Lfa - Lugano Financial Advisors Sa Top Holdings and 13F Report (2024)

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About Lfa - Lugano Financial Advisors Sa

Investment Activity

Lfa - Lugano Financial Advisors Sa has $137.36 million in total holdings as of March 31, 2024.
Lfa - Lugano Financial Advisors Sa owns shares of 160 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 7.86% of the portfolio was purchased this quarter.
About 4.24% of the portfolio was sold this quarter.
This quarter, Lfa - Lugano Financial Advisors Sa has purchased 170 new stocks and bought additional shares in 41 stocks.
Lfa - Lugano Financial Advisors Sa sold shares of 32 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $23,480,612
iShares ESG Aware 1-5 Year USD Corporate Bond ETF: $5,408,171
SPDR Gold Shares: $5,331,645
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: $4,608,696
First Trust Nasdaq Cybersecurity ETF: $4,395,770

Largest New Holdings this Quarter

Vanguard Information Technology ETF: $707,859 Holding
Vanguard Health Care Index Fund ETF Shares: $689,826 Holding
iShares S&P 500 Value ETF: $261,534 Holding
SPDR Dow Jones Industrial Average ETF Trust: $198,880 Holding
GRAYSCALE BITCOIN TR BTC: $173,718 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2029 Term Corporate ETF: 65,643 shares (about $1.50M)
Invesco QQQ: 2,354 shares (about $1.05M)
iShares iBonds Dec 2028 Term Corporate ETF: 41,773 shares (about $1.04M)
Vanguard Information Technology ETF: 1,350 shares (about $707.86K)
Vanguard Health Care Index Fund ETF Shares: 2,550 shares (about $689.83K)

