Lfa Lugano Financial Advisors Sa Reduced Holdings in Q4 2024

Lfa Lugano Financial Advisors Sa

  • $152 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-53.9K
- 97.77%
$68.25 - $75.42 $3.68M - $4.07M
1.23K $84K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.97K
- 9.1%
$567.81 - $607.81 $2.26M - $2.41M
39.7K $23.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-43.8K
- 34.23%
$24.82 - $25.48 $1.09M - $1.12M
84.2K $2.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.2K
- 62.7%
$74.5 - $78.37 $685K - $721K
5.47K $408K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-5.96K
- 6.7%
$46.69 - $49.2 $278K - $293K
83K $3.88M
EMB
Ishares Tr

ETFs
-4.49K
- 26.48%
$88.94 - $93.46 $399K - $420K
12.5K $1.11M
IEF
Ishares Barclays

ETFs
-1.92K
- 6.1%
$92.08 - $98.18 $177K - $189K
29.6K $2.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.66K
- 12.71%
$81.68 - $82.93 $299K - $304K
25.2K $2.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.02K
- 5.69%
$77.86 - $79.27 $235K - $240K
50.1K $3.91M
IBDV
Ishares Tr

Technology
-13K
- 38.71%
$21.24 - $22.15 $275K - $287K
20.5K $438K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-9.95K
- 94.76%
$26.38 - $35.44 $262K - $353K
550 $14K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-963
- 4.28%
$75.1 - $82.99 $72.3K - $79.9K
21.5K $1.63M
BNDX
Vanguard Total International B

ETFs
-4.48K
- 59.47%
$48.91 - $50.61 $219K - $227K
3.05K $149K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-7.94K
- 78.76%
$24.19 - $24.63 $192K - $195K
2.14K $51K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-3.38K
- 2.1%
$22.71 - $23.47 $76.8K - $79.3K
158K $3.59M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.12K
- 5.97%
$45.73 - $51.84 $51.1K - $58K
17.6K $809K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.73K
- 0.55%
$12.74 - $14.23 $22.1K - $24.6K
316K $4.1M
DE
Deere & CO

Industrials
-360
- 82.95%
$389.45 - $466.0 $140K - $168K
74 $31K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.37K
- 49.39%
$91.29 - $91.8 $125K - $125K
1.4K $128K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-6.91K
- 8.83%
$58.39 - $67.04 $404K - $464K
71.4K $4.53M
VCIT
Vanguard Intermediate Term Cor

ETFs
-547
- 3.44%
$80.13 - $83.77 $43.8K - $45.8K
15.3K $1.23M
HYG
Ishares Tr

ETFs
-1.1K
- 49.73%
$78.09 - $80.04 $85.9K - $88K
1.11K $87K
LEN
Lennar Corp

Consumer Cyclical
-202
- 30.1%
$136.2 - $188.96 $27.5K - $38.2K
469 $63K
PEP
Pepsico Inc

Consumer Defensive
-274
- 33.13%
$151.29 - $176.1 $41.5K - $48.3K
553 $84K
DEO
Diageo PLC

Consumer Defensive
-300
- 42.86%
$118.0 - $139.88 $35.4K - $42K
400 $50K
PFE
Pfizer Inc

Healthcare
-1K
- 25.0%
$24.8 - $30.19 $24.8K - $30.2K
3K $79K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-538
- 6.9%
$25.34 - $27.3 $13.6K - $14.7K
7.26K $184K
GHYG
Ishares Incus & Intl High Yiel

ETFs
-541
- 19.02%
$43.84 - $45.39 $23.7K - $24.6K
2.3K $101K
T
At&T Inc.

Communication Services
-1.2K
- 40.0%
$21.22 - $23.88 $25.5K - $28.7K
1.8K $40K
PFF
Ishares Trust Ishares Pfd And

ETFs
-531
- 16.72%
$31.23 - $33.51 $16.6K - $17.8K
2.64K $83K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-359
- 14.95%
$43.02 - $47.32 $15.4K - $17K
2.04K $88K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-370
- 52.86%
$32.56 - $42.89 $12K - $15.9K
330 $10K
INDA
Ishares Msci India Index Fund

ETFs
-329
- 56.72%
$52.64 - $58.16 $17.3K - $19.1K
251 $13K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3K
- 60.0%
$7.33 - $12.37 $22K - $37.1K
2K $21K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-60
- 15.79%
$105.85 - $112.84 $6.35K - $6.77K
320 $35K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-25
- 17.24%
$87.1 - $98.49 $2.18K - $2.46K
120 $10K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-915
- 33.27%
$47.29 - $84.74 $43.3K - $77.5K
1.84K $136K
Invesco Exchange Traded Fd T
-1.11K
- 7.23%
N/A
14.2K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-256
- 33.2%
$213.65 - $479.86 $54.7K - $123K
515 $207K
FTLS
First Tr Long/Short Equity ETF

ETFs
-885
- 1.4%
$63.1 - $67.29 $55.8K - $59.6K
62.3K $4.1M
Activity Summary
Buys All Purchases 60 New Holdings 20 Increased Positions 40 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lfa Lugano Financial Advisors Sa Portfolio

Follow Lfa Lugano Financial Advisors Sa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lfa Lugano Financial Advisors Sa, based on Form 13F filings with the SEC.

News

Stay updated on Lfa Lugano Financial Advisors Sa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email