Lgl Partners, LLC Incresed Positions in Q3 2025

Lgl Partners, LLC

  • $225 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 0.12%
$546.99 - $602.2 $14.2K - $15.7K
22.2K $13.3M
DGRO
Ishares Core Dividend Growth E

ETFs
2.85K
+ 2.8%
$64.12 - $68.08 $183K - $194K
105K $7.12M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
14
+ 0.12%
$284.45 - $324.95 $3.98K - $4.55K
12.1K $3.87M
DVY
Ishares Tr

ETFs
265
+ 0.87%
$133.88 - $142.57 $35.5K - $37.8K
30.6K $4.34M
IWM
Ishares Russell 2000 ETF

ETFs
31
+ 0.26%
$214.92 - $244.84 $6.66K - $7.59K
11.9K $2.87M
PTCT
Ptc Therapeutics, Inc.

Healthcare
1.07K
+ 6.67%
$43.3 - $62.88 $46.2K - $67.1K
17.1K $1.05M
IEFA
Ishares Tr

ETFs
1.13K
+ 3.46%
$81.7 - $87.53 $92.6K - $99.3K
33.9K $2.96M
VEA
Vanguard Ftse Developed Market

ETFs
228
+ 0.48%
$56.02 - $60.3 $12.8K - $13.7K
48K $2.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
49
+ 0.44%
$181.56 - $190.33 $8.9K - $9.33K
11.3K $2.15M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
23
+ 0.22%
$131.47 - $143.64 $3.02K - $3.3K
10.5K $1.49M
MUB
Ishares National Muni Bond ETF

ETFs
570
+ 27.89%
$103.24 - $106.68 $58.8K - $60.8K
2.61K $278K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$420.11 - $472.68 $420 - $473
1.42K $662K
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.34%
$92.26 - $97.51 $2.77K - $2.93K
8.89K $858K
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.34%
$128.41 - $138.03 $1.8K - $1.93K
4.13K $568K
MSFT
Microsoft Corp

Technology
1
+ 0.06%
$491.09 - $535.64 $491 - $536
1.65K $853K
KEY
Keycorp

Financial Services
184
+ 1.08%
$17.37 - $19.39 $3.2K - $3.57K
17.3K $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6
+ 0.24%
$126.64 - $135.65 $760 - $814
2.5K $338K
GPN
Global Payments Inc

Industrials
19
+ 0.29%
$77.61 - $90.01 $1.47K - $1.71K
6.6K $548K
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.43%
$194.44 - $206.51 $1.56K - $1.65K
1.87K $386K
XLU
Utilities Sector Spdr

ETFs
19
+ 0.64%
$81.14 - $87.32 $1.54K - $1.66K
2.98K $260K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
12
+ 0.41%
$111.05 - $115.21 $1.33K - $1.38K
2.91K $333K
Linde PLC
1
+ 0.23%
N/A
436 $0
2023 ETF Series Trust Ii
3.96K
+ 2.13%
N/A
190K $0
MLPA
Global X Mlp ETF

ETFs
318
+ 1.88%
$48.25 - $51.56 $15.3K - $16.4K
17.2K $832K
IBM
International Business Machines Corp

Technology
17
+ 0.63%
$234.77 - $292.47 $3.99K - $4.97K
2.7K $762K
EQT
Eqt Corp

Energy
30
+ 0.3%
$49.19 - $59.19 $1.48K - $1.78K
10.1K $548K
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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