Largest Sales this Quarter

Vanguard Intermediate-Term Bond Index Fund: 40,386 shares (about $3.05M)
iShares ESG Aware 1-5 Year USD Corporate Bond ETF: 7,183 shares (about $175.84K)
Vanguard Total International Bond Index Fund: 2,944 shares (about $144.82K)
Invesco Global Listed Private Equity ETF: 2,189 shares (about $144.39K)
Vanguard Long-Term Bond ETF: 1,791 shares (about $129.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$23,480,612	$574,331 ▲	2.5%	44,890	17.1%	Finance
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$5,408,171	$175,840 ▼	-3.1%	220,922	3.9%	Manufacturing
GLD SPDR Gold Shares	$5,331,645	$280,396 ▲	5.6%	25,917	3.9%	Finance
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$4,608,696	$29,918 ▼	-0.6%	332,278	3.4%	Manufacturing
CIBR First Trust Nasdaq Cybersecurity ETF	$4,395,770	$34,060 ▼	-0.8%	77,953	3.2%	Manufacturing
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,149,311	$2,116 ▲	0.1%	80,413	3.0%	Manufacturing
VWOB Vanguard Emerging Markets Government Bond ETF	$4,147,760	$12,323 ▼	-0.3%	64,961	3.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$4,141,033	$34,635 ▼	-0.8%	53,564	3.0%	ETF
QLTA iShares Aaa - A Rated Corporate Bond ETF	$3,946,822	$6,647 ▲	0.2%	83,126	2.9%	ETF
BLV Vanguard Long-Term Bond ETF	$3,635,378	$129,543 ▼	-3.4%	50,261	2.6%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$3,515,693	$86,830 ▲	2.5%	60,046	2.6%	ETF
QAI IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	$3,484,083	$150,527 ▲	4.5%	112,790	2.5%	ETF
SUSA iShares MSCI USA ESG Select ETF	$3,412,108		0.0%	31,255	2.5%	ETF
FEZ SPDR EURO STOXX 50 ETF	$3,225,361	$18,498 ▼	-0.6%	61,377	2.3%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,070,294	$1,497,973 ▲	95.3%	134,544	2.2%	ETF
FTLS First Trust Long/Short Equity ETF	$3,059,693	$126,341 ▲	4.3%	49,622	2.2%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$2,971,597	$63,302 ▲	2.2%	117,827	2.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,708,785	$11,278 ▼	-0.4%	64,850	2.0%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$2,551,044	$1,040,357 ▲	68.9%	102,431	1.9%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,443,096	$14,066 ▼	-0.6%	29,874	1.8%	Manufacturing
NUMG Nuveen ESG Mid-Cap Growth ETF	$2,309,446		0.0%	51,921	1.7%	ETF
MSFT Microsoft	$2,295,869	$43,334 ▼	-1.9%	5,457	1.7%	Computer and Technology
QQQ Invesco QQQ	$2,188,969	$1,045,199 ▲	91.4%	4,930	1.6%	Finance
AMZN Amazon.com	$1,836,810	$35,896 ▼	-1.9%	10,183	1.3%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$1,795,413	$59,655 ▼	-3.2%	22,482	1.3%	Finance
IEI iShares 3-7 Year Treasury Bond ETF	$1,721,052		0.0%	14,861	1.3%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,551,291	$30,757 ▼	-1.9%	17,300	1.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,522,944	$28,843 ▼	-1.9%	11,194	1.1%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$1,280,655	$87,844 ▼	-6.4%	13,529	0.9%	ETF
BIV Vanguard Intermediate-Term Bond Index Fund	$1,123,535	$3,045,103 ▼	-73.0%	14,901	0.8%	ETF
PSP Invesco Global Listed Private Equity ETF	$1,087,351	$144,386 ▼	-11.7%	16,485	0.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,076,982	$33,814 ▼	-3.0%	13,377	0.8%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$1,021,172		0.0%	13,981	0.7%	ETF
EMNT PIMCO Enhanced Short Maturity Active ESG ETF	$976,251		0.0%	9,900	0.7%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$915,074	$54,888 ▼	-5.7%	28,392	0.7%	Manufacturing
BNDX Vanguard Total International Bond Index Fund	$869,827	$144,815 ▼	-14.3%	17,683	0.6%	ETF
