LGT Financial Advisors LLC Top Holdings 13F Filings

As of 12/31/2023, below is a summary of the LGT Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by LGT Financial Advisors LLC. In the LGT Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by LGT Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the LGT Financial Advisors LLC top holding position size for that row.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
COCA COLA CO	94,574	-35	$5,573
KO	94,574	-35	$5,573
PFIZER INC	122,015	-556	$3,513
PFE	122,015	-556	$3,513
EXXON MOBIL CORP	32,841	+70	$3,283
XOM	32,841	+70	$3,283
ISHARES TR (IVV)	4,268	+1,015	$2,038
IVV	4,268	+1,015	$2,038
ISHARES TR (CMBS)	42,502	+163	$1,989
CMBS	42,502	+163	$1,989
INVESCO ACTIVELY MANAGED ETF (GTO)	41,573	-294	$1,964
GTO	41,573	-294	$1,964
SPDR S&P 500 ETF TR (SPY)	4,023	+14	$1,912
SPY	4,023	+14	$1,912
CHEVRON CORP NEW	12,796	-441	$1,909
CVX	12,796	-441	$1,909
MICROSOFT CORP	4,638	-584	$1,744
MSFT	4,638	-584	$1,744
APPLE INC	8,116	-983	$1,563
AAPL	8,116	-983	$1,563
VANGUARD INDEX FDS (VTI)	5,574	-1	$1,322
VTI	5,574	-1	$1,322
ISHARES TR (IWS)	9,489	-1,741	$1,103
IWS	9,489	-1,741	$1,103
PROLOGIS INC.	7,615	+22	$1,015
PLD	7,615	+22	$1,015
ISHARES TR (ICSH)	19,196	+23	$967
ICSH	19,196	+23	$967
AMAZON COM INC	6,048	-569	$919
AMZN	6,048	-569	$919
ISHARES TR (IWV)	3,323	-187	$910
IWV	3,323	-187	$910
META PLATFORMS INC	2,564	UNCH	$908
META	2,564	UNCH	$908
SPDR SER TR (SPLG)	15,726	+243	$879
SPLG	15,726	+243	$879
SCHWAB STRATEGIC TR	8,911	-541	$739
SCHG	8,911	-541	$739
WP CAREY INC	11,241	-3,958	$729
WPC	11,241	-3,958	$729
ISHARES TR (IWM)	3,441	+24	$691
IWM	3,441	+24	$691
ISHARES TR (QUAL)	4,266	+1,688	$628
QUAL	4,266	+1,688	$628
SYSCO CORP	8,528	+65	$624
SYY	8,528	+65	$624
JPMORGAN CHASE & CO	3,429	-336	$583
JPM	3,429	-336	$583
AMGEN INC	2,000	-9	$576
AMGN	2,000	-9	$576
BERKSHIRE HATHAWAY INC DEL			$574
BRK.B	1,608	UNCH	$574
CAPITAL ONE FINL CORP	4,253	UNCH	$558
COF	4,253	UNCH	$558
APPLIED MATLS INC	3,416	-8	$554
AMAT	3,416	-8	$554
ISHARES TR (SHV)	4,718	-1,654	$520
SHV	4,718	-1,654	$520
WELLS FARGO CO NEW	10,532	UNCH	$518
WFC	10,532	UNCH	$518
ISHARES TR (IEFA)	7,080	+2,155	$498
IEFA	7,080	+2,155	$498
ISHARES TR (IWB)	1,875	-170	$492
IWB	1,875	-170	$492
UNION PAC CORP	2,000	UNCH	$491
UNP	2,000	UNCH	$491
GENERAL ELECTRIC CO	3,839	UNCH	$490
GE	3,839	UNCH	$490
VANGUARD INDEX FDS (VNQ)	5,376	+105	$475
VNQ	5,376	+105	$475
SCHWAB STRATEGIC TR	5,958	-188	$454
SCHD	5,958	-188	$454
VIATRIS INC	40,480	-1,580	$438
VTRS	40,480	-1,580	$438
ABBVIE INC	2,745	-241	$425
ABBV	2,745	-241	$425
ISHARES TR (IWN)	2,689	-54	$418
IWN	2,689	-54	$418
ISHARES TR (ACWI)	3,926	-177	$400
ACWI	3,926	-177	$400
NORFOLK SOUTHN CORP	1,691	+9	$400
NSC	1,691	+9	$400
ALPHABET INC	2,858	-207	$399
GOOGL	2,858	-207	$399
SPDR SER TR (XHE)	4,727	UNCH	$398
XHE	4,727	UNCH	$398
MCDONALDS CORP	1,329	+5	$394
MCD	1,329	+5	$394
SABINE RTY TR	5,560	UNCH	$377
SBR	5,560	UNCH	$377
J P MORGAN EXCHANGE TRADED F (JEPI)	6,767	+896	$372
JEPI	6,767	+896	$372
ISHARES TR (TLT)	3,727	+1,921	$369
TLT	3,727	+1,921	$369
ISHARES TR (EEM)	8,815	+164	$354
EEM	8,815	+164	$354
MCKESSON CORP	756	+105	$350
MCK	756	+105	$350
ISHARES TR (EFV)	6,675	+3,318	$348
EFV	6,675	+3,318	$348

See Full List: All Stocks Held By LGT Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LGT Financial Advisors LLC

LGT Financial Advisors LLC Info

Size ($ in 1000's)
At 12/31/2023: $81,821
At 09/30/2023: $78,650

LGT Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LGT Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

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