Lgt Financial Advisors LLC Top Holdings and 13F Report (2026) About Lgt Financial Advisors LLCInvestment ActivityLgt Financial Advisors LLC has $19.51 million in total holdings as of March 31, 2026.Lgt Financial Advisors LLC owns shares of 251 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 21.65% of the portfolio was purchased this quarter.About 5.76% of the portfolio was sold this quarter.This quarter, Lgt Financial Advisors LLC has purchased 263 new stocks and bought additional shares in 57 stocks.Lgt Financial Advisors LLC sold shares of 32 stocks and completely divested from 29 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $3,279,665JPMorgan Equity Premium Income ETF $2,302,653ExxonMobil $1,348,128Microsoft $1,219,125Apple $1,208,294 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $3,279,665 Holding92204A306 - Vanguard Energy ETF $105,208 Holding78463V107 - SPDR Gold Shares $85,628 Holding46438G448 - ISHARES TR $68,853 Holding09260D107 - Blackstone $63,245 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,043 shares (about $3.28M)JPMorgan Equity Premium Income ETF 2,577 shares (about $146.07K)Vanguard Energy ETF 608 shares (about $105.21K)SPDR Gold Shares 199 shares (about $85.63K)ISHARES TR 1,379 shares (about $68.85K) Largest Sales this Quarter Chevron 1,024 shares (about $211.87K)iShares Gold Trust 840 shares (about $74.05K)Intel 1,000 shares (about $44.17K)Invesco S&P 500 Momentum ETF 349 shares (about $39.16K)SPDR Gold MiniShares Trust 396 shares (about $36.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLgt Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$3,279,665$3,279,665 ▲New Holding5,04316.8%FinanceJEPIJPMorgan Equity Premium Income ETF$2,302,653$146,066 ▲6.8%40,62511.8%ETFXOMExxonMobil$1,348,128$7,974 ▲0.6%7,9466.9%EnergyMSFTMicrosoft$1,219,125$19,622 ▲1.6%3,2936.2%Computer and TechnologyAAPLApple$1,208,294$12,943 ▼-1.1%4,7616.2%Computer and TechnologyCVXChevron$1,059,975$211,871 ▼-16.7%5,1235.4%EnergyMBBiShares MBS ETF$406,589$27,441 ▲7.2%4,2822.1%ETFABBVAbbVie$329,387$1,305 ▲0.4%1,5141.7%MedicalAMZNAmazon.com$313,0300.0%1,5031.6%Retail/WholesaleGOOGLAlphabet$310,2770.0%1,0791.6%Computer and TechnologyMCDMcDonald's$207,445$311 ▲0.2%6671.1%Retail/WholesaleIAUiShares Gold Trust$187,340$74,054 ▼-28.3%2,1251.0%FinanceSCHYSchwab International Dividend Equity ETF$186,034$14,152 ▼-7.1%5,8761.0%ETFVYMVanguard High Dividend Yield ETF$182,607$11,996 ▼-6.2%1,2330.9%ETFSGOLabrdn Physical Gold Shares ETF$178,4800.0%4,0000.9%ETFQQQInvesco QQQ$167,3820.0%2900.9%FinanceJCPBJPMorgan Core Plus Bond ETF$159,919$15,724 ▲10.9%3,3970.8%ETFUPSUnited Parcel Service$147,5700.0%1,5000.8%TransportationPLDPrologis$142,244$1,190 ▲0.8%1,0760.7%FinancePRINCIPAL FINANCIAL GROUP IN$139,4000.0%1,5470.7%COMNVDANVIDIA$132,1960.0%7580.7%Computer and TechnologyPROFESIONALLY MANAGED PORTFO$131,5970.0%2,4900.7%AKRE FOCUS ETFAEPAmerican Electric Power$131,398$656 ▲0.5%1,0020.7%UtilitiesSCHHSchwab U.S. REIT ETF$131,282$279 ▲0.2%6,1090.7%ETFVEUVanguard FTSE All-World ex-US ETF$131,0720.0%1,7450.7%ETFSILA REALTY TRUST INC$126,3460.0%5,3360.6%COMMON STOCKVTVVanguard Value ETF$124,637$589 ▲0.5%6350.6%ETFWALMART INC$116,158$248 ▲0.2%9350.6%COMSFNCSimmons First National$114,6770.0%5,8960.6%FinanceGLDMSPDR Gold MiniShares Trust$113,731$36,705 ▼-24.4%1,2270.6%FinanceAAPAdvance Auto Parts$105,5000.0%2,0000.5%Retail/WholesaleVDEVanguard Energy ETF$105,208$105,208 ▲New Holding6080.5%ETFMFCManulife Financial$101,7700.0%2,9550.5%FinanceTHRIVENT ETF TRUST$97,550$9,202 ▼-8.6%1,9400.5%ULTRA SHRT BDBBUSJPMorgan BetaBuilders U.S. Equity ETF$92,414$5,154 ▲5.9%7890.5%ETFPRAXIS FDS$91,022$16,890 ▲22.8%2,7700.5%IMPACT LARGE CAPBLOCK INC$90,270$30,090 ▲50.0%1,5000.5%CL AAVEMAvantis Emerging Markets Equity ETF$89,159$5,562 ▲6.7%1,1060.5%ETFBKLNInvesco Senior Loan ETF$86,334$3,490 ▲4.2%4,2300.4%ETFGLDSPDR Gold Shares$85,628$85,628 ▲New Holding1990.4%FinanceSTRATEGY SHS$85,033$8,063 ▲10.5%3,2480.4%EVENTIDE US MRKTCMPSCompass Pathways$81,2910.0%14,7000.4%MedicalQQQMInvesco NASDAQ 100 ETF$81,0280.0%3410.4%ETFJNJJohnson & Johnson$79,311$245 ▲0.3%3240.4%MedicalPRAXIS FDS$78,751$15,358 ▼-16.3%2,5330.4%IMPACT LARGE CAPVZVerizon Communications$75,3000.0%1,5000.4%Computer and TechnologyT1 ENERGY INC$73,9060.0%16,8350.4%COM NEWSLDPSolid Power$71,1750.0%23,7250.4%Auto/Tires/TrucksISHARES TR$68,853$68,853 ▲New Holding1,3790.4%LONG TERM MUNIFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$64,881$52,510 ▲424.5%7290.3%ETFBXBlackstone$63,245$63,245 ▲New Holding5500.3%FinanceKIMBERLY-CLARK CORP$60,761$5,112 ▼-7.8%6300.3%COMTGTTarget$60,6000.0%5000.3%Retail/WholesaleGOOGAlphabet$59,3800.0%2070.3%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$57,308$28,385 ▲98.1%1,0660.3%ACTIVE BOND ETFSPMOInvesco S&P 500 Momentum ETF$57,119$39,164 ▼-40.7%5090.3%ETFCDECoeur Mining$56,3100.0%3,0000.3%Basic MaterialsMLNVanEck Long Muni ETF$54,221$12,940 ▲31.3%3,1090.3%ETFMEOHMethanex$54,0620.0%9080.3%Basic MaterialsDUKDuke Energy$53,943$21,211 ▼-28.2%4120.3%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$50,314$100 ▼-0.2%1,0080.3%ETFSCHPSchwab U.S. TIPS ETF$50,213$1,570 ▲3.2%1,8870.3%ETFETSY INC$49,9800.0%1,0000.3%COMLAM RESEARCH CORP$49,3550.0%2310.3%COM NEWPAYXPaychex$48,839$19,720 ▼-28.8%5300.3%Computer and TechnologyJAVAJPMorgan Active Value ETF$48,627$717 ▼-1.5%6780.2%ETFACPAbrdn Income Credit Strategies Fund$48,2820.0%9,4670.2%Financial ServicesMPMP Materials$48,260$48,260 ▲New Holding1,0000.2%Basic MaterialsPGProcter & Gamble$47,3360.0%3280.2%Consumer StaplesEZUiShares MSCI Eurozone ETF$45,1630.0%7210.2%ETFXLGInvesco S&P 500 Top 50 ETF$42,1670.0%7730.2%ETFVEAVanguard FTSE Developed Markets ETF$40,785$64 ▲0.2%6360.2%ETFUNILEVER PLC$40,1640.0%7050.2%SPON ADR NEWAPAAPA$39,0870.0%9210.2%EnergyGTOInvesco Total Return Bond ETF$38,5410.0%8230.2%ETFNEARiShares Short Duration Bond Active ETF$37,9740.0%7470.2%ETFPZAInvesco National AMT-Free Municipal Bond ETF$37,228$6,434 ▲20.9%1,6200.2%ETFJGROJPMorgan Active Growth ETF$35,548$3,124 ▲9.6%4210.2%ETFAVGOBroadcom$34,6650.0%1120.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$34,4710.0%1020.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$34,109$21,472 ▼-38.6%8880.2%SHS BEN INTSUSuncor Energy$33,276$33,276 ▲New Holding5030.2%EnergyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$32,171$32,171 ▲New Holding3800.2%ETFCGWInvesco S&P Global Water Index ETF$31,9700.0%5000.2%ETFQSQuantumScape$30,9560.0%4,8520.2%Auto/Tires/TrucksCPNGCoupang$30,2080.0%1,6000.2%Retail/WholesaleBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$28,350$231 ▼-0.8%6140.1%ETFTAT&T$28,302$18,443 ▼-39.5%9760.1%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$28,027$813 ▲3.0%1,2070.1%ETFHOODRobinhood Markets$27,6510.0%3990.1%FinanceGLOBAL X FDS$26,375$16,378 ▲163.8%3720.1%DEFENSE TECH ETFPFMInvesco Dividend Achievers ETF$25,5460.0%5000.1%ManufacturingBIVVanguard Intermediate-Term Bond ETF$24,9290.0%3230.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$24,6200.0%3110.1%ETFSNOWSnowflake$23,9800.0%1590.1%Computer and TechnologyBRK.BBerkshire Hathaway$23,9600.0%500.1%FinanceJ P MORGAN EXCHANGE TRADED F$22,929$753 ▲3.4%4570.1%FLEXIBLE INCOMEBITOProShares Bitcoin ETF$22,1390.0%2,3780.1%ETFMAMastercard$21,9850.0%440.1%Business ServicesFSSFederal Signal$21,926$108 ▲0.5%2030.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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