Lgt Financial Advisors LLC Purchases in Q3 2025

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.2K
+ 2318.09%
$45.6 - $46.92 $1.15M - $1.18M
26.3K $1.23B
IVE
Ishares S&P 500 Value ETF

ETFs
1.97K
+ 180.6%
$194.44 - $206.51 $384K - $408K
3.07K $633M
MBB
Ishares Tr

ETFs
3.62K
+ 3811.58%
$92.46 - $95.73 $335K - $347K
3.72K $354M
IVV
Ishares Core S&P 500 ETF

ETFs
163
+ 4.41%
$620.67 - $670.08 $101K - $109K
3.86K $2.58B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.1K
New
$22.45 - $23.2 $272K - $281K
12.1K $280M
EFV
Msci Eafe Value ETF

ETFs
2.77K
+ 15.51%
$62.79 - $68.42 $174K - $190K
20.7K $1.4B
OACP
Unified Ser Tr Oneascent Core

ETFs
11.1K
New
$22.56 - $23.26 $250K - $257K
11.1K $255M
VUSB
Vanguard Bd Index Fds
5.02K
+ 251.0%
N/A
7.02K $351M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.24%
$617.65 - $666.84 $7.41K - $8K
5.01K $3.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.36K
+ 272.1%
$26.38 - $27.95 $221K - $234K
11.4K $312M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.02K
+ 70.12%
$98.52 - $103.93 $199K - $210K
4.89K $504M
OEF
Ishares S&P 100 ETF

ETFs
386
+ 14.34%
N/A
3.08K $1.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
603
+ 8.98%
$182.33 - $194.5 $110K - $117K
7.32K $1.42B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8.09K
New
$23.8 - $24.29 $192K - $196K
8.09K $195M
IVW
Ishares S&P 500 Growth ETF

ETFs
620
+ 5.77%
$108.97 - $121.65 $67.6K - $75.4K
11.4K $1.37B
Blackrock ETF Trust
7.19K
New
N/A
7.19K $182M
IEMG
Ishares Inc

ETFs
1.88K
+ 20.49%
N/A
11K $727M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
6.33K
New
$26.92 - $28.6 $170K - $181K
6.33K $177M
Schwab Strategic Tr
6.15K
New
N/A
6.15K $164M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
603
+ 231.92%
$236.25 - $257.69 $142K - $155K
863 $221M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.65K
New
$30.67 - $32.13 $143K - $150K
4.65K $147M
ETSY
Etsy Inc

Consumer Cyclical
2K
New
$51.36 - $74.34 $103K - $149K
2K $133M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.1K
New
$20.76 - $21.78 $127K - $133K
6.1K $131M
UPS
United Parcel Service Inc

Industrials
1.49K
+ 21328.57%
$82.58 - $105.54 $123K - $158K
1.5K $125M
AAP
Advance Auto Parts Inc

Consumer Cyclical
2K
New
$49.01 - $66.5 $98K - $133K
2K $123M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.17K
+ 57.29%
$50.85 - $51.35 $110K - $111K
5.96K $305M
Thrivent ETF Trust
2.12K
New
N/A
2.12K $107M
Blackrock ETF Trust
4.27K
New
N/A
4.27K $107M
Blackrock ETF Trust
1.54K
+ 9.94%
N/A
17.1K $646M
Praxis Fds
3.03K
New
N/A
3.03K $89.8M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.93K
+ 2951.88%
$20.84 - $21.03 $81.8K - $82.6K
4.06K $85M
IYW
Ishares Dj Us Tech ETF

ETFs
263
+ 19.57%
$171.38 - $197.01 $45.1K - $51.8K
1.61K $315M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.5K
New
$22.64 - $23.22 $79.2K - $81.2K
3.5K $80.9M
Praxis Fds
2.26K
New
N/A
2.26K $80.8M
Strategy Shs
2.94K
New
N/A
2.94K $79.9M
AVEM
American Centy ETF Tr Avantis

ETFs
1.04K
New
$68.33 - $75.41 $71.1K - $78.4K
1.04K $78.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
750
+ 301.2%
$102.4 - $103.88 $76.8K - $77.9K
999 $103M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
727
+ 944.16%
$97.75 - $100.75 $71.1K - $73.2K
804 $80.6M
SQ
Block, Inc.

Technology
1K
New
N/A
1K $72.3M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.47%
$184.85 - $231.54 $1.29K - $1.62K
1.5K $348M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.15K
+ 314.79%
$30.81 - $32.63 $66.2K - $70.2K
2.83K $91.5M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.95K
New
$33.76 - $35.55 $66K - $69.5K
1.95K $68.9M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.4K
New
$40.43 - $42.78 $56.7K - $60K
1.4K $59.5M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.25%
$351.04 - $379.81 $1.76K - $1.9K
2.02K $765M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
9.47K
New
$5.79 - $5.98 $54.8K - $56.6K
9.47K $54.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.02K
New
$23.82 - $25.84 $48K - $52.1K
2.02K $51.8M
CPNG
Coupang, Inc.

Consumer Cyclical
1.6K
New
$27.67 - $33.53 $44.3K - $53.6K
1.6K $51.5M
FNDX
Schwab Fundamental U S Large C

ETFs
1.9K
+ 11188.24%
$24.38 - $26.34 $46.4K - $50.1K
1.92K $50.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.83K
New
$26.44 - $27.1 $48.3K - $49.5K
1.83K $49.3M
Activity Summary
Buys All Purchases 142 New Holdings 51 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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