Lgt Financial Advisors LLC Incresed Positions 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
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 8.4%
$570.51 - $610.59 $183K - $195K
4.13K $2.43B
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
IEX
Idex Corp

Industrials
735
+ 1267.24%
$202.75 - $236.06 $149K - $174K
793 $166M
BAC
Bank Of America Corp

Financial Services
2.9K
+ 7250.0%
$39.22 - $47.77 $114K - $139K
2.94K $129M
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
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 15900.0%
$52.45 - $60.02 $83.4K - $95.4K
1.6K $94.7M
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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
763
+ 44.49%
$99.04 - $109.59 $75.6K - $83.6K
2.48K $247M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1K
+ 1041.67%
$45.26 - $61.17 $45.3K - $61.2K
1.1K $63.1M
OEF
Ishares S&P 100 ETF

ETFs
167
+ 23.1%
N/A
890 $257M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.28%
$567.81 - $607.81 $5.68K - $6.08K
3.54K $2.08B
IYW
Ishares Dj Us Tech ETF

ETFs
152
+ 8.32%
$148.14 - $166.23 $22.5K - $25.3K
1.98K $316M
ICVT
Ishares Tr Convertible Bond Et

ETFs
408
+ 77.57%
$83.09 - $89.28 $33.9K - $36.4K
934 $79.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
741
+ 190.98%
$45.38 - $46.88 $33.6K - $34.7K
1.13K $51.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
179
+ 596.67%
$138.3 - $192.95 $24.8K - $34.5K
209 $36.9M
VUG
Vanguard Growth ETF

ETFs
50
+ 16.72%
$378.79 - $428.11 $18.9K - $21.4K
349 $143M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
736
+ 13.63%
$51.09 - $55.27 $37.6K - $40.7K
6.14K $314M
MUB
Ishares National Muni Bond ETF

ETFs
246
+ 25.08%
$105.78 - $108.7 $26K - $26.7K
1.23K $131M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
448
+ 29.22%
$49.79 - $51.14 $22.3K - $22.9K
1.98K $99.3M
IEV
Ishares Tr Europe ETF

ETFs
398
+ 185.98%
$52.03 - $57.63 $20.7K - $22.9K
612 $31.9M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.31%
$323.08 - $349.08 $2.26K - $2.44K
2.27K $757M
BBUS
J P Morgan Exchg Traded Fd

ETFs
161
+ 23.54%
$102.46 - $110.17 $16.5K - $17.7K
845 $89.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
471
+ 29.87%
$46.07 - $48.17 $21.7K - $22.7K
2.05K $94.4M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
596
+ 4966.67%
$26.65 - $29.34 $15.9K - $17.5K
608 $16.5M
IEF
Ishares Barclays

ETFs
189
+ 70.52%
$92.08 - $98.18 $17.4K - $18.6K
457 $42.2M
EFV
Msci Eafe Value ETF

ETFs
1.45K
+ 12.13%
$51.78 - $57.15 $75.1K - $82.9K
13.4K $704M
VTV
Vanguard Value ETF

ETFs
108
+ 20.77%
$168.32 - $181.87 $18.2K - $19.6K
628 $106M
Ferguson Enterprises Inc
102
+ 106.25%
N/A
198 $34.4M
PSTG
Pure Storage, Inc.

Technology
204
+ 425.0%
$48.19 - $66.6 $9.83K - $13.6K
252 $15.5M
IVE
Ishares S&P 500 Value ETF

ETFs
81
+ 15.64%
$189.5 - $206.17 $15.3K - $16.7K
599 $115M
BITO
Proshares Tr Bitcoin Strategy

ETFs
306
+ 21.18%
$16.99 - $27.42 $5.2K - $8.39K
1.75K $39.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
350
+ 129.15%
$34.42 - $35.88 $12K - $12.6K
621 $21.6M
IYE
Ishares Tr

ETFs
251
+ 101.21%
$43.93 - $51.37 $11K - $12.9K
499 $22.7M
EMB
Ishares Tr

ETFs
184
+ 14.27%
$88.94 - $93.46 $16.4K - $17.2K
1.47K $131M
HAL
Halliburton CO

Energy
357
+ 67.49%
$25.77 - $31.99 $9.2K - $11.4K
886 $24.1M
XLF
Financial Sector Spdr

ETFs
119
+ 12.88%
$44.89 - $51.34 $5.34K - $6.11K
1.04K $50.4M
JGRO
J P Morgan Exchange Traded Fd
92
+ 44.44%
N/A
299 $24.2M
IFRA
Ishares Tr

ETFs
193
+ 13.5%
$45.94 - $51.71 $8.87K - $9.98K
1.62K $75.2M
MEOH
Methanex Corp

Basic Materials
4
+ 0.45%
$38.97 - $49.94 $156 - $200
898 $44.8M
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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