HoldingsChannel.com
All Stocks Held By LFA Lugano Financial Advisors SA
As of  12/31/2023, we find all stocks held by LFA Lugano Financial Advisors SA to be as follows, presented in the table below with each row detailing each LFA Lugano Financial Advisors SA position, ordered by largest to smallest position size. The all-stocks-held-by-LFA Lugano Financial Advisors SA table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by LFA Lugano Financial Advisors SA as of the latest filing.

   EntityAmountChange
 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
     SPY43,792+2,793$20,815
ISHARES TR (SUSB) 228,105 +66,015 $5,584
     SUSB228,105+66,015$5,584
SPDR GOLD TR (GLD) 24,554 +1,786 $4,694
     GLD24,554+1,786$4,694
INVESCO ACTVELY MNGD ETC FD 334,435 -82,665 $4,448
     PDBC334,435-82,665$4,448
FIRST TR EXCHANGE TRADED FD (CIBR) 78,557 -4,854 $4,230
     CIBR78,557-4,854$4,230
VANGUARD BD INDEX FDS (BIV) 55,287 +55,287 $4,223
     BIV55,287+55,287$4,223
ISHARES TR (IGIB) 80,372 +80,372 $4,179
     IGIB80,372+80,372$4,179
VANGUARD SCOTTSDALE FDS (VCSH) 54,012 +8,834 $4,179
     VCSH54,012+8,834$4,179
VANGUARD WHITEHALL FDS (VWOB) 65,154 +65,154 $4,154
     VWOB65,154+65,154$4,154
ISHARES TR (QLTA) 82,986 +17,024 $3,994
     QLTA82,986+17,024$3,994
VANGUARD BD INDEX FDS (BLV) 52,052 +52,052 $3,882
     BLV52,052+52,052$3,882
VANGUARD SCOTTSDALE FDS (VGIT) 58,563 +58,563 $3,474
     VGIT58,563+58,563$3,474
INDEXIQ ETF TR (QAI) 107,917 +23,859 $3,248
     QAI107,917+23,859$3,248
ISHARES TR (SUSA) 31,255 +5,005 $3,141
     SUSA31,255+5,005$3,141
SPDR INDEX SHS FDS (FEZ) 61,729 -2,997 $2,951
     FEZ61,729-2,997$2,951
SPDR SER TR (SJNK) 115,317 +5,192 $2,899
     SJNK115,317+5,192$2,899
FIRST TR EXCH TRADED FD III (FTLS) 47,573 -32,746 $2,676
     FTLS47,573-32,746$2,676
VANGUARD INTL EQUITY INDEX F (VWO) 65,120 +65,120 $2,676
     VWO65,120+65,120$2,676
ISHARES TR (SHY) 30,046 -13,605 $2,465
     SHY30,046-13,605$2,465
NUSHARES ETF TR (NUMG) 51,921 +14,157 $2,198
     NUMG51,921+14,157$2,198
MICROSOFT CORP 5,560 +18 $2,091
     MSFT5,560+18$2,091
ISHARES TR (EFA) 23,229 UNCH $1,750
     EFA23,229UNCH$1,750
ISHARES TR (IEI) 14,861 -23,963 $1,741
     IEI14,861-23,963$1,741
ISHARES TR (IBDU) 68,901 +68,901 $1,590
     IBDU68,901+68,901$1,590
AMAZON COM INC 10,382 +215 $1,577
     AMZN10,382+215$1,577
ISHARES TR (EMB) 17,643 -42,427 $1,571
     EMB17,643-42,427$1,571
ISHARES TR (IBDT) 60,658 +60,658 $1,522
     IBDT60,658+60,658$1,522
ISHARES TR (IEF) 14,457 -43,796 $1,394
     IEF14,457-43,796$1,394
TAIWAN SEMICONDUCTOR MFG LTD 11,406 -555 $1,186
     TSM11,406-555$1,186