EWL iShares MSCI Switzerland ETF	$811,294	$122,618 ▲	17.8%	17,044	0.6%	ETF
VGT Vanguard Information Technology ETF	$707,859	$707,859 ▲	New Holding	1,350	0.5%	ETF
VHT Vanguard Health Care Index Fund ETF Shares	$689,826	$689,826 ▲	New Holding	2,550	0.5%	ETF
AAPL Apple	$667,915	$248,303 ▲	59.2%	3,895	0.5%	Computer and Technology
VCLT Vanguard Long-Term Corporate Bond ETF	$663,782	$21,122 ▲	3.3%	8,485	0.5%	Manufacturing
RNRG Global X Renewable Energy Producers ETF	$629,218		0.0%	63,880	0.5%	ETF
EWU iShares MSCI United Kingdom ETF	$508,840	$18,781 ▼	-3.6%	14,874	0.4%	ETF
PIO Invesco Global Water ETF	$495,636		0.0%	11,497	0.4%	ETF
CAT Caterpillar	$458,038	$366,430 ▲	400.0%	1,250	0.3%	Industrial Products
EEM iShares MSCI Emerging Markets ETF	$454,879	$10,147 ▲	2.3%	11,073	0.3%	Finance
GOOG Alphabet	$453,735		0.0%	2,980	0.3%	Computer and Technology
HEWJ iShares Currency Hedged MSCI Japan ETF	$449,809	$13,330 ▼	-2.9%	10,697	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$440,860	$16,375 ▼	-3.6%	3,500	0.3%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$437,280		0.0%	24,000	0.3%	ETF
BND Vanguard Total Bond Market ETF	$321,969		0.0%	4,433	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$307,476		0.0%	7,300	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$305,440	$253,744 ▲	490.8%	4,000	0.2%	ETF
JPM JPMorgan Chase & Co.	$298,447		0.0%	1,490	0.2%	Finance
KKR KKR & Co. Inc.	$286,653	$140,812 ▲	96.6%	2,850	0.2%	Finance
BGRN iShares USD Green Bond ETF	$279,418		0.0%	5,959	0.2%	Manufacturing
BX Blackstone	$262,740		0.0%	2,000	0.2%	Finance
IVE iShares S&P 500 Value ETF	$261,534	$261,534 ▲	New Holding	1,400	0.2%	ETF
VRP Invesco Variable Rate Preferred ETF	$239,530	$36,606 ▼	-13.3%	10,077	0.2%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$239,057	$221,771 ▲	1,283.0%	1,300	0.2%	Finance
GIS General Mills	$230,551	$109,853 ▲	91.0%	3,295	0.2%	Consumer Staples
ABT Abbott Laboratories	$219,136	$45,464 ▲	26.2%	1,928	0.2%	Medical
ABBV AbbVie	$218,520		0.0%	1,200	0.2%	Medical
EMXC iShares MSCI Emerging Markets ex China ETF	$204,201		0.0%	3,547	0.1%	Manufacturing
VO Vanguard Mid-Cap Index Fund ETF Shares	$199,888	$99,944 ▲	100.0%	800	0.1%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$198,880	$198,880 ▲	New Holding	500	0.1%	Finance
URTH iShares MSCI World ETF	$197,367	$137,954 ▲	232.2%	1,362	0.1%	ETF
URI United Rentals	$195,421		0.0%	271	0.1%	Construction
V Visa	$192,844		0.0%	691	0.1%	Business Services
VYM Vanguard High Dividend Yield ETF	$188,139	$27,223 ▲	16.9%	1,555	0.1%	ETF
DE Deere & Company	$178,261	$147,866 ▲	486.5%	434	0.1%	Industrial Products
GRAYSCALE BITCOIN TR BTC	$173,718	$173,718 ▲	New Holding	2,750	0.1%	SHS REP COM UT
XLE Energy Select Sector SPDR Fund	$172,770	$172,770 ▲	New Holding	1,830	0.1%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$171,939		0.0%	2,212	0.1%	ETF
HON Honeywell International	$170,768		0.0%	832	0.1%	Multi-Sector Conglomerates
BWZ SPDR Bloomberg Barclays Short Term International Treasury Bond ETF	$170,154		0.0%	6,455	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$169,324		0.0%	813	0.1%	ETF
ZTS Zoetis	$169,210		0.0%	1,000	0.1%	Medical
YUM Yum! Brands	$166,380		0.0%	1,200	0.1%	Retail/Wholesale
IBB iShares Biotechnology ETF	$164,664	$164,664 ▲	New Holding	1,200	0.1%	Finance
MDLZ Mondelez International	$161,000		0.0%	2,300	0.1%	Consumer Staples
GHYG iShares US & Intl High Yield Corp Bond ETF	$158,984		0.0%	3,601	0.1%	ETF
FTSL First Trust Senior Loan ETF	$151,107	$151,107 ▲	New Holding	3,270	0.1%	Manufacturing
