Lgt Financial Advisors LLC Sells in Q3 2025

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.51K
- 50.28%
$85.01 - $90.35 $468K - $498K
5.45K $487M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.45K
- 32.1%
$52.12 - $55.33 $232K - $246K
9.42K $521M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-3.99K
- 79.45%
$47.11 - $48.77 $188K - $195K
1.03K $50M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.85K
- 77.88%
$64.12 - $68.08 $118K - $126K
525 $35.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.01K
- 59.47%
$48.5 - $50.19 $97.5K - $101K
1.37K $68.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.19K
- 83.11%
$79.76 - $85.78 $94.6K - $102K
241 $20.4M
PLD
Prologis, Inc.

Real Estate
-904
- 41.13%
$104.08 - $115.35 $94.1K - $104K
1.29K $148M
Blackrock ETF Trust
-2.93K
- 79.4%
N/A
761 $21.3M
Blackrock ETF Trust
-2.67K
- 79.41%
N/A
692 $22M
HYGW
Ishares Tr High Yield Corporat
-2.58K
- 79.45%
N/A
668 $20.3M
IGRO
Ishares Tr International Divid

ETFs
-811
- 79.35%
$75.97 - $80.24 $61.6K - $65.1K
211 $16.8M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.4K
- 79.48%
$44.82 - $46.28 $62.7K - $64.7K
361 $16.6M
Blackrock ETF Trust Ii
-1.22K
- 79.46%
N/A
314 $16.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-533
- 28.66%
$132.9 - $142.03 $70.8K - $75.7K
1.33K $187M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-938
- 2.25%
$55.61 - $57.37 $52.2K - $53.8K
40.8K $2.33B
Blackrock ETF Trust Ii
-861
- 10.8%
N/A
7.11K $379M
Ishares Bitcoin Trust ETF
-729
- 29.82%
N/A
1.72K $112M
EMB
Ishares Tr

ETFs
-391
- 23.96%
$91.52 - $95.59 $35.8K - $37.4K
1.24K $118M
IEF
Ishares Barclays

ETFs
-322
- 78.92%
$93.91 - $97.26 $30.2K - $31.3K
86 $8.3M
MUB
Ishares National Muni Bond ETF

ETFs
-246
- 71.93%
$103.24 - $106.68 $25.4K - $26.2K
96 $10.2M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-362
- 52.01%
$65.91 - $70.63 $23.9K - $25.6K
334 $23.4M
Blackrock ETF Trust Ii
-467
- 35.38%
N/A
853 $42M
VTI
Vanguard Total Stock Market Et

ETFs
-299
- 8.95%
$303.93 - $329.86 $90.9K - $98.6K
3.04K $998M
IGF
Ishares Global Infrastructure

ETFs
-270
- 79.65%
$58.29 - $61.43 $15.7K - $16.6K
69 $4.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-307
- 22.44%
$62.54 - $68.42 $19.2K - $21K
1.06K $71.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-250
- 26.34%
$64.75 - $69.05 $16.2K - $17.3K
699 $48.2M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-189
- 84.75%
$64.17 - $68.19 $12.1K - $12.9K
34 $2.32M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-239
- 29.99%
$60.01 - $65.01 $14.3K - $15.5K
558 $36.3M
JPHY
Jp Morgan High Yield Research

ETFs
-224
- 36.6%
N/A
388 $18.3M
Sila Realty Trust Inc
-750
- 12.32%
N/A
5.34K $134M
HEFA
Ishares Currency Hedged Msci E

ETFs
-265
- 32.48%
$37.2 - $39.61 $9.86K - $10.5K
551 $21.8M
HEZU
Ishares Currency Hedged Msci E

ETFs
-218
- 37.46%
$39.55 - $42.16 $8.62K - $9.19K
364 $15.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-336
- 68.29%
$24.23 - $24.42 $8.14K - $8.21K
156 $3.81M
IEFA
Ishares Tr

ETFs
-146
- 8.84%
$81.7 - $87.53 $11.9K - $12.8K
1.51K $132M
INTC
Intel Corp

Technology
-787
- 43.75%
$19.31 - $35.5 $15.2K - $27.9K
1.01K $34M
PG
Procter & Gamble CO

Consumer Defensive
-27
- 7.61%
$150.47 - $161.22 $4.06K - $4.35K
328 $50.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-185
- 28.77%
$42.78 - $47.77 $7.91K - $8.84K
458 $21.8M
FLR
Fluor Corp

Industrials
-50
- 36.76%
$39.99 - $56.77 $2K - $2.84K
86 $3.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-40
- 7.84%
$92.18 - $95.14 $3.69K - $3.81K
470 $44.7M
XLU
Utilities Sector Spdr

ETFs
-185
- 7.82%
$81.14 - $87.32 $15K - $16.2K
2.18K $190M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-59
- 37.58%
$53.81 - $57.52 $3.17K - $3.39K
98 $5.64M
BWXT
Bwx Technologies, Inc.

Industrials
-24
- 48.98%
$136.45 - $184.37 $3.27K - $4.42K
25 $4.58M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-10
- 4.37%
$25.5 - $35.2 $255 - $352
219 $5.57M
ILCV
Ishares Morningstar Value ETF

ETFs
-21
- 91.3%
$82.86 - $90.02 $1.74K - $1.89K
2 $181K
JPIE
J P Morgan Exchange Traded Fd
-34
- 4.89%
$46.01 - $46.55 $1.56K - $1.58K
661 $30.7M
ADI
Analog Devices Inc

Technology
-7
- 21.88%
$220.68 - $255.63 $1.54K - $1.79K
25 $6.21M
ADSK
Autodesk, Inc.

Technology
-5
- 19.23%
N/A
21 $6.67M
CASY
Caseys General Stores Inc

Consumer Cyclical
-4
- 23.53%
$494.52 - $565.32 $1.98K - $2.26K
13 $7.53M
CNHI
Cnh Industrial N.V.

Industrials
-11
- 2.11%
N/A
510 $5.53M
Activity Summary
Buys All Purchases 142 New Holdings 51 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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