INVESCO EXCHANGE TRADED FD T (PSP) 18,674 -8,384 $1,162
     PSP18,674-8,384$1,162
VANGUARD SCOTTSDALE FDS (VCIT) 13,797 -47,131 $1,121
     VCIT13,797-47,131$1,121
INVESCO QQQ TR 2,576 -1,620 $1,055
     QQQ2,576-1,620$1,055
VANGUARD CHARLOTTE FDS (BNDX) 20,627 -796 $1,018
     BNDX20,627-796$1,018
SPDR SER TR (CWB) 13,981 UNCH $1,009
     CWB13,981UNCH$1,009
PIMCO ETF TR (EMNT) 9,900 UNCH $969
     EMNT9,900UNCH$969
ISHARES INC (ESGE) 30,095 -85,740 $965
     ESGE30,095-85,740$965
GLOBAL X FDS 63,880 +12,639 $721
     RNRG63,880+12,639$721
ISHARES INC (EWL) 14,468 +4,919 $698
     EWL14,468+4,919$698
VANGUARD SCOTTSDALE FDS (VCLT) 8,215 -1,320 $658
     VCLT8,215-1,320$658
ISHARES TR (EWU) 15,423 +4,586 $510
     EWU15,423+4,586$510
APPLE INC 2,447 -1,530 $471
     AAPL2,447-1,530$471
INVESCO EXCH TRADED FD TR II (PIO) 11,497 UNCH $454
     PIO11,497UNCH$454
ISHARES TR (EEM) 10,826 -7,756 $435
     EEM10,826-7,756$435
FIRST TR EXCH TRADED FD III (FPEI) 24,000 UNCH $428
     FPEI24,000UNCH$428
ALPHABET INC 2,980 UNCH $420
     GOOG2,980UNCH$420
SELECT SECTOR SPDR TR (XLI) 3,630 +1,500 $414
     XLI3,630+1,500$414
ISHARES TR (HEWJ) 11,014 +917 $384
     HEWJ11,014+917$384
VANGUARD BD INDEX FDS (BND) 4,433 -6,530 $326
     BND4,433-6,530$326
SPDR SER TR (KRE) 5,599 UNCH $294
     KRE5,599UNCH$294
ISHARES TR (BGRN) 5,959 UNCH $281
     BGRN5,959UNCH$281
SELECT SECTOR SPDR TR (XLF) 7,300 +7,300 $274
     XLF7,300+7,300$274
INVESCO EXCH TRADED FD TR II (VRP) 11,617 -3,860 $268
     VRP11,617-3,860$268
BLACKSTONE INC 2,000 UNCH $262
     BX2,000UNCH$262
JPMORGAN CHASE & CO 1,490 +105 $253
     JPM1,490+105$253
ISHARES INC (EMXC) 3,547 +3,547 $197
     EMXC3,547+3,547$197
ZOETIS INC 1,000 UNCH $197
     ZTS1,000UNCH$197
ABBVIE INC 1,200 -500 $186
     ABBV1,200-500$186
VISA INC 691 +46 $180
     V691+46$180
SPDR SER TR (BWZ) 6,455 -702 $177
     BWZ6,455-702$177
HONEYWELL INTL INC 832 UNCH $174
     HON832UNCH$174
ISHARES TR (HYG) 2,212 -364 $171
     HYG2,212-364$171
MCDONALDS CORP 570 +50 $169
     MCD570+50$169
ABBOTT LABS 1,528 +86 $168
     ABT1,528+86$168
ISHARES TR (IEFA) 2,382 +2,382 $168
     IEFA2,382+2,382$168
MONDELEZ INTL INC 2,300 UNCH $167
     MDLZ2,300UNCH$167
ISHARES INC (GHYG) 3,601 UNCH $159
     GHYG3,601UNCH$159
YUM BRANDS INC 1,200 UNCH $157
     YUM1,200UNCH$157
ISHARES TR (TLH) 1,438 -37,843 $156
     TLH1,438-37,843$156
SELECT SECTOR SPDR TR (XLK) 813 UNCH $156
     XLK813UNCH$156
UNITED RENTALS INC 271 UNCH $155
     URI271UNCH$155
INVESCO EXCHANGE TRADED FD T (PBW) 5,000 UNCH $149
     PBW5,000UNCH$149
VANGUARD WHITEHALL FDS (VYM) 1,330 +1,330 $148
     VYM1,330+1,330$148
