Lgt Financial Advisors LLC Sells in Q4 2024

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-2.01K
- 71.51%
$280.04 - $302.45 $563K - $608K
801 $232M
NVDA
Nvidia Corp

Technology
-1.47K
- 57.65%
$117.0 - $148.88 $172K - $219K
1.08K $145M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.33K
- 64.03%
$50.28 - $51.08 $66.9K - $67.9K
747 $37.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.78K
- 38.2%
$32.65 - $33.68 $58.1K - $59.9K
2.88K $94.3M
Blackrock ETF Trust Ii
-1.18K
- 37.9%
N/A
1.93K $100M
SYLD
Cambria Shareholder Yld ETF

ETFs
-745
- 99.33%
$68.06 - $76.27 $50.7K - $56.8K
5 $374K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-374
- 16.35%
$126.68 - $134.74 $47.4K - $50.4K
1.91K $244M
GTO
Invesco Actively Managed ETF T

ETFs
-972
- 46.18%
$46.33 - $48.41 $45K - $47.1K
1.13K $52.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-353
- 85.27%
$124.61 - $133.96 $44K - $47.3K
61 $7.86M
MFC
Manulife Financial Corp

Financial Services
-1.53K
- 25.0%
$29.21 - $32.87 $44.6K - $50.2K
4.58K $141M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-448
- 58.11%
$74.5 - $78.37 $33.4K - $35.1K
323 $24.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-527
- 35.58%
$52.1 - $57.26 $27.5K - $30.2K
954 $49.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.1K
- 65.96%
$26.05 - $29.17 $28.5K - $31.9K
565 $14.8M
UL
Unilever PLC

Consumer Defensive
-344
- 23.43%
$56.7 - $64.64 $19.5K - $22.2K
1.12K $63.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 9.86%
$521.84 - $558.82 $36K - $38.6K
631 $340M
KMB
Kimberly Clark Corp

Consumer Defensive
-123
- 10.53%
$130.37 - $146.09 $16K - $18K
1.05K $137M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-203
- 17.26%
$106.56 - $113.11 $21.6K - $23K
973 $104M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-440
- 99.77%
$53.86 - $60.27 $23.7K - $26.5K
1 $54K
MBB
Ishares Tr

ETFs
-260
- 57.27%
$91.26 - $95.82 $23.7K - $24.9K
194 $17.8M
ACWI
Ishares Msci Acwi ETF

ETFs
-151
- 3.98%
$117.05 - $123.03 $17.7K - $18.6K
3.65K $428M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-112
- 42.42%
$128.36 - $186.0 $14.4K - $20.8K
152 $19.5M
MIDD
Middleby Corp

Industrials
-155
- 87.57%
$129.7 - $146.97 $20.1K - $22.8K
22 $2.98M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-76
- 66.67%
$174.32 - $254.42 $13.2K - $19.3K
38 $6.66M
BLDR
Builders First Source, Inc.

Industrials
-47
- 18.88%
$142.93 - $198.25 $6.72K - $9.32K
202 $28.9M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-227
- 6.38%
$46.69 - $49.2 $10.6K - $11.2K
3.33K $156M
RS
Reliance Steel & Aluminum CO

Basic Materials
-57
- 41.01%
$264.2 - $326.32 $15.1K - $18.6K
82 $22.1M
JPHY
Jp Morgan High Yield Research

ETFs
-332
- 33.2%
N/A
668 $30.8M
Blackrock ETF Trust Ii
-76
- 0.99%
N/A
7.58K $394M
VOE
Vanguard Mid Cap Value Index F

ETFs
-58
- 5.87%
$160.89 - $176.18 $9.33K - $10.2K
930 $150M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-266
- 18.72%
$45.07 - $47.1 $12K - $12.5K
1.16K $52.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 2.34%
$288.47 - $316.54 $4.62K - $5.06K
667 $193M
IGRO
Ishares Tr International Divid

ETFs
-25
- 1.48%
$67.76 - $74.48 $1.69K - $1.86K
1.66K $113M
SUI
Sun Communities Inc

Real Estate
-69
- 20.41%
$119.89 - $139.05 $8.27K - $9.59K
269 $33M
IEFA
Ishares Tr

ETFs
-9
- 0.6%
$70.06 - $77.43 $631 - $697
1.5K $105M
WMS
Advanced Drainage Systems, Inc.

Industrials
-69
- 72.63%
$114.63 - $163.52 $7.91K - $11.3K
26 $3.01M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-9
- 2.58%
$123.8 - $167.8 $1.11K - $1.51K
340 $42.8M
CHRD
Oasis Petroleum Inc.

Energy
-62
- 27.07%
$110.83 - $137.78 $6.87K - $8.54K
167 $19.5M
LPG
Dorian Lpg Ltd.

Energy
-189
- 33.69%
$22.69 - $36.35 $4.29K - $6.87K
372 $9.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-401
- 3.26%
$66.77 - $71.52 $26.8K - $28.7K
11.9K $820M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-97
- 35.53%
$88.59 - $94.57 $8.59K - $9.17K
176 $15.6M
TPL
Texas Pacific Land Corp

Energy
-12
- 66.67%
$915.49 - $1730.0 $11K - $20.8K
6 $6.64M
JPIE
J P Morgan Exchange Traded Fd
-160
- 15.7%
$45.59 - $46.25 $7.29K - $7.4K
859 $39.2M
XLE
Energy Sector Spdr

ETFs
-88
- 64.71%
$83.32 - $97.27 $7.33K - $8.56K
48 $4.11M
XLV
Select Sector Spdr Fund Health

ETFs
-45
- 51.72%
$136.28 - $154.74 $6.13K - $6.96K
42 $5.78M
IXC
Ishares Tr Global Energy ETF

ETFs
-160
- 27.4%
$36.95 - $43.06 $5.91K - $6.89K
424 $16.2M
FNDX
Schwab Fundamental U S Large C

ETFs
-90
- 84.11%
$23.49 - $71.77 $2.11K - $6.46K
17 $402K
SUB
Ishares Short Term National Mu

ETFs
-58
- 3.88%
$104.94 - $106.2 $6.09K - $6.16K
1.44K $151M
OLED
Universal Display Corp Pa

Technology
-27
- 55.1%
$146.2 - $213.81 $3.95K - $5.77K
22 $3.22M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-24
- 13.11%
$97.45 - $121.28 $2.34K - $2.91K
159 $15.9M
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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