LGT Financial Advisors LLC
Top Portfolio Positions
170 positions ·
$13,540,286 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
5,043 | $3,279,664 | 24.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,946 | $1,348,118 | 9.96% | |
| MSFT |
Microsoft Corp
Technology
|
3,293 | $1,218,969 | 9.00% | |
| AAPL |
Apple Inc.
Technology
|
4,761 | $1,208,294 | 8.92% | |
| CVX |
Chevron Corp
Energy
|
5,123 | $1,059,948 | 7.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
1,514 | $329,279 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,503 | $313,029 | 2.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,079 | $310,277 | 2.29% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
667 | $207,296 | 1.53% | |
| IAU |
Ishares Gold Trust
|
2,125 | $187,340 | 1.38% |
Portfolio Trend
Holdings in CMPS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,291 | 14,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $101,430 | 14,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,231 | 14,700 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $41,160 | 14,700 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $42,042 | 14,700 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||