367k 2.7k 135.40
Meta Platforms Cl A (META) 0.2 $349k 473.00 738.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $341k 1.9k 181.74
Select Sector Spdr Tr Energy (XLE) 0.2 $341k 4.0k 84.81
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $324k 4.0k 80.97
Ishares Tr Hdg Msci Japan (HEWJ) 0.2 $305k 6.9k 44.36
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $299k 12k 25.73
Blackstone Group Inc Com Cl A (BX) 0.2 $297k 2.0k 148.68
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $283k 1.3k 217.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $278k 5.6k 49.46
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $274k 1.4k 195.42
Booking Holdings (BKNG) 0.2 $272k 47.00 5789.23
Ishares Tr Us Aer Def Etf (ITA) 0.2 $271k 1.4k 188.64
Coca-Cola Company (KO) 0.2 $256k 3.6k 70.75
Electronic Arts (EA) 0.1 $246k 1.5k 159.70
Abbvie (ABBV) 0.1 $228k 1.2k 184.03
Ishares Msci Emrg Chn (EMXC) 0.1 $224k 3.5k 63.14
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $224k 800.00 279.83
Spdr Series Trust Bloomberg Short (BWZ) 0.1 $223k 8.0k 27.97
ResMed (RMD) 0.1 $220k 854.00 258.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $220k 500.00 440.47
Honeywell International (HON) 0.1 $217k 932.00 232.88
Bank of America Corporation (BAC) 0.1 $209k 4.4k 47.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $207k 1.6k 133.31
Select Sector Spdr Tr Technology (XLK) 0.1 $206k 813.00 253.23
Mastercard Incorporated Cl A (MA) 0.1 $204k 364.00 561.18
Ishares Tr Russell 2000 Etf (IWM) 0.1 $198k 918.00 215.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $192k 2.6k 73.15
Ishares Tr Us Intl Hgh Yld (GHYG) 0.1 $176k 3.8k 45.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $176k 2.2k 78.19
Ishares Tr Esg Optimized (SUSA) 0.1 $170k 1.3k 126.75
Zoetis Cl A (ZTS) 0.1 $160k 1.0k 155.43
Ishares Tr Core S&p500 Etf (IVV) 0.1 $160k 257.00 620.90
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $156k 1.8k 84.83
Mondelez Intl Cl A (MDLZ) 0.1 $155k 2.3k 67.44
Broadcom (AVGO) 0.1 $153k 556.00 275.65
Spdr Series Trust Bloomberg Emergi (EBND) 0.1 $152k 7.2k 21.20
Ishares Tr Ishares Biotech (IBB) 0.1 $152k 1.2k 126.51
Tesla Motors (TSLA) 0.1 $151k 476.00 317.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $151k 3.1k 49.30
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $149k 3.3k 45.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $149k 1.7k 89.06
McDonald's Corporation (MCD) 0.1 $146k 500.00 292.17
Yum! Brands (YUM) 0.1 $144k 970.00 148.18
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $143k 5.4k 26.49
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $137k 1.8k 75.86
American Electric Power Company (AEP) 0.1 $137k 1.3k 103.76
Ishares Tr Core Msci Eafe (IEFA) 0.1 $136k 1.6k 83.48
Astrazeneca Sponsored Adr (AZN) 0.1 $133k 1.9k 69.88
Ishares Gold Tr Ishares New (IAU) 0.1 $129k 2.1k 62.36
Qualcomm (QCOM) 0.1 $129k 810.00 159.26
Eli Lilly & Co. (LLY) 0.1 $126k 161.00 779.53
Altria (MO) 0.1 $123k 2.1k 58.63
3M Company (MMM) 0.1 $122k 800.00 152.24
Autodesk (ADSK) 0.1 $119k 383.00 309.57
Citigroup Com New (C) 0.1 $118k 1.4k 84.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $109k 1.6k 67.22
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $108k 2.1k 51.04
Coinbase Global Com Cl A (COIN) 0.1 $108k 308.00 350.49
Verizon Communications (VZ) 0.1 $106k 2.5k 42.58
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $106k 9.5k 11.08
