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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.79B
$10,000 0.01% of portfolio
2,000
Q4 2023 New

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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