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 Market Cap. of $10 Billions to $200 Billions
