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Home > Institutional Investor > Lgt Financial Advisors Llc > Profile

Instuitional Investor - Lgt Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Lgt Financial Advisors Llc
Portfolio Value $39,416,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 4,996 $3,086,917 7.83%
2.
J P Morgan Exchange Traded F
 41,755 $2,373,739 6.02%
3.
Ishares Trust
 IEF 3,698 $2,298,838 5.83%
4.
Microsoft Corp
 MSFT 3,240 $1,611,753 4.09%
5.
Ishares Tr - MSCI USA QLT FCT
 6,717 $1,228,072 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)