LGT Financial Advisors

LGT Financial Advisors as of March 31, 2026

Portfolio Holdings for LGT Financial Advisors

LGT Financial Advisors holds 251 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 16.8 $3.3M 5.0k 650.34
J P Morgan Exchange Traded F Equity Premium (JEPI) 11.8 $2.3M 41k 56.68
Exxon Mobil Corporation (XOM) 6.9 $1.3M 7.9k 169.66
Microsoft Corporation (MSFT) 6.2 $1.2M 3.3k 370.22
Apple (AAPL) 6.2 $1.2M 4.8k 253.79
Chevron Corporation (CVX) 5.4 $1.1M 5.1k 206.91
Ishares Tr Mbs Etf (MBB) 2.1 $407k 4.3k 94.95
Abbvie (ABBV) 1.7 $329k 1.5k 217.56
Amazon (AMZN) 1.6 $313k 1.5k 208.27
Alphabet Cap Stk Cl A (GOOGL) 1.6 $310k 1.1k 287.56
McDonald's Corporation (MCD) 1.1 $207k 667.00 311.01
Ishares Gold Tr Ishares New (IAU) 1.0 $187k 2.1k 88.16
Schwab Strategic Tr Internl Divid (SCHY) 1.0 $186k 5.9k 31.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $183k 1.2k 148.10
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.9 $179k 4.0k 44.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $167k 290.00 577.18
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.8 $160k 3.4k 47.08
United Parcel Svcs CL B (UPS) 0.8 $148k 1.5k 98.38
Prologis (PLD) 0.7 $142k 1.1k 132.20
Principal Financial (PFG) 0.7 $139k 1.5k 90.11
NVIDIA Corporation (NVDA) 0.7 $132k 758.00 174.40
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.7 $132k 2.5k 52.85
American Electric Power Company (AEP) 0.7 $131k 1.0k 131.14
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $131k 6.1k 21.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $131k 1.7k 75.11
Sila Realty Trust Common Stock (SILA) 0.6 $126k 5.3k 23.68
Vanguard Index Fds Value Etf (VTV) 0.6 $125k 635.00 196.28
Wal-Mart Stores (WMT) 0.6 $116k 935.00 124.23
Simmons First Natl Corp Cl A $1 Par (SFNC) 0.6 $115k 5.9k 19.45
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $114k 1.2k 92.69
Advance Auto Parts (AAP) 0.5 $106k 2.0k 52.75
Vanguard World Energy Etf (VDE) 0.5 $105k 608.00 173.04
Manulife Finl Corp (MFC) 0.5 $102k 3.0k 34.44
Thrivent Etf Trust Ultra Shrt Bd (TUSB) 0.5 $98k 1.9k 50.28
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.5 $92k 789.00 117.13
Praxis Fds Impact Large Cap (PRXG) 0.5 $91k 2.8k 32.86
Block Cl A (XYZ) 0.5 $90k 1.5k 60.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $89k 1.1k 80.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.4 $86k 4.2k 20.41
Spdr Gold Tr Gold Shs (GLD) 0.4 $86k 199.00 430.29
Strategy Eventide Us Mrkt (ESUM) 0.4 $85k 3.2k 26.18
Compass Pathways Sponsored Ads (CMPS) 0.4 $81k 15k 5.53
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $81k 341.00 237.62
Johnson & Johnson (JNJ) 0.4 $79k 324.00 244.79
Praxis Fds Impact Large Cap (PRXV) 0.4 $79k 2.5k 31.09
Verizon Communications (VZ) 0.4 $75k 1.5k 50.20
T1 Energy Com New (TE) 0.4 $74k 17k 4.39
Solid Power Class A Com (SLDP) 0.4 $71k 24k 3.00
Ishares Tr Long Term Muni (LMUB) 0.4 $69k 1.4k 49.93
Ishares Tr Systematic Bd Et (SYSB) 0.3 $65k 729.00 89.00
Blackstone Group Inc Com Cl A (BX) 0.3 $63k 550.00 114.99
Kimberly-Clark Corporation (KMB) 0.3 $61k 630.00 96.45
Target Corporation (TGT) 0.3 $61k 500.00 121.20
Alphabet Cap Stk Cl C (GOOG) 0.3 $59k 207.00 286.86
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $57k 1.1k 53.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $57k 509.00 112.22
Coeur Mng Com New (CDE) 0.3 $56k 3.0k 18.77
Vaneck Etf Trust Long Muni Etf (MLN) 0.3 $54k 3.1k 17.44
Methanex Corp (MEOH) 0.3 $54k 908.00 59.54
Duke Energy Corp Com New (DUK) 0.3 $54k 412.00 130.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $50k 1.0k 49.91
