LFA - Lugano Financial Advisors SA
Top Portfolio Positions
117 positions ·
$60,648,373 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
42,575 | $27,688,225 | 45.65% | |
| GLD |
Spdr Gold Trust
|
31,385 | $13,504,651 | 22.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,302 | $2,483,028 | 4.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,567 | $2,409,059 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
6,493 | $2,403,513 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
3,842 | $975,061 | 1.61% | |
| CAT |
Caterpillar Inc
Industrials
|
1,250 | $885,575 | 1.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,482 | $713,723 | 1.18% | |
| NVDA |
Nvidia Corp
Technology
|
3,373 | $588,251 | 0.97% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
128 | $538,920 | 0.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,790 | 2,759 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $34,597 | 2,759 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||