LGT Financial Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$40.5M
Signature - Title
Michael Radoff - CCO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by LGT Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LGT Financial Advisors LLC reported 696 stock holdings with total value $40.5M as of Q3 2024. Top holdings included IVV, SPY, AAPL, MSFT, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 696 $40.5M +$3.57M -$13M -$9.41M IVV, SPY, AAPL, MSFT, JEPI 13F-HR 10/31/2024, 11:01 AM
Q2 2024 776 $47.4M +$5.11M -$43.8M -$38.7M IVV, SPY, MSFT, AAPL, VTI 13F-HR 8/5/2024, 12:35 PM
Q1 2024 787 $86.1M +$4.18M -$5.09M -$911K KO, XOM, PFE, IVV, SPY 13F-HR 5/2/2024, 09:40 AM
Q4 2023 841 $81.8M +$4.71M -$6.94M -$2.23M KO, PFE, XOM, IVV, CMBS 13F-HR 2/12/2024, 10:00 AM
Q3 2023 928 $78.7M +$17.5M -$29.7M -$12.1M KO, PFE, XOM, CVX, CMBS 13F-HR 11/1/2023, 09:47 AM
Q2 2023 205 $93.7M +$41.6M -$3.13M +$38.5M KO, PFE, XOM, CVX, MSFT 13F-HR 8/14/2023, 05:05 PM
Q1 2023 95 $53.7M +$11.8M -$42.9M -$31.2M KO, PFE, XOM, CVX, GTO 13F-HR 5/15/2023, 03:23 PM
Q4 2022 179 $84.9M $0 $0 PFE, KO, ICSH, ISDX, CMBS 13F-HR 2/14/2023, 12:24 PM