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	$147,293	$79,643 ▲	117.7%	7,185	0.1%	ETF
TSCO Tractor Supply	$144,731		0.0%	553	0.1%	Retail/Wholesale
MCD McDonald's	$140,975	$19,737 ▼	-12.3%	500	0.1%	Retail/Wholesale
META Meta Platforms	$138,390	$94,688 ▲	216.7%	285	0.1%	Computer and Technology
QCOM QUALCOMM	$137,980	$27,935 ▲	25.4%	815	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$135,113		0.0%	257	0.1%	ETF
AZN AstraZeneca	$128,725	$108,942 ▲	550.7%	1,900	0.1%	Medical
BKLN Invesco Senior Loan ETF	$128,275		0.0%	6,065	0.1%	ETF
IYK iShares U.S. Consumer Staples ETF	$122,343	$81,562 ▲	200.0%	1,809	0.1%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$122,049	$12,987 ▼	-9.6%	2,998	0.1%	ETF
TSLA Tesla	$121,822	$43,947 ▲	56.4%	693	0.1%	Auto/Tires/Trucks
DTE DTE Energy	$121,335		0.0%	1,082	0.1%	Utilities
ED Consolidated Edison	$119,506		0.0%	1,316	0.1%	Utilities
IEFA iShares Core MSCI EAFE ETF	$117,416	$59,376 ▼	-33.6%	1,582	0.1%	ETF
PBW Invesco WilderHill Clean Energy ETF	$115,250		0.0%	5,000	0.1%	ETF
ADSK Autodesk	$110,679		0.0%	425	0.1%	Computer and Technology
LLY Eli Lilly and Company	$108,136		0.0%	139	0.1%	Medical
TLH iShares 10-20 Year Treasury Bond ETF	$107,551	$43,483 ▼	-28.8%	1,024	0.1%	ETF
DEO Diageo	$104,118		0.0%	700	0.1%	Consumer Staples
EA Electronic Arts	$103,483	$103,483 ▲	New Holding	780	0.1%	Consumer Discretionary
PFF iShares Preferred and Income Securities ETF	$102,330	$48,764 ▲	91.0%	3,175	0.1%	ETF
YUMC Yum China	$99,475		0.0%	2,500	0.1%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$99,450		0.0%	900	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$98,766	$98,766 ▲	New Holding	395	0.1%	Finance
SDG iShares MSCI Global Sustainable Development Goals ETF	$98,388		0.0%	1,250	0.1%	Manufacturing
KO Coca-Cola	$97,888		0.0%	1,600	0.1%	Consumer Staples
AEP American Electric Power	$96,863	$85,756 ▲	772.1%	1,125	0.1%	Utilities
XOM Exxon Mobil	$94,503	$86,831 ▲	1,131.8%	813	0.1%	Oils/Energy
GOOGL Alphabet	$93,124	$14,338 ▲	18.2%	617	0.1%	Computer and Technology
C Citigroup	$88,536	$88,536 ▲	New Holding	1,400	0.1%	Finance
VTWO Vanguard Russell 2000 ETF	$85,060		0.0%	1,000	0.1%	ETF
PEP PepsiCo	$80,505	$53,028 ▲	193.0%	460	0.1%	Consumer Staples
VZ Verizon Communications	$73,850	$46,366 ▲	168.7%	1,760	0.1%	Computer and Technology
EWG iShares MSCI Germany ETF	$70,580	$24,606 ▼	-25.9%	2,223	0.1%	ETF
LEN Lennar	$67,760	$67,760 ▲	New Holding	394	0.0%	Construction
IXN iShares Global Tech ETF	$67,329		0.0%	900	0.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$65,410		0.0%	801	0.0%	ETF
BKNG Booking	$65,302	$65,302 ▲	New Holding	18	0.0%	Retail/Wholesale
DD DuPont de Nemours	$61,336	$61,336 ▲	New Holding	800	0.0%	Basic Materials
CMCSA Comcast	$60,690		0.0%	1,400	0.0%	Consumer Discretionary
DOW DOW	$57,930	$57,930 ▲	New Holding	1,000	0.0%	Basic Materials
PFE Pfizer	$55,500		0.0%	2,000	0.0%	Medical
GDX VanEck Gold Miners ETF	$55,082		0.0%	1,742	0.0%	ETF
CARR Carrier Global	$51,736		0.0%	890	0.0%	Computer and Technology
BBH VanEck Biotech ETF	$51,562	$51,562 ▲	New Holding	310	0.0%	Finance
NVDA NVIDIA	$50,599		0.0%	56	0.0%	Computer and Technology
BAC Bank of America	$50,358	$39,134 ▲	348.6%	1,328	0.0%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$49,381		0.0%	957	0.0%	ETF
HEDJ WisdomTree Europe Hedged Equity Fund	$49,363		0.0%	1,022	0.0%	Finance
MAR Marriott International	$45,920		0.0%	182	0.0%	Consumer Discretionary
TXN Texas Instruments	$43,553		0.0%	250	0.0%	Computer and Technology
DXJ WisdomTree Japan Hedged Equity Fund	$41,230		0.0%	380	0.0%	Finance
DIS Walt Disney	$36,708		0.0%	300	0.0%	Consumer Discretionary
