LGT Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$520K |
| 2 |
FBCG
Fidelity Blue Chip Growth ETF
FBCG
|
+$498K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$403K |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$370K |
| 5 |
iShares S&P 100 ETF
OEF
|
+$361K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$533K |
| 2 |
Apple
AAPL
|
+$463K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$399K |
| 4 |
Microsoft
MSFT
|
+$387K |
| 5 |
Chevron
CVX
|
+$304K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.22% |
| 2 | Energy | 6.28% |
| 3 | Consumer Discretionary | 2.09% |
| 4 | Financials | 2.04% |
| 5 | Real Estate | 1.88% |
Similar funds
LGT Financial Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, LGT Financial Advisors held 751 positions worth $32.7M, down 28% from $45.2M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
LGT Financial Advisors withdrew a net $11.8M in Q1 2025, closing 454 positions and reducing 122 holdings. Its most notable exit was Visa, an estimated $253K position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 14% a quarter earlier, followed by Energy and Consumer Discretionary.
Against the trend, LGT Financial Advisors opened a new position in Fidelity Blue Chip Growth ETF worth $440K.
- LGT Financial Advisors's largest Q1 2025 buy was Fidelity Blue Chip Growth ETF: 11,000 shares worth $440K.
- LGT Financial Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q1 2025, an estimated $520K increase.
- LGT Financial Advisors's biggest Q1 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $533K.
- LGT Financial Advisors fully exited Visa in Q1 2025, selling an estimated $253K.
- LGT Financial Advisors's ten largest holdings make up 39% of its $32.7M portfolio in Q1 2025.
- LGT Financial Advisors opened 36 new positions and closed 454 in Q1 2025.
- LGT Financial Advisors's portfolio value fell 28% quarter-over-quarter to $32.7M.
Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.