Lfa--Lugano-Financial-Advisors-Sa
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", null, null, null, "HUM", null, null, "MMM", "ABT", "ABBV", "ADBE", "BABA", "GOOGL", null, "T", "CAT", "AVGO", null, null, null, "EBAY", null, "QS", null, null, null, "HON", null, "AZN", null, null, "MCD", "QCOM", null, "ISRG", null, "EMXC", "LEN", null, "BKNG", null, null, "META", null, null, null, null, null, "MA", "MSFT", "MDLZ", null, "BX", "HSY", "KKR", "KLAC", "VGIT", "VHT", null, null, null, null, null, null, "PEP", "IEMG", null, null, "IVV", null, null, "AAPL", "SPY", null, "ECL", "NVDA", "INTC", "PFE", null, "PG", "MRK", "VZ", null, null, "REGN", null, null, "IEFA", null, null, "NOW", "SLB", "GLD", null, null, null, null, "CI", "BIV", "VO", null, "VCIT", "TTE", null, "IEF", null, null, "RMD", "VYM", null, "EA", "EW", null, "ADSK", "APH", "AMD", "X", "WEC", "AJG", "FTNT", "AEP", null, null, "NVO", "AMZN", null, null, "IVE", null, null, "HBAN", "VGT", "BLV", null, null, null, "VTWO", "BNDX", "BND", "VEEV", "V", "WFC", null, null, "YUM", null, null, "CRM", "DIA", null, null, null, "MCK", null, null, "LULU", "BAC", "BRK-B", "CARR", "CVX", "CSCO", "C", "KO", "COIN", "ED", "GLW", "CVS", "DE", "RSP", "EWJ", null, "EFA", "ADI", "NEE", "NKE", "MAR", "QQQ", "IWM", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "PM", null, null, "MO", "XLK", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 191
- Total Value
- 147089039
- Accession Number
- 0001737871-25-000002
- Form Type
- 13F-HR
- Manager Name
- Lfa--Lugano-Financial-Advisors-Sa
Data Enrichment
60% identified114 identified77 unidentified
Holdings
191 positions • $147.1M total value
Manager:
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Page 10 of 10
37954Y871
Shares:435
Value:$10.0K
% of Portfolio:0.0% ($10.0K/$147.1M)
Shares:12
Value:$7.6K
% of Portfolio:0.0% ($7.6K/$147.1M)
601137102
Shares:84
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$147.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
MCKESSON CORP(MCKcusip58155Q103) | 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $10.1K | 0.0% ($10.1K/$147.1M) | QoQ NEW(+$10.1K) YoY NEW(+$10.1K) |
(cusip37954Y871)✕ | 435 | All Managers (Combined) | $10.0K | 0.0% ($10.0K/$147.1M) | ||
| 40 | QoQ NEW(+40) YoY NEW(+40) | All Managers (Combined) | $9.3K | 0.0% ($9.3K/$147.1M) | QoQ NEW(+$9.3K) YoY NEW(+$9.3K) | |
| 85 | QoQ 0.00% (+0)YoY NEW(+85) | All Managers (Combined) | $9.3K | 0.0% ($9.3K/$147.1M) | YoY NEW(+$9.3K) | |
HERSHEY CO(HSYcusip427866108) | 50 | QoQ NEW(+50) YoY NEW(+50) | All Managers (Combined) | $8.6K | 0.0% ($8.6K/$147.1M) | QoQ NEW(+$8.6K) YoY NEW(+$8.6K) |
QuantumScape Corp(QScusip74767V109) | 2.0K | All Managers (Combined) | $8.3K | 0.0% ($8.3K/$147.1M) | ||
| 12 | QoQ NEW(+12) YoY NEW(+12) | All Managers (Combined) | $7.6K | 0.0% ($7.6K/$147.1M) | QoQ NEW(+$7.6K) YoY NEW(+$7.6K) | |
| 100 | QoQ 0.00% (-0)YoY NEW(+100) | All Managers (Combined) | $7.1K | 0.0% ($7.1K/$147.1M) | QoQ -1.11% (-$80)YoY NEW(+$7.1K) | |
| 10 | All Managers (Combined) | $5.3K | 0.0% ($5.3K/$147.1M) | |||
| 80 | All Managers (Combined) | $3.3K | 0.0% ($3.3K/$147.1M) | |||
(cusip601137102)✕ | 84 | QoQ NEW(+84) YoY NEW(+84) | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$147.1M) | QoQ NEW(+$2.2K) YoY NEW(+$2.2K) |