LGT Financial Advisors LLC
RIA/Wealth
LGT Financial Advisors LLC is a RIA/Wealth based in Dallas, TX led by John Eric Bullman, reporting $359.3M in AUM as of Q3 2025 with 74% ETF concentration.
CIOJohn Eric Bullman
- Portfolio Value
- $45.5M
- Positions
- 372
- Top Holding
- SPY at 7.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LGT Financial Advisors LLC's portfolio (39.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.3M | 7.33% | +$8.0K Bought | — 5.0K shares | |
ETF ETF | $2.6M | 5.68% | +$109.1K Bought | — 3.9K shares | |
ETF ETF | $2.3M | 5.12% | -$53.6K Sold | — 40.8K shares | |
Software - Infrastructure Technology | $1.7M | 3.69% | — | 0.00% 3.2K shares | |
ETF ETF | $1.4M | 3.13% | +$117.3K Bought | — 7.3K shares | |
ETF ETF | $1.4M | 3.08% | +$188.2K Bought | — 20.7K shares | |
ETF ETF | $1.4M | 3.03% | +$122.5K Bought | — 23.3K shares | |
ETF ETF | $1.4M | 3.02% | +$74.8K Bought | — 11.4K shares | |
ETF ETF | $1.2M | 2.70% | +$1.2M Bought | — 26.3K shares | |
Consumer Electronics Technology | $1.2M | 2.69% | -$23.9K Sold | 0.00% 4.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LGT Financial Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LGT Financial Advisors LLC
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