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $50k 1.9k 26.61
Etsy (ETSY) 0.3 $50k 1.0k 49.98
Lam Research Corp Com New (LRCX) 0.3 $49k 231.00 213.66
Paychex (PAYX) 0.3 $49k 530.00 92.15
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.2 $49k 678.00 71.72
Aberdeen Income Cred Strat (ACP) 0.2 $48k 9.5k 5.10
Mp Materials Corp Com Cl A (MP) 0.2 $48k 1.0k 48.26
Procter & Gamble Company (PG) 0.2 $47k 328.00 144.32
Ishares Msci Eurzone Etf (EZU) 0.2 $45k 721.00 62.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $42k 773.00 54.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $41k 636.00 64.13
Unilever Spon Adr New (UL) 0.2 $40k 705.00 56.97
Apa Corporation (APA) 0.2 $39k 921.00 42.44
Invesco Actively Managed Exc Total Return (GTO) 0.2 $39k 823.00 46.83
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $38k 747.00 50.84
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $37k 1.6k 22.98
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $36k 421.00 84.44
Broadcom (AVGO) 0.2 $35k 112.00 309.51
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $35k 102.00 337.95
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $34k 888.00 38.41
Suncor Energy (SU) 0.2 $33k 503.00 66.16
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $32k 380.00 84.66
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $32k 500.00 63.94
Quantumscape Corp Com Cl A (QS) 0.2 $31k 4.9k 6.38
Coupang Cl A (CPNG) 0.2 $30k 1.6k 18.88
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.1 $28k 614.00 46.17
At&t (T) 0.1 $28k 976.00 29.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $28k 1.2k 23.22
Robinhood Mkts Com Cl A (HOOD) 0.1 $28k 399.00 69.30
Global X Fds Defense Tech Etf (SHLD) 0.1 $26k 372.00 70.90
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $26k 500.00 51.09
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $25k 323.00 77.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $25k 311.00 79.16
Snowflake Com Shs (SNOW) 0.1 $24k 159.00 150.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $24k 50.00 479.20
J P Morgan Exchange Traded F Flexible Income (JFLI) 0.1 $23k 457.00 50.17
Proshares Tr Bitcoin Etf (BITO) 0.1 $22k 2.4k 9.31
Mastercard Incorporated Cl A (MA) 0.1 $22k 44.00 499.66
Federal Signal Corporation (FSS) 0.1 $22k 203.00 108.01
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $22k 475.00 46.08
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $21k 1.0k 21.42
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $21k 225.00 94.24
Phillips 66 (PSX) 0.1 $20k 112.00 181.53
Morgan Stanley Com New (MS) 0.1 $19k 116.00 164.57
Thrivent Etf Trust Small Mid Cap Eq (TSME) 0.1 $18k 439.00 41.58
Twilio Cl A (TWLO) 0.1 $18k 139.00 125.82
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $16k 505.00 32.41
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $15k 160.00 93.74
Under Armour Cl A (UAA) 0.1 $15k 2.5k 5.91
Arista Networks Com Shs (ANET) 0.1 $15k 118.00 122.78
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $14k 153.00 93.87
Owl Rock Capital Corporation (OBDC) 0.1 $14k 1.3k 11.06
Tcg Bdc (CGBD) 0.1 $14k 1.3k 10.94
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $14k 271.00 52.03
Ses Ai Corporation Cl A Com (SES) 0.1 $14k 14k 0.96
JPMorgan Chase & Co. (JPM) 0.1 $13k 45.00 297.00
Ishares Euro High Yield (EUHY) 0.1 $13k 241.00 52.46
Eaton Corp SHS (ETN) 0.1 $13k 35.00 357.66
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.1 $13k 497.00 25.11
McKesson Corporation (MCK) 0.1 $12k 14.00 879.14
CBOE Holdings (CBOE) 0.1 $12k 42.00 279.67
