LGT Financial Advisors

LGT Financial Advisors as of March 31, 2025

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