Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $152 Million
  • Q4 2024

Lfa Lugano Financial Advisors Sa has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Million distributed in 193 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 $23.3M, First Tr ETF Vi Smid Cap Risin with a value of $6.81M, Spdr Gold Trust with a value of $6.63M, Ishares Tr Msci Usa Esg Select with a value of $5.82M, and Ishares Tr Ishares Esg Aware 1 with a value of $5.38M.

Examining the 13F form we can see an increase of $6.2M in the current position value, from $146M to 152M.

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

Portfolio value $152 Million
ETFs: $136 Million
Technology: $4.52 Million
Consumer Cyclical: $3.51 Million
Financial Services: $2.07 Million
Communication Services: $1.55 Million
Healthcare: $1.46 Million
Industrials: $853,000
Consumer Defensive: $675,000
Other: $636,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Million 15.33% of portfolio
39,704
Q4 2024 Reduced 9.1%
$0
$6.81 Million 4.49% of portfolio
190,046
Q4 2024 New
$92.6B
$6.63 Million 4.36% of portfolio
27,366
Q4 2024 Added 2.01%
$0
$5.82 Million 3.83% of portfolio
47,846
Q4 2024 Added 5.56%
$0
$5.38 Million 3.54% of portfolio
217,722
Q3 2024 Reduced 1.45%
$0
$4.53 Million 2.98% of portfolio
71,425
Q4 2024 Reduced 8.83%
$0
$4.29 Million 2.82% of portfolio
68,670
Q4 2024 Added 1.62%
$0
$4.26 Million 2.81% of portfolio
82,765
Q4 2024 Added 0.89%
$0
$4.14 Million 2.73% of portfolio
41,590
Q4 2024 Added 2,101.69%
$0
$4.1 Million 2.7% of portfolio
315,734
Q4 2024 Reduced 0.55%
$0
$4.1 Million 2.7% of portfolio
62,329
Q4 2024 Reduced 1.4%
$0
$3.91 Million 2.57% of portfolio
50,115
Q4 2024 Reduced 5.69%
$0
$3.88 Million 2.56% of portfolio
83,015
Q4 2024 Reduced 6.7%
$0
$3.78 Million 2.49% of portfolio
65,087
Q4 2024 Added 2.58%
$0
$3.59 Million 2.37% of portfolio
157,599
Q4 2024 Reduced 2.1%
$0
$3.56 Million 2.34% of portfolio
32,299
Q4 2024 New
$0
$2.94 Million 1.93% of portfolio
116,327
Q4 2024 Added 1.26%
$0
$2.82 Million 1.86% of portfolio
28,639
Q4 2024 Added 189.28%
$0
$2.74 Million 1.8% of portfolio
29,598
Q4 2024 Reduced 6.1%
$2.38T
$2.59 Million 1.7% of portfolio
11,783
Q4 2024 Added 1.98%
$3.07T
$2.52 Million 1.66% of portfolio
5,975
Q4 2024 Added 3.79%
$0
$2.53 Million 1.66% of portfolio
52,480
Q3 2024 Added 30.15%
$0
$2.51 Million 1.65% of portfolio
4,907
Q4 2024 Added 0.06%
$0
$2.2 Million 1.45% of portfolio
46,520
Q2 2024 Reduced 10.4%
$0
$2.1 Million 1.38% of portfolio
84,217
Q4 2024 Reduced 34.23%
$0
$2.06 Million 1.36% of portfolio
25,159
Q4 2024 Reduced 12.71%
$0
$1.69 Million 1.11% of portfolio
74,278
Q4 2024 New
$0
$1.63 Million 1.07% of portfolio
21,519
Q4 2024 Reduced 4.28%
$0
$1.23 Million 0.81% of portfolio
15,335
Q4 2024 Reduced 3.44%
$3.74T
$1.14 Million 0.75% of portfolio
4,538
Q4 2024 Added 3.65%
$0
$1.11 Million 0.73% of portfolio
12,466
Q4 2024 Reduced 26.48%
$0
$1.09 Million 0.72% of portfolio
13,981
Q3 2023 Reduced 36.76%
$0
$1.04 Million 0.68% of portfolio
119,626
Q3 2024 Added 87.27%
$0
$839,000 0.55% of portfolio
1,350
Q1 2024 New
$0
$809,000 0.53% of portfolio
17,614
Q4 2024 Reduced 5.97%
$0
$646,000 0.43% of portfolio
2,550
Q1 2024 New
$1.14T
$567,000 0.37% of portfolio
2,980
Q3 2023 Reduced 40.16%
$0
$481,000 0.32% of portfolio
6,438
Q4 2024 Added 0.47%
$191B
$453,000 0.3% of portfolio
1,250
Q1 2024 Added 400.0%
$0
$461,000 0.3% of portfolio
3,500
Q1 2024 Reduced 3.58%
$0
$449,000 0.3% of portfolio
11,497
Q2 2022 Reduced 25.52%
$0
$448,000 0.3% of portfolio
24,000
Q4 2021 New
$0
$438,000 0.29% of portfolio
20,533
Q4 2024 Reduced 38.71%
$0
$432,000 0.28% of portfolio
12,769
Q4 2024 Added 7.13%
$127B
$421,000 0.28% of portfolio
2,850
Q1 2024 Added 96.55%
$0
$408,000 0.27% of portfolio
5,471
Q4 2024 Reduced 62.7%
$0
$368,000 0.24% of portfolio
10,865
Q4 2024 Added 27.67%
$1.11T
$364,000 0.24% of portfolio
1,924
Q4 2024 Added 4.96%
$0
$371,000 0.24% of portfolio
5,165
Q4 2024 Added 20.4%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $152 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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