Edwards Lifesciences (EW) 0.1 $102k 1.3k 78.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $99k 835.00 118.40
Ishares Msci Germany Etf (EWG) 0.1 $94k 2.2k 42.31
Arthur J. Gallagher & Co. (AJG) 0.1 $93k 291.00 320.12
salesforce (CRM) 0.1 $90k 330.00 272.69
Pepsi (PEP) 0.1 $89k 672.00 132.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $87k 1.0k 87.22
Select Sector Spdr Tr Communication (XLC) 0.1 $87k 801.00 108.53
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $85k 1.2k 68.98
Philip Morris International (PM) 0.0 $84k 460.00 182.13
Exxon Mobil Corporation (XOM) 0.0 $83k 765.00 107.80
Cigna Corp (CI) 0.0 $79k 240.00 330.58
CVS Caremark Corporation (CVS) 0.0 $78k 1.1k 68.24
Merck & Co (MRK) 0.0 $69k 865.00 79.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $67k 497.00 135.04
Carrier Global Corporation (CARR) 0.0 $65k 890.00 72.98
Netflix (NFLX) 0.0 $63k 47.00 1339.13
Wal-Mart Stores (WMT) 0.0 $62k 636.00 97.78
Intuitive Surgical Com New (ISRG) 0.0 $62k 114.00 543.41
Procter & Gamble Company (PG) 0.0 $60k 378.00 158.24
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $59k 650.00 91.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $53k 109.00 485.77
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $52k 2.1k 24.34
Goldman Sachs (GS) 0.0 $51k 72.00 707.75
Wells Fargo & Company (WFC) 0.0 $51k 635.00 80.12
At&t (T) 0.0 $50k 1.7k 28.65
Marriott Intl Cl A (MAR) 0.0 $50k 182.00 273.21
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $49k 1.0k 48.12
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $48k 310.00 153.28
Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $46k 200.00 230.29
Deere & Company (DE) 0.0 $46k 90.00 508.49
Fortinet (FTNT) 0.0 $45k 426.00 105.72
Chevron Corporation (CVX) 0.0 $44k 310.00 143.19
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $44k 1.0k 42.64
Totalenergies Se Sponsored Ads (TTE) 0.0 $43k 700.00 61.39
Ishares Core Msci Emkt (IEMG) 0.0 $40k 660.00 60.03
Ishares Msci Jpn Etf New (EWJ) 0.0 $39k 524.00 74.97
Servicenow (NOW) 0.0 $37k 36.00 1028.08
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $37k 320.00 114.27
Baker Hughes Company Cl A (BKR) 0.0 $36k 953.00 38.14
Huntington Bancshares Incorporated (HBAN) 0.0 $35k 2.1k 16.76
Cisco Systems (CSCO) 0.0 $35k 500.00 68.97
Lennar Corp Cl A (LEN) 0.0 $34k 309.00 110.13
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $33k 270.00 121.64
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $32k 576.00 55.41
Home Depot (HD) 0.0 $32k 87.00 366.64
Costco Wholesale Corporation (COST) 0.0 $31k 31.00 988.58
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $30k 499.00 60.94
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $30k 265.00 113.41
Raytheon Technologies Corp (RTX) 0.0 $29k 201.00 146.02
Intel Corporation (INTC) 0.0 $29k 1.3k 22.40
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $29k 470.00 61.21
Ishares Tr Core Msci Total (IXUS) 0.0 $29k 369.00 77.31
Nike CL B (NKE) 0.0 $28k 400.00 71.04
Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $28k 225.00 123.59
Kla Corp Com New (KLAC) 0.0 $28k 31.00 895.74
Adobe Systems Incorporated (ADBE) 0.0 $28k 71.00 386.87
Palantir Technologies Cl A (PLTR) 0.0 $27k 200.00 136.32
Applovin Corp Com Cl A (APP) 0.0 $26k 75.00 350.08
Kinder Morgan (KMI) 0.0 $26k 895.00 29.09
UnitedHealth (UNH) 0.0 $25k 80.00 311.98
Pfizer (PFE) 0.0 $24k 1.0k 23.83
Oracle Corporation (ORCL) 0.0 $24k 109.00 218.17
Novo-nordisk A S Adr (NVO) 0.0 $24k 340.00 69.02
