LGT Financial Advisors LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$39.4M

Holdings

614

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (614 positions)

StockValue
USMVISHARES TR
$48K
BBINJ P MORGAN EXCHANGE TRADED F
$47K
ICVTISHARES TR
$46K
JNKSPDR SERIES TRUST
$45K
BITOPROSHARES TR
$45K
VVVANGUARD INDEX FDS
$43K
EZUISHARES INC
$43K
VNQVANGUARD INDEX FDS
$41K
XLGINVESCO EXCHANGE TRADED FD T
$41K
CMPSCOMPASS PATHWAYS PLC
$41K
RWRSPDR SERIES TRUST
$41K
INTCINTEL CORP
$40K
NFLXNETFLIX INC
$40K
TXNTEXAS INSTRS INC
$40K
IEFISHARES TR
$39K
GTOINVESCO ACTIVELY MANAGED EXC
$39K
NEARISHARES U S ETF TR
$38K
HOODROBINHOOD MKTS INC
$37K
GOOGALPHABET INC
$37K
MUBISHARES TR
$36K
SNOWSNOWFLAKE INC
$36K
VEAVANGUARD TAX-MANAGED FDS
$35K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$34K
QSQUANTUMSCAPE CORP
$33K
ORCLORACLE CORP
$33K
JPIEJ P MORGAN EXCHANGE TRADED F
$32K
NOWSERVICENOW INC
$32K
INTUINTUIT
$32K
BMYBRISTOL-MYERS SQUIBB CO
$31K
CGWINVESCO EXCH TRADED FD TR II
$31K
HEFAISHARES TR
$31K
AVGOBROADCOM INC
$31K
BACVERIZON COMMUNICATIONS INC
$30K
MEOHMETHANEX CORP
$30K
JGROJ P MORGAN EXCHANGE TRADED F
$30K
TSLATESLA INC
$29K
BBHYJ P MORGAN EXCHANGE TRADED F
$29K
SUBISHARES TR
$28K
JEMAJ P MORGAN EXCHANGE TRADED F
$28K
VBKVANGUARD INDEX FDS
$27K
CDECOEUR MNG INC
$27K
IVLUISHARES TR
$26K
STIPISHARES TR
$26K
BIVVANGUARD BD INDEX FDS
$25K
MAMASTERCARD INCORPORATED
$25K
VCSHVANGUARD SCOTTSDALE FDS
$25K
BRK/BBERKSHIRE HATHAWAY INC DEL
$24K
PFMINVESCO EXCHANGE TRADED FD T
$24K
HEZUISHARES TR
$24K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$23K
VBRVANGUARD INDEX FDS
$23K
EEMISHARES TR
$23K
LRCXLAM RESEARCH CORP
$22K
XLCSELECT SECTOR SPDR TR
$22K
SCHQSCHWAB STRATEGIC TR
$22K
FSSFEDERAL SIGNAL CORP
$21K
SHOPSHOPIFY INC
$21K
SESSES AI CORPORATION
$21K
TET1 ENERGY INC
$21K
PEYINVESCO EXCHANGE TRADED FD T
$20K
DISDISNEY WALT CO
$20K
IGFISHARES TR
$20K
SPOTSPOTIFY TECHNOLOGY S A
$20K
SESEA LTD
$20K
JBNDJ P MORGAN EXCHANGE TRADED F
$18K
BBAGJ P MORGAN EXCHANGE TRADED F
$18K
BKNGBOOKING HOLDINGS INC
$17K
TWLOTWILIO INC
$17K
MLNVANECK ETF TRUST
$17K
DWDMORGAN STANLEY
$16K
XLYSELECT SECTOR SPDR TR
$16K
ZMZOOM COMMUNICATIONS INC
$16K
KHCKRAFT HEINZ CO
$16K
MLB1MERCADOLIBRE INC
$16K
HUBSHUBSPOT INC
$16K
XLVSELECT SECTOR SPDR TR
$15K
VONVVANGUARD SCOTTSDALE FDS
$15K
UBERUBER TECHNOLOGIES INC
$15K
SPTLSPDR SERIES TRUST
$15K
VEEVVEEVA SYS INC
$15K
NUNU HLDGS LTD
$15K
TEAMATLASSIAN CORPORATION
$15K
IEURISHARES TR
$15K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$14K
IXP*ISHARES TR
$14K
ICEINTERCONTINENTAL EXCHANGE IN
$14K
PSXPHILLIPS 66
$13K
JPMJPMORGAN CHASE & CO.
$13K
MCKMCKESSON CORP
$13K
ETNEATON CORP PLC
$12K
BSXBOSTON SCIENTIFIC CORP
$12K
SNPSSYNOPSYS INC
$12K
ANETARISTA NETWORKS INC
$12K
SCHOSCHWAB STRATEGIC TR
$12K
PGRPROGRESSIVE CORP
$12K
CRWDCROWDSTRIKE HLDGS INC
$12K
AJGGALLAGHER ARTHUR J & CO
$12K
CRMSALESFORCE INC
$11K
CDNSCADENCE DESIGN SYSTEM INC
$11K
PANWPALO ALTO NETWORKS INC
$11K
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