Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q3 2024

Lfa Lugano Financial Advisors Sa has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.1M, Spdr Gold Trust with a value of $6.52M, Ishares Tr Ishares Esg Aware 1 with a value of $5.48M, Ishares Tr Msci Usa Esg Select with a value of $5.46M, and First Tr Fd Ii Nasdaq Cybersec with a value of $4.64M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $130M to 146M.

Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $130 Million
Technology: $4.09 Million
Consumer Cyclical: $3.04 Million
Financial Services: $1.91 Million
Healthcare: $1.55 Million
Communication Services: $1.39 Million
Industrials: $1.04 Million
Consumer Defensive: $824,000
Other: $650,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.1 Million 17.21% of portfolio
43,677
Q3 2024 Added 4.98%
$85.7B
$6.52 Million 4.48% of portfolio
26,826
Q3 2024 Added 3.48%
$0
$5.48 Million 3.76% of portfolio
217,722
Q3 2024 Reduced 1.45%
$0
$5.46 Million 3.75% of portfolio
45,326
Q3 2024 Reduced 7.96%
$0
$4.64 Million 3.19% of portfolio
78,339
Q3 2024 Added 2.55%
$0
$4.41 Million 3.03% of portfolio
82,031
Q3 2024 Added 7.25%
$0
$4.37 Million 3.0% of portfolio
88,972
Q3 2024 Added 5.56%
$0
$4.26 Million 2.93% of portfolio
317,465
Q3 2024 Added 0.55%
$0
$4.22 Million 2.9% of portfolio
53,137
Q3 2024 Added 8.37%
$0
$4.22 Million 2.9% of portfolio
67,572
Q3 2024 Added 5.8%
$0
$4.15 Million 2.85% of portfolio
55,159
Q3 2024 Added 15.1%
$0
$4.01 Million 2.76% of portfolio
63,214
Q3 2024 Added 21.64%
$0
$3.83 Million 2.63% of portfolio
63,453
Q3 2024 Added 10.13%
$0
$3.78 Million 2.6% of portfolio
160,979
Q3 2024 Added 4.47%
$0
$3.55 Million 2.44% of portfolio
110,645
Q3 2024 Added 23.63%
$0
$3.27 Million 2.25% of portfolio
128,046
Q2 2024 Added 25.01%
$0
$2.96 Million 2.03% of portfolio
114,884
Q3 2024 Added 3.09%
$0
$2.79 Million 1.92% of portfolio
52,480
Q3 2024 Added 30.15%
$3.12T
$2.48 Million 1.7% of portfolio
5,757
Q3 2024 Added 6.02%
$0
$2.4 Million 1.65% of portfolio
28,821
Q3 2024 Added 6.98%
$0
$2.39 Million 1.64% of portfolio
4,904
Q3 2024 Reduced 0.75%
$2.23T
$2.15 Million 1.48% of portfolio
11,554
Q3 2024 Added 6.12%
$0
$2.09 Million 1.43% of portfolio
46,520
Q2 2024 Reduced 10.4%
$0
$1.88 Million 1.29% of portfolio
22,482
Q1 2024 Reduced 3.22%
$0
$1.59 Million 1.09% of portfolio
16,957
Q3 2024 Added 7.1%
$0
$1.33 Million 0.91% of portfolio
15,882
Q2 2024 Added 18.73%
$0
$1.27 Million 0.87% of portfolio
119,626
Q3 2024 Added 87.27%
$0
$1.15 Million 0.79% of portfolio
14,666
Q2 2024 Reduced 1.58%
$0
$1.07 Million 0.73% of portfolio
13,981
Q3 2023 Reduced 36.76%
$3.81T
$1.02 Million 0.7% of portfolio
4,378
Q3 2024 Added 2.89%
$0
$979,000 0.67% of portfolio
9,900
Q1 2023 Reduced 25.84%
$0
$975,000 0.67% of portfolio
18,732
Q3 2024 Added 41.87%
$0
$791,000 0.54% of portfolio
1,350
Q1 2024 New
$0
$742,000 0.51% of portfolio
33,500
Q3 2024 New
$0
$719,000 0.49% of portfolio
2,550
Q1 2024 New
$0
$520,000 0.36% of portfolio
6,408
Q2 2024 Reduced 24.48%
$185B
$488,000 0.34% of portfolio
1,250
Q1 2024 Added 400.0%
$0
$495,000 0.34% of portfolio
11,497
Q2 2022 Reduced 25.52%
$1.18T
$498,000 0.34% of portfolio
2,980
Q3 2023 Reduced 40.16%
$0
$474,000 0.33% of portfolio
3,500
Q1 2024 Reduced 3.58%
$0
$467,000 0.32% of portfolio
2,978
Q3 2024 Added 59.42%
$0
$457,000 0.31% of portfolio
24,000
Q4 2021 New
$0
$445,000 0.31% of portfolio
11,919
Q2 2024 Reduced 19.87%
$121B
$372,000 0.26% of portfolio
2,850
Q1 2024 Added 96.55%
$0
$378,000 0.26% of portfolio
7,532
Q3 2024 Reduced 26.92%
$0
$352,000 0.24% of portfolio
4,018
Q3 2024 Added 119.56%
$0
$330,000 0.23% of portfolio
7,300
Q4 2023 New
$0
$338,000 0.23% of portfolio
8,510
Q3 2024 Added 122.43%
$704B
$314,000 0.22% of portfolio
1,490
Q4 2023 Added 7.58%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $146 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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