Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 43,792 | +2,793 | $20,815 |
SPY | 43,792 | +2,793 | $20,815 |
ISHARES TR (SUSB) | 228,105 | +66,015 | $5,584 |
SUSB | 228,105 | +66,015 | $5,584 |
SPDR GOLD TR (GLD) | 24,554 | +1,786 | $4,694 |
GLD | 24,554 | +1,786 | $4,694 |
INVESCO ACTVELY MNGD ETC FD | 334,435 | -82,665 | $4,448 |
PDBC | 334,435 | -82,665 | $4,448 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 78,557 | -4,854 | $4,230 |
CIBR | 78,557 | -4,854 | $4,230 |
VANGUARD BD INDEX FDS (BIV) | 55,287 | +55,287 | $4,223 |
BIV | 55,287 | +55,287 | $4,223 |
ISHARES TR (IGIB) | 80,372 | +80,372 | $4,179 |
IGIB | 80,372 | +80,372 | $4,179 |
VANGUARD SCOTTSDALE FDS (VCSH) | 54,012 | +8,834 | $4,179 |
VCSH | 54,012 | +8,834 | $4,179 |
VANGUARD WHITEHALL FDS (VWOB) | 65,154 | +65,154 | $4,154 |
VWOB | 65,154 | +65,154 | $4,154 |
ISHARES TR (QLTA) | 82,986 | +17,024 | $3,994 |
QLTA | 82,986 | +17,024 | $3,994 |
VANGUARD BD INDEX FDS (BLV) | 52,052 | +52,052 | $3,882 |
BLV | 52,052 | +52,052 | $3,882 |
VANGUARD SCOTTSDALE FDS (VGIT) | 58,563 | +58,563 | $3,474 |
VGIT | 58,563 | +58,563 | $3,474 |
INDEXIQ ETF TR (QAI) | 107,917 | +23,859 | $3,248 |
QAI | 107,917 | +23,859 | $3,248 |
ISHARES TR (SUSA) | 31,255 | +5,005 | $3,141 |
SUSA | 31,255 | +5,005 | $3,141 |
SPDR INDEX SHS FDS (FEZ) | 61,729 | -2,997 | $2,951 |
FEZ | 61,729 | -2,997 | $2,951 |
SPDR SER TR (SJNK) | 115,317 | +5,192 | $2,899 |
SJNK | 115,317 | +5,192 | $2,899 |
FIRST TR EXCH TRADED FD III (FTLS) | 47,573 | -32,746 | $2,676 |
FTLS | 47,573 | -32,746 | $2,676 |
VANGUARD INTL EQUITY INDEX F (VWO) | 65,120 | +65,120 | $2,676 |
VWO | 65,120 | +65,120 | $2,676 |
ISHARES TR (SHY) | 30,046 | -13,605 | $2,465 |
SHY | 30,046 | -13,605 | $2,465 |
NUSHARES ETF TR (NUMG) | 51,921 | +14,157 | $2,198 |
NUMG | 51,921 | +14,157 | $2,198 |
MICROSOFT CORP | 5,560 | +18 | $2,091 |
MSFT | 5,560 | +18 | $2,091 |
ISHARES TR (EFA) | 23,229 | UNCH | $1,750 |
EFA | 23,229 | UNCH | $1,750 |
ISHARES TR (IEI) | 14,861 | -23,963 | $1,741 |
IEI | 14,861 | -23,963 | $1,741 |
ISHARES TR (IBDU) | 68,901 | +68,901 | $1,590 |
IBDU | 68,901 | +68,901 | $1,590 |
AMAZON COM INC | 10,382 | +215 | $1,577 |
AMZN | 10,382 | +215 | $1,577 |
ISHARES TR (EMB) | 17,643 | -42,427 | $1,571 |
EMB | 17,643 | -42,427 | $1,571 |
ISHARES TR (IBDT) | 60,658 | +60,658 | $1,522 |
IBDT | 60,658 | +60,658 | $1,522 |
ISHARES TR (IEF) | 14,457 | -43,796 | $1,394 |
IEF | 14,457 | -43,796 | $1,394 |
TAIWAN SEMICONDUCTOR MFG LTD | 11,406 | -555 | $1,186 |
TSM | 11,406 | -555 | $1,186 |
INVESCO EXCHANGE TRADED FD T (PSP) | 18,674 | -8,384 | $1,162 |
PSP | 18,674 | -8,384 | $1,162 |
VANGUARD SCOTTSDALE FDS (VCIT) | 13,797 | -47,131 | $1,121 |
VCIT | 13,797 | -47,131 | $1,121 |
INVESCO QQQ TR | 2,576 | -1,620 | $1,055 |
QQQ | 2,576 | -1,620 | $1,055 |
VANGUARD CHARLOTTE FDS (BNDX) | 20,627 | -796 | $1,018 |
BNDX | 20,627 | -796 | $1,018 |
SPDR SER TR (CWB) | 13,981 | UNCH | $1,009 |
CWB | 13,981 | UNCH | $1,009 |
PIMCO ETF TR (EMNT) | 9,900 | UNCH | $969 |
EMNT | 9,900 | UNCH | $969 |
ISHARES INC (ESGE) | 30,095 | -85,740 | $965 |
ESGE | 30,095 | -85,740 | $965 |
GLOBAL X FDS | 63,880 | +12,639 | $721 |
RNRG | 63,880 | +12,639 | $721 |
ISHARES INC (EWL) | 14,468 | +4,919 | $698 |
EWL | 14,468 | +4,919 | $698 |
VANGUARD SCOTTSDALE FDS (VCLT) | 8,215 | -1,320 | $658 |
VCLT | 8,215 | -1,320 | $658 |
ISHARES TR (EWU) | 15,423 | +4,586 | $510 |
EWU | 15,423 | +4,586 | $510 |
APPLE INC | 2,447 | -1,530 | $471 |
AAPL | 2,447 | -1,530 | $471 |
INVESCO EXCH TRADED FD TR II (PIO) | 11,497 | UNCH | $454 |
PIO | 11,497 | UNCH | $454 |
ISHARES TR (EEM) | 10,826 | -7,756 | $435 |
EEM | 10,826 | -7,756 | $435 |
FIRST TR EXCH TRADED FD III (FPEI) | 24,000 | UNCH | $428 |
FPEI | 24,000 | UNCH | $428 |
ALPHABET INC | 2,980 | UNCH | $420 |
GOOG | 2,980 | UNCH | $420 |
SELECT SECTOR SPDR TR (XLI) | 3,630 | +1,500 | $414 |
XLI | 3,630 | +1,500 | $414 |
ISHARES TR (HEWJ) | 11,014 | +917 | $384 |
HEWJ | 11,014 | +917 | $384 |
VANGUARD BD INDEX FDS (BND) | 4,433 | -6,530 | $326 |
BND | 4,433 | -6,530 | $326 |
SPDR SER TR (KRE) | 5,599 | UNCH | $294 |
KRE | 5,599 | UNCH | $294 |
ISHARES TR (BGRN) | 5,959 | UNCH | $281 |
BGRN | 5,959 | UNCH | $281 |
See Full List: All Stocks Held By LFA Lugano Financial Advisors SA
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By LFA Lugano Financial Advisors SA
Size ($ in 1000's)
At 12/31/2023: $127,273 At 09/30/2023: $116,759 LFA Lugano Financial Advisors SA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LFA Lugano Financial Advisors SA 13F filings. Link to 13F filings: SEC filings |