NVR INC 19 UNCH $133
     NVR19UNCH$133
NUCOR CORP 745 UNCH $130
     NUE745UNCH$130
SPDR SER TR (SPYD) 3,317 UNCH $130
     SPYD3,317UNCH$130
INVESCO EXCH TRADED FD TR II (BKLN) 6,065 UNCH $128
     BKLN6,065UNCH$128
ISHARES TR (IVV) 257 UNCH $123
     IVV257UNCH$123
CONSOLIDATED EDISON INC 1,316 UNCH $120
     ED1,316UNCH$120
KKR & CO INC 1,450 -1,400 $120
     KKR1,450-1,400$120
DTE ENERGY CO 1,082 UNCH $119
     DTE1,082UNCH$119
TRACTOR SUPPLY CO 553 UNCH $119
     TSCO553UNCH$119
ISHARES TR (IYK) 603 UNCH $116
     IYK603UNCH$116
GENERAL MLS INC 1,725 -1,570 $112
     GIS1,725-1,570$112
TESLA INC 443 +14 $110
     TSLA443+14$110
YUM CHINA HLDGS INC 2,500 UNCH $106
     YUMC2,500UNCH$106
AMEREN CORP 1,452 UNCH $105
     AEE1,452UNCH$105
AUTODESK INC 425 UNCH $103
     ADSK425UNCH$103
DIAGEO PLC 700 -41 $102
     DEO700-41$102
ISHARES TR (SDG) 1,250 UNCH $101
     SDG1,250UNCH$101
KELLANOVA 1,770 UNCH $99
     K1,770UNCH$99
COCA COLA CO 1,600 UNCH $94
     KO1,600UNCH$94
QUALCOMM INC 650 UNCH $94
     QCOM650UNCH$94
SELECT SECTOR SPDR TR (XLV) 691 +129 $94
     XLV691+129$94
VANGUARD INDEX FDS (VO) 400 -400 $93
     VO400-400$93
VANGUARD INTL EQUITY INDEX F (VT) 900 +700 $93
     VT900+700$93
ISHARES INC (EWG) 2,998 UNCH $89
     EWG2,998UNCH$89
ELI LILLY & CO 139 +28 $81
     LLY139+28$81
VANGUARD SCOTTSDALE FDS (VTWO) 1,000 UNCH $81
     VTWO1,000UNCH$81
CATERPILLAR INC 250 -750 $74
     CAT250-750$74
ALPHABET INC 522 +392 $73
     GOOGL522+392$73
SPDR SER TR (EBND) 3,300 +3,300 $70
     EBND3,300+3,300$70
COMCAST CORP NEW 1,400 +1,400 $61
     CMCSA1,400+1,400$61
ISHARES TR (IXN) 900 +700 $61
     IXN900+700$61
MORGAN STANLEY 625 UNCH $58
     MS625UNCH$58
PFIZER INC 2,000 UNCH $58
     PFE2,000UNCH$58
SELECT SECTOR SPDR TR (XLC) 801 UNCH $58
     XLC801UNCH$58
ISHARES INC (URTH) 410 +410 $55
     URTH410+410$55
VANECK ETF TRUST (GDX) 1,742 -157 $54
     GDX1,742-157$54
ISHARES INC (EWJ) 826 +565 $53
     EWJ826+565$53
ISHARES TR (PFF) 1,662 -2,732 $52
     PFF1,662-2,732$52
CARRIER GLOBAL CORPORATION 890 +840 $51
     CARR890+840$51
INTEL CORP 1,000 UNCH $50
     INTC1,000UNCH$50
SELECT SECTOR SPDR TR (XLP) 677 -3,700 $49
     XLP677-3,700$49
ISHARES INC (IEMG) 957 +957 $48
     IEMG957+957$48
WISDOMTREE TR 1,022 UNCH $44
     HEDJ1,022UNCH$44
TEXAS INSTRS INC 250 UNCH $43
     TXN250UNCH$43
MARRIOTT INTL INC NEW 182 UNCH $41
     MAR182UNCH$41
AMPLIFY ETF TR (BLOK) 1,200 UNCH $36
     BLOK1,200UNCH$36
UNITEDHEALTH GROUP INC 67 +40 $35
     UNH67+40$35
WISDOMTREE TR 380 UNCH $33
     DXJ380UNCH$33
S&P GLOBAL INC 75 +50 $33
     SPGI75+50$33
ALIBABA GROUP HLDG LTD 408 +408 $32