AVGO Broadcom	$34,461	$11,929 ▲	52.9%	26	0.0%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$33,682	$68,398 ▼	-67.0%	228	0.0%	ETF
MA Mastercard	$30,820		0.0%	64	0.0%	Business Services
BABA Alibaba Group	$29,523		0.0%	408	0.0%	Retail/Wholesale
ACWX iShares MSCI ACWI ex U.S. ETF	$26,642		0.0%	499	0.0%	Manufacturing
CVS CVS Health	$25,204	$18,903 ▲	300.0%	316	0.0%	Retail/Wholesale
CSCO Cisco Systems	$24,955		0.0%	500	0.0%	Computer and Technology
ECL Ecolab	$20,088		0.0%	87	0.0%	Basic Materials
HUM Humana	$19,763	$16,989 ▲	612.5%	57	0.0%	Medical
PICK iShares MSCI Global Metals & Mining Producers ETF	$19,182		0.0%	460	0.0%	ETF
CRM Salesforce	$18,673		0.0%	62	0.0%	Computer and Technology
TTE TotalEnergies	$17,139	$3,510 ▼	-17.0%	249	0.0%	Oils/Energy
ADP Automatic Data Processing	$16,733		0.0%	67	0.0%	Business Services
INDA iShares MSCI India ETF	$12,949		0.0%	251	0.0%	ETF
QS QuantumScape	$12,580		0.0%	2,000	0.0%	Auto/Tires/Trucks
URA Global X Uranium ETF	$12,541		0.0%	435	0.0%	ETF
MRK Merck & Co., Inc.	$11,876		0.0%	90	0.0%	Medical
GLW Corning	$11,371		0.0%	345	0.0%	Computer and Technology
GILD Gilead Sciences	$10,988		0.0%	150	0.0%	Medical
CNYA iShares MSCI China A ETF	$10,043		0.0%	387	0.0%	ETF
SQ Block	$9,727		0.0%	115	0.0%	Business Services
WFC Wells Fargo & Company	$4,695		0.0%	81	0.0%	Finance
SLB Schlumberger	$4,385	$16,444 ▼	-78.9%	80	0.0%	Oils/Energy
BRK.B Berkshire Hathaway	$4,205		0.0%	10	0.0%	Finance
KRE SPDR S&P Regional Banking ETF	$0	$293,556 ▼	-100.0%	0	0.0%	ETF
NVR NVR	$0	$133,009 ▼	-100.0%	0	0.0%	Construction
NUE Nucor	$0	$129,660 ▼	-100.0%	0	0.0%	Basic Materials
AEE Ameren	$0	$105,038 ▼	-100.0%	0	0.0%	Utilities
K Kellanova	$0	$98,961 ▼	-100.0%	0	0.0%	Consumer Discretionary
MS Morgan Stanley	$0	$58,281 ▼	-100.0%	0	0.0%	Finance
EWJ iShares MSCI Japan ETF	$0	$52,980 ▼	-100.0%	0	0.0%	ETF
INTC Intel	$0	$50,250 ▼	-100.0%	0	0.0%	Computer and Technology
BLOK Amplify Transformational Data Sharing ETF	$0	$35,820 ▼	-100.0%	0	0.0%	ETF
UNH UnitedHealth Group	$0	$35,273 ▼	-100.0%	0	0.0%	Medical
SPGI S&P Global	$0	$33,039 ▼	-100.0%	0	0.0%	Business Services
KWEB KraneShares CSI China Internet ETF	$0	$31,887 ▼	-100.0%	0	0.0%	Manufacturing
BLK BlackRock	$0	$30,037 ▼	-100.0%	0	0.0%	Finance
MBB iShares MBS ETF	$0	$27,942 ▼	-100.0%	0	0.0%	ETF
CBON VanEck China Bond ETF	$0	$27,403 ▼	-100.0%	0	0.0%	ETF
ICE Intercontinental Exchange	$0	$24,402 ▼	-100.0%	0	0.0%	Finance
CME CME Group	$0	$23,166 ▼	-100.0%	0	0.0%	Finance
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$0	$23,006 ▼	-100.0%	0	0.0%	ETF
TMO Thermo Fisher Scientific	$0	$21,232 ▼	-100.0%	0	0.0%	Medical
CVX Chevron	$0	$20,882 ▼	-100.0%	0	0.0%	Oils/Energy
PM Philip Morris International	$0	$18,816 ▼	-100.0%	0	0.0%	Consumer Staples
GII SPDR S&P Global Infrastructure ETF	$0	$17,759 ▼	-100.0%	0	0.0%	ETF
HD Home Depot	$0	$10,743 ▼	-100.0%	0	0.0%	Retail/Wholesale
BDX Becton, Dickinson and Company	$0	$8,534 ▼	-100.0%	0	0.0%	Medical
WK KELLOGG CO	$0	$5,821 ▼	-100.0%	0	0.0%	COM SHS
GEVO Gevo	$0	$1,740 ▼	-100.0%	0	0.0%	Oils/Energy

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Lfa - Lugano Financial Advisors Sa Top Holdings and 13F Report (2024)

About Lfa - Lugano Financial Advisors Sa

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lfa - Lugano Financial Advisors Sa Top Holdings and 13F Report (2024)

About Lfa - Lugano Financial Advisors Sa

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLfa - Lugano Financial Advisors Sa

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information