Lgt Financial Advisors LLC Incresed Positions 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
EFV
Msci Eafe Value ETF

ETFs
2.77K
+ 15.51%
$62.79 - $68.42 $174K - $190K
20.7K $1.4B
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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.07K
+ 9.77%
$54.35 - $59.32 $113K - $123K
23.3K $1.38B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.02K
+ 70.12%
$98.52 - $103.93 $199K - $210K
4.89K $504M
QUAL
Ishares Msci Usa Quality Facto

ETFs
603
+ 8.98%
$182.33 - $194.5 $110K - $117K
7.32K $1.42B
IVW
Ishares S&P 500 Growth ETF

ETFs
620
+ 5.77%
$108.97 - $121.65 $67.6K - $75.4K
11.4K $1.37B
IEMG
Ishares Inc

ETFs
1.88K
+ 20.49%
N/A
11K $727M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
603
+ 231.92%
$236.25 - $257.69 $142K - $155K
863 $221M
UPS
United Parcel Service Inc

Industrials
1.49K
+ 21328.57%
$82.58 - $105.54 $123K - $158K
1.5K $125M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.17K
+ 57.29%
$50.85 - $51.35 $110K - $111K
5.96K $305M
Blackrock ETF Trust
1.54K
+ 9.94%
N/A
17.1K $646M
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
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
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
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.25%
$351.04 - $379.81 $1.76K - $1.9K
2.02K $765M
FNDX
Schwab Fundamental U S Large C

ETFs
1.9K
+ 11188.24%
$24.38 - $26.34 $46.4K - $50.1K
1.92K $50.5M
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.44%
$157.1 - $178.94 $1.57K - $1.79K
2.29K $406M
IAU
Ishares Gold Trust

ETFs
261
+ 10.93%
$61.62 - $72.77 $16.1K - $19K
2.65K $193M
SCHG
Schwab Strategic Tr Us Large C

ETFs
250
+ 1.96%
$28.92 - $32.19 $7.23K - $8.05K
13K $414M
Blackrock ETF Trust
123
+ 1.77%
N/A
7.07K $242M
VZ
Verizon Communications Inc

Communication Services
803
+ 115.21%
$40.84 - $45.06 $32.8K - $36.2K
1.5K $65.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
567
+ 23.33%
$46.37 - $47.77 $26.3K - $27.1K
3K $143M
IWS
Ishares Russell Midcap Value E

ETFs
14
+ 0.42%
$132.83 - $140.61 $1.86K - $1.97K
3.38K $472M
XLY
Select Sector Spdr Consumer Di

ETFs
97
+ 131.08%
$216.09 - $242.18 $21K - $23.5K
171 $41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.05K
+ 868.6%
$22.9 - $23.58 $24.1K - $24.8K
1.17K $27.5M
BBUS
J P Morgan Exchg Traded Fd

ETFs
123
+ 13.87%
$111.77 - $121.28 $13.7K - $14.9K
1.01K $122M
EFG
Msci Eafe Growth ETF

ETFs
106
+ 2.1%
$106.99 - $114.46 $11.3K - $12.1K
5.16K $588M
FNDF
Schwab Fundamental Intl Large

ETFs
305
+ 12.08%
$39.84 - $43.15 $12.2K - $13.2K
2.83K $122M
MLN
Vaneck Long Muni ETF

ETFs
840
+ 82.19%
$16.52 - $17.5 $13.9K - $14.7K
1.86K $32.5M
ICVT
Ishares Tr Convertible Bond Et

ETFs
81
+ 15.76%
$89.29 - $100.17 $7.23K - $8.11K
595 $59.6M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.94%
$155.17 - $185.42 $466 - $556
321 $59.5M
XLI
Industrial Sector Spdr

ETFs
68
+ 261.54%
$147.94 - $154.99 $10.1K - $10.5K
94 $14.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
127
+ 99.22%
$69.02 - $73.57 $8.77K - $9.34K
255 $18.8M
HYDB
Ishares Tr Edge High Yield Def

ETFs
201
+ 10050.0%
$47.03 - $47.97 $9.45K - $9.64K
203 $9.71M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.71%
$103.26 - $115.0 $723 - $805
991 $111M
IYJ
Ishares Tr

ETFs
4
+ 0.17%
$142.42 - $148.18 $570 - $593
2.4K $350M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.34%
$92.26 - $97.51 $554 - $585
1.77K $171M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.3%
$291.67 - $316.99 $583 - $634
664 $202M
JGRO
J P Morgan Exchange Traded Fd
54
+ 15.56%
N/A
401 $37.6M
J P Morgan Exchange Traded F
100
+ 61.73%
N/A
262 $17.8M
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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