LGT Financial Advisors LLC Portfolio Holdings
Q3 2025•372 long positions•$45.5M portfolio value
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Holding652 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $3.3M 7.33% | +$8.0K Bought | — 5.0K shares | 5.0K → 5.0K +$8.0K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 5.68% | +$109.1K Bought | — 3.9K shares | 3.7K → 3.9K +$109.1K | +4.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 5.12% | -$53.6K Sold | — 40.8K shares | 41.8K → 40.8K −$53.6K | -2.25% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $1.7M 3.69% | — | 0.0% 3.2K shares | — | — | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 3.13% | +$117.3K Bought | — 7.3K shares | 6.7K → 7.3K +$117.3K | +8.98% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 3.08% | +$188.2K Bought | — 20.7K shares | 17.9K → 20.7K +$188.2K | +15.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 3.03% | +$122.5K Bought | — 23.3K shares | 21.2K → 23.3K +$122.5K | +9.77% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 3.02% | +$74.8K Bought | — 11.4K shares | 10.7K → 11.4K +$74.8K | +5.77% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 2.7% | +$1.2M Bought | — 26.3K shares | 1.1K → 26.3K +$1.2M | +2,318.09% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $1.2M 2.69% | -$23.9K Sold | 0.0% 4.8K shares | 4.9K → 4.8K −$23.9K | -1.92% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 2.25% | +$128.5K Bought | — 3.1K shares | 2.7K → 3.1K +$128.5K | +14.34% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $1.0M 2.23% | — | 0.0% 6.5K shares | — | — | $312.88B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $998.3K 2.19% | -$98.1K Sold | — 3.0K shares | 3.3K → 3.0K −$98.1K | -8.95% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $925.5K 2.03% | -$12.1K Sold | 0.0% 8.2K shares | 8.3K → 8.2K −$12.1K | -1.29% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $764.8K 1.68% | +$1.9K Bought | — 2.0K shares | 2.0K → 2.0K +$1.9K | +0.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $727.0K 1.6% | +$123.6K Bought | — 11.0K shares | 9.2K → 11.0K +$123.6K | +20.49% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $646.2K 1.42% | +$58.4K Bought | — 17.1K shares | 15.5K → 17.1K +$58.4K | +9.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $633.4K 1.39% | +$407.7K Bought | — 3.1K shares | 1.1K → 3.1K +$407.7K | +180.6% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $588.1K 1.29% | +$12.1K Bought | — 5.2K shares | 5.1K → 5.2K +$12.1K | +2.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $536.6K 1.18% | -$53.7K Sold | — 10.0K shares | 11.0K → 10.0K −$53.7K | -9.09% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $520.9K 1.15% | -$246.2K Sold | — 9.4K shares | 13.9K → 9.4K −$246.2K | -32.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $515.3K 1.13% | -$1.8K Sold | — 1.4K shares | 1.4K → 1.4K −$1.8K | -0.35% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $503.8K 1.11% | +$207.6K Bought | — 4.9K shares | 2.9K → 4.9K +$207.6K | +70.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $486.7K 1.07% | -$492.3K Sold | — 5.4K shares | 11.0K → 5.4K −$492.3K | -50.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $472.3K 1.04% | +$2.0K Bought | — 3.4K shares | 3.4K → 3.4K +$2.0K | +0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $414.2K 0.91% | +$8.0K Bought | — 13.0K shares | 12.7K → 13.0K +$8.0K | +1.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $405.6K 0.892% | +$1.8K Bought | — 2.3K shares | 2.3K → 2.3K +$1.8K | +0.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $378.6K 0.832% | -$45.8K Sold | — 7.1K shares | 8.0K → 7.1K −$45.8K | -10.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $358.8K 0.789% | -$612.3 Sold | — 586.0 shares | 587.0 → 586.0 −$612.3 | -0.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $353.6K 0.777% | +$344.5K Bought | — 3.7K shares | 95.0 → 3.7K +$344.5K | +3,811.58% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $350.9K 0.771% | +$251.0K Bought | — 7.0K shares | 2.0K → 7.0K +$251.0K | +251.0% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $350.1K 0.77% | +$583.5 Bought | — 2.4K shares | 2.4K → 2.4K +$583.5 | +0.17% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $347.7K 0.764% | +$1.6K Bought | 0.0% 1.5K shares | 1.5K → 1.5K +$1.6K | +0.47% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $330.0K 0.725% | — | 0.0% 1.5K shares | — | — | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $316.8K 0.696% | -$11.2K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$11.2K | -3.41% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $314.8K 0.692% | +$51.5K Bought | — 1.6K shares | 1.3K → 1.6K +$51.5K | +19.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $312.4K 0.687% | — | — 4.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $312.1K 0.686% | +$228.2K Bought | — 11.4K shares | 3.1K → 11.4K +$228.2K | +272.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $305.1K 0.671% | +$111.1K Bought | — 6.0K shares | 3.8K → 6.0K +$111.1K | +57.29% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $279.7K 0.615% | +$279.7K Bought | — 12.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $262.3K 0.577% | — | 0.0% 1.1K shares | — | — | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $255.0K 0.561% | +$255.0K New | — 11.1K shares | 0 → 11.1K +$255.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $221.3K 0.486% | +$154.6K Bought | — 863.0 shares | 260.0 → 863.0 +$154.6K | +231.92% | — — | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $201.6K 0.443% | +$607.4 Bought | 0.0% 664.0 shares | 662.0 → 664.0 +$607.4 | +0.3% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $195.3K 0.429% | +$195.3K New | — 8.1K shares | 0 → 8.1K +$195.3K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $192.7K 0.424% | +$19.0K Bought | — 2.6K shares | 2.4K → 2.6K +$19.0K | +10.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $190.1K 0.418% | -$16.1K Sold | — 2.2K shares | 2.4K → 2.2K −$16.1K | -7.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $187.0K 0.411% | -$75.1K Sold | — 1.3K shares | 1.9K → 1.3K −$75.1K | -28.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $176.9K 0.389% | +$176.9K Bought | — 6.3K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $174.1K 0.383% | — | — 290.0 shares | — | — | — — | Q4 2024 Held for 11 months |
