Lgt Financial Advisors LLC Purchases in Q4 2024

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
2.2K
+ 217.18%
$161.86 - $196.66 $356K - $433K
3.21K $608M
MSFT
Microsoft Corp

Technology
935
+ 30.77%
$406.35 - $454.46 $380K - $425K
3.97K $1.68B
CVX
Chevron Corp

Energy
1.98K
+ 33.32%
$141.15 - $162.53 $280K - $322K
7.93K $1.15B
AMZN
Amazon Com Inc

Consumer Cyclical
845
+ 39.49%
$180.88 - $232.93 $153K - $197K
2.99K $655M
V
Visa Inc.

Financial Services
800
New
$273.87 - $320.91 $219K - $257K
800 $253M
ACN
Accenture PLC

Technology
695
New
$343.9 - $376.86 $239K - $262K
695 $244M
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 8.4%
$570.51 - $610.59 $183K - $195K
4.13K $2.43B
ROP
Roper Technologies Inc

Industrials
450
New
$519.85 - $575.95 $234K - $259K
450 $234M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.91K
+ 23.53%
$49.03 - $53.35 $192K - $209K
20.5K $1.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.32K
+ 31.75%
$176.42 - $186.91 $232K - $246K
5.46K $972M
AAPL
Apple Inc.

Technology
423
+ 6.83%
$221.69 - $259.02 $93.8K - $110K
6.61K $1.66B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.51K
+ 16.55%
$94.43 - $105.47 $143K - $160K
10.7K $1.08B
ORCL
Oracle Corp

Technology
1.2K
New
$165.41 - $192.43 $198K - $231K
1.2K $200M
QCOM
Qualcomm Inc

Technology
1.25K
New
$150.4 - $178.04 $188K - $223K
1.25K $192M
DHR
Danaher Corp

Healthcare
800
New
$226.16 - $274.52 $181K - $220K
800 $184M
ALL
Allstate Corp

Financial Services
900
New
$181.25 - $208.2 $163K - $187K
900 $174M
ABT
Abbott Laboratories

Healthcare
1.5K
New
$111.93 - $119.39 $168K - $179K
1.5K $170M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
New
$89.97 - $98.59 $156K - $171K
1.74K $165M
HON
Honeywell International Inc

Industrials
700
New
$202.84 - $236.0 $142K - $165K
700 $158M
MRK
Merck & Co., Inc.

Healthcare
1.58K
New
$96.31 - $114.76 $152K - $181K
1.58K $157M
TMO
Thermo Fisher Scientific Inc.

Healthcare
300
New
$501.29 - $612.85 $150K - $184K
300 $156M
IEX
Idex Corp

Industrials
735
+ 1267.24%
$202.75 - $236.06 $149K - $174K
793 $166M
CL
Colgate Palmolive CO

Consumer Defensive
1.65K
New
$90.22 - $102.31 $149K - $169K
1.65K $150M
PG
Procter & Gamble CO

Consumer Defensive
802
+ 132.56%
$161.05 - $179.7 $129K - $144K
1.41K $236M
BAC
Bank Of America Corp

Financial Services
2.9K
+ 7250.0%
$39.22 - $47.77 $114K - $139K
2.94K $129M
ZTS
Zoetis Inc.

Healthcare
750
New
$162.24 - $194.42 $122K - $146K
750 $122M
JPM
Jpmorgan Chase & CO

Financial Services
500
+ 1111.11%
$205.18 - $250.29 $103K - $125K
545 $131M
TRMB
Trimble Inc.

Technology
1.63K
+ 3385.42%
$60.21 - $75.4 $97.8K - $123K
1.67K $118M
ADBE
Adobe Inc.

Technology
250
New
$437.39 - $552.96 $109K - $138K
250 $111M
DDS
Dillard'S, Inc.

Consumer Cyclical
250
New
$357.11 - $465.97 $89.3K - $116K
250 $108M
AMT
American Tower Corp

Real Estate
575
New
$179.4 - $232.01 $103K - $133K
575 $105M
HYGW
Ishares Tr High Yield Corporat
3.1K
New
N/A
3.1K $98.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
190
New
$481.22 - $538.17 $91.4K - $102K
190 $97.1M
AKAM
Akamai Technologies Inc

Technology
1K
New
N/A
1K $95.7M
NKE
Nike, Inc.

Consumer Cyclical
1.25K
New
$73.36 - $89.13 $91.7K - $111K
1.25K $94.6M
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 15900.0%
$52.45 - $60.02 $83.4K - $95.4K
1.6K $94.7M
KO
Coca Cola CO

Consumer Defensive
1.5K
New
$61.74 - $71.71 $92.6K - $108K
1.5K $93.4M
DXCM
Dexcom Inc

Healthcare
1.2K
New
$65.68 - $81.01 $78.8K - $97.2K
1.2K $93.3M
UNP
Union Pacific Corp

Industrials
400
New
$223.15 - $249.32 $89.3K - $99.7K
400 $91.2M
Blackrock ETF Trust
3.68K
New
N/A
3.68K $90.7M
Linde PLC
200
New
N/A
200 $83.7M
MCO
Moodys Corp

Financial Services
175
New
$454.04 - $500.88 $79.5K - $87.7K
175 $82.8M
IAU
Ishares Gold Trust

ETFs
1.54K
New
$48.37 - $52.65 $74.2K - $80.8K
1.54K $76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
341
New
$198.04 - $221.51 $67.5K - $75.5K
341 $71.8M
EXP
Eagle Materials Inc

Basic Materials
310
+ 233.08%
$246.48 - $315.29 $76.4K - $97.7K
443 $109M
ICE
Intercontinental Exchange, Inc.

Financial Services
450
+ 1097.56%
$148.29 - $166.93 $66.7K - $75.1K
491 $73.1M
EFG
Msci Eafe Growth ETF

ETFs
1.32K
+ 22.61%
$96.83 - $106.88 $128K - $141K
7.17K $694M
KEX
Kirby Corp

Industrials
600
New
$104.14 - $130.55 $62.5K - $78.3K
600 $63.5M
UNH
Unitedhealth Group Inc

Healthcare
125
New
$485.52 - $625.25 $60.7K - $78.2K
125 $63.2M
Activity Summary
Buys All Purchases 215 New Holdings 88 Increased Positions 127 Sells All Sells 80 Reductions 79 Sold out 1 Options Calls 0 Puts 0
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