Ecolab (ECL) 0.0 $23k 87.00 269.44
Johnson & Johnson (JNJ) 0.0 $23k 150.00 152.75
Southern Company (SO) 0.0 $23k 246.00 91.83
Danaher Corporation (DHR) 0.0 $22k 110.00 197.54
Amphenol Corp Cl A (APH) 0.0 $22k 220.00 98.75
Charles Schwab Corporation (SCHW) 0.0 $21k 235.00 91.24
Starbucks Corporation (SBUX) 0.0 $21k 226.00 91.63
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $20k 620.00 32.65
Walt Disney Company (DIS) 0.0 $20k 157.00 124.01
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $20k 641.00 30.35
Advanced Micro Devices (AMD) 0.0 $19k 135.00 141.90
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $19k 239.00 79.87
Lululemon Athletica (LULU) 0.0 $19k 78.00 237.58
Ishares Msci World Etf (URTH) 0.0 $18k 108.00 169.38
Corning Incorporated (GLW) 0.0 $18k 345.00 52.59
Chipotle Mexican Grill (CMG) 0.0 $18k 323.00 56.15
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $17k 365.00 47.75
Ge Vernova (GEV) 0.0 $17k 32.00 528.91
Global X Fds Global X Uranium (URA) 0.0 $17k 435.00 38.81
Analog Devices (ADI) 0.0 $17k 70.00 238.01
Waste Management (WM) 0.0 $17k 72.00 228.82
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $15k 550.00 27.54
Progressive Corporation (PGR) 0.0 $14k 54.00 266.76
Metropcs Communications (TMUS) 0.0 $14k 59.00 238.25
Uber Technologies (UBER) 0.0 $14k 146.00 93.30
Quantumscape Corp Com Cl A (QS) 0.0 $13k 2.0k 6.72
EOG Resources (EOG) 0.0 $13k 106.00 118.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $13k 55.00 226.49
eBay (EBAY) 0.0 $12k 165.00 74.46
Veralto Corp Com Shs (VLTO) 0.0 $12k 120.00 100.95
Veeva Sys Cl A Com (VEEV) 0.0 $12k 40.00 287.98
Iqvia Holdings (IQV) 0.0 $11k 71.00 157.59
Humana (HUM) 0.0 $11k 45.00 244.49
McKesson Corporation (MCK) 0.0 $11k 15.00 732.80
CSX Corporation (CSX) 0.0 $11k 333.00 32.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $11k 120.00 87.58
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $10k 23.00 445.22
Comcast Corp Cl A (CMCSA) 0.0 $10k 286.00 35.37
Prologis (PLD) 0.0 $9.9k 94.00 105.12
Fiserv (FI) 0.0 $9.1k 53.00 172.42
S&p Global (SPGI) 0.0 $9.0k 17.00 527.29
Wec Energy Group (WEC) 0.0 $8.9k 85.00 104.20
Corteva (CTVA) 0.0 $8.7k 117.00 74.53
Thermo Fisher Scientific (TMO) 0.0 $8.5k 21.00 405.48
Hershey Company (HSY) 0.0 $8.3k 50.00 165.96
Waters Corporation (WAT) 0.0 $7.7k 22.00 349.05
Otis Worldwide Corp (OTIS) 0.0 $7.4k 75.00 99.03
AutoZone (AZO) 0.0 $7.4k 2.00 3712.00
Dollar Tree (DLTR) 0.0 $7.3k 74.00 99.04
Digital Realty Trust (DLR) 0.0 $7.3k 42.00 174.33
Labcorp Holdings Com Shs (LH) 0.0 $7.1k 27.00 262.52
United Rentals (URI) 0.0 $6.8k 9.00 753.44
Ameren Corporation (AEE) 0.0 $6.1k 64.00 96.05
Applied Materials (AMAT) 0.0 $5.1k 28.00 183.07
Hubspot (HUBS) 0.0 $5.0k 9.00 556.67
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $5.0k 48.00 104.12
Regeneron Pharmaceuticals (REGN) 0.0 $4.2k 8.00 525.00
Hyatt Hotels Corp Com Cl A (H) 0.0 $3.8k 27.00 139.67
Paccar (PCAR) 0.0 $3.1k 33.00 95.06
Schlumberger Com Stk (SLB) 0.0 $2.7k 80.00 33.80
Hca Holdings (HCA) 0.0 $1.9k 5.00 383.20
Copart (CPRT) 0.0 $1.5k 31.00 49.06
PNC Financial Services (PNC) 0.0 $1.5k 8.00 184.88
O'reilly Automotive (ORLY) 0.0 $1.4k 15.00 90.13
Palo Alto Networks (PANW) 0.0 $1.2k 6.00 204.67
Lam Research Corp Com New (LRCX) 0.0 $973.000000 10.00 97.30
AmerisourceBergen (COR) 0.0 $900.000000 3.00 300.00
Nortonlifelock (GEN) 0.0 $588.000000 20.00 29.40
Bright Horizons Fam Sol In D (BFAM) 0.0 $494.000000 4.00 123.50