Lgt Financial Advisors LLC New Holdings in Q3 2025

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.1K
New
$22.45 - $23.2 $272K - $281K
12.1K $280M
OACP
Unified Ser Tr Oneascent Core

ETFs
11.1K
New
$22.56 - $23.26 $250K - $257K
11.1K $255M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8.09K
New
$23.8 - $24.29 $192K - $196K
8.09K $195M
Blackrock ETF Trust
7.19K
New
N/A
7.19K $182M
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
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
AAP
Advance Auto Parts Inc

Consumer Cyclical
2K
New
$49.01 - $66.5 $98K - $133K
2K $123M
Blackrock ETF Trust
4.27K
New
N/A
4.27K $107M
Praxis Fds
3.03K
New
N/A
3.03K $89.8M
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
SQ
Block, Inc.

Technology
1K
New
N/A
1K $72.3M
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
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
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.83K
New
$26.44 - $27.1 $48.3K - $49.5K
1.83K $49.3M
WPC
W. P. Carey Inc.

Real Estate
500
New
$61.29 - $68.7 $30.6K - $34.4K
500 $33.8M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.31K
New
$24.65 - $24.98 $32.2K - $32.7K
1.31K $32.6M
XLK
Technology Sector Spdr

ETFs
85
New
$250.97 - $282.66 $21.3K - $24K
85 $24M
APA
Apa Corp

Energy
921
New
$18.06 - $24.69 $16.6K - $22.7K
921 $22.4M
ITA
Ishares Tr

ETFs
106
New
$184.73 - $209.26 $19.6K - $22.2K
106 $22.2M
Global X Fds
311
New
N/A
311 $21.8M
INMU
Blackrock ETF Tr Ii Intermedia
777
New
$23.29 - $23.97 $18.1K - $18.6K
777 $18.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
253
New
$70.77 - $73.59 $17.9K - $18.6K
253 $18.5M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
531
New
$28.42 - $30.45 $15.1K - $16.2K
531 $15.6M
XLE
Energy Sector Spdr

ETFs
155
New
$84.25 - $91.99 $13.1K - $14.3K
155 $13.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
548
New
$21.69 - $23.34 $11.9K - $12.8K
548 $12.8M
UAA
Under Armour, Inc.

Consumer Cyclical
2.5K
New
$4.77 - $7.37 $11.9K - $18.4K
2.5K $12.5M
OAEM
Unified Ser Tr Oneascent Emerg
295
New
N/A
295 $10.2M
Strategy Shs
372
New
N/A
372 $9.95M
TSME
Thrivent ETF Tr Small Mid Cap
237
New
N/A
237 $9.83M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
204
New
$44.22 - $45.74 $9.02K - $9.33K
204 $9.3M
IVR
Invesco Mortgage Capital Inc.

Real Estate
1.11K
New
$7.23 - $8.07 $8.02K - $8.95K
1.11K $8.38M
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
155
New
N/A
155 $7.17M
J P Morgan Exchange Traded F
124
New
N/A
124 $6.67M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
278
New
$21.89 - $23.17 $6.09K - $6.44K
278 $6.42M
IDA
Idacorp Inc

Utilities
45
New
$115.16 - $132.15 $5.18K - $5.95K
45 $5.99M
SIVR
Abrdn Silver ETF Trust

ETFs
127
New
$34.34 - $44.62 $4.36K - $5.67K
127 $5.65M
FOSL
Fossil Group, Inc.

Consumer Cyclical
400
New
$1.58 - $3.42 $632 - $1.37K
400 $1.03M
Roundhill ETF Trust
14
New
N/A
14 $624K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
50
New
$3.91 - $8.18 $196 - $409
50 $376K
Utstarcom Holdings Corp.
50
New
N/A
50 $127K
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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