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.1 $12k 108.00 108.53
Intercontinental Exchange (ICE) 0.1 $12k 74.00 158.09
Uber Technologies (UBER) 0.1 $12k 162.00 71.93
Diamondback Energy (FANG) 0.1 $11k 56.00 198.34
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.1 $11k 242.00 45.76
Etf Ser Solutions U S Global Sea T (SEA) 0.1 $11k 648.00 16.94
Ofs Capital (OFS) 0.1 $11k 3.1k 3.55
Nextera Energy (NEE) 0.1 $11k 114.00 92.88
Cion Invt Corp (CION) 0.1 $11k 1.5k 6.84
Comcast Corp Cl A (CMCSA) 0.1 $11k 367.00 28.71
Walt Disney Company (DIS) 0.1 $10k 108.00 96.38
Cullen/Frost Bankers (CFR) 0.1 $10k 76.00 136.58
Cadence Design Systems (CDNS) 0.1 $10k 37.00 277.86
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $10k 139.00 73.12
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $10k 218.00 45.86
Casey's General Stores (CASY) 0.0 $9.7k 13.00 746.92
Qnity Electronics Common Stock (Q) 0.0 $9.4k 81.00 115.56
W.R. Berkley Corporation (WRB) 0.0 $9.3k 141.00 66.27
Dupont De Nemours (DD) 0.0 $9.3k 202.00 45.79
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $9.2k 122.00 75.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $9.2k 24.00 383.42
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $9.1k 210.00 43.20
Crowdstrike Hldgs Cl A (CRWD) 0.0 $9.0k 23.00 390.39
Invesco Mortgage Capital (IVR) 0.0 $9.0k 1.1k 8.08
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $8.9k 36.00 248.39
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.0 $8.9k 227.00 39.25
Progressive Corporation (PGR) 0.0 $8.7k 44.00 198.25
Alliant Energy Corporation (LNT) 0.0 $8.7k 121.00 71.80
Bank of America Corporation (BAC) 0.0 $8.6k 177.00 48.66
Ishares Tr High Yld Corp Bd (HYGW) 0.0 $8.6k 290.00 29.50
Wells Fargo & Company (WFC) 0.0 $8.5k 107.00 79.61
M&T Bank Corporation (MTB) 0.0 $8.5k 41.00 207.63
Southern Company (SO) 0.0 $8.4k 87.00 96.52
PNC Financial Services (PNC) 0.0 $8.3k 40.00 207.20
American Express Company (AXP) 0.0 $8.2k 27.00 302.48
Analog Devices (ADI) 0.0 $8.1k 25.00 323.80
Datadog Cl A Com (DDOG) 0.0 $8.0k 68.00 118.04
International Business Machines (IBM) 0.0 $8.0k 33.00 242.39
Vanguard World Industrial Etf (VIS) 0.0 $7.8k 25.00 312.24
Markel Corporation (MKL) 0.0 $7.7k 4.00 1914.00
CRH Ord (CRH) 0.0 $7.6k 72.00 105.78
Lamar Advertising Cl A (LAMR) 0.0 $7.5k 59.00 126.97
Toll Brothers (TOL) 0.0 $7.4k 55.00 135.36
Air Products & Chemicals (APD) 0.0 $7.3k 25.00 292.32
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.0 $7.3k 161.00 45.35
Hubbell (HUBB) 0.0 $7.2k 15.00 482.67
Globus Med Cl A (GMED) 0.0 $7.2k 84.00 86.15
Stryker Corporation (SYK) 0.0 $7.2k 22.00 328.59
Hca Holdings (HCA) 0.0 $7.1k 15.00 473.27
Hilton Worldwide Holdings (HLT) 0.0 $7.0k 23.00 304.09
Expeditors International of Washington (EXPD) 0.0 $7.0k 49.00 142.41
Xcel Energy (XEL) 0.0 $6.8k 86.00 79.47
J P Morgan Exchange Traded F Active Developin (JADE) 0.0 $6.8k 103.00 66.28
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.0 $6.8k 104.00 65.27
J P Morgan Exchange Traded F Divid Leaders Et (JDIV) 0.0 $6.7k 127.00 52.71
J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $6.6k 88.00 74.67
Ida (IDA) 0.0 $6.6k 46.00 142.63
Hershey Company (HSY) 0.0 $6.5k 31.00 209.68
SYNNEX Corporation (SNX) 0.0 $6.4k 38.00 169.13
Corteva (CTVA) 0.0 $6.4k 76.00 83.89
Visa Com Cl A (V) 0.0 $6.3k 21.00 302.24
Avery Dennison Corporation (AVY) 0.0 $6.3k 36.00 174.47
Yum! Brands (YUM) 0.0 $6.2k 40.00 155.22
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $6.2k 136.00 45.62
Te Connectivity Ord Shs (TEL) 0.0 $6.1k 29.00 211.48
