Lgt Financial Advisors LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
184 identified113 unidentified

Holdings

297 positions
Manager:
SEC
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Page 5 of 15
922908611
VBR|922908611
Shares:
118(+0.0%)
Value:
$21.9M(-6.0%)
46641Q670
46641Q670
Shares:
465(+86.7%)
Value:
$21.9M(+90.5%)
46432F842
IEFA|46432F842
Shares:
287(+0.0%)
Value:
$21.7M(+7.6%)
46137V563
46137V563
Shares:
1000(+0.0%)
Value:
$21.5M(+1.0%)
T1 Energy Inc.
TE|35834F104
Shares:
16835(+0.0%)
Value:
$21.2M(-51.2%)
UNILEVER PLC
UL|904767704
Shares:
349(-55.0%)
Value:
$20.8M(-52.7%)
INTEL CORP
INTC|458140100
Shares:
916(+0.0%)
Value:
$20.8M(+13.3%)
09290C848
09290C848
Shares:
783(-41.1%)
Value:
$20.3M(-38.2%)
QuantumScape Corp
QS|74767V109
Shares:
4852(+0.0%)
Value:
$20.2M(-19.8%)
464287242
464287242
Shares:
185(+374.4%)
Value:
$20.1M(+382.6%)
46436E320
46436E320
Shares:
626(-44.5%)
Value:
$19.7M(-45.0%)
464287549
464287549
Shares:
211(+486.1%)
Value:
$19.1M(+420.2%)
922908736
VUG|922908736
Shares:
50(+0.0%)
Value:
$18.5M(-9.7%)
AT&T INC.
T|00206R102
Shares:
650(-44.4%)
Value:
$18.4M(-31.0%)
922908744
VTV|922908744
Shares:
105(+0.0%)
Value:
$18.1M(+2.0%)
Kraft Heinz Co
KHC|500754106
Shares:
594(+1.4%)
Value:
$18.1M(+0.4%)
Coeur Mining, Inc.
CDE|192108504
Shares:
3000
Value:
$17.8M
464287309
IVW|464287309
Shares:
187(+1458.3%)
Value:
$17.4M(+1309.0%)
81369Y605
81369Y605
Shares:
334(-3.5%)
Value:
$16.6M(-0.5%)
464288281
464288281
Shares:
182
Value:
$16.5M(+117664.3%)