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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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