LGT Financial Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF LGT Financial Advisors LLC | Institutional Filer | ▲ 19.51% | $19.5M | 251 |
Current Portfolio Holdings
Showing all 251 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.3M | 16.81% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 41K | $2.3M | 11.80% |
| 3 | XOM | Exxon Mobil Corporation | Energy | 8K | $1.3M | 6.91% |
| 4 | MSFT | Microsoft Corporation | Technology | 3K | $1.2M | 6.25% |
| 5 | AAPL | Apple Inc. | Technology | 5K | $1.2M | 6.19% |
| 6 | CVX | Chevron Corporation | Energy | 5K | $1.1M | 5.43% |
| 7 | MBB | ISHARES TR | — | 4K | $407K | 2.08% |
| 8 | ABBV | AbbVie Inc. | Healthcare | 2K | $329K | 1.69% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2K | $313K | 1.60% |
| 10 | GOOGL | Alphabet Inc. | Technology | 1K | $310K | 1.59% |
| 11 | MCD | McDonald's Corporation | Consumer Cyclical | 667 | $207K | 1.06% |
| 12 | IAU | ISHARES GOLD TR | — | 2K | $187K | 0.96% |
| 13 | SCHY | SCHWAB STRATEGIC TR | — | 6K | $186K | 0.95% |
| 14 | VYM | VANGUARD WHITEHALL FDS | — | 1K | $183K | 0.94% |
| 15 | SGOL | ETFS GOLD TR | — | 4K | $178K | 0.91% |
Showing 1 to 15 of 251 holdings