     BABA408+408$32
KRANESHARES TR (KWEB) 1,181 UNCH $32
     KWEB1,181UNCH$32
META PLATFORMS INC 90 -125 $32
     META90-125$32
BLACKROCK INC 37 +25 $30
     BLK37+25$30
DEERE & CO 74 -360 $30
     DE74-360$30
ISHARES TR (MBB) 297 +297 $28
     MBB297+297$28
NVIDIA CORPORATION 56 +56 $28
     NVDA56+56$28
VANECK ETF TRUST (CBON) 1,240 +1,240 $27
     CBON1,240+1,240$27
DISNEY WALT CO 300 -500 $27
     DIS300-500$27
MASTERCARD INCORPORATED 64 +64 $27
     MA64+64$27
PEPSICO INC 157 +70 $27
     PEP157+70$27
ISHARES TR (ACWX) 499 UNCH $25
     ACWX499UNCH$25
CISCO SYS INC 500 -1 $25
     CSCO500-1$25
VERIZON COMMUNICATIONS INC 655 +565 $25
     VZ655+565$25
INTERCONTINENTAL EXCHANGE IN (ICE) 190 +120 $24
     ICE190+120$24
CME GROUP INC 110 +70 $23
     CME110+70$23
VANGUARD INTL EQUITY INDEX F (VSS) 200 +130 $23
     VSS200+130$23
CHEVRON CORP NEW 140 +85 $21
     CVX140+85$21
THERMO FISHER SCIENTIFIC INC 40 +20 $21
     TMO40+20$21
ASTRAZENECA PLC 292 -1,709 $20
     AZN292-1,709$20
ISHARES INC (PICK) 460 UNCH $20
     PICK460UNCH$20
SCHLUMBERGER LTD 380 +200 $20
     SLB380+200$20
TOTALENERGIES SE 300 +200 $20
     TTE300+200$20
BROADCOM INC 17 +17 $19
     AVGO17+17$19
PHILIP MORRIS INTL INC 200 +80 $19
     PM200+80$19
SPDR INDEX SHS FDS (GII) 332 UNCH $18
     GII332UNCH$18
ECOLAB INC 87 UNCH $17
     ECL87UNCH$17
SELECT SECTOR SPDR TR (XLY) 94 -1,300 $17
     XLY94-1,300$17
AUTOMATIC DATA PROCESSING IN 67 UNCH $16
     ADP67UNCH$16
SALESFORCE INC 62 UNCH $16
     CRM62UNCH$16
QUANTUMSCAPE CORP 2,000 +2,000 $14
     QS2,000+2,000$14
GILEAD SCIENCES INC 150 UNCH $12
     GILD150UNCH$12
ISHARES TR (INDA) 251 +128 $12
     INDA251+128$12
GLOBAL X FDS 435 UNCH $12
     URA435UNCH$12
CORNING INC 345 UNCH $11
     GLW345UNCH$11
HOME DEPOT INC 31 UNCH $11
     HD31UNCH$11
AMERICAN ELEC PWR CO INC 129 +129 $10
     AEP129+129$10
BANK AMERICA CORP 296 +296 $10
     BAC296+296$10
ISHARES TR (CNYA) 387 +204 $10
     CNYA387+204$10
MERCK & CO INC 90 UNCH $10
     MRK90UNCH$10
BECTON DICKINSON & CO 35 UNCH $9
     BDX35UNCH$9
BLOCK INC 115 UNCH $9
     SQ115UNCH$9
EXXON MOBIL CORP 66 +66 $7
     XOM66+66$7
CVS HEALTH CORP 79 -332 $6
     CVS79-332$6
WK KELLOGG CO 443 UNCH $6
     KLG443UNCH$6
BERKSHIRE HATHAWAY INC DEL      $4
     BRK.B10-200$4
HUMANA INC 8 +8 $4
     HUM8+8$4
WELLS FARGO CO NEW 81 +81 $4
     WFC81+81$4
GEVO INC 1,500 +0 $2
     GEVO1,500UNCH$2
ABRDN INCOME CREDIT STRATEGI $0 (exited)
     ACP0-5,999$0
ISHARES TR $0 (exited)
     AGG0-620$0
APPLIED MATLS INC $0 (exited)
     AMAT0-500$0
VANECK ETF TRUST $0 (exited)
     ANGL0-2,650$0
ARK ETF TR $0 (exited)
     ARKG0-112$0
