LGT Financial Advisors LLC Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$32.7M

Holdings

297

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (297 positions)

StockValue
JNJJOHNSON & JOHNSON
$52K
XLFSELECT SECTOR SPDR TR
$50K
USMVISHARES TR
$48K
ABRARBOR REALTY TRUST INC
$46K
ACWXISHARES TR
$44K
JNKSPDR SER TR
$44K
JPIEJ P MORGAN EXCHANGE TRADED F
$44K
CMBSISHARES TR
$44K
RWRSPDR SER TR
$42K
VNQVANGUARD INDEX FDS
$42K
CMPSCOMPASS PATHWAYS PLC
$42K
BBHYJ P MORGAN EXCHANGE TRADED F
$42K
FNDFSCHWAB STRATEGIC TR
$41K
FANGDIAMONDBACK ENERGY INC
$41K
BBINJ P MORGAN EXCHANGE TRADED F
$41K
IEFISHARES TR
$40K
CLOABLACKROCK ETF TRUST II
$40K
NEARISHARES U S ETF TR
$38K
VVVANGUARD INDEX FDS
$36K
VLOVALERO ENERGY CORP
$36K
XYLDGLOBAL X FDS
$35K
BITOPROSHARES TR
$35K
BMYBRISTOL-MYERS SQUIBB CO
$34K
PYPLPAYPAL HLDGS INC
$33K
VEAVANGUARD TAX-MANAGED FDS
$32K
MEOHMETHANEX CORP
$32K
BACVERIZON COMMUNICATIONS INC
$29K
SIRISIRIUSXM HOLDINGS INC
$29K
LBLANDBRIDGE COMPANY LLC
$29K
MUBISHARES TR
$28K
CGWINVESCO EXCH TRADED FD TR II
$28K
SUBISHARES TR
$28K
BRK/BBERKSHIRE HATHAWAY INC DEL
$27K
MITTAG MTG INVT TR INC
$27K
IEURISHARES TR
$25K
EEMISHARES TR
$25K
SLDPSOLID POWER INC
$25K
JGROJ P MORGAN EXCHANGE TRADED F
$25K
BIVVANGUARD BD INDEX FDS
$25K
VCSHVANGUARD SCOTTSDALE FDS
$25K
VBKVANGUARD INDEX FDS
$24K
IGMISHARES TR
$24K
JEMAJ P MORGAN EXCHANGE TRADED F
$23K
IVLUISHARES TR
$23K
PFMINVESCO EXCHANGE TRADED FD T
$23K
HEZUISHARES TR
$23K
FQIDIGITAL RLTY TR INC
$23K
VBRVANGUARD INDEX FDS
$22K
PEYINVESCO EXCHANGE TRADED FD T
$21K
TET1 ENERGY INC
$21K
INTCINTEL CORP
$21K
SCHQSCHWAB STRATEGIC TR
$21K
QSQUANTUMSCAPE CORP
$20K
JBNDJ P MORGAN EXCHANGE TRADED F
$19K
BBAGJ P MORGAN EXCHANGE TRADED F
$19K
EZUISHARES INC
$18K
MBBISHARES TR
$18K
XLVSELECT SECTOR SPDR TR
$18K
KHCKRAFT HEINZ CO
$18K
XLISELECT SECTOR SPDR TR
$18K
CDECOEUR MNG INC
$18K
RSPINVESCO EXCHANGE TRADED FD T
$16K
ICSHISHARES TR
$16K
SPTLSPDR SER TR
$15K
FSSFEDERAL SIGNAL CORP
$15K
TFISPDR SER TR
$14K
PSXPHILLIPS 66
$13K
SESSES AI CORPORATION
$12K
IXP*ISHARES TR
$12K
SCHOSCHWAB STRATEGIC TR
$12K
JPMJPMORGAN CHASE & CO.
$11K
MJAMPLIFY ETF TR
$10K
XLGINVESCO EXCHANGE TRADED FD T
$10K
BBREJ P MORGAN EXCHANGE TRADED F
$10K
WRBBERKLEY W R CORP
$10K
JGLOJ P MORGAN EXCHANGE TRADED F
$10K
CBOECBOE GLOBAL MKTS INC
$9K
CFRCULLEN FROST BANKERS INC
$9K
RINGISHARES INC
$9K
XLYSELECT SECTOR SPDR TR
$8K
TXNTEXAS INSTRS INC
$8K
SEAETF SER SOLUTIONS
$8K
EWJISHARES INC
$8K
BBMCJ P MORGAN EXCHANGE TRADED F
$8K
AGGISHARES TR
$8K
LUVSOUTHWEST AIRLS CO
$8K
LNTALLIANT ENERGY CORP
$8K
MCKMCKESSON CORP
$8K
CASYCASEYS GEN STORES INC
$7K
JEPQJ P MORGAN EXCHANGE TRADED F
$7K
MKLMARKEL GROUP INC
$7K
ILCVISHARES TR
$7K
SPTMSPDR SER TR
$7K
WMBWILLIAMS COS INC
$7K
MTBM & T BK CORP
$7K
ICEINTERCONTINENTAL EXCHANGE IN
$7K
ITMVANECK ETF TRUST
$7K
PNCPNC FINL SVCS GROUP INC
$7K
JIREJ P MORGAN EXCHANGE TRADED F
$7K
8CWCROWN CASTLE INC
$7K
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