Lebenthal Global Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $557 Million distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $42.8M, Spdr S&P 500 ETF Trust with a value of $39.1M, Fidelity Nasdaq Composite Inde with a value of $32.6M, Vanguard Intermediate Term Cor with a value of $31M, and J P Morgan ETF Tr Nasdaq Equit with a value of $29.3M.
Examining the 13F form we can see an increase of $33.3M in the current position value, from $523M to 557M.
Below you can find more details about Lebenthal Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$557 Million
ETFs: $385 Million
Technology: $52.9 Million
Financial Services: $25.1 Million
Healthcare: $19.7 Million
Industrials: $16.8 Million
Consumer Cyclical: $14.8 Million
Communication Services: $14.2 Million
Consumer Defensive: $11.4 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
