LGT Financial Advisors LLC
Top Portfolio Positions
171 positions ·
$13,557,511 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 | 24.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,946 | $1,348,118 | 9.94% | |
| MSFT |
Microsoft Corp
Technology
|
3,293 | $1,218,969 | 8.99% | |
| AAPL |
Apple Inc.
Technology
|
4,761 | $1,208,294 | 8.91% | |
| CVX |
Chevron Corp
Energy
|
5,123 | $1,059,948 | 7.82% | |
| 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
14 quarters · across all stocks
Holdings in OFS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,951 | 3,085 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||