BROOKFIELD ASSET MANAGMT LTD $0 (exited)
     BAM0-433$0
VANECK ETF TRUST $0 (exited)
     BBH0-385$0
SPDR SER TR $0 (exited)
     BIL0-1,095$0
BROOKFIELD CORP $0 (exited)
     BN0-1,725$0
BROOKFIELD REINS LTD $0 (exited)
     BNRE0-11$0
CITIGROUP INC $0 (exited)
     C0-1,400$0
CSX CORP $0 (exited)
     CSX0-1,800$0
CORTEVA INC $0 (exited)
     CTVA0-64$0
DUPONT DE NEMOURS INC $0 (exited)
     DD0-864$0
SPDR DOW JONES INDL AVERAGE $0 (exited)
     DIA0-500$0
DOW INC $0 (exited)
     DOW0-1,064$0
EMBECTA CORP $0 (exited)
     EMBC0-7$0
FIRST TR STOXX EUROPEAN SELE $0 (exited)
     FDD0-7,768$0
VANECK ETF TRUST $0 (exited)
     FLTR0-1,136$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXL0-530$0
GENUINE PARTS CO $0 (exited)
     GPC0-38$0
VANECK ETF TRUST $0 (exited)
     HYEM0-3,482$0
ISHARES TR $0 (exited)
     IBB0-1,200$0
ISHARES TR $0 (exited)
     IVE0-1,400$0
LXP INDUSTRIAL TRUST $0 (exited)
     LXP0-6,437$0
NOVARTIS AG $0 (exited)
     NVS0-250$0
PROCTER AND GAMBLE CO $0 (exited)
     PG0-29$0
RTX CORPORATION $0 (exited)
     RTX0-112$0
HARBOR ETF TRUST $0 (exited)
     SIHY0-130$0
GLOBAL X FDS $0 (exited)
     SNSR0-1,830$0
AT&T INC $0 (exited)
     T0-2$0
TORONTO DOMINION BK ONT $0 (exited)
     TD0-60$0
TRAVELERS COMPANIES INC $0 (exited)
     TRV0-39$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VGK0-1,570$0
VANGUARD WORLD FDS $0 (exited)
     VGT0-1,400$0
VANGUARD WORLD FDS $0 (exited)
     VHT0-2,550$0
SELECT SECTOR SPDR TR 0 -92 $0 (exited)
     XLB0-92$0

See Summary: LFA Lugano Financial Advisors SA Top Holdings
See Details: Top 10 Stocks Held By LFA Lugano Financial Advisors SA

EntityShares/Amount
Change
Position Value
Change
BIV +55,287+$4,223
IGIB +80,372+$4,179
VWOB +65,154+$4,154
BLV +52,052+$3,882
VGIT +58,563+$3,474
VWO +65,120+$2,676
IBDU +68,901+$1,590
IBDT +60,658+$1,522
XLF +7,300+$274
EMXC +3,547+$197
EntityShares/Amount
Change
Position Value
Change
VHT -2,550-$600
VGT -1,400-$581
IVE -1,400-$215
DIA -500-$167
IBB -1,200-$147
BIL -1,095-$101
VGK -1,570-$91
FDD -7,768-$85
ANGL -2,650-$72
AMAT -500-$69
EntityShares/Amount
Change
Position Value
Change
SUSB +66,015+$1,731
QAI +23,859+$724
QLTA +17,024+$1,020
NUMG +14,157+$814
RNRG +12,639+$209
VCSH +8,834+$784
SJNK +5,192+$205
SUSA +5,005+$779
EWL +4,919+$282
EWU +4,586+$167
EntityShares/Amount
Change
Position Value
Change
ESGE -85,740-$2,542
PDBC -82,665-$1,788
VCIT -47,131-$3,508
IEF -43,796-$3,941
EMB -42,427-$3,386
TLH -37,843-$3,712
FTLS -32,746-$1,593
IEI -23,963-$2,652
SHY -13,605-$1,069
Size ($ 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

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