Portfolio (Quarterly)
Guide ↗
LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 805.0 | $52K | 0.03% | NEW | — | $65.00 | -43.3% |
| 142 | HEDJ | WISDOMTREE TR | — | 1,022.0 | $52K | 0.03% | NEW | — | $50.40 | +11.8% |
| 143 | BBH | VANECK ETF TRUST | — | 310.0 | $51K | 0.03% | NEW | — | $165.68 | +23.0% |
| 144 | NFLX | NETFLIX INC | Communication Services | 42.0 | $50K | 0.03% | NEW | — | $1198.93 | -93.8% |
| 145 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 110.0 | $49K | 0.03% | NEW | — | $447.23 | -12.9% |
| 146 | T | AT&T INC | Communication Services | 1,745.0 | $49K | 0.03% | NEW | — | $27.94 | -23.5% |
| 147 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 182.0 | $47K | 0.03% | NEW | — | $260.44 | +41.4% |
| 148 | BKR | BAKER HUGHES COMPANY | Energy | 953.0 | $46K | 0.02% | NEW | — | $48.72 | +16.4% |
| 149 | CVX | CHEVRON CORP NEW | Energy | 295.0 | $46K | 0.02% | NEW | — | $155.29 | +16.3% |
| 150 | SHYG | ISHARES TR | — | 1,040.0 | $45K | 0.02% | NEW | — | $43.05 | -1.8% |
| 151 | INTC | INTEL CORP | Technology | 1,310.0 | $44K | 0.02% | NEW | — | $33.55 | +202.9% |
| 152 | IEMG | ISHARES INC | — | 660.0 | $44K | 0.02% | NEW | — | $65.92 | +21.1% |
| 153 | EWJ | ISHARES INC | — | 524.0 | $42K | 0.02% | NEW | — | $80.21 | +16.8% |
| 154 | TTE | TOTALENERGIES SE | Energy | 700.0 | $42K | 0.02% | NEW | — | $59.69 | +35.5% |
| 155 | DE | DEERE & CO | Industrials | 90.0 | $41K | 0.02% | NEW | — | $457.26 | +28.6% |
| 156 | DXJ | WISDOMTREE TR | — | 320.0 | $41K | 0.02% | NEW | — | $128.03 | +38.1% |
| 157 | EEM | ISHARES TR | — | 750.0 | $40K | 0.02% | NEW | — | $53.40 | +22.9% |
| 158 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 576.0 | $40K | 0.02% | NEW | — | $68.81 | +41.3% |
| 159 | LEN | LENNAR CORP | Consumer Cyclical | 309.0 | $39K | 0.02% | NEW | — | $125.50 | -32.2% |
| 160 | BOTZ | GLOBAL X FDS | — | 1,085.0 | $38K | 0.02% | NEW | — | $35.43 | +1.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
73.2%
Technology
10.2%
Consumer Cyclical
6.2%
Communication Services
3.9%
Healthcare
2.5%
Industrials
1.8%
Consumer Defensive
1.4%
Energy
0.5%
Utilities
0.4%
Basic Materials
0.0%