Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.9B
$45,000 0.03% of portfolio
182
Q3 2023 New
$241B
$26,000 0.02% of portfolio
500
Q4 2023 Reduced 0.2%
$103B
$30,000 0.02% of portfolio
200
Q2 2024 New
$0
$28,000 0.02% of portfolio
499
Q3 2023 Reduced 31.08%
$0
$35,000 0.02% of portfolio
660
Q2 2024 Reduced 31.03%
$0
$30,000 0.02% of portfolio
700
Q2 2024 New
$34B
$25,000 0.02% of portfolio
80
Q3 2024 Added 40.35%
$65.5B
$22,000 0.02% of portfolio
87
Q3 2023 New
$0
$33,000 0.02% of portfolio
580
Q3 2024 Added 131.08%
$0
$35,000 0.02% of portfolio
228
Q1 2024 Reduced 67.0%
$487B
$33,000 0.02% of portfolio
57
Q3 2024 New
$198B
$28,000 0.02% of portfolio
300
Q4 2023 Reduced 62.5%
$371B
$31,000 0.02% of portfolio
195
Q2 2024 New
$2B
$11,000 0.01% of portfolio
2,000
Q4 2023 New
$119B
$18,000 0.01% of portfolio
67
Q2 2023 New
$318B
$16,000 0.01% of portfolio
62
Q3 2023 Reduced 90.61%
$29.5B
$8,000 0.01% of portfolio
85
Q3 2024 New
$74.6B
$8,000 0.01% of portfolio
110
Q3 2024 New
$0
$12,000 0.01% of portfolio
435
Q4 2021 New
$89.7B
$16,000 0.01% of portfolio
190
Q2 2024 New
$91.7B
$10,000 0.01% of portfolio
20
Q3 2024 New
$39.9B
$15,000 0.01% of portfolio
345
Q2 2022 New
$0
$11,000 0.01% of portfolio
387
Q4 2023 Added 111.48%
$132B
$8,000 0.01% of portfolio
100
Q3 2024 New
$0
$19,000 0.01% of portfolio
460
Q2 2023 New
$373B
$4,000 0.0% of portfolio
7
Q2 2024 New
$576B
$4,000 0.0% of portfolio
10
Q4 2023 Reduced 95.24%
$54.8B
$3,000 0.0% of portfolio
80
Q1 2024 Reduced 78.95%
Solventum Corp
-
$0 0.0% of portfolio
-
Q2 2024 New
Invesco Exchange Traded Fd T
-
$0 0.0% of portfolio
-
Q3 2024 Added 21.59%
Grayscale Bitcoin Mini Tr Bt
-
$0 0.0% of portfolio
-
Q3 2024 New
$65.2B
$7,000 0.0% of portfolio
50
Q3 2024 New

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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