Notify me when LGT Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 263 | $16,326,671 | +$543,837 | -$30,743,279 | -$30,199,442 | JEPI, MSFT, AAPL, XOM, CVX | 13F-HR | 13 Feb 2026, 09:34 |
| Q3 2025 | 382 | $46,370,885 | +$7,791,688 | -$3,665,190 | +$4,126,498 | SPY, IVV, JEPI, MSFT, QUAL | 13F-HR | 17 Nov 2025, 15:24 |
| Q2 2025 | 613 | $39,415,891 | +$6,995,766 | -$2,521,281 | +$4,474,485 | SPY, JEPI, IVV, MSFT, QUAL | 13F-HR | 30 Jul 2025, 10:02 |
| Q1 2025 | 296 | $32,740,613 | +$4,846,618 | -$16,700,674 | -$11,854,056 | IVV, SPY, JEPI, MSFT, AAPL | 13F-HR | 08 May 2025, 10:47 |
| Q4 2024 | 715 | $45,204,807 | +$9,531,361 | -$4,013,077 | +$5,518,284 | IVV, SPY, MSFT, AAPL, CVX | 13F-HR | 14 Feb 2025, 16:48 |
| Q3 2024 | 696 | $40,533,780 | +$3,574,266 | -$12,979,409 | -$9,405,143 | IVV, SPY, AAPL, MSFT, JEPI | 13F-HR | 31 Oct 2024, 11:01 |
| Q2 2024 | 776 | $47,405,446 | +$5,111,657 | -$43,779,525 | -$38,667,868 | IVV, SPY, MSFT, AAPL, VTI | 13F-HR | 05 Aug 2024, 12:35 |
| Q1 2024 | 787 | $86,105,560 | +$4,179,265 | -$5,090,613 | -$911,348 | KO, XOM, PFE, IVV, SPY | 13F-HR | 02 May 2024, 09:40 |
| Q4 2023 | 841 | $81,807,874 | +$4,707,081 | -$6,936,906 | -$2,229,825 | KO, PFE, XOM, IVV, CMBS | 13F-HR | 12 Feb 2024, 10:00 |
| Q3 2023 | 928 | $78,664,308 | +$17,542,063 | -$29,651,976 | -$12,109,913 | KO, PFE, XOM, CVX, CMBS | 13F-HR | 01 Nov 2023, 09:47 |
| Q2 2023 | 205 | $93,695,601 | +$41,646,396 | -$3,134,803 | +$38,511,593 | KO, PFE, XOM, CVX, MSFT | 13F-HR | 14 Aug 2023, 17:05 |
| Q1 2023 | 95 | $53,716,021 | +$11,775,521 | -$42,945,935 | -$31,170,414 | KO, PFE, XOM, CVX, GTO | 13F-HR | 15 May 2023, 15:23 |
| Q4 2022 | 179 | $84,948,878 | $0 | $0 | $0 | PFE, KO, ICSH, ISDX, CMBS | 13F-HR | 14 Feb 2023, 12:24 |