Lgt Financial Advisors LLC Incresed Positions in Q4 2024

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
81
+ 172.34%
$61.49 - $94.9 $4.98K - $7.69K
128 $10.7M
DUOL
Duolingo, Inc.

Technology
14
+ 31.82%
$278.75 - $373.03 $3.9K - $5.22K
58 $18.8M
PAYX
Paychex Inc

Industrials
3
+ 0.32%
$135.86 - $148.73 $408 - $446
948 $133M
EWJ
Ishares Msci Japan ETF

ETFs
94
+ 313.33%
$66.18 - $71.84 $6.22K - $6.75K
124 $8.32M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
108
+ 9.38%
$63.01 - $68.55 $6.81K - $7.4K
1.26K $79.7M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
57
+ 101.79%
$93.27 - $105.01 $5.32K - $5.99K
113 $10.8M
Ge Healthcare Technologies I
123
+ 46.24%
N/A
389 $30.4M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
43
+ 46.74%
$104.54 - $137.94 $4.5K - $5.93K
135 $16.4M
XLK
Technology Sector Spdr

ETFs
19
+ 37.25%
$220.26 - $241.44 $4.18K - $4.59K
70 $16.3M
FIX
Comfort Systems Usa Inc

Industrials
6
+ 10.71%
$370.68 - $504.12 $2.22K - $3.02K
62 $26.3M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
21
+ 38.18%
$78.5 - $102.01 $1.65K - $2.14K
76 $7.51M
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 1.1%
$51.92 - $59.94 $312 - $360
552 $31.2M
MTB
M&T Bank Corp

Financial Services
1
+ 0.37%
$172.48 - $221.95 $172 - $222
271 $50.9M
T
At&T Inc.

Communication Services
27
+ 0.98%
$21.22 - $23.88 $573 - $645
2.78K $63.3M
RDNT
Rad Net, Inc.

Healthcare
32
+ 28.57%
$64.99 - $86.38 $2.08K - $2.76K
144 $10.1M
HQY
Healthequity, Inc.

Healthcare
14
+ 22.95%
$78.18 - $104.65 $1.09K - $1.47K
75 $7.2M
BBSC
Jp Morgan Exc Trd Tr Betabuild
31
+ 77.5%
$65.65 - $74.87 $2.04K - $2.32K
71 $4.81M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 2.9%
$194.8 - $239.43 $390 - $479
71 $15.9M
WRB
Berkley W R Corp

Financial Services
1
+ 0.11%
$56.48 - $64.94 $56.5 - $64.9
931 $54.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
5
+ 71.43%
$216.72 - $244.71 $1.08K - $1.22K
12 $2.89M
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.23%
$111.39 - $133.28 $111 - $133
433 $48.2M
CBSH
Commerce Bancshares Inc

Financial Services
9
+ 4.52%
$57.04 - $74.36 $513 - $669
208 $13M
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.4%
$87.25 - $95.52 $611 - $669
1.76K $155M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
27
+ 50.0%
$39.02 - $39.88 $1.05K - $1.08K
81 $3.16M
CCI
Crown Castle International Corp

Real Estate
101
+ 33.78%
$89.78 - $119.11 $9.07K - $12K
400 $36.3M
CRVL
Corvel Corp

Financial Services
170
+ 200.0%
$111.26 - $370.61 $18.9K - $63K
255 $28.4M
IYJ
Ishares Tr

ETFs
6
+ 0.27%
$132.97 - $143.93 $798 - $864
2.23K $297M
SABR
Sabre Corp

Consumer Cyclical
90
+ 5.28%
$3.18 - $4.1 $286 - $369
1.8K $6.56M
Ishares Bitcoin Trust ETF
3
+ 50.0%
N/A
9 $467K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1
+ 1.16%
$47.26 - $48.18 $47.3 - $48.2
87 $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60
+ 101.69%
$22.63 - $47.53 $1.36K - $2.85K
119 $2.7M
EWC
Ishares Msci Canada ETF

ETFs
2
+ 1.2%
$39.64 - $43.28 $79.3 - $86.6
168 $6.77M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.85%
$197.36 - $217.3 $197 - $217
118 $23.3M
J P Morgan Exchange Traded F
2
+ 1.29%
N/A
157 $9.43M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6
+ 6.74%
$58.46 - $65.6 $351 - $394
95 $5.56M
IGLB
Ishares 10+ Year Investment Gr

ETFs
2
+ 1.65%
$49.36 - $53.72 $98.7 - $107
123 $6.09M
SCHO
Schwab Short Term Us Treasury

ETFs
256
+ 96.6%
$24.06 - $48.88 $6.16K - $12.5K
521 $12.5M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
3
+ 2.78%
$74.93 - $97.17 $225 - $292
111 $8.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.65%
$106.33 - $110.69 $106 - $111
154 $16.4M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12
+ 0.79%
$23.42 - $24.25 $281 - $291
1.54K $36.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 2.82%
$44.04 - $49.49 $264 - $297
219 $9.63M
PATK
Patrick Industries Inc

Consumer Cyclical
18
+ 50.0%
$82.71 - $146.16 $1.49K - $2.63K
54 $4.49M
RWR
Spdr Dow Jones Reit ETF

ETFs
2
+ 2.02%
$97.84 - $108.61 $196 - $217
101 $9.98M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
1
+ 0.98%
$92.26 - $103.02 $92.3 - $103
103 $9.66M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 2.08%
$114.08 - $125.68 $228 - $251
98 $11.3M
LNT
Alliant Energy Corp

Utilities
1
+ 0.13%
$56.24 - $63.63 $56.2 - $63.6
785 $46.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5
+ 1.95%
$70.63 - $78.23 $353 - $391
262 $18.6M
PSX
Phillips 66

Energy
1
+ 0.94%
$110.35 - $138.93 $110 - $139
107 $12.1M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.74%
$230.6 - $277.0 $231 - $277
137 $32M
Activity Summary
Buys All Purchases 215 New Holdings 88 Increased Positions 127 Sells All Sells 80 Reductions 79 Sold out 1 Options Calls 0 Puts 0
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