Lgt Financial Advisors LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 297
- Total Value
- 9822226
- Accession Number
- 0001398344-25-008971
- Form Type
- 13F-HR
- CIK
- 0001965191
- Manager Name
- Lgt Financial Advisors LLC
Data Enrichment
62% identified184 identified113 unidentified
Holdings
297 positions
Manager:
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Page 13 of 15
464289438
Shares:
8(+14.3%)
Value:
$1.8M(+3.0%)
878742204
Shares:
42(+0.0%)
Value:
$1.5M(-10.0%)
025072877
Shares:
16(+0.0%)
Value:
$1.4M(-9.3%)
921946885
Shares:
21
Value:
$1.3M
00162Q452
Shares:
25(+0.0%)
Value:
$1.3M(+7.9%)
464288745
Shares:
7(+0.0%)
Value:
$1.2M(-3.6%)
464288620
Shares:
23(-58.9%)
Value:
$1.2M(-58.3%)
46434G889
Shares:
23(+53.3%)
Value:
$1.1M(+57.7%)
46434V639
Shares:
24(-83.6%)
Value:
$935.0K(-82.1%)
46641Q340
Shares:
9(-88.2%)
Value:
$821.0K(-88.7%)
464287432
Shares:
7(-36.4%)
Value:
$665.0K(-31.9%)
N97284108
Shares:
31(+0.0%)
Value:
$654.0K(-23.9%)
46137V332
Shares:
19(+0.0%)
Value:
$565.0K(+1.4%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip464289438)✕ | 8 | QoQ +14.28% (+1)YoY +33.33% (+2) | All Managers (Combined) | $1.8K | |
| 39 | All Managers (Combined) | $1.7K | |||
| 40 | YoY 0.00% (+0) | All Managers (Combined) | $1.7K | ||
| 17 | QoQ -81.52% (-75)YoY +70.00% (+7) | All Managers (Combined) | $1.6K | ||
(cusip878742204)✕ | 42 | QoQ 0.00% (-0) | All Managers (Combined) | $1.5K | |
| 6 | QoQ NEW(+6) YoY NEW(+6) | All Managers (Combined) | $1.5K | QoQ NEW(+$1.5K) YoY NEW(+$1.5K) | |
(cusip025072877)✕ | 16 | All Managers (Combined) | $1.4K | ||
(cusip921946885)✕ | 21 | QoQ NEW(+21) YoY NEW(+21) | All Managers (Combined) | $1.3K | QoQ NEW(+$1.3K) YoY NEW(+$1.3K) |
(cusip00162Q452)✕ | 25 | QoQ 0.00% (+0) | All Managers (Combined) | $1.3K | |
(cusip464288745)✕ | 7 | QoQ 0.00% (-0)YoY NEW(+7) | All Managers (Combined) | $1.2K | QoQ -3.56% (-$46)YoY NEW(+$1.2K) |
(cusip464288620)✕ | 23 | QoQ -58.92% (-33)YoY -54.00% (-27) | All Managers (Combined) | $1.2K | |
(cusip46434G889)✕ | 23 | QoQ +53.33% (+8)YoY NEW(+23) | All Managers (Combined) | $1.1K | YoY NEW(+$1.1K) |
| 47 | QoQ 0.00% (-0)YoY NEW(+47) | All Managers (Combined) | $1.1K | QoQ -1.11% (-$12)YoY NEW(+$1.1K) | |
Amazon Com Inc(AMZNcusip023135106) | 5 | All Managers (Combined) | $951 | ||
(cusip46434V639)✕ | 24 | YoY NEW(+24) | All Managers (Combined) | $935 | YoY NEW(+$935) |
(cusip46641Q340)✕ | 9 | QoQ -88.15% (-67)YoY -10.00% (-1) | All Managers (Combined) | $821 | |
| 77 | QoQ 0.00% (-0) | All Managers (Combined) | $812 | ||
(cusip464287432)✕ | 7 | QoQ -36.36% (-4)YoY -85.71% (-42) | All Managers (Combined) | $665 | |
(cusipN97284108)✕ | 31 | All Managers (Combined) | $654 | YoY -(+$654) | |
(cusip46137V332)✕ | 19 | QoQ 0.00% (+0) | All Managers (Combined) | $565 |