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
HUBB
Hubbell Inc

Industrials
1
+ 0.47%
$418.89 - $472.12 $419 - $472
213 $89M
KHC
Kraft Heinz CO

Consumer Defensive
7
+ 1.21%
$30.1 - $36.02 $211 - $252
586 $18M
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 1.47%
$47.57 - $52.44 $428 - $472
622 $29.8M
VZ
Verizon Communications Inc

Communication Services
10
+ 1.61%
$39.6 - $45.21 $396 - $452
633 $25.3M
POR
Portland General Electric CO

Utilities
1
+ 0.15%
$43.52 - $48.99 $43.5 - $49
679 $29.6M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
12
+ 1.73%
$57.07 - $62.58 $685 - $751
705 $40.2M
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.28%
$121.37 - $138.11 $121 - $138
359 $43.7M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.55%
$162.69 - $181.35 $2.11K - $2.36K
2.38K $390M
DUK
Duke Energy Corp

Utilities
6
+ 0.85%
$105.76 - $120.76 $635 - $725
714 $76.9M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.47%
$113.11 - $143.63 $113 - $144
212 $24.7M
ES
Eversource Energy

Utilities
1
+ 0.15%
$55.9 - $67.73 $55.9 - $67.7
680 $39.1M
IWS
Ishares Russell Midcap Value E

ETFs
15
+ 0.45%
$128.08 - $140.32 $1.92K - $2.1K
3.34K $432M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.4%
$143.34 - $165.86 $287 - $332
503 $72.8M
XLU
Utilities Sector Spdr

ETFs
17
+ 0.82%
$74.89 - $82.93 $1.27K - $1.41K
2.09K $158M
AEP
American Electric Power CO Inc

Utilities
8
+ 0.83%
$90.91 - $102.21 $727 - $818
972 $89.6M
NSA
National Storage Affiliates Trust

Real Estate
2
+ 0.22%
$37.2 - $47.44 $74.4 - $94.9
921 $34.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.81K
+ 182.22%
$26.93 - $84.95 $103K - $324K
5.9K $161M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
265
+ 4.52%
$55.45 - $61.08 $14.7K - $16.2K
6.13K $340M
JEPI
J P Morgan Exchange Traded Fd

ETFs
216
+ 1.37%
$57.53 - $60.83 $12.4K - $13.1K
16K $921M
WPC
W. P. Carey Inc.

Real Estate
22
+ 0.79%
$53.44 - $61.33 $1.18K - $1.35K
2.82K $154M
IYR
Ishares Tr

ETFs
23
+ 0.84%
$90.74 - $102.87 $2.09K - $2.37K
2.76K $257M
TLT
Ishares Barclays 20+ Year Trea

ETFs
729
+ 8.94%
$87.1 - $98.49 $63.5K - $71.8K
8.88K $776M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.62%
$164.99 - $203.87 $1.81K - $2.24K
1.78K $316M
PLD
Prologis, Inc.

Real Estate
20
+ 0.94%
$101.4 - $126.96 $2.03K - $2.54K
2.14K $226M
XOM
Exxon Mobil Corp

Energy
10
+ 0.13%
$105.51 - $125.37 $1.06K - $1.25K
7.71K $829M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8K
+ 184.42%
$25.93 - $105.3 $207K - $843K
12.3K $344M
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
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email