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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BLV | VANGUARD BD INDEX FDS | — | 1,230.0 | $87K | 0.05% | NEW | — | $70.58 | -4.5% |
| 122 | CRM | SALESFORCE INC | Technology | 326.0 | $77K | 0.04% | NEW | — | $237.00 | -28.7% |
| 123 | CVS | CVS HEALTH CORP | Healthcare | 1,000.0 | $75K | 0.04% | NEW | — | $74.78 | +43.9% |
| 124 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 460.0 | $74K | 0.04% | NEW | — | $160.69 | +11.0% |
| 125 | ITOT | ISHARES TR | — | 497.0 | $72K | 0.04% | NEW | — | $145.65 | +13.3% |
| 126 | MRK | MERCK & CO INC | Healthcare | 788.0 | $66K | 0.04% | NEW | — | $83.93 | +47.2% |
| 127 | WMT | WALMART INC | Consumer Defensive | 636.0 | $66K | 0.04% | NEW | — | $103.06 | +10.8% |
| 128 | SLV | ISHARES SILVER TR | Financial Services | 1,475.0 | $62K | 0.03% | NEW | — | $42.37 | +23.1% |
| 129 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 348.0 | $62K | 0.03% | NEW | — | $178.73 | -33.5% |
| 130 | CI | THE CIGNA GROUP | Healthcare | 210.0 | $61K | 0.03% | NEW | — | $288.25 | +5.5% |
| 131 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 378.0 | $58K | 0.03% | NEW | — | $152.58 | -3.3% |
| 132 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 72.0 | $57K | 0.03% | NEW | — | $796.35 | +42.8% |
| 133 | BIV | VANGUARD BD INDEX FDS | — | 735.0 | $57K | 0.03% | NEW | — | $77.83 | -2.2% |
| 134 | DBMF | LITMAN GREGORY FDS TR | — | 2,020.0 | $55K | 0.03% | NEW | — | $27.31 | +13.2% |
| 135 | — | BERKSHIRE HATHAWAY INC DEL | — | 109.0 | $55K | 0.03% | NEW | — | $502.74 | — |
| 136 | EZU | ISHARES INC | — | 880.0 | $55K | 0.03% | NEW | — | $61.94 | +10.3% |
| 137 | APP | APPLOVIN CORP | Technology | 75.0 | $54K | 0.03% | NEW | — | $718.55 | -36.7% |
| 138 | WFC | WELLS FARGO CO NEW | Financial Services | 635.0 | $53K | 0.03% | NEW | — | $83.82 | +3.6% |
| 139 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 890.0 | $53K | 0.03% | NEW | — | $59.47 | +14.4% |
| 140 | VRP | INVESCO EXCH TRADED FD TR II | — | 2,140.0 | $52K | 0.03% | NEW | — | $24.51 | -0.5% |
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%