Lgt Financial Advisors LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

297 positions • $9,822.226K total value

297 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 9 of 15

Sort by:

Arthur J. Gallagher & Co.

AJG|363576109

17(+0.0%)

Value:

$5.9M(+21.9%)

XCEL ENERGY INC

XEL|98389B100

83(+97.6%)

Value:

$5.9M(+107.9%)

FEDEX CORP

FDX|31428X106

24(+0.0%)

Value:

$5.9M(-13.3%)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

48(+0.0%)

Value:

$5.8M(+8.5%)

Keurig Dr Pepper Inc.

KDP|49271V100

167

Value:

$5.7M

Toll Brothers, Inc.

TOL|889478103

54(+125.0%)

Value:

$5.7M(+88.4%)

Solventum Corp

SOLV|83444M101

75(+0.0%)

Value:

$5.7M(+15.1%)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

34(+3.0%)

Value:

$5.6M(+9.5%)

GLOBUS MEDICAL INC

GMED|379577208

76(+26.7%)

Value:

$5.6M(+12.1%)

81369Y704

Value:

$5.5M

Autodesk, Inc.

ADSK|052769106

21(+0.0%)

Value:

$5.5M(-11.4%)

BOSTON SCIENTIFIC CORP

BSX|101137107

54(-16.9%)

Value:

$5.4M(-6.2%)

46137V357

RSP|46137V357

Value:

$5.4M

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

22(+0.0%)

Value:

$5.3M(+7.6%)

46137V233

115

Value:

$5.3M

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Value:

$5.3M

HERSHEY CO

HSY|427866108

30(+0.0%)

Value:

$5.2M(+1.8%)

ANALOG DEVICES INC

ADI|032654105

25(+0.0%)

Value:

$5.1M(-4.6%)

National Storage Affiliates Trust

NSA|637870106

126(+1.6%)

Value:

$5.0M(+5.5%)

46641Q399

BBUS|46641Q399

49(-87.1%)

Value:

$4.9M(-87.8%)

Instrument	Shares		Other Manager	Value
Arthur J. Gallagher & Co.(AJGcusip363576109)	17	QoQ 0.00% (+0) YoY -19.04% (-4)	All Managers (Combined)	$5.9K	QoQ +21.85% (+$1.1K) YoY +12.66% (-$665)
Xcel Energy Inc(XELcusip98389B100)	83	QoQ +97.61% (+41) YoY +102.43% (+42)	All Managers (Combined)	$5.9K	QoQ +107.88% (+$3.1K) YoY +168.69% (+$3.7K)
Fedex Corp(FDXcusip31428X106)	24	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	QoQ -13.34% (-$901) YoY -15.86% (-$1.1K)
Expeditors International Of Washington Inc(EXPDcusip302130109)	48	QoQ 0.00% (+0) YoY -43.52% (-37)	All Managers (Combined)	$5.8K	QoQ +8.54% (+$456) YoY -43.96% (-$4.5K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	167	QoQ NEW(+167) YoY NEW(+167)	All Managers (Combined)	$5.7K	QoQ NEW(+$5.7K) YoY NEW(+$5.7K)
Toll Brothers, Inc.(TOLcusip889478103)	54	QoQ +125.00% (+30) YoY -66.25% (-106)	All Managers (Combined)	$5.7K	QoQ +88.39% (+$2.7K) YoY -72.39% (-$15.0K)
Solventum Corp(SOLVcusip83444M101)	75	QoQ 0.00% (+0) YoY NEW(+75)	All Managers (Combined)	$5.7K	QoQ +15.09% (+$748) YoY NEW(+$5.7K)
Mid America Apartment Communities Inc.(MAAcusip59522J103)	34	QoQ +3.03% (+1) YoY +41.66% (+10)	All Managers (Combined)	$5.6K	QoQ +9.48% (+$487) YoY +75.97% (+$2.4K)
Globus Medical Inc(GMEDcusip379577208)	76	QoQ +26.66% (+16) YoY +49.01% (+25)	All Managers (Combined)	$5.6K	QoQ +12.08% (+$600) YoY +103.32% (+$2.8K)
(cusip81369Y704)✕	42	QoQ NEW(+42) YoY +31.25% (+10)	All Managers (Combined)	$5.5K	QoQ NEW(+$5.5K) YoY +36.56% (+$1.5K)
Autodesk, Inc.(ADSKcusip052769106)	21	QoQ 0.00% (-0) YoY -43.24% (-16)	All Managers (Combined)	$5.5K	QoQ -11.42% (-$709) YoY -42.94% (-$4.1K)
Boston Scientific Corp(BSXcusip101137107)	54	QoQ -16.92% (-11) YoY -25.00% (-18)	All Managers (Combined)	$5.4K	QoQ -6.16% (-$358) YoY +10.48% (-$517)
(RSPcusip46137V357)	31	QoQ NEW(+31) YoY NEW(+31)	All Managers (Combined)	$5.4K	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	22	QoQ 0.00% (+0) YoY -71.05% (-54)	All Managers (Combined)	$5.3K	QoQ +7.64% (+$379) YoY -65.73% (-$10.2K)
(cusip46137V233)✕	115	QoQ NEW(+115) YoY NEW(+115)	All Managers (Combined)	$5.3K	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
Arch Capital Group Ltd.(ACGLcusipG0450A105)	55	QoQ NEW(+55) YoY NEW(+55)	All Managers (Combined)	$5.3K	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
Hershey Co(HSYcusip427866108)	30	QoQ 0.00% (+0) YoY +30.43% (+7)	All Managers (Combined)	$5.2K	QoQ +1.78% (+$91) YoY +18.48% (+$810)
Analog Devices Inc(ADIcusip032654105)	25	QoQ 0.00% (-0) YoY -59.01% (-36)	All Managers (Combined)	$5.1K	QoQ -4.62% (-$245) YoY -58.11% (-$7.0K)
National Storage Affiliates Trust(NSAcusip637870106)	126	QoQ +1.61% (+2) YoY +75.00% (+54)	All Managers (Combined)	$5.0K	QoQ +5.47% (+$258) YoY +76.24% (+$2.1K)
(BBUScusip46641Q399)	49	QoQ -87.07% (-330) YoY +58.06% (+18)	All Managers (Combined)	$4.9K	QoQ -87.79% (-$35.2K) YoY +67.23% (+$2.0K)