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LGT Financial Advisors LLC 13F holdings

Filed 2026-07-24 · LGT Financial Advisors LLC · 223 positions · $18.9M

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T5.0K$3.8M19.9%
JEPIJ P MORGAN EXCHANGE TRADED F35.8K$2.0M10.7%
AAPLAPPLE INC4.7K$1.3M7.1%
MSFTMICROSOFT CORP3.0K$1.1M6.0%
CVXCHEVRON CORPORATION5.1K$850,7024.5%
ABBVABBVIE INC2.0K$508,7842.7%
FBCGFIDELITY COVINGTON TRUST7.0K$433,2172.3%
GOOGLALPHABET INC1.1K$385,6022.0%
MBBISHARES TR4.0K$375,1622.0%
AMZNAMAZON COM INC1.5K$359,4171.9%
QQQINVESCO QQQ TR290$213,5561.1%
CMPSCOMPASS PATHWAYS PLC14.7K$208,0051.1%
VYMVANGUARD WHITEHALL FDS1.2K$194,8511.0%
SCHYSCHWAB STRATEGIC TR5.9K$186,4451.0%
MCDMCDONALDS CORP622$168,0540.9%
PFGPRINCIPAL FINANCIAL GROUP IN1.5K$166,7360.9%
JCPBJ P MORGAN EXCHANGE TRADED F3.5K$165,6890.9%
UPSUNITED PARCEL SVCS INC1.5K$161,2500.9%
SGOLETFS GOLD TR4.0K$152,9200.8%
NVDANVIDIA CORPORATION758$151,6740.8%
PLDPROLOGIS INC.1.1K$146,9170.8%
VEUVANGUARD INTL EQUITY INDEX F1.7K$146,1690.8%
SCHHSCHWAB STRATEGIC TR6.1K$144,6610.8%
IAUISHARES GOLD TR1.9K$140,2980.7%
VTVVANGUARD INDEX FDS638$139,0130.7%
AEPAMERICAN ELEC PWR CO INC1.0K$137,9120.7%
SFNCSIMMONS FIRST NATL CORP5.9K$133,5440.7%
AKREPROFESIONALLY MANAGED PORTFO2.5K$132,4430.7%
AAPADVANCE AUTO PARTS INC2.0K$124,4400.7%
BBUSJ P MORGAN EXCHANGE TRADED F850$114,5680.6%
XYZBLOCK INC1.5K$114,0000.6%
—PRAXIS FDS2.8K$108,0850.6%
WMTWALMART INC938$106,2860.6%
QQQMINVESCO EXCH TRADED FD TR II341$103,3130.5%
LRCXLAM RESEARCH CORP231$100,0990.5%
—STRATEGY SHS3.2K$99,5020.5%
—THRIVENT ETF TRUST1.9K$97,6690.5%
GLDMWORLD GOLD TR1.2K$97,4480.5%
AVEMAMERICAN CENTY ETF TR997$96,2250.5%
—PRAXIS FDS2.5K$88,2290.5%
WINGWINGSTOP INC500$86,7050.5%
LMUBISHARES TR1.6K$83,8980.4%
BKLNINVESCO EXCH TRADED FD TR II4.1K$83,5370.4%
JNJJOHNSON & JOHNSON326$82,8790.4%
SPMOINVESCO EXCH TRADED FD TR II481$77,6500.4%
VDEVANGUARD WORLD FD488$73,2630.4%
GOOGALPHABET INC207$73,1390.4%
GLDSPDR GOLD TR193$71,0970.4%
KMBKIMBERLY-CLARK CORP638$70,0500.4%
SPCXSPACE EXPLORATION TECHN CORP398$67,9550.4%
SYSBISHARES TR730$64,7630.3%
BXBLACKSTONE INC550$64,7190.3%
VZVERIZON COMMUNICATIONS INC1.5K$63,5100.3%
JBNDJ P MORGAN EXCHANGE TRADED F1.2K$63,3590.3%
JAVAJ P MORGAN EXCHANGE TRADED F729$57,8990.3%
MPMP MATERIALS CORP1.0K$56,0100.3%
VTEBVANGUARD MUN BD FDS1.1K$54,7700.3%
PAYXPAYCHEX INC537$52,7800.3%
DUKDUKE ENERGY CORP NEW415$52,5900.3%
SPHQINVESCO EXCHANGE TRADED FD T557$50,1860.3%
Top Fund Holdings
13F
Top Fund Holdings

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