LGT Financial Advisors LLC - Portfolio overview

LGT Financial Advisors LLC has 411 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.10%
2. IVV - ISHARES TR, 5.59%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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