Builders FirstSource (BLDR) 0.0 $6.1k 74.00 82.32
Ferguson Enterprises Common Stock New (FERG) 0.0 $6.0k 26.00 229.50
Alcon Ord Shs (ALC) 0.0 $6.0k 79.00 75.35
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $5.9k 91.00 65.09
Home Depot (HD) 0.0 $5.9k 18.00 328.89
Keurig Dr Pepper (KDP) 0.0 $5.9k 222.00 26.36
Sherwin-Williams Company (SHW) 0.0 $5.8k 18.00 320.56
Rexford Industrial Realty Inc reit (REXR) 0.0 $5.7k 176.00 32.66
Mid-America Apartment (MAA) 0.0 $5.7k 46.00 123.09
Cnh Indl N V SHS (CNH) 0.0 $5.6k 510.00 10.99
Otis Worldwide Corp (OTIS) 0.0 $5.5k 71.00 77.13
Crown Castle Intl (CCI) 0.0 $5.4k 66.00 81.21
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $5.4k 75.00 71.36
Philip Morris International (PM) 0.0 $5.3k 32.00 165.34
Arch Cap Group Ord (ACGL) 0.0 $5.3k 55.00 95.98
Corpay Com Shs (CPAY) 0.0 $5.2k 18.00 291.00
Autodesk (ADSK) 0.0 $5.0k 21.00 239.38
Solventum Corp Com Shs (SOLV) 0.0 $4.9k 75.00 65.31
Cisco Systems (CSCO) 0.0 $4.4k 57.00 77.60
Paycom Software (PAYC) 0.0 $4.4k 36.00 121.89
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) 0.0 $4.2k 117.00 36.31
Teck Resources CL B (TECK) 0.0 $4.1k 79.00 51.54
Fluor Corporation (FLR) 0.0 $4.0k 86.00 46.65
Southwest Airlines (LUV) 0.0 $4.0k 106.00 37.54
Trane Technologies SHS (TT) 0.0 $4.0k 10.00 396.00
Broadridge Financial Solutions (BR) 0.0 $3.6k 22.00 165.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $3.6k 146.00 24.75
Howmet Aerospace (HWM) 0.0 $3.5k 15.00 230.47
Tidal Trust Ii Yieldmax Coin Op (CONY) 0.0 $3.5k 131.00 26.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $3.4k 62.00 55.52
Applied Materials (AMAT) 0.0 $3.4k 10.00 341.80
Advanced Micro Devices (AMD) 0.0 $3.3k 16.00 203.44
NET Lease Office Properties (NLOP) 0.0 $3.2k 275.00 11.51
Ab Active Etfs Core Plus Bd Etf (CPLS) 0.0 $3.1k 89.00 35.38
Gilead Sciences (GILD) 0.0 $2.9k 21.00 139.38
Watsco, Incorporated (WSO) 0.0 $2.9k 8.00 363.75
Prudential Financial (PRU) 0.0 $2.8k 29.00 98.00
Caterpillar (CAT) 0.0 $2.8k 4.00 708.50
Boston Scientific Corporation (BSX) 0.0 $2.8k 45.00 62.76
Parker-Hannifin Corporation (PH) 0.0 $2.7k 3.00 895.33
Ford Motor Company (F) 0.0 $2.6k 224.00 11.54
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $2.4k 158.00 14.95
Tractor Supply Company (TSCO) 0.0 $2.3k 50.00 45.30
Blackrock (BLK) 0.0 $1.9k 2.00 961.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.8k 4.00 446.50
Pimco Dynamic Income SHS (PDI) 0.0 $1.6k 94.00 17.16
Meta Platforms Cl A (META) 0.0 $1.1k 2.00 572.00
Ishares Ethereum Tr SHS (ETHA) 0.0 $720.001200 46.00 15.65
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $716.000000 10.00 71.60
Citigroup Com New (C) 0.0 $679.999800 6.00 113.33
Intel Corporation (INTC) 0.0 $530.000400 12.00 44.17
Ball Corporation (BALL) 0.0 $473.000000 8.00 59.12
Roundhill Etf Trust Bitcoin Covered (YBTC) 0.0 $414.000000 20.00 20.70
ACCO Brands Corporation (ACCO) 0.0 $375.000000 125.00 3.00
Dell Technologies CL C (DELL) 0.0 $328.000000 2.00 164.00
Liberty Live Holdings Com Ser A (LLYVA) 0.0 $92.000000 1.00 92.00
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.0 $78.000000 1.00 78.00
Liberty Global Com Cl A (LBTYA) 0.0 $73.000200 6.00 12.17
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $50.000000 1.00 50.00
Atlanta Braves Hldgs Com Ser C (BATRK) 0.0 $43.000000 1.00 43.00
Lionsgate Studios Corp (LION) 0.0 $38.000000 4.00 9.50
Gci Liberty Com Ser C (GLIBK) 0.0 $37.000000 1.00 37.00
Warner Bros Discovery Com Ser A (WBD) 0.0 $27.000000 1.00 27.00
Liberty Latin America Com Cl C (LILAK) 0.0 $18.000000 2.00 9.00